UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 491 filers reported holding UPSTART HLDGS INC in Q1 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,961,356 | -25.1% | 68,723 | -6.0% | 0.00% | 0.0% |
| Q2 2023 | $2,618,715 | +151.2% | 73,128 | +11.5% | 0.00% | – |
| Q1 2023 | $1,042,544 | +27.6% | 65,610 | +6.1% | 0.00% | – |
| Q4 2022 | $817,338 | -41.2% | 61,826 | -7.5% | 0.00% | -100.0% |
| Q3 2022 | $1,389,000 | -86.8% | 66,813 | -79.9% | 0.00% | -75.0% |
| Q2 2022 | $10,498,000 | -50.4% | 332,004 | +71.0% | 0.00% | -33.3% |
| Q1 2022 | $21,183,000 | +4.7% | 194,176 | +45.2% | 0.01% | 0.0% |
| Q4 2021 | $20,232,000 | +1.0% | 133,721 | +111.2% | 0.01% | -14.3% |
| Q3 2021 | $20,033,000 | +1607.8% | 63,306 | +574.0% | 0.01% | – |
| Q2 2021 | $1,173,000 | +762.5% | 9,392 | +791.1% | 0.00% | – |
| Q1 2021 | $136,000 | -76.7% | 1,054 | -92.7% | 0.00% | – |
| Q4 2020 | $584,000 | – | 14,346 | – | 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% |