UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 274 filers reported holding UPSTART HLDGS INC in Q2 2024. The put-call ratio across all filers is 1.29 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $710 | -12.2% | 30,100 | 0.0% | 0.16% | -26.7% |
| Q1 2024 | $809 | -34.2% | 30,100 | 0.0% | 0.22% | -37.3% |
| Q4 2023 | $1,230 | +43.2% | 30,100 | 0.0% | 0.35% | -12.8% |
| Q3 2023 | $859 | -20.3% | 30,100 | 0.0% | 0.40% | -48.6% |
| Q2 2023 | $1,078 | +125.5% | 30,100 | 0.0% | 0.77% | +126.4% |
| Q1 2023 | $478 | +20.1% | 30,100 | 0.0% | 0.34% | -9.3% |
| Q4 2022 | $398 | -99.9% | 30,100 | 0.0% | 0.38% | -20.7% |
| Q3 2022 | $626,000 | -34.2% | 30,100 | 0.0% | 0.47% | -30.2% |
| Q2 2022 | $952,000 | -63.4% | 30,100 | +26.2% | 0.68% | -55.6% |
| Q1 2022 | $2,602,000 | +739.4% | 23,850 | +1063.4% | 1.53% | +820.5% |
| Q4 2021 | $310,000 | – | 2,050 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WMG Financial Advisors, LLC | 79,328 | $2,505,000 | 2.17% |
| SANDLER CAPITAL MANAGEMENT | 450,000 | $14,229,000 | 1.51% |
| Bordeaux Wealth Advisors LLC | 60,000 | $1,897,000 | 1.31% |
| Vulcan Value Partners, LLC | 3,996,381 | $126,365,000 | 1.24% |
| Consolidated Investment Group LLC | 199,200 | $6,299,000 | 1.20% |
| Kamunting Street Capital Management, L.P. | 22,406 | $708,000 | 0.96% |
| Coatue Management | 2,362,290 | $74,696,000 | 0.90% |
| GFG Capital, LLC | 89,482 | $2,830,000 | 0.86% |
| AtonRa Partners | 27,871 | $881,000 | 0.81% |
| Synergy Financial Group, LTD | 15,202 | $481,000 | 0.75% |