Ellevest, Inc. - UPSTART HLDGS INC ownership

UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 305 filers reported holding UPSTART HLDGS INC in Q2 2023. The put-call ratio across all filers is 1.57 and the average weighting 0.1%.

Quarter-by-quarter ownership
Ellevest, Inc. ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q1 2023$9,709
+174.0%
611
+128.0%
0.00%
Q4 2022$3,543
-41.0%
268
-0.4%
0.00%
-100.0%
Q3 2022$6,000
+500.0%
269
+1020.8%
0.00%
Q2 2022$1,0000.0%24
+166.7%
0.00%
Q1 2022$1,0000.0%90.0%0.00%
Q4 2021$1,0009
+800.0%
0.00%
Q3 2021$010.00%
Other shareholders
UPSTART HLDGS INC shareholders Q2 2023
NameSharesValueWeighting ↓
WMG Financial Advisors, LLC 79,328$2,505,0002.17%
SANDLER CAPITAL MANAGEMENT 450,000$14,229,0001.51%
Bordeaux Wealth Advisors LLC 60,000$1,897,0001.31%
Vulcan Value Partners, LLC 3,996,381$126,365,0001.24%
Consolidated Investment Group LLC 199,200$6,299,0001.20%
Kamunting Street Capital Management, L.P. 22,406$708,0000.96%
Coatue Management 2,362,290$74,696,0000.90%
GFG Capital, LLC 89,482$2,830,0000.86%
AtonRa Partners 27,871$881,0000.81%
Synergy Financial Group, LTD 15,202$481,0000.75%
View complete list of UPSTART HLDGS INC shareholders