UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 273 filers reported holding UPSTART HLDGS INC in Q4 2022. The put-call ratio across all filers is 1.37 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,121 | -20.3% | 705 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $25,246 | +302.2% | 705 | +78.5% | 0.00% | – |
| Q1 2023 | $6,277 | -12.9% | 395 | -27.5% | 0.00% | – |
| Q4 2022 | $7,205 | -55.0% | 545 | -31.0% | 0.00% | -100.0% |
| Q3 2022 | $16,000 | -72.9% | 790 | -56.5% | 0.00% | -66.7% |
| Q2 2022 | $59,000 | -52.4% | 1,818 | +58.8% | 0.00% | -40.0% |
| Q1 2022 | $124,000 | +17.0% | 1,145 | +62.6% | 0.01% | +25.0% |
| Q4 2021 | $106,000 | +65.6% | 704 | +225.9% | 0.00% | +100.0% |
| Q3 2021 | $64,000 | +166.7% | 216 | +8.0% | 0.00% | +100.0% |
| Q2 2021 | $24,000 | +700.0% | 200 | +471.4% | 0.00% | – |
| Q1 2021 | $3,000 | – | 35 | – | 0.00% | – |
Download | ||||||
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% |