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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,196 | -92.6% | 217 | -90.8% | 0.00% | -100.0% |
| Q2 2023 | $84,049 | +239.3% | 2,347 | +50.5% | 0.00% | +200.0% |
| Q1 2023 | $24,774 | +145629.4% | 1,559 | +22.3% | 0.00% | 0.0% |
| Q4 2022 | $17 | -99.9% | 1,275 | +6.2% | 0.00% | -50.0% |
| Q3 2022 | $25,000 | -50.0% | 1,200 | -23.8% | 0.00% | 0.0% |
| Q2 2022 | $50,000 | -79.7% | 1,575 | -30.2% | 0.00% | -71.4% |
| Q1 2022 | $246,000 | +0.4% | 2,257 | +52.6% | 0.01% | +40.0% |
| Q4 2021 | $245,000 | -54.1% | 1,479 | +57.0% | 0.01% | -64.3% |
| Q3 2021 | $534,000 | +1012.5% | 942 | +144.0% | 0.01% | +1300.0% |
| Q2 2021 | $48,000 | +84.6% | 386 | +93.0% | 0.00% | 0.0% |
| Q1 2021 | $26,000 | – | 200 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kuvari Partners LLP | 120,391 | $18,215,000 | 100.00% |
| Consolidated Investment Group LLC | 196,000 | $29,655,000 | 4.70% |
| Third Point | 4,000,000 | $605,200,000 | 4.22% |
| Bordeaux Wealth Advisors LLC | 60,000 | $9,078,000 | 4.17% |
| Vulcan Value Partners, LLC | 9,690,630 | $1,466,192,000 | 3.75% |
| Crawford Lake Capital Management, LLC | 59,397 | $8,987,000 | 2.74% |
| WMG Financial Advisors, LLC | 20,900 | $3,163,000 | 2.46% |
| Atlas Principals, LLC | 20,000 | $3,026,000 | 2.22% |
| Atlas Principals, LLC | 18,000 | $2,723,000 | 2.00% |
| Atika Capital Management LLC | 174,625 | $26,420,000 | 1.85% |