UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 273 filers reported holding UPSTART HLDGS INC in Q4 2022. The put-call ratio across all filers is 1.37 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $129,572 | -41.9% | 4,540 | -27.1% | 0.00% | – |
| Q2 2023 | $223,096 | +107.9% | 6,230 | -7.7% | 0.00% | – |
| Q1 2023 | $107,290 | -59.1% | 6,752 | -65.9% | 0.00% | – |
| Q4 2022 | $262,047 | -30.9% | 19,822 | +8.9% | 0.00% | -100.0% |
| Q3 2022 | $379,000 | -31.7% | 18,208 | +3.8% | 0.00% | 0.0% |
| Q2 2022 | $555,000 | -71.2% | 17,548 | -0.7% | 0.00% | -66.7% |
| Q1 2022 | $1,928,000 | -29.6% | 17,672 | -2.3% | 0.00% | -25.0% |
| Q4 2021 | $2,737,000 | -63.6% | 18,094 | -23.9% | 0.00% | -71.4% |
| Q3 2021 | $7,527,000 | -53.8% | 23,785 | -81.8% | 0.01% | -54.8% |
| Q2 2021 | $16,287,000 | +62542.3% | 130,400 | +65100.0% | 0.03% | – |
| Q1 2021 | $26,000 | – | 200 | – | 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% |