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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $353,382 | -30.4% | 12,382 | -12.7% | 0.02% | -30.4% |
| Q2 2023 | $507,822 | +125.0% | 14,181 | -0.1% | 0.02% | +109.1% |
| Q1 2023 | $225,654 | +32.4% | 14,201 | +10.2% | 0.01% | +22.2% |
| Q4 2022 | $170,419 | -50.6% | 12,891 | -22.3% | 0.01% | -59.1% |
| Q3 2022 | $345,000 | -26.6% | 16,591 | +11.5% | 0.02% | -24.1% |
| Q2 2022 | $470,000 | -53.4% | 14,874 | +60.7% | 0.03% | -43.1% |
| Q1 2022 | $1,009,000 | +42.7% | 9,254 | +98.0% | 0.05% | +30.8% |
| Q4 2021 | $707,000 | +53.7% | 4,674 | +221.5% | 0.04% | +50.0% |
| Q3 2021 | $460,000 | +3438.5% | 1,454 | +1354.0% | 0.03% | +2500.0% |
| Q1 2021 | $13,000 | – | 100 | – | 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% |