Souders Financial Advisors - UPSTART HLDGS INC ownership

UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 432 filers reported holding UPSTART HLDGS INC in Q3 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.

Quarter-by-quarter ownership
Souders Financial Advisors ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q1 2022$555,000
-23.6%
5,089
+6.0%
0.16%
-23.1%
Q4 2021$726,000
-46.9%
4,799
+11.1%
0.21%
-52.8%
Q3 2021$1,367,000
+163.4%
4,321
+4.1%
0.44%
+152.0%
Q2 2021$519,000
+1.6%
4,152
+4.8%
0.18%
-12.5%
Q1 2021$511,0003,9620.20%
Other shareholders
UPSTART HLDGS INC shareholders Q3 2021
NameSharesValueWeighting ↓
Kuvari Partners LLP 120,391$18,215,000100.00%
Consolidated Investment Group LLC 196,000$29,655,0004.70%
Third Point 4,000,000$605,200,0004.22%
Bordeaux Wealth Advisors LLC 60,000$9,078,0004.17%
Vulcan Value Partners, LLC 9,690,630$1,466,192,0003.75%
Crawford Lake Capital Management, LLC 59,397$8,987,0002.74%
WMG Financial Advisors, LLC 20,900$3,163,0002.46%
Atlas Principals, LLC 20,000$3,026,0002.22%
Atlas Principals, LLC 18,000$2,723,0002.00%
Atika Capital Management LLC 174,625$26,420,0001.85%
View complete list of UPSTART HLDGS INC shareholders