UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 474 filers reported holding UPSTART HLDGS INC in Q4 2021. The put-call ratio across all filers is 1.13 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,380 | -20.3% | 644 | 0.0% | 0.00% | – |
| Q2 2023 | $23,062 | +169.3% | 644 | +19.5% | 0.00% | – |
| Q1 2023 | $8,565 | +6.4% | 539 | -11.5% | 0.00% | – |
| Q4 2022 | $8,051 | -57.6% | 609 | -32.9% | 0.00% | – |
| Q3 2022 | $19,000 | -66.7% | 907 | -49.8% | 0.00% | -100.0% |
| Q2 2022 | $57,000 | -81.7% | 1,807 | -36.9% | 0.00% | -80.0% |
| Q1 2022 | $312,000 | +77.3% | 2,864 | +146.0% | 0.01% | +66.7% |
| Q4 2021 | $176,000 | -80.6% | 1,164 | -59.4% | 0.00% | -81.2% |
| Q3 2021 | $907,000 | +159.1% | 2,865 | +2.1% | 0.02% | +166.7% |
| Q2 2021 | $350,000 | -99.6% | 2,806 | +300.9% | 0.01% | +500.0% |
| Q1 2021 | $90,202,000 | – | 700 | – | 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% |