UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 305 filers reported holding UPSTART HLDGS INC in Q2 2023. The put-call ratio across all filers is 1.57 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228,092 | -20.3% | 7,992 | 0.0% | 0.11% | -16.7% |
| Q2 2023 | $286,194 | +13.1% | 7,992 | 0.0% | 0.13% | +9.1% |
| Q2 2022 | $253,000 | -71.0% | 7,992 | 0.0% | 0.12% | -65.5% |
| Q1 2022 | $872,000 | -27.9% | 7,992 | 0.0% | 0.35% | -9.5% |
| Q4 2021 | $1,209,000 | -52.2% | 7,992 | 0.0% | 0.39% | -55.1% |
| Q3 2021 | $2,529,000 | +153.4% | 7,992 | 0.0% | 0.86% | +165.3% |
| Q2 2021 | $998,000 | – | 7,992 | – | 0.33% | – |
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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% |