UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 273 filers reported holding UPSTART HLDGS INC in Q4 2022. The put-call ratio across all filers is 1.37 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $964,255 | -15.9% | 33,789 | +5.8% | 0.00% | -50.0% |
| Q2 2023 | $1,146,874 | +182.0% | 31,926 | +24.9% | 0.00% | +100.0% |
| Q1 2023 | $406,765 | -38.9% | 25,556 | -49.2% | 0.00% | 0.0% |
| Q4 2022 | $665,493 | -4.2% | 50,334 | +50.6% | 0.00% | -50.0% |
| Q3 2022 | $695,000 | -31.4% | 33,417 | +4.5% | 0.00% | 0.0% |
| Q2 2022 | $1,013,000 | -77.9% | 31,981 | -25.6% | 0.00% | -77.8% |
| Q1 2022 | $4,592,000 | +34.8% | 42,997 | +90.8% | 0.01% | +50.0% |
| Q4 2021 | $3,406,000 | -61.6% | 22,537 | -19.6% | 0.01% | -66.7% |
| Q3 2021 | $8,866,000 | +341.5% | 28,046 | +74.4% | 0.02% | +350.0% |
| Q2 2021 | $2,008,000 | +122.1% | 16,082 | +129.3% | 0.00% | +100.0% |
| Q1 2021 | $904,000 | +635.0% | 7,012 | +133.9% | 0.00% | – |
| Q4 2020 | $123,000 | – | 2,998 | – | 0.00% | – |
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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% |