UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 61 filers reported holding UPSTART HLDGS INC in Q4 2020. The put-call ratio across all filers is - and the average weighting 5.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $505,044 | +64.1% | 17,696 | +105.8% | 0.00% | 0.0% |
| Q2 2023 | $307,858 | +21.7% | 8,597 | +7.0% | 0.00% | – |
| Q2 2022 | $253,000 | -25.4% | 8,036 | +159.1% | 0.00% | -100.0% |
| Q1 2022 | $339,000 | -65.8% | 3,102 | -1.1% | 0.00% | -50.0% |
| Q3 2021 | $992,000 | -80.5% | 3,137 | -92.3% | 0.00% | -75.0% |
| Q2 2021 | $5,090,000 | -5.6% | 40,754 | -2.6% | 0.01% | -11.1% |
| Q1 2021 | $5,391,000 | +672.3% | 41,837 | +144.3% | 0.01% | +800.0% |
| Q4 2020 | $698,000 | – | 17,122 | – | 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% |