UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 351 filers reported holding UPSTART HLDGS INC in Q2 2022. The put-call ratio across all filers is 1.49 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $796,180 | -11.1% | 27,897 | +11.6% | 0.00% | 0.0% |
| Q2 2023 | $895,286 | -39.4% | 25,001 | +84.5% | 0.00% | 0.0% |
| Q1 2022 | $1,478,000 | +20.3% | 13,549 | +66.9% | 0.00% | 0.0% |
| Q4 2021 | $1,229,000 | -44.5% | 8,120 | +16.1% | 0.00% | -50.0% |
| Q3 2021 | $2,213,000 | +95.8% | 6,993 | -22.7% | 0.00% | +100.0% |
| Q2 2021 | $1,130,000 | – | 9,047 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WMG Financial Advisors, LLC | 79,328 | $2,505,000 | 2.17% |
| SANDLER CAPITAL MANAGEMENT | 450,000 | $14,229,000 | 1.51% |
| Bordeaux Wealth Advisors LLC | 60,000 | $1,897,000 | 1.31% |
| Vulcan Value Partners, LLC | 3,996,381 | $126,365,000 | 1.24% |
| Consolidated Investment Group LLC | 199,200 | $6,299,000 | 1.20% |
| Kamunting Street Capital Management, L.P. | 22,406 | $708,000 | 0.96% |
| Coatue Management | 2,362,290 | $74,696,000 | 0.90% |
| GFG Capital, LLC | 89,482 | $2,830,000 | 0.86% |
| AtonRa Partners | 27,871 | $881,000 | 0.81% |
| Synergy Financial Group, LTD | 15,202 | $481,000 | 0.75% |