UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 491 filers reported holding UPSTART HLDGS INC in Q1 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,640,521 | -61.3% | 92,520 | -51.5% | 0.00% | -50.0% |
| Q2 2023 | $6,824,920 | +269.5% | 190,587 | +64.0% | 0.00% | +100.0% |
| Q1 2023 | $1,847,006 | +72.8% | 116,237 | +43.7% | 0.00% | – |
| Q4 2022 | $1,069,062 | -1.0% | 80,867 | +55.8% | 0.00% | – |
| Q3 2022 | $1,080,000 | -41.0% | 51,899 | -10.3% | 0.00% | -100.0% |
| Q2 2022 | $1,829,000 | -50.3% | 57,880 | +71.7% | 0.00% | 0.0% |
| Q1 2022 | $3,678,000 | -67.8% | 33,716 | -55.3% | 0.00% | -66.7% |
| Q4 2021 | $11,422,000 | -47.0% | 75,492 | +10.8% | 0.00% | -40.0% |
| Q3 2021 | $21,550,000 | +1868.0% | 68,103 | +677.0% | 0.01% | – |
| Q2 2021 | $1,095,000 | -45.3% | 8,765 | -43.6% | 0.00% | -100.0% |
| Q1 2021 | $2,002,000 | – | 15,540 | – | 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% |