UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 295 filers reported holding UPSTART HLDGS INC in Q3 2023. The put-call ratio across all filers is 1.18 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $132,328 | -97.7% | 4,803 | -96.8% | 0.00% | -100.0% |
| Q2 2023 | $5,814,905 | +54.3% | 152,338 | -35.8% | 0.01% | +22.2% |
| Q1 2023 | $3,769,093 | +142.4% | 237,199 | +101.7% | 0.01% | +125.0% |
| Q4 2022 | $1,554,869 | -63.5% | 117,616 | -42.5% | 0.00% | -82.6% |
| Q3 2022 | $4,256,000 | +314.4% | 204,716 | +530.7% | 0.02% | +360.0% |
| Q2 2022 | $1,027,000 | +1041.1% | 32,458 | +3829.5% | 0.01% | – |
| Q1 2022 | $90,000 | +91.5% | 826 | +163.9% | 0.00% | – |
| Q4 2021 | $47,000 | – | 313 | – | 0.00% | – |
Download | ||||||
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% |