UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 257 filers reported holding UPSTART HLDGS INC in Q2 2021. The put-call ratio across all filers is 1.31 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,136,175 | -46.6% | 39,810 | -33.0% | 0.00% | -100.0% |
| Q2 2023 | $2,127,580 | +189.0% | 59,413 | +28.2% | 0.00% | – |
| Q1 2023 | $736,311 | +72.6% | 46,338 | +43.6% | 0.00% | – |
| Q4 2022 | $426,676 | -43.0% | 32,275 | -10.4% | 0.00% | – |
| Q3 2022 | $749,000 | -66.2% | 36,041 | -48.6% | 0.00% | -100.0% |
| Q2 2022 | $2,218,000 | -71.7% | 70,132 | -2.3% | 0.00% | -50.0% |
| Q1 2022 | $7,830,000 | -0.6% | 71,780 | +37.8% | 0.00% | 0.0% |
| Q4 2021 | $7,881,000 | -45.3% | 52,081 | +14.3% | 0.00% | -33.3% |
| Q3 2021 | $14,414,000 | +465.0% | 45,548 | +123.0% | 0.00% | +200.0% |
| Q2 2021 | $2,551,000 | +1484.5% | 20,429 | +1542.2% | 0.00% | – |
| Q1 2021 | $161,000 | – | 1,244 | – | 0.00% | – |
Download | ||||||
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% |