UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 135 filers reported holding UPSTART HLDGS INC in Q1 2021. The put-call ratio across all filers is 0.99 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,860,049 | -17.1% | 555,713 | +4.0% | 0.01% | 0.0% |
| Q2 2023 | $19,135,754 | +222.1% | 534,369 | +42.9% | 0.01% | +150.0% |
| Q1 2023 | $5,941,255 | +20.9% | 373,899 | +0.6% | 0.00% | 0.0% |
| Q4 2022 | $4,913,477 | -34.9% | 371,670 | +2.3% | 0.00% | -33.3% |
| Q3 2022 | $7,551,000 | -17.4% | 363,166 | +25.6% | 0.00% | 0.0% |
| Q2 2022 | $9,146,000 | -68.9% | 289,224 | +7.1% | 0.00% | -66.7% |
| Q1 2022 | $29,455,000 | -26.3% | 270,008 | +2.3% | 0.01% | -25.0% |
| Q4 2021 | $39,951,000 | -47.9% | 264,048 | +9.0% | 0.01% | -52.0% |
| Q3 2021 | $76,650,000 | +416.2% | 242,225 | +103.8% | 0.02% | +400.0% |
| Q2 2021 | $14,849,000 | +35.6% | 118,880 | +39.9% | 0.01% | +25.0% |
| Q1 2021 | $10,952,000 | – | 84,984 | – | 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% |