UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 264 filers reported holding UPSTART HLDGS INC in Q1 2023. The put-call ratio across all filers is 1.79 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,083,849 | +12.7% | 73,015 | -37.3% | 0.00% | 0.0% |
| Q2 2023 | $1,849,200 | 0.0% | 116,375 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,849,200 | +26.7% | 116,375 | +5.4% | 0.00% | 0.0% |
| Q4 2022 | $1,459,502 | -99.9% | 110,401 | +15.0% | 0.00% | 0.0% |
| Q3 2022 | $1,996,340,000 | -59.5% | 96,024 | -38.4% | 0.00% | -66.7% |
| Q2 2022 | $4,927,662,000 | -56.4% | 155,840 | +50.5% | 0.00% | -40.0% |
| Q1 2022 | $11,296,487,000 | +12.9% | 103,552 | +56.6% | 0.01% | +25.0% |
| Q4 2021 | $10,006,076,000 | -18.7% | 66,134 | +69.9% | 0.00% | -20.0% |
| Q3 2021 | $12,314,895,000 | +333.7% | 38,917 | +71.2% | 0.01% | +400.0% |
| Q2 2021 | $2,839,227,000 | – | 22,732 | – | 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% |