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 | $45,161,645 | -41.8% | 1,386,177 | -33.1% | 0.02% | -40.7% |
| Q2 2023 | $77,614,895 | +29162.6% | 2,070,835 | +10229.4% | 0.03% | – |
| Q4 2022 | $265,236 | -89.4% | 20,048 | -78.1% | 0.00% | -100.0% |
| Q3 2022 | $2,502,000 | -46.0% | 91,398 | -9.2% | 0.00% | -50.0% |
| Q2 2022 | $4,632,000 | -71.2% | 100,711 | -28.0% | 0.00% | -75.0% |
| Q1 2022 | $16,087,000 | -29.3% | 139,895 | -1.6% | 0.01% | -33.3% |
| Q4 2021 | $22,747,000 | -41.9% | 142,134 | +16.6% | 0.01% | -33.3% |
| Q3 2021 | $39,121,000 | +391.6% | 121,884 | +90.2% | 0.02% | +350.0% |
| Q2 2021 | $7,958,000 | +61115.4% | 64,076 | +58150.9% | 0.00% | – |
| Q1 2021 | $13,000 | – | 110 | – | 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% |