UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 474 filers reported holding UPSTART HLDGS INC in Q4 2021. The put-call ratio across all filers is 1.13 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,802,004 | +974.0% | 378,486 | +498.0% | 0.08% | +1233.3% |
| Q1 2023 | $1,005,749 | -52.6% | 63,294 | -60.6% | 0.01% | -50.0% |
| Q4 2022 | $2,122,392 | -9.0% | 160,544 | +43.1% | 0.01% | -7.7% |
| Q3 2022 | $2,333,000 | +16.4% | 112,200 | +77.0% | 0.01% | +8.3% |
| Q2 2022 | $2,004,000 | +101.4% | 63,381 | +594.6% | 0.01% | +50.0% |
| Q1 2022 | $995,000 | +30.9% | 9,125 | +81.8% | 0.01% | +14.3% |
| Q4 2021 | $760,000 | -80.8% | 5,020 | -59.8% | 0.01% | -86.0% |
| Q3 2021 | $3,954,000 | +455.3% | 12,494 | +119.1% | 0.05% | +525.0% |
| Q2 2021 | $712,000 | +27.1% | 5,703 | +31.3% | 0.01% | +14.3% |
| Q1 2021 | $560,000 | – | 4,344 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WMG Financial Advisors, LLC | 79,328 | $2,505,000 | 2.17% |
| SANDLER CAPITAL MANAGEMENT | 450,000 | $14,229,000 | 1.51% |
| Bordeaux Wealth Advisors LLC | 60,000 | $1,897,000 | 1.31% |
| Vulcan Value Partners, LLC | 3,996,381 | $126,365,000 | 1.24% |
| Consolidated Investment Group LLC | 199,200 | $6,299,000 | 1.20% |
| Kamunting Street Capital Management, L.P. | 22,406 | $708,000 | 0.96% |
| Coatue Management | 2,362,290 | $74,696,000 | 0.90% |
| GFG Capital, LLC | 89,482 | $2,830,000 | 0.86% |
| AtonRa Partners | 27,871 | $881,000 | 0.81% |
| Synergy Financial Group, LTD | 15,202 | $481,000 | 0.75% |