Upstart Holdings, Inc.
UPST- 交易所
- Nasdaq
- 產業
- Finance Services
- SEC CIK
- 0001647639
13F 持有人：2026 年第 2 季
持倉截至 2026/6/30。
管理 1 億美元以上美股的投資機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 370
- 較 2026 年第 1 季 +30
- 持有股數
- 5,838.46 萬
- 較 2026 年第 1 季 +180.19 萬 (+3.2%)
- 總市值
- $20.69 億
- 較 2026 年第 1 季 +$6.16 億 (+42.4%)
歷年持有家數
2021 年第 3 季 428 家 → 2026 年第 2 季 370 家
看各季數字
| 季度 | 家數 |
|---|---|
| 2026 年第 2 季 | 370 |
| 2026 年第 1 季 | 340 |
| 2025 年第 4 季 | 393 |
| 2025 年第 3 季 | 412 |
| 2025 年第 2 季 | 421 |
| 2025 年第 1 季 | 387 |
| 2024 年第 4 季 | 392 |
| 2024 年第 3 季 | 349 |
| 2024 年第 2 季 | 275 |
| 2024 年第 1 季 | 278 |
| 2023 年第 4 季 | 334 |
| 2023 年第 3 季 | 291 |
| 2023 年第 2 季 | 303 |
| 2023 年第 1 季 | 266 |
| 2022 年第 4 季 | 267 |
| 2022 年第 3 季 | 306 |
| 2022 年第 2 季 | 347 |
| 2022 年第 1 季 | 496 |
| 2021 年第 4 季 | 480 |
| 2021 年第 3 季 | 428 |
持有機構
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,878,717 | $2.79 億 | 0.00% | +475,638+6.4% | 加碼 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,739,758 | $1.32 億 | 0.01% | −3,783−0.1% | 減碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,698,553 | $1.31 億 | 0.00% | −53,497−1.4% | 減碼 |
| MORGAN STANLEY | 2,414,712 | $8,555.32 萬 | 0.00% | −1,560,347−39.3% | 減碼 |
| GOLDMAN SACHS GROUP INC | 2,395,222 | $8,486.27 萬 | 0.01% | +835,736+53.6% | 加碼 |
| MARSHALL WACE, LLP | 2,370,690 | $8,399.35 萬 | 0.07% | −909,420−27.7% | 減碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 2,228,631 | $7,897.44 萬 | 0.00% | +104,553+4.9% | 加碼 |
| STATE STREET CORP | 2,118,467 | $7,505.73 萬 | 0.00% | +65,381+3.2% | 加碼 |
| Clear Street Group Inc. | 1,829,063 | $6,480.37 萬 | 0.21% | +273,857+17.6% | 加碼 |
| Halter Ferguson Financial Inc. | 1,748,119 | $6,193.59 萬 | 10.08% | +280,759+19.1% | 加碼 |
| BANK OF AMERICA CORP /DE/ | 1,512,356 | $5,358.28 萬 | 0.00% | +1,006,378+198.9% | 加碼 |
| UBS Group AG | 1,503,436 | $5,326.67 萬 | 0.01% | +621,569+70.5% | 加碼 |
| CITIGROUP INC | 1,135,682 | $4,023.72 萬 | 0.02% | +329,341+40.8% | 加碼 |
| BARCLAYS PLC | 1,128,975 | $3,999.96 萬 | 0.01% | −143,311−11.3% | 減碼 |
| BAILLIE GIFFORD & CO | 1,083,157 | $3,837.63 萬 | 0.03% | −25,138−2.3% | 減碼 |
| DIMENSIONAL FUND ADVISORS LP | 1,059,769 | $3,754.74 萬 | 0.01% | +36,989+3.6% | 加碼 |
| CITADEL ADVISORS LLC | 955,585 | $3,385.64 萬 | 0.02% | +324,423+51.4% | 加碼 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 920,253 | $3,260.46 萬 | 0.03% | +594,147+182.2% | 加碼 |
| Point72 Asset Management, L.P. | 885,159 | $3,136.12 萬 | 0.05% | +129,099+17.1% | 加碼 |
| COATUE MANAGEMENT LLC大師Coatue | 870,947 | $3,085.77 萬 | 0.06% | 00.0% | 不變 |
| CAPITAL FUND MANAGEMENT S.A. | 800,994 | $2,837.92 萬 | 0.20% | −45,785−5.4% | 減碼 |
| NORTHERN TRUST CORP | 785,102 | $2,781.62 萬 | 0.00% | +26,215+3.5% | 加碼 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 765,281 | $2,711.39 萬 | 0.00% | +109,263+16.7% | 加碼 |
| MILLENNIUM MANAGEMENT LLC | 764,847 | $2,709.85 萬 | 0.02% | +96,783+14.5% | 加碼 |
| FMR LLC | 706,548 | $2,503.3 萬 | 0.00% | +691,812+4,694.7% | 加碼 |
| VANGUARD FIDUCIARY TRUST CO | 603,257 | $2,137.34 萬 | 0.00% | +5,947+1.0% | 加碼 |
| Balyasny Asset Management LLC | 556,759 | $1,972.6 萬 | 0.04% | −312,657−36.0% | 減碼 |
| HRT FINANCIAL LP | 458,072 | $1,622.9 萬 | 0.03% | +374,625+448.9% | 加碼 |
| Walleye Capital LLC | 449,131 | $1,591.27 萬 | 0.08% | +437,316+3,701.4% | 加碼 |
| FIRST TRUST ADVISORS LP | 379,056 | $1,343 萬 | 0.01% | +5,601+1.5% | 加碼 |
| Pathstone Holdings, LLC | 335,278 | $1,187.89 萬 | 0.03% | −2,009−0.6% | 減碼 |
| Squarepoint Ops LLC | 330,114 | $1,169.59 萬 | 0.02% | −201,273−37.9% | 減碼 |
| FRED ALGER MANAGEMENT, LLC | 303,325 | $1,074.68 萬 | 0.04% | −256,200−45.8% | 減碼 |
| Hidden Lake Asset Management LP | 281,614 | $997.76 萬 | 6.80% | +281,614 | 新進 |
| Bank of New York Mellon Corp | 273,245 | $968.11 萬 | 0.00% | +5,904+2.2% | 加碼 |
| Nuveen, LLC | 268,547 | $951.46 萬 | 0.00% | +80,203+42.6% | 加碼 |
| Alberta Investment Management Corp | 238,800 | $846.07 萬 | 0.05% | +238,800 | 新進 |
| BNP PARIBAS ARBITRAGE, SA | 236,584 | $838.22 萬 | 0.00% | +20,061+9.3% | 加碼 |
| HSBC HOLDINGS PLC | 199,978 | $719.12 萬 | 0.00% | −88,066−30.6% | 減碼 |
| IMC-Chicago, LLC | 194,041 | $687.49 萬 | 0.06% | +139,201+253.8% | 加碼 |
| Maxi Investments CY Ltd | 193,400 | $685.2 萬 | 1.39% | 00.0% | 不變 |
| WELLS FARGO & COMPANY/MN | 180,219 | $638.52 萬 | 0.00% | +18,449+11.4% | 加碼 |
| Swiss National Bank | 166,600 | $590.26 萬 | 0.00% | −6,600−3.8% | 減碼 |
| Gator Capital Management, LLC | 161,490 | $572.16 萬 | 1.23% | +141,490+707.4% | 加碼 |
| Quantinno Capital Management LP | 149,415 | $529.38 萬 | 0.01% | +45,555+43.9% | 加碼 |
| CREDIT AGRICOLE S A | 142,075 | $503.37 萬 | 0.01% | +44,803+46.1% | 加碼 |
| LPL Financial LLC | 141,638 | $501.82 萬 | 0.00% | +40,767+40.4% | 加碼 |
| UBS ASSET MANAGEMENT AMERICAS INC | 138,692 | $491.39 萬 | 0.00% | −40,292−22.5% | 減碼 |
| RAYMOND JAMES FINANCIAL INC | 133,840 | $474.2 萬 | 0.00% | +40,820+43.9% | 加碼 |
| JPMORGAN CHASE & CO | 121,448 | $438.97 萬 | 0.00% | −30,614−20.1% | 減碼 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 120,137 | $425.59 萬 | 0.01% | +5,129+4.5% | 加碼 |
| BANK OF NOVA SCOTIA | 119,894 | $424.78 萬 | 0.01% | −30,581−20.3% | 減碼 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 118,603 | $420.3 萬 | 0.00% | +20,999+21.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 114,975 | $407.36 萬 | 0.02% | +47,450+70.3% | 加碼 |
| Invesco Ltd. | 114,816 | $406.79 萬 | 0.00% | +7,526+7.0% | 加碼 |
| Headlands Technologies LLC | 113,300 | $401.42 萬 | 0.43% | +33,799+42.5% | 加碼 |
| RHUMBLINE ADVISERS | 110,510 | $391.54 萬 | 0.00% | +2,445+2.3% | 加碼 |
| AQR CAPITAL MANAGEMENT LLC | 110,446 | $391.31 萬 | 0.00% | +23,777+27.4% | 加碼 |
| MML INVESTORS SERVICES, LLC | 106,965 | $378.98 萬 | 0.01% | +43,530+68.6% | 加碼 |
| BLUE JEAN FINANCIAL LLC | 103,049 | $365.1 萬 | 2.54% | +103,049 | 新進 |
| Walleye Trading LLC | 101,926 | $361.12 萬 | 0.05% | +60,688+147.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 95,836 | $339.55 萬 | 0.00% | −9,557−9.1% | 減碼 |
| DEUTSCHE BANK AG\ | 95,554 | $338.55 萬 | 0.00% | +14,567+18.0% | 加碼 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 95,138 | $337.07 萬 | 0.00% | −5,555−5.5% | 減碼 |
| NORGES BANK | 93,959 | $332.9 萬 | 0.00% | +93,959 | 新進 |
| Banco Santander, S.A. | 92,280 | $326.95 萬 | 0.02% | −17,020−15.6% | 減碼 |
| BANK OF MONTREAL /CAN/ | 88,698 | $314.26 萬 | 0.00% | +7,210+8.8% | 加碼 |
| Creative Planning | 88,554 | $313.75 萬 | 0.00% | +34,640+64.3% | 加碼 |
| VANGUARD ASSET MANAGEMENT, Ltd | 86,987 | $308.19 萬 | 0.00% | +7,296+9.2% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 85,480 | $302.85 萬 | 0.01% | +1,539+1.8% | 加碼 |
| Edgestream Partners, L.P. | 82,146 | $291.04 萬 | 0.09% | +82,146 | 新進 |
| Odyssean, LLC | 80,393 | $284.83 萬 | 0.46% | +44,510+124.0% | 加碼 |
| Trexquant Investment LP | 79,739 | $282.52 萬 | 0.02% | −146,458−64.7% | 減碼 |
| Private Advisor Group, LLC | 77,236 | $273.65 萬 | 0.01% | +9,182+13.5% | 加碼 |
| Brevan Howard Capital Management LP | 76,908 | $272.49 萬 | 0.04% | +7,566+10.9% | 加碼 |
| Quadrature Capital Ltd | 76,342 | $270.48 萬 | 0.02% | +76,342 | 新進 |
| ExodusPoint Capital Management, LP | 75,579 | $267.78 萬 | 0.02% | +75,579 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 74,260 | $263.1 萬 | 0.00% | +3,463+4.9% | 加碼 |
| JEFFERIES FINANCIAL GROUP INC. | 73,206 | $259.37 萬 | 0.02% | +37,063+102.5% | 加碼 |
| Legal & General Group Plc | 73,072 | $258.89 萬 | 0.00% | +3,378+4.8% | 加碼 |
| PEAK6 LLC | 72,871 | $258.18 萬 | 0.06% | −169,159−69.9% | 減碼 |
| ALLIANCEBERNSTEIN L.P. | 100,007 | $256.52 萬 | 0.00% | +160.0% | 加碼 |
| Marex Group plc | 70,214 | $248.77 萬 | 0.02% | −46,094−39.6% | 減碼 |
| Lighthouse Investment Partners, LLC | 69,043 | $244.62 萬 | 0.08% | +69,043 | 新進 |
| Divisadero Street Capital Management, LP | 67,461 | $239.01 萬 | 0.06% | −22,128−24.7% | 減碼 |
| CenterBook Partners LP | 67,318 | $238.51 萬 | 0.12% | +67,318 | 新進 |
| Aquatic Capital Management LLC | 64,545 | $228.68 萬 | 0.08% | +56,198+673.3% | 加碼 |
| Manchester Capital Management LLC | 63,072 | $223.46 萬 | 0.29% | +18,138+40.4% | 加碼 |
| Man Group plc | 61,239 | $216.97 萬 | 0.00% | −38,953−38.9% | 減碼 |
| CI Private Wealth, LLC | 58,528 | $207.36 萬 | 0.00% | +58,528 | 新進 |
| COMMONWEALTH EQUITY SERVICES, LLC | 58,145 | $206.01 萬 | 0.00% | +3,977+7.3% | 加碼 |
| Holocene Advisors, LP | 54,553 | $193.28 萬 | 0.00% | −80,381−59.6% | 減碼 |
| TCI Wealth Advisors, Inc. | 52,706 | $186.74 萬 | 0.08% | +4,317+8.9% | 加碼 |
| GSA CAPITAL PARTNERS LLP | 50,765 | $179.9 萬 | 0.11% | +6,005+13.4% | 加碼 |
| MetLife Investment Management | 50,045 | $177.31 萬 | 0.01% | +2,515+5.3% | 加碼 |
| SummitTX Capital, L.P. | 48,844 | $173.05 萬 | 0.05% | −10,659−17.9% | 減碼 |
| Mariner, LLC | 46,970 | $166.41 萬 | 0.00% | +10,071+27.3% | 加碼 |
| Entropy Technologies, LP | 45,451 | $161.03 萬 | 0.06% | +30,493+203.9% | 加碼 |
| Havemeyer Place LP | 45,013 | $159.48 萬 | 0.16% | −14,203−24.0% | 減碼 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 43,957 | $155.74 萬 | 0.00% | +2,910+7.1% | 加碼 |