UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 135 filers reported holding UPSTART HLDGS INC in Q1 2021. The put-call ratio across all filers is 0.99 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,518,136 | -66.7% | 228,386 | -58.2% | 0.00% | -71.4% |
| Q2 2023 | $19,557,452 | +266.7% | 546,145 | +62.7% | 0.01% | +250.0% |
| Q1 2023 | $5,334,002 | +52.9% | 335,683 | +27.2% | 0.00% | 0.0% |
| Q4 2022 | $3,487,449 | +10.0% | 263,801 | +73.1% | 0.00% | +100.0% |
| Q3 2022 | $3,169,000 | +42.6% | 152,430 | +116.9% | 0.00% | 0.0% |
| Q2 2022 | $2,222,000 | -99.4% | 70,287 | -97.9% | 0.00% | -99.1% |
| Q1 2022 | $362,651,000 | -6.6% | 3,324,333 | +29.5% | 0.12% | -8.6% |
| Q4 2021 | $388,417,000 | -49.5% | 2,567,200 | +5.6% | 0.13% | -52.9% |
| Q3 2021 | $768,984,000 | +215.7% | 2,430,108 | +24.6% | 0.27% | +183.3% |
| Q2 2021 | $243,567,000 | +321.8% | 1,950,096 | +335.2% | 0.10% | +231.0% |
| Q1 2021 | $57,741,000 | +7497.5% | 448,095 | +2301.6% | 0.03% | – |
| Q4 2020 | $760,000 | – | 18,658 | – | 0.00% | – |
Download | ||||||
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% |