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 | $137,563 | -32.7% | 4,820 | -15.6% | 0.09% | -33.6% |
| Q2 2023 | $204,475 | +107.2% | 5,710 | -8.1% | 0.13% | +103.0% |
| Q1 2023 | $98,677 | +16.4% | 6,210 | -3.1% | 0.07% | +6.5% |
| Q4 2022 | $84,740 | -54.2% | 6,410 | -28.1% | 0.06% | -58.4% |
| Q3 2022 | $185,000 | -11.5% | 8,910 | +34.8% | 0.15% | -8.0% |
| Q2 2022 | $209,000 | -72.5% | 6,610 | -5.0% | 0.16% | -64.6% |
| Q1 2022 | $759,000 | -20.8% | 6,960 | +10.0% | 0.46% | -16.0% |
| Q4 2021 | $958,000 | -46.4% | 6,330 | +12.0% | 0.54% | -49.7% |
| Q3 2021 | $1,788,000 | – | 5,650 | – | 1.08% | – |
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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% |