UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 474 filers reported holding UPSTART HLDGS INC in Q4 2021. The put-call ratio across all filers is 1.13 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $138,704 | -51.8% | 4,860 | -39.5% | 0.07% | -50.4% |
| Q2 2023 | $287,733 | +90.7% | 8,035 | -15.4% | 0.14% | +76.2% |
| Q1 2023 | $150,844 | +17.1% | 9,493 | -2.6% | 0.08% | +8.1% |
| Q4 2022 | $128,842 | -50.6% | 9,746 | -22.3% | 0.07% | -51.6% |
| Q3 2022 | $261,000 | +64.2% | 12,551 | +149.9% | 0.15% | +54.5% |
| Q2 2022 | $159,000 | -64.7% | 5,023 | +21.8% | 0.10% | -55.2% |
| Q1 2022 | $450,000 | +21.6% | 4,123 | +68.8% | 0.22% | +26.3% |
| Q4 2021 | $370,000 | +598.1% | 2,443 | +1354.2% | 0.18% | +430.3% |
| Q3 2021 | $53,000 | – | 168 | – | 0.03% | – |
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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% |