Accel Wealth Management - UPSTART HLDGS INC ownership

UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 264 filers reported holding UPSTART HLDGS INC in Q1 2023. The put-call ratio across all filers is 1.79 and the average weighting 0.1%.

Quarter-by-quarter ownership
Accel Wealth Management ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q1 2023$1,049
+20.2%
660.0%0.00%
Q4 2022$873
-12.7%
660.0%0.00%
-100.0%
Q3 2022$1,000
-50.0%
660.0%0.00%0.0%
Q2 2022$2,000
+100.0%
66
+407.7%
0.00%0.0%
Q1 2022$1,000
-66.7%
13
-35.0%
0.00%0.0%
Q4 2021$3,000
-50.0%
20
+5.3%
0.00%
-75.0%
Q3 2021$6,000190.00%
Other shareholders
UPSTART HLDGS INC shareholders Q1 2023
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