UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 474 filers reported holding UPSTART HLDGS INC in Q4 2021. The put-call ratio across all filers is 1.13 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,201,163 | -35.9% | 42,087 | -19.5% | 0.00% | 0.0% |
| Q2 2023 | $1,873,221 | +371.2% | 52,310 | +109.1% | 0.00% | – |
| Q1 2023 | $397,536 | -88.5% | 25,018 | -90.4% | 0.00% | -100.0% |
| Q4 2022 | $3,459,251 | -41.4% | 261,668 | -7.8% | 0.00% | -25.0% |
| Q3 2022 | $5,903,000 | -49.1% | 283,923 | -22.5% | 0.00% | -55.6% |
| Q2 2022 | $11,589,000 | -60.4% | 366,498 | +36.5% | 0.01% | -50.0% |
| Q1 2022 | $29,291,000 | -26.2% | 268,501 | +2.3% | 0.02% | -14.3% |
| Q4 2021 | $39,698,000 | -47.0% | 262,379 | +10.8% | 0.02% | -52.3% |
| Q3 2021 | $74,931,000 | +4959.5% | 236,793 | +1897.6% | 0.04% | +4300.0% |
| Q2 2021 | $1,481,000 | +91.6% | 11,854 | +97.7% | 0.00% | 0.0% |
| Q1 2021 | $773,000 | – | 5,995 | – | 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% |