Geneos Wealth Management Inc. - UPSTART HLDGS INC ownership

UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 6 filers reported holding UPSTART HLDGS INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q3 2023$20,121
-20.3%
7050.0%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$3,000350.00%
Other shareholders
UPSTART HLDGS INC shareholders Q4 2023
NameSharesValueWeighting ↓
Third Point 12,400,000$3,923,856,00021.42%
Kuvari Partners LLP 29,705$9,400,00015.02%
Consolidated Investment Group LLC 222,214$70,318,00011.02%
EMJ Capital Ltd. 115,500$36,549,0009.01%
Vulcan Value Partners, LLC 4,250,461$1,345,016,0007.23%
EMJ Capital Ltd. 91,600$28,986,0007.15%
VK Services, LLC 2,478,297$299,279,0006.76%
Atika Capital Management LLC 272,000$86,072,0005.12%
DUMAC, INC. 8,676$2,745,0004.71%
Eos Focused Equity Management, L.P. 16,926$5,356,0004.08%
View complete list of UPSTART HLDGS INC shareholders