WR Wealth Planners, LLC - UPSTART HLDGS INC ownership

UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 274 filers reported holding UPSTART HLDGS INC in Q2 2024. The put-call ratio across all filers is 1.29 and the average weighting 0.0%.

Quarter-by-quarter ownership
WR Wealth Planners, LLC ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q2 2024$5,213
-21.2%
221
-10.2%
0.00%0.0%
Q1 2024$6,615
-46.0%
246
-42.7%
0.00%
-60.0%
Q3 2023$12,244
-30.8%
429
-13.2%
0.01%
-28.6%
Q2 2023$17,690
+42.7%
494
-36.7%
0.01%
+40.0%
Q1 2023$12,3947800.01%
Other shareholders
UPSTART HLDGS INC shareholders Q2 2024
NameSharesValueWeighting ↓
WMG Financial Advisors, LLC 79,328$2,505,0002.17%
SANDLER CAPITAL MANAGEMENT 450,000$14,229,0001.51%
Bordeaux Wealth Advisors LLC 60,000$1,897,0001.31%
Vulcan Value Partners, LLC 3,996,381$126,365,0001.24%
Consolidated Investment Group LLC 199,200$6,299,0001.20%
Kamunting Street Capital Management, L.P. 22,406$708,0000.96%
Coatue Management 2,362,290$74,696,0000.90%
GFG Capital, LLC 89,482$2,830,0000.86%
AtonRa Partners 27,871$881,0000.81%
Synergy Financial Group, LTD 15,202$481,0000.75%
View complete list of UPSTART HLDGS INC shareholders