UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 273 filers reported holding UPSTART HLDGS INC in Q4 2022. The put-call ratio across all filers is 1.37 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $49,909,125 | -19.2% | 1,748,743 | +1.4% | 0.00% | 0.0% |
| Q2 2023 | $61,753,056 | +232.8% | 1,724,464 | +47.7% | 0.00% | +200.0% |
| Q1 2023 | $18,557,867 | -40.1% | 1,167,896 | -50.2% | 0.00% | 0.0% |
| Q4 2022 | $30,986,306 | +26.9% | 2,343,896 | +99.6% | 0.00% | -50.0% |
| Q3 2022 | $24,414,000 | -41.5% | 1,174,322 | -11.0% | 0.00% | 0.0% |
| Q2 2022 | $41,711,000 | -60.4% | 1,319,132 | +36.6% | 0.00% | -60.0% |
| Q1 2022 | $105,379,000 | -11.6% | 965,978 | +22.5% | 0.01% | -16.7% |
| Q4 2021 | $119,266,000 | -44.6% | 788,272 | +15.9% | 0.01% | -45.5% |
| Q3 2021 | $215,137,000 | +509.3% | 679,868 | +140.5% | 0.01% | +450.0% |
| Q2 2021 | $35,311,000 | +126.3% | 282,713 | +133.5% | 0.00% | +100.0% |
| Q1 2021 | $15,601,000 | – | 121,072 | – | 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% |