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 | $939,979 | -27.4% | 32,935 | -8.9% | 0.00% | – |
| Q2 2023 | $1,294,463 | +164.6% | 36,148 | +17.4% | 0.00% | – |
| Q1 2023 | $489,150 | +32.9% | 30,783 | +8.4% | 0.00% | – |
| Q4 2022 | $368,000 | -34.6% | 28,399 | +4.8% | 0.00% | – |
| Q3 2022 | $563,000 | -70.7% | 27,097 | -56.1% | 0.00% | -100.0% |
| Q2 2022 | $1,920,000 | -74.2% | 61,791 | -13.7% | 0.00% | -50.0% |
| Q1 2022 | $7,436,000 | +9.6% | 71,620 | +60.3% | 0.00% | 0.0% |
| Q4 2021 | $6,787,000 | -62.1% | 44,680 | -20.9% | 0.00% | -66.7% |
| Q3 2021 | $17,891,000 | -71.1% | 56,517 | -88.6% | 0.01% | -68.4% |
| Q2 2021 | $61,924,000 | -38.1% | 495,708 | -36.1% | 0.02% | -42.4% |
| Q1 2021 | $99,994,000 | +557.8% | 776,153 | +101.8% | 0.03% | +560.0% |
| Q4 2020 | $15,201,000 | – | 384,526 | – | 0.01% | – |
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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% |