UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 474 filers reported holding UPSTART HLDGS INC in Q4 2021. The put-call ratio across all filers is 1.13 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $433,808 | +51.6% | 15,200 | +90.2% | 0.02% | +54.5% |
| Q2 2023 | $286,122 | -86.2% | 7,990 | -93.9% | 0.01% | -87.4% |
| Q1 2023 | $2,080,287 | +824.6% | 130,918 | +6233.7% | 0.09% | +770.0% |
| Q1 2022 | $225,000 | -93.6% | 2,067 | -91.2% | 0.01% | -95.5% |
| Q4 2021 | $3,534,000 | +34.6% | 23,358 | +181.4% | 0.22% | +16.8% |
| Q3 2021 | $2,626,000 | – | 8,300 | – | 0.19% | – |
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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% |