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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,616,258 | -14.9% | 492,423 | -3.0% | 0.06% | -17.6% |
| Q1 2024 | $13,647,374 | +21.3% | 507,526 | +84.3% | 0.07% | +11.5% |
| Q4 2023 | $11,249,371 | -22.4% | 275,315 | -45.8% | 0.06% | -26.5% |
| Q3 2023 | $14,499,747 | +76.9% | 508,050 | +121.9% | 0.08% | +97.6% |
| Q2 2023 | $8,198,341 | +247.4% | 228,940 | +54.2% | 0.04% | +223.1% |
| Q1 2023 | $2,359,855 | -26.5% | 148,512 | -38.8% | 0.01% | -23.5% |
| Q4 2022 | $3,209,737 | -47.4% | 242,794 | -17.3% | 0.02% | -45.2% |
| Q3 2022 | $6,105,000 | -38.0% | 293,654 | -5.7% | 0.03% | -32.6% |
| Q2 2022 | $9,849,000 | -95.2% | 311,476 | -83.3% | 0.05% | -92.9% |
| Q1 2022 | $203,501,000 | +47.9% | 1,865,443 | +105.1% | 0.65% | +88.4% |
| Q4 2021 | $137,617,000 | -79.7% | 909,560 | -57.5% | 0.34% | -78.6% |
| Q3 2021 | $676,878,000 | +186.7% | 2,139,039 | +13.2% | 1.61% | +189.8% |
| Q2 2021 | $236,070,000 | +14.4% | 1,890,075 | +18.0% | 0.56% | +3.1% |
| Q1 2021 | $206,352,000 | +283.0% | 1,601,365 | +21.1% | 0.54% | +285.7% |
| Q4 2020 | $53,876,000 | – | 1,322,109 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WMG Financial Advisors, LLC | 79,328 | $2,505,000 | 2.17% |
| SANDLER CAPITAL MANAGEMENT | 450,000 | $14,229,000 | 1.51% |
| Bordeaux Wealth Advisors LLC | 60,000 | $1,897,000 | 1.31% |
| Vulcan Value Partners, LLC | 3,996,381 | $126,365,000 | 1.24% |
| Consolidated Investment Group LLC | 199,200 | $6,299,000 | 1.20% |
| Kamunting Street Capital Management, L.P. | 22,406 | $708,000 | 0.96% |
| Coatue Management | 2,362,290 | $74,696,000 | 0.90% |
| GFG Capital, LLC | 89,482 | $2,830,000 | 0.86% |
| AtonRa Partners | 27,871 | $881,000 | 0.81% |
| Synergy Financial Group, LTD | 15,202 | $481,000 | 0.75% |