Upstart Holdings, Inc.
UPST- 交易所
- Nasdaq
- 產業
- Finance Services
- SEC CIK
- 0001647639
近 90 天，Upstart Holdings, Inc. 內部人申報 1 筆公開市場買進、8 筆賣出；2026 年第 2 季末有 370 家機構在 13F 申報持有，市值合計 $20.7 億；大師中只有Coatue持有。
2021 年第 2 季 13F 持有人
Upstart Holdings, Inc. 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，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
- 254
- 較 2021 年第 1 季 +123 家
- 持有股數
- 4,065 萬
- 較 2021 年第 1 季 −228.0 萬 (−5.3%)
- 總市值
- $50.0 億
- 較 2021 年第 1 季 −$8,478 萬 (−1.7%)
- 新進機構
- 150
- 另有 69 家加碼
- 清倉機構
- 27
- 另有 26 家減碼
另有 1 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 UPST 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 370 | $20.7 億 |
| 2026 年第 1 季 | 340 | $14.5 億 |
| 2025 年第 4 季 | 393 | $28.3 億 |
| 2025 年第 3 季 | 412 | $32.7 億 |
| 2025 年第 2 季 | 421 | $39.8 億 |
| 2025 年第 1 季 | 387 | $27.7 億 |
| 2024 年第 4 季 | 391 | $35.9 億 |
| 2024 年第 3 季 | 349 | $19.9 億 |
| 2024 年第 2 季 | 275 | $9.19 億 |
| 2024 年第 1 季 | 278 | $10.0 億 |
| 2023 年第 4 季 | 334 | $17.0 億 |
| 2023 年第 3 季 | 291 | $10.8 億 |
| 2023 年第 2 季 | 303 | $13.0 億 |
| 2023 年第 1 季 | 266 | $4.72 億 |
| 2022 年第 4 季 | 267 | $3.89 億 |
| 2022 年第 3 季 | 306 | $6.59 億 |
| 2022 年第 2 季 | 347 | $11.7 億 |
| 2022 年第 1 季 | 496 | $44.3 億 |
| 2021 年第 4 季 | 480 | $58.3 億 |
| 2021 年第 3 季 | 428 | $132.8 億 |
| 2021 年第 2 季 | 254 | $50.0 億 |
| 2021 年第 1 季 | 132 | $51.2 億 |
2021 年第 2 季持有機構
每家機構持有 Upstart Holdings, Inc. 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Third Point LLC大師第三點資本 | 13,381,222 | $16.7 億 | 9.78% | 00.0% | 不變 |
| VK Services, LLC | 5,248,588 | $5.72 億 | 18.79% | 00.0% | 不變 |
| BIT Capital GmbH | 2,190,486 | $2.74 億 | 16.10% | +1,037,857+90.0% | 加碼 |
| Fred Alger Management, LLC | 1,890,075 | $2.36 億 | 0.56% | +288,710+18.0% | 加碼 |
| Vulcan Value Partners, LLC | 1,521,104 | $1.90 億 | 1.03% | +538,016+54.7% | 加碼 |
| Vanguard Group Inc | 1,424,490 | $1.78 億 | 0.00% | +468,613+49.0% | 加碼 |
| Morgan Stanley | 1,400,657 | $1.75 億 | 0.02% | −1,130,067−44.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,349,652 | $1.69 億 | 0.19% | +1,298,832+2,555.7% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,122,149 | $1.40 億 | 0.31% | −1,100,000−49.5% | 減碼 |
| Renaissance Technologies LLC | 668,000 | $8,343 萬 | 0.10% | +668,000 | 新進 |
| Kuvari Partners LLP | 649,829 | $8,116 萬 | 31.80% | +649,829 | 新進 |
| KPCB XV Associates, LLC | 635,841 | $7,942 萬 | 35.45% | −211,947−25.0% | 減碼 |
| BlackRock Inc. | 613,850 | $7,667 萬 | 0.00% | +21,256+3.6% | 加碼 |
| Ameriprise Financial Inc | 495,708 | $6,192 萬 | 0.02% | −280,445−36.1% | 減碼 |
| Robeco Institutional Asset Management B.V. | 445,000 | $5,558 萬 | 0.12% | +80,000+21.9% | 加碼 |
| Jane Street Group, LLC | 362,496 | $4,528 萬 | 0.11% | +305,801+539.4% | 加碼 |
| Capital International Investors | 352,465 | $4,402 萬 | 0.01% | 00.0% | 不變 |
| NEA Management Company, LLC | 287,092 | $3,586 萬 | 0.47% | −286,092−49.9% | 減碼 |
| State Street Corp | 282,713 | $3,531 萬 | 0.00% | +161,641+133.5% | 加碼 |
| 1832 Asset Management L.P. | 261,700 | $3,175 萬 | 0.06% | +261,700 | 新進 |
| Susquehanna International Group, LLP | 242,106 | $3,024 萬 | 0.03% | +242,106 | 新進 |
| Geode Capital Management, LLC | 234,126 | $2,924 萬 | 0.00% | +35,309+17.8% | 加碼 |
| Bank of America Corp | 229,714 | $2,869 萬 | 0.00% | +110,152+92.1% | 加碼 |
| Consolidated Investment Group LLC | 222,214 | $2,776 萬 | 4.61% | +222,214 | 新進 |
| Capital World Investors | 200,000 | $2,498 萬 | 0.00% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 192,100 | $2,399 萬 | 0.12% | +192,100 | 新進 |
| Atika Capital Management LLC | 191,000 | $2,386 萬 | 1.98% | +191,000 | 新進 |
| Tiff Advisory Services Inc | 142,453 | $2,155 萬 | 6.14% | +142,453 | 新進 |
| Citadel Advisors LLC | 172,413 | $2,153 萬 | 0.02% | +161,992+1,554.5% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 150,208 | $1,876 萬 | 0.34% | −450,000−75.0% | 減碼 |
| Regents of the University of California | 149,031 | $1,861 萬 | 2.38% | +149,031 | 新進 |
| Pictet Asset Management Ltd | 148,777 | $1,858 萬 | 0.02% | −48,440−24.6% | 減碼 |
| Collaborative Holdings Management LP | 139,000 | $1,736 萬 | 8.39% | +131,000+1,637.5% | 加碼 |
| Goldman Sachs Group Inc | 131,213 | $1,639 萬 | 0.00% | +125,844+2,343.9% | 加碼 |
| US Bancorp | 130,400 | $1,629 萬 | 0.03% | +130,200+65,100.0% | 加碼 |
| Charles Schwab Investment Management Inc | 118,880 | $1,485 萬 | 0.00% | +33,896+39.9% | 加碼 |
| State of Tennessee, Treasury Department | 110,416 | $1,379 萬 | 0.05% | +110,416 | 新進 |
| Cutler Group LP | 109,474 | $1,367 萬 | 1.01% | +60,221+122.3% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 97,226 | $1,214 萬 | 0.08% | +97,226 | 新進 |
| Carnegie Capital Asset Management, LLC | 89,470 | $1,118 萬 | 0.42% | −1,855−2.0% | 減碼 |
| Norges Bank | 86,908 | $1,086 萬 | 0.00% | +86,908 | 新進 |
| Northern Trust Corp | 84,553 | $1,056 萬 | 0.00% | +10,816+14.7% | 加碼 |
| Simplex Trading, LLC | 84,211 | $1,052 萬 | 0.38% | +77,298+1,118.2% | 加碼 |
| EMJ Capital Ltd. | 80,500 | $1,005 萬 | 16.47% | −120,198−59.9% | 減碼 |
| Ergoteles LLC | 75,421 | $942.0 萬 | 0.22% | +75,421 | 新進 |
| Neuberger Berman Group LLC | 71,547 | $893.6 萬 | 0.01% | −19,777−21.7% | 減碼 |
| Credit Suisse AG | 70,995 | $886.6 萬 | 0.01% | +70,995 | 新進 |
| One Wealth Advisors, LLC | 66,000 | $824.3 萬 | 2.61% | +66,000 | 新進 |
| Bank of Montreal | 64,076 | $795.8 萬 | 0.00% | +63,966+58,150.9% | 加碼 |
| Polar Capital Holdings Plc | 60,000 | $749.4 萬 | 0.04% | +60,000 | 新進 |
| Envestnet Asset Management Inc | 57,225 | $714.7 萬 | 0.00% | +1,789+3.2% | 加碼 |
| Penserra Capital Management LLC | 56,720 | $708.4 萬 | 0.13% | +55,934+7,116.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 53,679 | $670.5 萬 | 0.02% | +53,679 | 新進 |
| Nomura Holdings Inc | 52,857 | $660.7 萬 | 0.05% | +23,857+82.3% | 加碼 |
| Nuveen Asset Management, LLC | 52,394 | $654.4 萬 | 0.00% | +3,888+8.0% | 加碼 |
| Group One Trading, L.P. | 52,155 | $651.4 萬 | 0.12% | +52,155 | 新進 |
| Franklin Resources Inc | 51,576 | $644.2 萬 | 0.00% | +51,576 | 新進 |
| UBS Group AG | 51,152 | $638.8 萬 | 0.00% | +43,479+566.6% | 加碼 |
| Tudor Investment Corp Et Al | 49,832 | $622.4 萬 | 0.13% | +43,446+680.3% | 加碼 |
| HarbourVest Partners LLC | 45,251 | $565.2 萬 | 0.54% | +45,251 | 新進 |
| Virtu Financial LLC | 43,268 | $540.4 萬 | 0.53% | +43,268 | 新進 |
| Swiss National Bank | 41,800 | $522.1 萬 | 0.00% | +41,800 | 新進 |
| Qube Research & Technologies Ltd | 40,944 | $511.4 萬 | 0.06% | +40,944 | 新進 |
| Truist Financial Corp | 40,754 | $509.0 萬 | 0.01% | −1,083−2.6% | 減碼 |
| Bank of New York Mellon Corp | 39,922 | $498.6 萬 | 0.00% | +13,725+52.4% | 加碼 |
| First Trust Advisors LP | 39,637 | $495.1 萬 | 0.01% | +39,637 | 新進 |
| Tower Research Capital LLC (TRC) | 36,078 | $450.6 萬 | 0.12% | +33,914+1,567.2% | 加碼 |
| Voloridge Investment Management, LLC | 34,686 | $433.2 萬 | 0.03% | +34,686 | 新進 |
| Point72 Hong Kong Ltd | 34,610 | $432.3 萬 | 0.30% | +32,526+1,560.7% | 加碼 |
| Battery Management Corp. | 33,519 | $418.7 萬 | 0.23% | +33,519 | 新進 |
| Pathway Capital Management, LP | 32,780 | $409.4 萬 | 1.63% | +32,780 | 新進 |
| Paradiem, LLC | 19,980 | $406.2 萬 | 1.26% | +19,980 | 新進 |
| Wolverine Trading, LLC | 31,218 | $383.8 萬 | 0.10% | +15,088+93.5% | 加碼 |
| Royal Bank of Canada | 29,489 | $368.3 萬 | 0.00% | +18,968+180.3% | 加碼 |
| Millennium Management LLC | 28,528 | $356.3 萬 | 0.00% | +24,018+532.5% | 加碼 |
| Occudo Quantitative Strategies LP | 28,050 | $350.3 萬 | 0.54% | +28,050 | 新進 |
| JPMorgan Chase & Co | 26,342 | $329.0 萬 | 0.00% | +7,360+38.8% | 加碼 |
| Dumac, Inc. | 26,207 | $327.3 萬 | 3.68% | +26,207 | 新進 |
| ACT Capital Management, LLC | 24,800 | $309.8 萬 | 1.59% | +24,800 | 新進 |
| AtonRa Partners | 23,354 | $291.7 萬 | 1.07% | +7,109+43.8% | 加碼 |
| Railway Pension Investments Ltd | 23,234 | $290.2 萬 | 0.02% | +23,234 | 新進 |
| UBS Asset Management Americas Inc | 22,732 | $283.9 萬 | 0.00% | +22,732 | 新進 |
| Advisory Research Inc | 21,960 | $274.3 萬 | 0.18% | +14,371+189.4% | 加碼 |
| Schonfeld Strategic Advisors LLC | 21,700 | $271.0 萬 | 0.03% | +21,700 | 新進 |
| California State Teachers Retirement System | 21,395 | $267.2 萬 | 0.00% | −3,080−12.6% | 減碼 |
| Boothbay Fund Management, LLC | 20,845 | $260.4 萬 | 0.11% | +20,845 | 新進 |
| State of New Jersey Common Pension Fund D | 20,808 | $259.9 萬 | 0.01% | +20,808 | 新進 |
| Bluefin Capital Management, LLC | 20,800 | $259.8 萬 | 0.18% | +20,800 | 新進 |
| Wells Fargo & Company | 20,429 | $255.1 萬 | 0.00% | +19,185+1,542.2% | 加碼 |
| Oppenheimer Asset Management Inc. | 20,019 | $250.0 萬 | 0.04% | −232−1.1% | 減碼 |
| Clear Street Markets LLC | 18,800 | $234.8 萬 | 0.50% | +18,800 | 新進 |
| Alliancebernstein L.P. | 16,686 | $208.4 萬 | 0.00% | +9,846+143.9% | 加碼 |
| Commonwealth Equity Services, LLC | 16,242 | $202.8 萬 | 0.01% | +11,880+272.4% | 加碼 |
| Advisor Group Holdings, Inc. | 16,082 | $200.8 萬 | 0.00% | +9,070+129.3% | 加碼 |
| Squarepoint Ops LLC | 15,894 | $198.5 萬 | 0.01% | +9,304+141.2% | 加碼 |
| LPL Financial LLC | 14,850 | $185.5 萬 | 0.00% | +11,064+292.2% | 加碼 |
| Eos Focused Equity Management, L.P. | 14,752 | $184.3 萬 | 1.57% | +14,752 | 新進 |
| Jupiter Asset Management Ltd | 14,601 | $182.4 萬 | 0.02% | +5,098+53.6% | 加碼 |
| Teacher Retirement System of Texas | 14,501 | $181.1 萬 | 0.01% | +14,501 | 新進 |
| Renaissance Capital LLC | 14,300 | $178.6 萬 | 0.28% | +14,300 | 新進 |