LEVEL FOUR ADVISORY SERVICES, LLC - UPSTART HLDGS INC ownership

UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 351 filers reported holding UPSTART HLDGS INC in Q2 2022. The put-call ratio across all filers is 1.49 and the average weighting 0.1%.

Quarter-by-quarter ownership
LEVEL FOUR ADVISORY SERVICES, LLC ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q3 2023$1,002,468
-20.6%
35,125
-0.3%
0.06%
-14.5%
Q2 2023$1,262,123
+47.3%
35,245
+348.6%
0.08%
+13.4%
Q1 2022$857,000
+52.8%
7,856
+112.0%
0.07%
+55.8%
Q4 2021$561,0003,7060.04%
Other shareholders
UPSTART HLDGS INC shareholders Q2 2022
NameSharesValueWeighting ↓
Kuvari Partners LLP 120,391$18,215,000100.00%
Consolidated Investment Group LLC 196,000$29,655,0004.70%
Third Point 4,000,000$605,200,0004.22%
Bordeaux Wealth Advisors LLC 60,000$9,078,0004.17%
Vulcan Value Partners, LLC 9,690,630$1,466,192,0003.75%
Crawford Lake Capital Management, LLC 59,397$8,987,0002.74%
WMG Financial Advisors, LLC 20,900$3,163,0002.46%
Atlas Principals, LLC 20,000$3,026,0002.22%
Atlas Principals, LLC 18,000$2,723,0002.00%
Atika Capital Management LLC 174,625$26,420,0001.85%
View complete list of UPSTART HLDGS INC shareholders