IEQ CAPITAL, LLC - UPSTART HLDGS INC ownership

UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 351 filers reported holding UPSTART HLDGS INC in Q2 2022. The put-call ratio across all filers is 1.49 and the average weighting 0.1%.

Quarter-by-quarter ownership
IEQ CAPITAL, LLC ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q2 2023$236,095
+32.2%
6,593
-41.3%
0.01%
+25.0%
Q1 2023$178,540
-32.6%
11,236
-11.8%
0.00%
-42.9%
Q3 2022$265,000
-50.2%
12,735
-24.3%
0.01%
-56.2%
Q2 2022$532,000
-77.4%
16,815
-22.0%
0.02%
-71.4%
Q1 2022$2,352,000
-6.8%
21,563
+29.3%
0.06%
-3.4%
Q4 2021$2,523,000
+10.5%
16,673
+131.1%
0.06%
-4.9%
Q3 2021$2,283,0007,2150.06%
Other shareholders
UPSTART HLDGS INC shareholders Q2 2022
NameSharesValueWeighting ↓
Kuvari Partners LLP 296,738$32,371,000100.00%
Vulcan Value Partners, LLC 7,241,207$789,944,0004.85%
Kamunting Street Capital Management, L.P. 33,860$3,694,0004.60%
PURSUE WEALTH PARTNERS LLC 90,832$8,656,290,0003.58%
Consolidated Investment Group LLC 199,200$21,731,0003.54%
Bordeaux Wealth Advisors LLC 60,000$6,545,0003.53%
WMG Financial Advisors, LLC 40,025$4,368,0003.21%
GFG Capital, LLC 82,481$8,998,0002.67%
JAT Capital Mgmt LP 54,300$5,924,0001.79%
LA FINANCIERE DE L'ECHIQUIER 397,024$43,312,0001.78%
View complete list of UPSTART HLDGS INC shareholders