Cassady Schiller Wealth Management, LLC - UPSTART HLDGS INC ownership

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
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 Q1 2023
NameSharesValueWeighting ↓
Third Point 12,400,000$3,923,856,00021.42%
Kuvari Partners LLP 29,705$9,400,00015.02%
Consolidated Investment Group LLC 222,214$70,318,00011.02%
EMJ Capital Ltd. 115,500$36,549,0009.01%
Vulcan Value Partners, LLC 4,250,461$1,345,016,0007.23%
EMJ Capital Ltd. 91,600$28,986,0007.15%
VK Services, LLC 2,478,297$299,279,0006.76%
Atika Capital Management LLC 272,000$86,072,0005.12%
DUMAC, INC. 8,676$2,745,0004.71%
Eos Focused Equity Management, L.P. 16,926$5,356,0004.08%
View complete list of UPSTART HLDGS INC shareholders