Tradition Wealth Management, LLC - UPSTART HLDGS INC ownership

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
Tradition Wealth Management, LLC ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q3 2023$134
-15.7%
4,694
+5.4%
0.02%
-15.8%
Q2 2023$159
+160.7%
4,454
+16.7%
0.02%
+137.5%
Q1 2023$61
+1120.0%
3,818
+981.6%
0.01%
+700.0%
Q4 2022$5
-100.0%
353
-53.1%
0.00%
-50.0%
Q3 2022$16,000
+45.5%
753
+107.4%
0.00%0.0%
Q2 2022$11,000
-71.8%
363
+2.8%
0.00%
-60.0%
Q1 2022$39,000
+160.0%
353
+253.0%
0.01%
+150.0%
Q4 2021$15,0001000.00%
Other shareholders
UPSTART HLDGS INC shareholders Q3 2023
NameSharesValueWeighting ↓
Kuvari Partners LLP 296,738$32,371,000100.00%
Vulcan Value Partners, LLC 7,241,207$789,944,0004.85%
Kamunting Street Capital Management, L.P. 33,860$3,694,0004.60%
PURSUE WEALTH PARTNERS LLC 90,832$8,656,290,0003.58%
Consolidated Investment Group LLC 199,200$21,731,0003.54%
Bordeaux Wealth Advisors LLC 60,000$6,545,0003.53%
WMG Financial Advisors, LLC 40,025$4,368,0003.21%
GFG Capital, LLC 82,481$8,998,0002.67%
JAT Capital Mgmt LP 54,300$5,924,0001.79%
LA FINANCIERE DE L'ECHIQUIER 397,024$43,312,0001.78%
View complete list of UPSTART HLDGS INC shareholders