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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,268 | -20.5% | 44,419 | -0.2% | 0.00% | 0.0% |
| Q2 2023 | $1,594 | +97.8% | 44,512 | -12.3% | 0.00% | +50.0% |
| Q1 2023 | $806 | +6.2% | 50,746 | -11.7% | 0.00% | 0.0% |
| Q4 2022 | $759 | -100.0% | 57,444 | -54.8% | 0.00% | -71.4% |
| Q3 2022 | $2,640,000 | -38.3% | 127,001 | -6.1% | 0.01% | -36.4% |
| Q2 2022 | $4,278,000 | -62.4% | 135,305 | +29.9% | 0.01% | -57.7% |
| Q1 2022 | $11,365,000 | +108.2% | 104,182 | +188.7% | 0.03% | +116.7% |
| Q4 2021 | $5,459,000 | -39.9% | 36,084 | +25.7% | 0.01% | -47.8% |
| Q3 2021 | $9,082,000 | +347.8% | 28,702 | +76.7% | 0.02% | +360.0% |
| Q2 2021 | $2,028,000 | +260.9% | 16,242 | +272.4% | 0.01% | +150.0% |
| Q1 2021 | $562,000 | – | 4,362 | – | 0.00% | – |
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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% |