UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 281 filers reported holding UPSTART HLDGS INC in Q1 2024. The put-call ratio across all filers is 1.15 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $425 | -12.4% | 18 | 0.0% | 0.00% | – |
| Q1 2024 | $485 | -34.1% | 18 | 0.0% | 0.00% | – |
| Q4 2023 | $736 | +43.2% | 18 | 0.0% | 0.00% | – |
| Q3 2023 | $514 | -20.3% | 18 | 0.0% | 0.00% | – |
| Q2 2023 | $645 | +124.7% | 18 | 0.0% | 0.00% | – |
| Q1 2023 | $287 | -93.2% | 18 | -94.3% | 0.00% | -100.0% |
| Q4 2022 | $4,204 | -29.9% | 318 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $6,000 | -40.0% | 318 | 0.0% | 0.00% | -50.0% |
| Q2 2022 | $10,000 | -83.1% | 318 | -40.7% | 0.01% | -77.8% |
| Q1 2022 | $59,000 | 0.0% | 536 | +36.4% | 0.03% | +3.8% |
| Q4 2021 | $59,000 | -46.8% | 393 | +12.3% | 0.03% | -52.7% |
| Q3 2021 | $111,000 | +200.0% | 350 | +16.7% | 0.06% | +189.5% |
| Q2 2021 | $37,000 | – | 300 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WMG Financial Advisors, LLC | 79,328 | $2,505,000 | 2.17% |
| SANDLER CAPITAL MANAGEMENT | 450,000 | $14,229,000 | 1.51% |
| Bordeaux Wealth Advisors LLC | 60,000 | $1,897,000 | 1.31% |
| Vulcan Value Partners, LLC | 3,996,381 | $126,365,000 | 1.24% |
| Consolidated Investment Group LLC | 199,200 | $6,299,000 | 1.20% |
| Kamunting Street Capital Management, L.P. | 22,406 | $708,000 | 0.96% |
| Coatue Management | 2,362,290 | $74,696,000 | 0.90% |
| GFG Capital, LLC | 89,482 | $2,830,000 | 0.86% |
| AtonRa Partners | 27,871 | $881,000 | 0.81% |
| Synergy Financial Group, LTD | 15,202 | $481,000 | 0.75% |