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 3 季 13F 持有人
Upstart Holdings, Inc. 在 2021/9/30 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
- 428
- 較 2021 年第 2 季 +176 家
- 持有股數
- 4,357 萬
- 較 2021 年第 2 季 +306.5 萬 (+7.6%)
- 總市值
- $132.8 億
- 較 2021 年第 2 季 +$83.0 億 (+166.7%)
- 新進機構
- 228
- 另有 115 家加碼
- 清倉機構
- 52
- 另有 59 家減碼
另有 2 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 | $28.4 億 |
| 2025 年第 3 季 | 412 | $33.0 億 |
| 2025 年第 2 季 | 421 | $39.8 億 |
| 2025 年第 1 季 | 387 | $27.7 億 |
| 2024 年第 4 季 | 392 | $35.9 億 |
| 2024 年第 3 季 | 349 | $20.1 億 |
| 2024 年第 2 季 | 275 | $9.22 億 |
| 2024 年第 1 季 | 278 | $11.3 億 |
| 2023 年第 4 季 | 334 | $18.0 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 | $4.74 億 |
| 2022 年第 4 季 | 267 | $4.10 億 |
| 2022 年第 3 季 | 306 | $7.03 億 |
| 2022 年第 2 季 | 347 | $13.1 億 |
| 2022 年第 1 季 | 496 | $46.7 億 |
| 2021 年第 4 季 | 480 | $66.7 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 3 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 2 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 | 12,400,000 | $39.2 億 | 21.42% | −981,222−7.3% | 減碼 |
| Vanguard Group Inc | 4,430,290 | $14.0 億 | 0.03% | +3,005,800+211.0% | 加碼 |
| Vulcan Value Partners, LLC | 4,250,461 | $13.5 億 | 7.23% | +2,729,357+179.4% | 加碼 |
| Fred Alger Management, LLC | 2,139,039 | $6.77 億 | 1.61% | +248,964+13.2% | 加碼 |
| BlackRock Inc. | 1,773,042 | $5.61 億 | 0.02% | +1,159,192+188.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,207,871 | $3.82 億 | 0.97% | +1,154,192+2,150.2% | 加碼 |
| BIT Capital GmbH | 1,207,571 | $3.82 億 | 22.24% | −982,915−44.9% | 減碼 |
| VK Services, LLC | 2,478,297 | $2.99 億 | 6.76% | −2,770,291−52.8% | 減碼 |
| Renaissance Technologies LLC | 922,900 | $2.92 億 | 0.38% | +254,900+38.2% | 加碼 |
| Whale Rock Capital Management LLC | 829,995 | $2.63 億 | 1.72% | +829,995 | 新進 |
| Two Sigma Investments, LP | 696,271 | $2.20 億 | 0.59% | +696,271 | 新進 |
| State Street Corp | 679,868 | $2.15 億 | 0.01% | +397,155+140.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 646,233 | $2.04 億 | 0.26% | −703,419−52.1% | 減碼 |
| Geode Capital Management, LLC | 597,699 | $1.89 億 | 0.03% | +363,573+155.3% | 加碼 |
| 1832 Asset Management L.P. | 563,100 | $1.79 億 | 0.34% | +301,400+115.2% | 加碼 |
| Two Sigma Advisers, LP | 531,900 | $1.68 億 | 0.44% | +531,900 | 新進 |
| Capital International Investors | 352,465 | $1.12 億 | 0.03% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 339,343 | $1.07 億 | 0.14% | +97,237+40.2% | 加碼 |
| Northern Trust Corp | 313,215 | $9,911 萬 | 0.02% | +228,662+270.4% | 加碼 |
| Morgan Stanley | 283,747 | $8,979 萬 | 0.01% | −1,116,910−79.7% | 減碼 |
| Atika Capital Management LLC | 272,000 | $8,607 萬 | 6.13% | +81,000+42.4% | 加碼 |
| Voloridge Investment Management, LLC | 251,103 | $7,946 萬 | 0.51% | +216,417+623.9% | 加碼 |
| Charles Schwab Investment Management Inc | 242,225 | $7,665 萬 | 0.03% | +123,345+103.8% | 加碼 |
| Norges Bank | 235,015 | $7,437 萬 | 0.02% | +148,107+170.4% | 加碼 |
| Bank of America Corp | 226,734 | $7,175 萬 | 0.01% | −2,980−1.3% | 減碼 |
| Consolidated Investment Group LLC | 222,214 | $7,032 萬 | 11.02% | 00.0% | 不變 |
| Robeco Institutional Asset Management B.V. | 215,000 | $6,804 萬 | 0.15% | −230,000−51.7% | 減碼 |
| Jane Street Group, LLC | 187,008 | $5,918 萬 | 0.15% | −175,488−48.4% | 減碼 |
| Price T Rowe Associates Inc | 152,567 | $4,828 萬 | 0.00% | +152,567 | 新進 |
| Millennium Management LLC | 145,524 | $4,605 萬 | 0.06% | +116,996+410.1% | 加碼 |
| Amundi | 137,381 | $4,347 萬 | 0.03% | +137,381 | 新進 |
| Nuveen Asset Management, LLC | 138,408 | $4,198 萬 | 0.01% | +86,014+164.2% | 加碼 |
| Deutsche Bank AG | 127,596 | $4,038 萬 | 0.02% | +126,546+12,052.0% | 加碼 |
| Bank of New York Mellon Corp | 123,673 | $3,914 萬 | 0.01% | +83,751+209.8% | 加碼 |
| Bank of Montreal | 121,884 | $3,912 萬 | 0.02% | +57,808+90.2% | 加碼 |
| Carnegie Capital Asset Management, LLC | 99,741 | $3,156 萬 | 1.19% | +10,271+11.5% | 加碼 |
| California Public Employees Retirement System | 98,759 | $3,125 萬 | 0.02% | +98,759 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 93,525 | $2,960 萬 | 0.07% | −1,028,624−91.7% | 減碼 |
| Lord, Abbett & Co. LLC | 93,034 | $2,944 萬 | 0.07% | +93,034 | 新進 |
| Pictet Asset Management SA | 92,851 | $2,938 萬 | 0.03% | +92,851 | 新進 |
| Fuller & Thaler Asset Management, Inc. | 92,794 | $2,936 萬 | 0.19% | −4,432−4.6% | 減碼 |
| EMJ Capital Ltd. | 91,600 | $2,899 萬 | 31.64% | +11,100+13.8% | 加碼 |
| Credit Suisse AG | 91,546 | $2,897 萬 | 0.02% | +20,551+28.9% | 加碼 |
| First Trust Advisors LP | 87,921 | $2,782 萬 | 0.03% | +48,284+121.8% | 加碼 |
| Citadel Advisors LLC | 79,367 | $2,512 萬 | 0.03% | −93,046−54.0% | 減碼 |
| Regents of the University of California | 78,438 | $2,482 萬 | 2.92% | −70,593−47.4% | 減碼 |
| Neuberger Berman Group LLC | 69,038 | $2,183 萬 | 0.02% | −2,509−3.5% | 減碼 |
| SEI Investments Co | 68,245 | $2,163 萬 | 0.05% | +58,109+573.3% | 加碼 |
| Invesco Ltd. | 68,103 | $2,155 萬 | 0.01% | +59,338+677.0% | 加碼 |
| Wolverine Trading, LLC | 65,891 | $2,109 萬 | 0.43% | +34,673+111.1% | 加碼 |
| Legal & General Group Plc | 63,306 | $2,003 萬 | 0.01% | +53,914+574.0% | 加碼 |
| UBS Group AG | 58,506 | $1,851 萬 | 0.01% | +7,354+14.4% | 加碼 |
| California State Teachers Retirement System | 58,160 | $1,840 萬 | 0.02% | +36,765+171.8% | 加碼 |
| Cutler Group LP | 57,210 | $1,810 萬 | 1.38% | −52,264−47.7% | 減碼 |
| Ameriprise Financial Inc | 56,517 | $1,789 萬 | 0.01% | −439,191−88.6% | 減碼 |
| Andra AP-fonden | 53,451 | $1,691 萬 | 0.35% | +53,451 | 新進 |
| State of Tennessee, Treasury Department | 52,292 | $1,655 萬 | 0.06% | −58,124−52.6% | 減碼 |
| State of Michigan Retirement System | 51,885 | $1,642 萬 | 0.09% | +51,885 | 新進 |
| New York State Common Retirement Fund | 51,500 | $1,630 萬 | 0.02% | +37,600+270.5% | 加碼 |
| First Republic Investment Management, Inc. | 50,707 | $1,605 萬 | 0.04% | +50,707 | 新進 |
| Capital World Investors | 50,000 | $1,582 萬 | 0.00% | −150,000−75.0% | 減碼 |
| PEAK6 Investments LLC | 49,086 | $1,553 萬 | 0.31% | +49,086 | 新進 |
| Wells Fargo & Company | 45,548 | $1,441 萬 | 0.00% | +25,119+123.0% | 加碼 |
| Swiss National Bank | 42,500 | $1,345 萬 | 0.01% | +700+1.7% | 加碼 |
| Rhumbline Advisers | 41,759 | $1,321 萬 | 0.02% | +29,155+231.3% | 加碼 |
| UBS Asset Management Americas Inc | 38,917 | $1,231 萬 | 0.01% | +16,185+71.2% | 加碼 |
| LPL Financial LLC | 37,865 | $1,198 萬 | 0.01% | +23,015+155.0% | 加碼 |
| JPMorgan Chase & Co | 37,671 | $1,192 萬 | 0.00% | +11,329+43.0% | 加碼 |
| Royal Bank of Canada | 37,435 | $1,185 萬 | 0.00% | +7,946+26.9% | 加碼 |
| Liontrust Investment Partners LLP | 37,000 | $1,171 萬 | 0.16% | +37,000 | 新進 |
| Citigroup Inc | 36,793 | $1,164 萬 | 0.01% | +24,939+210.4% | 加碼 |
| Scout Investments, Inc. | 35,037 | $1,109 萬 | 0.17% | +35,037 | 新進 |
| HSBC Holdings PLC | 33,980 | $1,084 萬 | 0.01% | +31,328+1,181.3% | 加碼 |
| Mark Asset Management LP | 34,000 | $1,076 萬 | 1.62% | +34,000 | 新進 |
| Acadian Asset Management LLC | 33,898 | $1,072 萬 | 0.04% | +33,898 | 新進 |
| Battery Management Corp. | 33,519 | $1,061 萬 | 0.49% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 33,404 | $1,057 萬 | 0.00% | −97,809−74.5% | 減碼 |
| E. Ohman J:or Asset Management AB | 32,700 | $1,035 萬 | 0.33% | +32,700 | 新進 |
| Federated Hermes, Inc. | 31,718 | $1,004 萬 | 0.02% | +31,718 | 新進 |
| Simplex Trading, LLC | 80,962 | $1,003 萬 | 0.36% | −3,249−3.9% | 減碼 |
| Penserra Capital Management LLC | 31,602 | $1,000 萬 | 0.21% | −25,118−44.3% | 減碼 |
| Victory Capital Management Inc | 31,363 | $992.5 萬 | 0.01% | +21,911+231.8% | 加碼 |
| Ci Investments Inc. | 31,293 | $990.2 萬 | 0.04% | +31,293 | 新進 |
| State Board of Administration of Florida Retirement System | 30,450 | $963.6 萬 | 0.02% | +27,313+870.7% | 加碼 |
| Kuvari Partners LLP | 29,705 | $940.0 萬 | 15.02% | −620,124−95.4% | 減碼 |
| Commonwealth Equity Services, LLC | 28,702 | $908.2 萬 | 0.02% | +12,460+76.7% | 加碼 |
| Advisor Group Holdings, Inc. | 28,046 | $886.6 萬 | 0.02% | +11,964+74.4% | 加碼 |
| Aubrey Capital Management Ltd | 27,200 | $860.5 萬 | 2.71% | +27,200 | 新進 |
| Public Employees Retirement System of Ohio | 25,173 | $796.6 萬 | 0.03% | +18,161+259.0% | 加碼 |
| AtonRa Partners | 23,852 | $754.8 萬 | 2.52% | +498+2.1% | 加碼 |
| US Bancorp | 23,785 | $752.7 萬 | 0.01% | −106,615−81.8% | 減碼 |
| Railway Pension Investments Ltd | 23,234 | $735.2 萬 | 0.06% | 00.0% | 不變 |
| Driehaus Capital Management LLC | 22,925 | $725.4 萬 | 0.09% | +22,925 | 新進 |
| Rafferty Asset Management, LLC | 21,649 | $685.1 萬 | 0.05% | +14,692+211.2% | 加碼 |
| Renaissance Capital LLC | 21,607 | $683.7 萬 | 1.38% | +7,307+51.1% | 加碼 |
| Raymond James & Associates | 21,058 | $666.4 萬 | 0.01% | +6,894+48.7% | 加碼 |
| Parametric Portfolio Associates LLC | 20,746 | $656.5 萬 | 0.00% | +16,664+408.2% | 加碼 |
| Nomura Holdings Inc | 21,335 | $636.8 萬 | 0.05% | −31,522−59.6% | 減碼 |
| ClariVest Asset Management LLC | 19,406 | $614.1 萬 | 0.20% | +19,406 | 新進 |
| Alliancebernstein L.P. | 18,776 | $594.1 萬 | 0.00% | +2,090+12.5% | 加碼 |