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 |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 3,961 | $49.5 萬 | 0.00% | +3,961 | 新進 |
| Blackstone Group Inc. | 4,028 | $50.3 萬 | 0.00% | +4,028 | 新進 |
| Walleye Trading LLC | 4,032 | $50.4 萬 | 0.01% | +4,032 | 新進 |
| Parametric Portfolio Associates LLC | 4,082 | $51.0 萬 | 0.00% | +4,082 | 新進 |
| Morse Asset Management, Inc | 4,125 | $51.5 萬 | 0.12% | +4,125 | 新進 |
| Griffin Asset Management, Inc. | 4,151 | $51.8 萬 | 0.06% | +4,151 | 新進 |
| Souders Financial Advisors | 4,152 | $51.9 萬 | 0.17% | +190+4.8% | 加碼 |
| Treasurer of the State of North Carolina | 4,280 | $53.5 萬 | 0.00% | −810−15.9% | 減碼 |
| Marshall Wace, LLP | 4,307 | $53.7 萬 | 0.00% | +4,307 | 新進 |
| BlueCrest Capital Management Ltd | 4,750 | $59.3 萬 | 0.02% | +4,750 | 新進 |
| Monashee Investment Management LLC | 5,000 | $62.5 萬 | 0.07% | +5,000 | 新進 |
| Arizona State Retirement System | 5,157 | $64.4 萬 | 0.01% | +5,157 | 新進 |
| Yale University | 5,246 | $65.5 萬 | 0.22% | +5,246 | 新進 |
| Abacus Planning Group, Inc. | 5,483 | $68.5 萬 | 0.21% | +5,483 | 新進 |
| Cubist Systematic Strategies, LLC | 5,703 | $71.2 萬 | 0.01% | +1,359+31.3% | 加碼 |
| D.A. Davidson & Co. | 5,838 | $72.9 萬 | 0.01% | +5,838 | 新進 |
| Triumph Capital Management | 6,833 | $77.3 萬 | 0.45% | +6,833 | 新進 |
| Baird Financial Group, Inc. | 6,286 | $78.5 萬 | 0.00% | +6,286 | 新進 |
| Advisory Services Network, LLC | 6,405 | $80.0 萬 | 0.03% | +6,405 | 新進 |
| Janney Montgomery Scott LLC | 6,510 | $81.3 萬 | 0.00% | +6,510 | 新進 |
| Gladstone Institutional Advisory LLC | 6,600 | $82.4 萬 | 0.10% | +6,600 | 新進 |
| Rafferty Asset Management, LLC | 6,957 | $86.9 萬 | 0.01% | −31−0.4% | 減碼 |
| Public Employees Retirement System of Ohio | 7,012 | $87.6 萬 | 0.00% | −353−4.8% | 減碼 |
| Malaga Cove Capital, LLC | 7,200 | $89.9 萬 | 0.39% | +7,200 | 新進 |
| Janus Henderson Group PLC | 7,252 | $90.6 萬 | 0.00% | +7,252 | 新進 |
| Vontobel Holding Ltd. | 7,284 | $91.0 萬 | 0.01% | +7,284 | 新進 |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $99.8 萬 | 0.33% | +7,992 | 新進 |
| RBF Capital, LLC | 8,000 | $99.9 萬 | 0.06% | +8,000 | 新進 |
| Full18 Capital LLC | 8,143 | $101.7 萬 | 0.42% | +8,143 | 新進 |
| Invesco Ltd. | 8,765 | $109.5 萬 | 0.00% | −6,775−43.6% | 減碼 |
| American Century Companies Inc | 9,047 | $113.0 萬 | 0.00% | +9,047 | 新進 |
| Highland Capital Management, LLC | 9,269 | $115.8 萬 | 0.07% | +9,269 | 新進 |
| Legal & General Group Plc | 9,392 | $117.3 萬 | 0.00% | +8,338+791.1% | 加碼 |
| Victory Capital Management Inc | 9,452 | $118.1 萬 | 0.00% | −19,465−67.3% | 減碼 |
| AE Wealth Management LLC | 9,724 | $121.5 萬 | 0.01% | +9,724 | 新進 |
| Kamunting Street Capital Management, L.P. | 10,000 | $124.9 萬 | 0.69% | +10,000 | 新進 |
| Weiss Asset Management LP | 10,000 | $124.9 萬 | 0.03% | +10,000 | 新進 |
| Gainplan LLC | 10,136 | $126.2 萬 | 0.50% | +7,636+305.4% | 加碼 |
| SEI Investments Co | 10,136 | $126.6 萬 | 0.00% | +10,136 | 新進 |
| Mercer Global Advisors Inc | 10,155 | $126.8 萬 | 0.01% | +10,155 | 新進 |
| Enlightenment Research, LLC | 11,304 | $141.2 萬 | 1.80% | +11,304 | 新進 |
| IMC-Chicago, LLC | 11,651 | $145.5 萬 | 0.12% | +11,651 | 新進 |
| Hamilton Lane Advisors LLC | 11,739 | $146.6 萬 | 0.46% | +11,739 | 新進 |
| Citigroup Inc | 11,854 | $148.1 萬 | 0.00% | +5,859+97.7% | 加碼 |
| CIBC World Markets Inc. | 11,954 | $149.3 萬 | 0.00% | +11,954 | 新進 |
| Rhumbline Advisers | 12,604 | $157.4 萬 | 0.00% | −1,601−11.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 13,085 | $163.4 萬 | 0.01% | +10,337+376.2% | 加碼 |
| Macquarie Group Ltd | 13,373 | $167.0 萬 | 0.00% | +13,373 | 新進 |
| Comerica Bank | 8,675 | $168.2 萬 | 0.01% | +8,675 | 新進 |
| Board of Trustees of The Leland Stanford Junior University | 13,619 | $170.1 萬 | 0.16% | +13,619 | 新進 |
| Harel Insurance Investments & Financial Services Ltd. | 4,200 | $171.0 萬 | 0.04% | +4,200 | 新進 |
| New York State Common Retirement Fund | 13,900 | $173.6 萬 | 0.00% | −2,000−12.6% | 減碼 |
| American Portfolios Advisors | 14,022 | $175.1 萬 | 0.07% | +7,521+115.7% | 加碼 |
| Raymond James & Associates | 14,164 | $176.9 萬 | 0.00% | +6,602+87.3% | 加碼 |
| Renaissance Capital LLC | 14,300 | $178.6 萬 | 0.28% | +14,300 | 新進 |
| Teacher Retirement System of Texas | 14,501 | $181.1 萬 | 0.01% | +14,501 | 新進 |
| Jupiter Asset Management Ltd | 14,601 | $182.4 萬 | 0.02% | +5,098+53.6% | 加碼 |
| Eos Focused Equity Management, L.P. | 14,752 | $184.3 萬 | 1.57% | +14,752 | 新進 |
| LPL Financial LLC | 14,850 | $185.5 萬 | 0.00% | +11,064+292.2% | 加碼 |
| Squarepoint Ops LLC | 15,894 | $198.5 萬 | 0.01% | +9,304+141.2% | 加碼 |
| Advisor Group Holdings, Inc. | 16,082 | $200.8 萬 | 0.00% | +9,070+129.3% | 加碼 |
| Commonwealth Equity Services, LLC | 16,242 | $202.8 萬 | 0.01% | +11,880+272.4% | 加碼 |
| Alliancebernstein L.P. | 16,686 | $208.4 萬 | 0.00% | +9,846+143.9% | 加碼 |
| Clear Street Markets LLC | 18,800 | $234.8 萬 | 0.50% | +18,800 | 新進 |
| Oppenheimer Asset Management Inc. | 20,019 | $250.0 萬 | 0.04% | −232−1.1% | 減碼 |
| Wells Fargo & Company | 20,429 | $255.1 萬 | 0.00% | +19,185+1,542.2% | 加碼 |
| Bluefin Capital Management, LLC | 20,800 | $259.8 萬 | 0.18% | +20,800 | 新進 |
| State of New Jersey Common Pension Fund D | 20,808 | $259.9 萬 | 0.01% | +20,808 | 新進 |
| Boothbay Fund Management, LLC | 20,845 | $260.4 萬 | 0.11% | +20,845 | 新進 |
| California State Teachers Retirement System | 21,395 | $267.2 萬 | 0.00% | −3,080−12.6% | 減碼 |
| Schonfeld Strategic Advisors LLC | 21,700 | $271.0 萬 | 0.03% | +21,700 | 新進 |
| Advisory Research Inc | 21,960 | $274.3 萬 | 0.18% | +14,371+189.4% | 加碼 |
| UBS Asset Management Americas Inc | 22,732 | $283.9 萬 | 0.00% | +22,732 | 新進 |
| Railway Pension Investments Ltd | 23,234 | $290.2 萬 | 0.02% | +23,234 | 新進 |
| AtonRa Partners | 23,354 | $291.7 萬 | 1.07% | +7,109+43.8% | 加碼 |
| ACT Capital Management, LLC | 24,800 | $309.8 萬 | 1.59% | +24,800 | 新進 |
| Dumac, Inc. | 26,207 | $327.3 萬 | 3.68% | +26,207 | 新進 |
| JPMorgan Chase & Co | 26,342 | $329.0 萬 | 0.00% | +7,360+38.8% | 加碼 |
| Occudo Quantitative Strategies LP | 28,050 | $350.3 萬 | 0.54% | +28,050 | 新進 |
| Millennium Management LLC | 28,528 | $356.3 萬 | 0.00% | +24,018+532.5% | 加碼 |
| Royal Bank of Canada | 29,489 | $368.3 萬 | 0.00% | +18,968+180.3% | 加碼 |
| Wolverine Trading, LLC | 31,218 | $383.8 萬 | 0.10% | +15,088+93.5% | 加碼 |
| Paradiem, LLC | 19,980 | $406.2 萬 | 1.26% | +19,980 | 新進 |
| Pathway Capital Management, LP | 32,780 | $409.4 萬 | 1.63% | +32,780 | 新進 |
| Battery Management Corp. | 33,519 | $418.7 萬 | 0.23% | +33,519 | 新進 |
| Point72 Hong Kong Ltd | 34,610 | $432.3 萬 | 0.30% | +32,526+1,560.7% | 加碼 |
| Voloridge Investment Management, LLC | 34,686 | $433.2 萬 | 0.03% | +34,686 | 新進 |
| Tower Research Capital LLC (TRC) | 36,078 | $450.6 萬 | 0.12% | +33,914+1,567.2% | 加碼 |
| First Trust Advisors LP | 39,637 | $495.1 萬 | 0.01% | +39,637 | 新進 |
| Bank of New York Mellon Corp | 39,922 | $498.6 萬 | 0.00% | +13,725+52.4% | 加碼 |
| Truist Financial Corp | 40,754 | $509.0 萬 | 0.01% | −1,083−2.6% | 減碼 |
| Qube Research & Technologies Ltd | 40,944 | $511.4 萬 | 0.06% | +40,944 | 新進 |
| Swiss National Bank | 41,800 | $522.1 萬 | 0.00% | +41,800 | 新進 |
| Virtu Financial LLC | 43,268 | $540.4 萬 | 0.53% | +43,268 | 新進 |
| HarbourVest Partners LLC | 45,251 | $565.2 萬 | 0.54% | +45,251 | 新進 |
| Tudor Investment Corp Et Al | 49,832 | $622.4 萬 | 0.13% | +43,446+680.3% | 加碼 |
| UBS Group AG | 51,152 | $638.8 萬 | 0.00% | +43,479+566.6% | 加碼 |
| Franklin Resources Inc | 51,576 | $644.2 萬 | 0.00% | +51,576 | 新進 |
| Group One Trading, L.P. | 52,155 | $651.4 萬 | 0.12% | +52,155 | 新進 |
| Nuveen Asset Management, LLC | 52,394 | $654.4 萬 | 0.00% | +3,888+8.0% | 加碼 |