Strategic Family Wealth Counselors, L.L.C. - UPSTART HLDGS INC ownership

UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 307 filers reported holding UPSTART HLDGS INC in Q3 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.1%.

Quarter-by-quarter ownership
Strategic Family Wealth Counselors, L.L.C. ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q3 2023$228,092
-20.3%
7,9920.0%0.11%
-16.7%
Q2 2023$286,194
+13.1%
7,9920.0%0.13%
+9.1%
Q2 2022$253,000
-71.0%
7,9920.0%0.12%
-65.5%
Q1 2022$872,000
-27.9%
7,9920.0%0.35%
-9.5%
Q4 2021$1,209,000
-52.2%
7,9920.0%0.39%
-55.1%
Q3 2021$2,529,000
+153.4%
7,9920.0%0.86%
+165.3%
Q2 2021$998,0007,9920.33%
Other shareholders
UPSTART HLDGS INC shareholders Q3 2022
NameSharesValueWeighting ↓
Third Point 12,400,000$3,923,856,00021.42%
Kuvari Partners LLP 29,705$9,400,00015.02%
Consolidated Investment Group LLC 222,214$70,318,00011.02%
EMJ Capital Ltd. 115,500$36,549,0009.01%
Vulcan Value Partners, LLC 4,250,461$1,345,016,0007.23%
EMJ Capital Ltd. 91,600$28,986,0007.15%
VK Services, LLC 2,478,297$299,279,0006.76%
Atika Capital Management LLC 272,000$86,072,0005.12%
DUMAC, INC. 8,676$2,745,0004.71%
Eos Focused Equity Management, L.P. 16,926$5,356,0004.08%
View complete list of UPSTART HLDGS INC shareholders