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 | $1,169,969 | -66.5% | 40,994 | -58.0% | 0.00% | -100.0% |
| Q2 2023 | $3,493,767 | +52.2% | 97,564 | -32.5% | 0.00% | 0.0% |
| Q1 2023 | $2,296,073 | +124.2% | 144,498 | +86.6% | 0.00% | – |
| Q4 2022 | $1,023,915 | -63.3% | 77,452 | -42.2% | 0.00% | -100.0% |
| Q3 2022 | $2,787,000 | -46.4% | 134,004 | -18.5% | 0.00% | -50.0% |
| Q2 2022 | $5,197,000 | -73.8% | 164,335 | -9.5% | 0.00% | -66.7% |
| Q1 2022 | $19,800,000 | +101.1% | 181,510 | +178.9% | 0.01% | +100.0% |
| Q4 2021 | $9,847,000 | -46.9% | 65,086 | +11.1% | 0.00% | -50.0% |
| Q3 2021 | $18,546,000 | +189.8% | 58,606 | +14.3% | 0.01% | +200.0% |
| Q2 2021 | $6,400,000 | +236.3% | 51,252 | +246.9% | 0.00% | – |
| Q1 2021 | $1,903,000 | +5497.1% | 14,773 | +1686.3% | 0.00% | – |
| Q4 2020 | $34,000 | – | 827 | – | 0.00% | – |
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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% |