RE Dickinson Investment Advisors, LLC - UPSTART HLDGS INC ownership

UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 491 filers reported holding UPSTART HLDGS INC in Q1 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.3%.

Quarter-by-quarter ownership
RE Dickinson Investment Advisors, LLC ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q3 2023$20.0%55
+7.8%
0.00%0.0%
Q2 2023$2
+100.0%
510.0%0.00%
Q1 2023$10.0%510.0%0.00%
Q4 2022$1
-99.9%
510.0%0.00%
-100.0%
Q3 2022$1,000
-50.0%
510.0%0.00%
Q2 2022$2,000
-60.0%
51
+2.0%
0.00%
-100.0%
Q1 2022$5,000
-28.6%
50
+16.3%
0.00%
-40.0%
Q4 2021$7,000430.01%
Other shareholders
UPSTART HLDGS INC shareholders Q1 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