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 | $1,555,344 | -45.7% | 54,497 | -31.8% | 1.32% | -37.3% |
| Q2 2023 | $2,861,937 | +118.3% | 79,920 | -3.0% | 2.11% | +93.9% |
| Q1 2023 | $1,311,245 | +21.4% | 82,430 | +0.9% | 1.09% | +18.2% |
| Q4 2022 | $1,079,680 | -34.2% | 81,670 | +3.5% | 0.92% | -37.8% |
| Q3 2022 | $1,641,000 | -34.5% | 78,918 | -0.5% | 1.48% | -32.0% |
| Q2 2022 | $2,505,000 | -42.7% | 79,328 | +98.2% | 2.17% | -32.4% |
| Q1 2022 | $4,368,000 | +38.1% | 40,025 | +91.5% | 3.21% | +30.2% |
| Q4 2021 | $3,163,000 | – | 20,900 | – | 2.46% | – |
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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% |