DIMENSIONAL FUND ADVISORS LP - UPSTART HLDGS INC ownership

UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 307 filers reported holding UPSTART HLDGS INC in Q3 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.1%.

Quarter-by-quarter ownership
DIMENSIONAL FUND ADVISORS LP ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q3 2023$702,826
-56.9%
24,626
-46.0%
0.00%
-100.0%
Q2 2023$1,631,934
+125.8%
45,572
+0.2%
0.00%
Q1 2023$722,725
+125.1%
45,483
+348.2%
0.00%
Q2 2022$321,000
-69.4%
10,149
+5.5%
0.00%
Q1 2022$1,049,000
+101.0%
9,618
+179.0%
0.00%
Q4 2021$522,000
-49.8%
3,447
+5.0%
0.00%
Q3 2021$1,039,0003,2830.00%
Other shareholders
UPSTART HLDGS INC shareholders Q3 2022
NameSharesValueWeighting ↓
Kuvari Partners LLP 120,391$18,215,000100.00%
Consolidated Investment Group LLC 196,000$29,655,0004.70%
Third Point 4,000,000$605,200,0004.22%
Bordeaux Wealth Advisors LLC 60,000$9,078,0004.17%
Vulcan Value Partners, LLC 9,690,630$1,466,192,0003.75%
Crawford Lake Capital Management, LLC 59,397$8,987,0002.74%
WMG Financial Advisors, LLC 20,900$3,163,0002.46%
Atlas Principals, LLC 20,000$3,026,0002.22%
Atlas Principals, LLC 18,000$2,723,0002.00%
Atika Capital Management LLC 174,625$26,420,0001.85%
View complete list of UPSTART HLDGS INC shareholders