UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 476 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $372,203 | -6.8% | 15,778 | +6.2% | 0.01% | -15.4% |
Q1 2024 | $399,397 | -22.4% | 14,853 | +18.0% | 0.01% | -27.8% |
Q4 2023 | $514,427 | +86.7% | 12,590 | +30.4% | 0.02% | +28.6% |
Q3 2023 | $275,468 | -5.7% | 9,652 | +18.4% | 0.01% | 0.0% |
Q2 2023 | $291,995 | -34.7% | 8,154 | +98.9% | 0.01% | -56.2% |
Q1 2022 | $447,000 | +14.9% | 4,100 | +59.7% | 0.03% | +10.3% |
Q4 2021 | $389,000 | – | 2,568 | – | 0.03% | – |
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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% |