UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 295 filers reported holding UPSTART HLDGS INC in Q3 2023. The put-call ratio across all filers is 1.18 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,854 | -20.3% | 100 | 0.0% | 0.00% | -33.3% |
| Q2 2023 | $3,581 | +125.4% | 100 | 0.0% | 0.00% | +200.0% |
| Q1 2023 | $1,589 | +20.2% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,322 | -55.9% | 100 | -33.3% | 0.00% | -50.0% |
| Q3 2022 | $3,000 | -57.1% | 150 | -33.3% | 0.00% | -60.0% |
| Q2 2022 | $7,000 | -99.4% | 225 | -97.9% | 0.01% | -99.4% |
| Q1 2022 | $1,171,000 | +69.7% | 10,737 | +135.5% | 0.78% | +76.4% |
| Q4 2021 | $690,000 | +90.6% | 4,559 | +298.5% | 0.44% | +74.5% |
| Q3 2021 | $362,000 | +376.3% | 1,144 | +89.1% | 0.26% | +372.2% |
| Q2 2021 | $76,000 | -2.6% | 605 | 0.0% | 0.05% | -11.5% |
| Q1 2021 | $78,000 | – | 605 | – | 0.06% | – |
Download | ||||||
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% |