UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 264 filers reported holding UPSTART HLDGS INC in Q1 2023. The put-call ratio across all filers is 1.79 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,079,466 | +12.9% | 107,900 | +41.6% | 0.02% | +15.4% |
| Q2 2023 | $2,728,722 | +89.1% | 76,200 | -16.1% | 0.01% | +85.7% |
| Q1 2023 | $1,442,939 | +4.2% | 90,808 | -13.3% | 0.01% | -12.5% |
| Q4 2022 | $1,384,134 | -74.7% | 104,700 | -60.2% | 0.01% | -65.2% |
| Q3 2022 | $5,464,000 | -60.3% | 262,800 | -38.2% | 0.02% | -11.5% |
| Q2 2022 | $13,764,722 | -77.0% | 425,200 | -22.5% | 0.03% | -79.5% |
| Q1 2022 | $59,848,000 | +96.0% | 548,610 | +171.9% | 0.13% | +95.4% |
| Q4 2021 | $30,533,000 | -84.7% | 201,804 | -68.0% | 0.06% | -85.4% |
| Q3 2021 | $199,448,000 | +7767.8% | 630,286 | +3004.9% | 0.44% | +7316.7% |
| Q2 2021 | $2,535,000 | -30.0% | 20,300 | -27.8% | 0.01% | -25.0% |
| Q1 2021 | $3,621,000 | – | 28,100 | – | 0.01% | – |
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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% |