UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 6 filers reported holding UPSTART HLDGS INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,599 | +49.1% | 196,159 | +87.0% | 0.00% | +100.0% |
| Q2 2023 | $3,756 | -82.3% | 104,898 | -92.2% | 0.00% | -80.0% |
| Q1 2023 | $21,265 | +454.8% | 1,338,263 | +361.7% | 0.01% | +400.0% |
| Q4 2022 | $3,833 | -100.0% | 289,874 | -42.6% | 0.00% | -81.8% |
| Q3 2022 | $10,507,000 | -10.1% | 505,379 | +36.8% | 0.01% | +57.1% |
| Q2 2022 | $11,687,000 | -85.3% | 369,561 | -49.2% | 0.01% | -88.7% |
| Q1 2022 | $79,290,000 | – | 726,816 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kuvari Partners LLP | 120,391 | $18,215,000 | 100.00% |
| Consolidated Investment Group LLC | 196,000 | $29,655,000 | 4.70% |
| Third Point | 4,000,000 | $605,200,000 | 4.22% |
| Bordeaux Wealth Advisors LLC | 60,000 | $9,078,000 | 4.17% |
| Vulcan Value Partners, LLC | 9,690,630 | $1,466,192,000 | 3.75% |
| Crawford Lake Capital Management, LLC | 59,397 | $8,987,000 | 2.74% |
| WMG Financial Advisors, LLC | 20,900 | $3,163,000 | 2.46% |
| Atlas Principals, LLC | 20,000 | $3,026,000 | 2.22% |
| Atlas Principals, LLC | 18,000 | $2,723,000 | 2.00% |
| Atika Capital Management LLC | 174,625 | $26,420,000 | 1.85% |