UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 257 filers reported holding UPSTART HLDGS INC in Q2 2021. The put-call ratio across all filers is 1.31 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $239,508 | -25.5% | 8,392 | -6.5% | 0.00% | -33.3% |
| Q2 2023 | $321,287 | +4.0% | 8,972 | -8.1% | 0.00% | -40.0% |
| Q2 2022 | $309,000 | -21.2% | 9,761 | +171.4% | 0.01% | -16.7% |
| Q1 2022 | $392,000 | +9.5% | 3,596 | +52.1% | 0.01% | +20.0% |
| Q4 2021 | $358,000 | +44.4% | 2,364 | +201.5% | 0.01% | +25.0% |
| Q3 2021 | $248,000 | +4.2% | 784 | -58.8% | 0.00% | 0.0% |
| Q2 2021 | $238,000 | – | 1,904 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kuvari Partners LLP | 120,391 | $18,215,000 | 100.00% |
| Consolidated Investment Group LLC | 196,000 | $29,655,000 | 4.70% |
| Third Point | 4,000,000 | $605,200,000 | 4.22% |
| Bordeaux Wealth Advisors LLC | 60,000 | $9,078,000 | 4.17% |
| Vulcan Value Partners, LLC | 9,690,630 | $1,466,192,000 | 3.75% |
| Crawford Lake Capital Management, LLC | 59,397 | $8,987,000 | 2.74% |
| WMG Financial Advisors, LLC | 20,900 | $3,163,000 | 2.46% |
| Atlas Principals, LLC | 20,000 | $3,026,000 | 2.22% |
| Atlas Principals, LLC | 18,000 | $2,723,000 | 2.00% |
| Atika Capital Management LLC | 174,625 | $26,420,000 | 1.85% |