UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 432 filers reported holding UPSTART HLDGS INC in Q3 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,018,536 | -20.3% | 35,688 | 0.0% | 0.27% | -12.8% |
Q2 2023 | $1,277,987 | +125.4% | 35,688 | 0.0% | 0.31% | +118.9% |
Q1 2023 | $567,082 | +20.2% | 35,688 | 0.0% | 0.14% | +6.7% |
Q4 2022 | $471,795 | -36.4% | 35,688 | 0.0% | 0.13% | -33.0% |
Q3 2022 | $742,000 | -34.2% | 35,688 | 0.0% | 0.20% | -42.4% |
Q2 2022 | $1,128,000 | -71.0% | 35,688 | 0.0% | 0.35% | -61.3% |
Q1 2022 | $3,893,000 | -27.7% | 35,688 | +0.3% | 0.90% | -20.1% |
Q4 2021 | $5,384,000 | +70.2% | 35,588 | +255.9% | 1.12% | +53.4% |
Q3 2021 | $3,164,000 | – | 10,000 | – | 0.73% | – |
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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% |