UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 295 filers reported holding UPSTART HLDGS INC in Q3 2023. The put-call ratio across all filers is 1.18 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,027,098 | -17.4% | 35,988 | +3.7% | 0.01% | -12.5% |
| Q2 2023 | $1,242,893 | +10005.6% | 34,708 | +4384.2% | 0.01% | – |
| Q1 2023 | $12,299 | +17.3% | 774 | -2.4% | 0.00% | – |
| Q4 2022 | $10,483 | -38.3% | 793 | -2.0% | 0.00% | – |
| Q3 2022 | $17,000 | -37.0% | 809 | -3.7% | 0.00% | – |
| Q2 2022 | $27,000 | -72.7% | 840 | -7.9% | 0.00% | -100.0% |
| Q1 2022 | $99,000 | -24.4% | 912 | +5.3% | 0.00% | 0.0% |
| Q4 2021 | $131,000 | -53.2% | 866 | -2.1% | 0.00% | 0.0% |
| Q3 2021 | $280,000 | +775.0% | 885 | +240.4% | 0.00% | – |
| Q2 2021 | $32,000 | +28.0% | 260 | +32.7% | 0.00% | – |
| Q1 2021 | $25,000 | – | 196 | – | 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% |