UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 135 filers reported holding UPSTART HLDGS INC in Q1 2021. The put-call ratio across all filers is 0.99 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,453,118 | -30.6% | 1,592,611 | -12.9% | 0.01% | -28.6% |
| Q2 2023 | $65,502,542 | -0.2% | 1,829,169 | -55.7% | 0.01% | 0.0% |
| Q1 2023 | $65,658,513 | +26.8% | 4,132,065 | +5.5% | 0.01% | +16.7% |
| Q4 2022 | $51,788,081 | -34.4% | 3,917,404 | +3.2% | 0.01% | -33.3% |
| Q3 2022 | $78,914,000 | -41.6% | 3,795,869 | -11.1% | 0.01% | -40.0% |
| Q2 2022 | $135,035,000 | -38.3% | 4,270,545 | +112.8% | 0.02% | -31.8% |
| Q1 2022 | $218,950,000 | +597.8% | 2,007,070 | +867.8% | 0.02% | +633.3% |
| Q4 2021 | $31,377,000 | -57.2% | 207,384 | -10.6% | 0.00% | -57.1% |
| Q3 2021 | $73,393,000 | +155.8% | 231,934 | +1.0% | 0.01% | +133.3% |
| Q2 2021 | $28,692,000 | +86.2% | 229,714 | +92.1% | 0.00% | +50.0% |
| Q1 2021 | $15,407,000 | +536.4% | 119,562 | +101.3% | 0.00% | – |
| Q4 2020 | $2,421,000 | – | 59,408 | – | 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% |