UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 281 filers reported holding UPSTART HLDGS INC in Q1 2024. The put-call ratio across all filers is 1.15 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $376,460 | -89.1% | 14,000 | -83.5% | 0.00% | -100.0% |
| Q4 2023 | $3,460,842 | +5.4% | 84,700 | -26.4% | 0.01% | +20.0% |
| Q3 2023 | $3,284,440 | +5.9% | 115,082 | +32.8% | 0.01% | 0.0% |
| Q2 2023 | $3,102,328 | +1193.0% | 86,633 | +473.7% | 0.01% | +400.0% |
| Q1 2023 | $239,939 | -6.0% | 15,100 | -21.8% | 0.00% | 0.0% |
| Q4 2022 | $255,225 | -20.7% | 19,306 | +69.4% | 0.00% | -90.9% |
| Q2 2022 | $322,000 | – | 11,400 | – | 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% |