Tradewinds Capital Management, LLC - UPSTART HLDGS INC ownership

UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 6 filers reported holding UPSTART HLDGS INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Tradewinds Capital Management, LLC ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q3 2023$1,427
-20.3%
500.0%0.00%
-100.0%
Q2 2023$1,791
+125.3%
500.0%0.00%
Q1 2023$795
+20.3%
500.0%0.00%
Q4 2022$661
-33.9%
500.0%0.00%
Q3 2022$1,000
-50.0%
500.0%0.00%
-100.0%
Q2 2022$2,000
-66.7%
50
-12.3%
0.00%0.0%
Q1 2022$6,000
-33.3%
570.0%0.00%0.0%
Q4 2021$9,000
+350.0%
57
+714.3%
0.00%
Q3 2021$2,00070.00%
Other shareholders
UPSTART HLDGS INC shareholders Q4 2023
NameSharesValueWeighting ↓
Kuvari Partners LLP 120,391$18,215,000100.00%
Consolidated Investment Group LLC 196,000$29,655,0004.70%
Third Point 4,000,000$605,200,0004.22%
Bordeaux Wealth Advisors LLC 60,000$9,078,0004.17%
Vulcan Value Partners, LLC 9,690,630$1,466,192,0003.75%
Crawford Lake Capital Management, LLC 59,397$8,987,0002.74%
WMG Financial Advisors, LLC 20,900$3,163,0002.46%
Atlas Principals, LLC 20,000$3,026,0002.22%
Atlas Principals, LLC 18,000$2,723,0002.00%
Atika Capital Management LLC 174,625$26,420,0001.85%
View complete list of UPSTART HLDGS INC shareholders