Upstart Holdings, Inc. - COM (UPST)

Historical Portfolio Holders from Q4 2020 to Q1 2024

All holders as of March 31, 2024
Q1 2024
Type / Class
Equity / COM
Shares, excl. options Q1 2024
34.1 M
Holdings value Q1 2024
$918 M
Value change Q1 2024
-$139 M
Grand Portfolio weight change Q1 2024
0%
Number of holders
247
Number of buys Q1 2024
99
Number of sells Q1 2024
-166
Average buys Q1 2024 %
+0.001%
Average sells Q1 2024 %
-0.001%
CUSIP
91680M107
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q1 34.1 M $918 M -$139 M $26.89 247
2023 Q4 39.4 M $1.61 B +$169 M $40.86 318
2023 Q3 37.2 M $1.07 B +$36.7 M $28.54 286
2023 Q2 35.5 M $1.28 B +$267 M $35.81 294
2023 Q1 29.6 M $470 M +$4.44 M $15.89 254
2022 Q4 29.4 M $388 M -$58.3 M $13.22 252
2022 Q3 31.1 M $648 M -$176 M $20.79 257
2022 Q2 35 M $1.11 B -$336 M $31.62 304
2022 Q1 39.3 M $4.28 B -$53 M $109.09 465
2021 Q4 36.8 M $5.56 B -$801 M $151.30 443
2021 Q3 39.6 M $12.5 B +$2.62 B $316.44 414
2021 Q2 37.5 M $4.6 B -$445 M $124.90 243
2021 Q1 36.6 M $4.62 B -$70.4 M $128.86 126
2020 Q4 43.6 M $1.73 B +$1.56 B $40.75 60