Cassady Schiller 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
Cassady Schiller Wealth Management, LLC ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q3 2023$63,387
+4.4%
2,221
+31.0%
0.04%
+6.1%
Q2 2023$60,698
+224.0%
1,695
+43.8%
0.03%
+266.7%
Q1 2023$18,734
+103.6%
1,179
+69.4%
0.01%
+50.0%
Q4 2022$9,2016960.01%
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