UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 311 filers reported holding UPSTART HLDGS INC in Q3 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,082,150 | +62.7% | 130,655 | +85.4% | 0.00% | 0.0% |
| Q1 2024 | $1,894,723 | -36.5% | 70,462 | -3.5% | 0.00% | 0.0% |
| Q4 2023 | $2,983,393 | +43.2% | 73,015 | 0.0% | 0.00% | 0.0% |
| 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 ↓ |
|---|---|---|---|
| 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% |