UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 295 filers reported holding UPSTART HLDGS INC in Q3 2023. The put-call ratio across all filers is 1.18 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,401,915 | +135.5% | 49,121 | +31.1% | 0.04% | +137.5% |
| Q1 2023 | $595,248 | +118.1% | 37,461 | +81.5% | 0.02% | +100.0% |
| Q4 2022 | $272,894 | -69.9% | 20,643 | -52.7% | 0.01% | -75.0% |
| Q3 2022 | $907,000 | -22.9% | 43,627 | +17.3% | 0.03% | -20.0% |
| Q2 2022 | $1,176,000 | -46.4% | 37,184 | +85.0% | 0.04% | -38.5% |
| Q1 2022 | $2,192,000 | +18.0% | 20,098 | +63.8% | 0.06% | +22.6% |
| Q4 2021 | $1,857,000 | -28.8% | 12,273 | +48.9% | 0.05% | -36.1% |
| Q3 2021 | $2,607,000 | +225.9% | 8,240 | +28.6% | 0.08% | +232.0% |
| Q2 2021 | $800,000 | – | 6,405 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kuvari Partners LLP | 296,738 | $32,371,000 | 100.00% |
| Vulcan Value Partners, LLC | 7,241,207 | $789,944,000 | 4.85% |
| Kamunting Street Capital Management, L.P. | 33,860 | $3,694,000 | 4.60% |
| PURSUE WEALTH PARTNERS LLC | 90,832 | $8,656,290,000 | 3.58% |
| Consolidated Investment Group LLC | 199,200 | $21,731,000 | 3.54% |
| Bordeaux Wealth Advisors LLC | 60,000 | $6,545,000 | 3.53% |
| WMG Financial Advisors, LLC | 40,025 | $4,368,000 | 3.21% |
| GFG Capital, LLC | 82,481 | $8,998,000 | 2.67% |
| JAT Capital Mgmt LP | 54,300 | $5,924,000 | 1.79% |
| LA FINANCIERE DE L'ECHIQUIER | 397,024 | $43,312,000 | 1.78% |