UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 264 filers reported holding UPSTART HLDGS INC in Q1 2023. The put-call ratio across all filers is 1.79 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $527,990 | +7.9% | 18,500 | -50.0% | 0.01% | +14.3% |
| Q4 2022 | $489,140 | -36.4% | 37,000 | 0.0% | 0.01% | -36.4% |
| Q3 2022 | $769,000 | -34.3% | 37,000 | 0.0% | 0.01% | -31.2% |
| Q2 2022 | $1,170,000 | -73.5% | 37,000 | -8.6% | 0.02% | -69.8% |
| Q1 2022 | $4,418,000 | -26.2% | 40,500 | +2.4% | 0.05% | -20.9% |
| Q4 2021 | $5,983,000 | -52.2% | 39,550 | 0.0% | 0.07% | -53.1% |
| Q3 2021 | $12,515,000 | – | 39,550 | – | 0.14% | – |
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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% |