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 | $28.3 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 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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 1,933 | $61.2 萬 | 0.03% | +1,933 | 新進 |
| Sawtooth Solutions, LLC | 1,971 | $62.4 萬 | 0.10% | +94+5.0% | 加碼 |
| RBF Capital, LLC | 2,000 | $63.3 萬 | 0.04% | −6,000−75.0% | 減碼 |
| Manufacturers Life Insurance Company, The | 2,016 | $63.8 萬 | 0.00% | +2,016 | 新進 |
| STRS Ohio | 2,024 | $64.0 萬 | 0.00% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 2,057 | $65.1 萬 | 0.12% | +2,057 | 新進 |
| Gotham Asset Management, LLC | 2,084 | $65.9 萬 | 0.03% | +2,084 | 新進 |
| Samson Rock Capital LLP | 2,240 | $70.9 萬 | 0.45% | +2,240 | 新進 |
| The PNC Financial Services Group, Inc. | 2,255 | $71.4 萬 | 0.00% | +1,192+112.1% | 加碼 |
| Cetera Advisor Networks LLC | 2,264 | $71.6 萬 | 0.01% | +2,264 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,276 | $72.0 萬 | 0.00% | +69+3.1% | 加碼 |
| Cypress Point Wealth Management, LLC | 2,296 | $72.7 萬 | 0.52% | +2,296 | 新進 |
| Hillsdale Investment Management Inc. | 2,300 | $72.8 萬 | 0.06% | +2,300 | 新進 |
| Rockefeller Capital Management L.P. | 2,351 | $74.3 萬 | 0.00% | +416+21.5% | 加碼 |
| Illinois Municipal Retirement Fund | 2,356 | $74.6 萬 | 0.03% | +2,356 | 新進 |
| Wealth Advisors, Inc. | 2,637 | $76.4 萬 | 0.30% | −508−16.2% | 減碼 |
| Virtu Financial LLC | 2,449 | $77.5 萬 | 0.07% | −40,819−94.3% | 減碼 |
| BlueCrest Capital Management Ltd | 2,456 | $77.7 萬 | 0.04% | −2,294−48.3% | 減碼 |
| Vivid Financial Management, Inc. | 2,485 | $78.6 萬 | 0.32% | +2,485 | 新進 |
| Janney Montgomery Scott LLC | 2,544 | $80.5 萬 | 0.00% | −3,966−60.9% | 減碼 |
| JustInvest LLC | 2,665 | $84.3 萬 | 0.08% | +183+7.4% | 加碼 |
| Private Advisor Group, LLC | 2,671 | $84.5 萬 | 0.01% | +2,671 | 新進 |
| Advisors Asset Management, Inc. | 2,705 | $85.6 萬 | 0.01% | +2,705 | 新進 |
| APG Asset Management N.V. | 3,200 | $87.4 萬 | 0.00% | +3,200 | 新進 |
| Steward Partners Investment Advisory, LLC | 2,865 | $90.7 萬 | 0.02% | +59+2.1% | 加碼 |
| Golden Green, Inc. | 2,952 | $93.4 萬 | 0.73% | +2,952 | 新進 |
| Teacher Retirement System of Texas | 2,976 | $94.2 萬 | 0.01% | −11,525−79.5% | 減碼 |
| Paloma Partners Management Co | 2,985 | $94.4 萬 | 0.04% | +2,985 | 新進 |
| Inscription Capital, LLC | 3,000 | $94.9 萬 | 0.30% | +3,000 | 新進 |
| Metropolitan Life Insurance Co | 3,024 | $95.7 萬 | 0.01% | +2,174+255.8% | 加碼 |
| HighTower Advisors, LLC | 3,019 | $95.9 萬 | 0.00% | +3,019 | 新進 |
| Rossmore Private Capital | 3,042 | $96.3 萬 | 0.16% | +1,063+53.7% | 加碼 |
| Alta Wealth Advisors LLC | 3,064 | $97.0 萬 | 0.70% | +171+5.9% | 加碼 |
| CIBC Asset Management Inc | 3,066 | $97.0 萬 | 0.00% | +366+13.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 3,087 | $97.7 萬 | 0.00% | 00.0% | 不變 |
| Kaizen Financial Strategies | 3,100 | $98.1 萬 | 0.79% | +3,100 | 新進 |
| Truist Financial Corp | 3,137 | $99.2 萬 | 0.00% | −37,617−92.3% | 減碼 |
| Harbour Capital Advisors, LLC | 3,140 | $99.4 萬 | 0.26% | +1,325+73.0% | 加碼 |
| Graticule Asia Macro Advisors LLC | 3,140 | $99.4 萬 | 0.19% | +3,140 | 新進 |
| Kovack Advisors, Inc. | 3,155 | $99.8 萬 | 0.11% | +3,155 | 新進 |
| Verdence Capital Advisors LLC | 3,199 | $101.2 萬 | 0.13% | +3,199 | 新進 |
| Dimensional Fund Advisors LP | 3,283 | $103.9 萬 | 0.00% | +3,283 | 新進 |
| Perennial Investment Advisors, LLC | 3,285 | $104.2 萬 | 0.37% | +1,168+55.2% | 加碼 |
| NEXT Financial Group, Inc | 3,314 | $104.9 萬 | 0.08% | +841+34.0% | 加碼 |
| Maryland State Retirement & Pension System | 3,435 | $109.9 萬 | 0.03% | +3,435 | 新進 |
| Creative Planning | 3,523 | $111.5 萬 | 0.00% | +707+25.1% | 加碼 |
| Stratos Wealth Partners, LTD. | 3,664 | $115.9 萬 | 0.03% | +3,664 | 新進 |
| Nwam LLC | 3,715 | $117.6 萬 | 0.11% | +3,715 | 新進 |
| Walleye Capital LLC | 3,735 | $118.2 萬 | 0.04% | +3,735 | 新進 |
| Occudo Quantitative Strategies LP | 3,765 | $119.1 萬 | 0.14% | −24,285−86.6% | 減碼 |
| Oxbow Advisors, LLC | 3,771 | $119.3 萬 | 0.12% | +270+7.7% | 加碼 |
| Lincoln National Corp | 3,786 | $119.8 萬 | 0.03% | −50−1.3% | 減碼 |
| ProShare Advisors LLC | 3,968 | $125.6 萬 | 0.00% | +3,968 | 新進 |
| Bank of Hawaii | 3,971 | $125.7 萬 | 0.07% | +3,971 | 新進 |
| Sigma Planning Corp | 3,987 | $126.2 萬 | 0.04% | +371+10.3% | 加碼 |
| FMR LLC | 4,120 | $130.3 萬 | 0.00% | +4,086+12,017.6% | 加碼 |
| Souders Financial Advisors | 4,321 | $136.7 萬 | 0.44% | +169+4.1% | 加碼 |
| Bokf, NA | 4,385 | $138.7 萬 | 0.02% | +4,385 | 新進 |
| Aft, Forsyth & Company, Inc. | 4,400 | $139.2 萬 | 0.75% | +4,400 | 新進 |
| LifePro Asset Management | 4,505 | $142.6 萬 | 0.43% | +4,505 | 新進 |
| Caption Management, LLC | 4,550 | $144.0 萬 | 0.09% | +4,550 | 新進 |
| CIBC World Markets Inc. | 4,557 | $144.2 萬 | 0.01% | −7,397−61.9% | 減碼 |
| Principal Financial Group Inc | 4,634 | $146.6 萬 | 0.00% | +4,634 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 4,983 | $157.7 萬 | 0.08% | +4,983 | 新進 |
| DekaBank Deutsche Girozentrale | 5,000 | $158.7 萬 | 0.00% | +5,000 | 新進 |
| Xponance, Inc. | 5,066 | $160.3 萬 | 0.03% | +5,066 | 新進 |
| GWM Advisors LLC | 5,114 | $161.8 萬 | 0.04% | +5,114 | 新進 |
| Morse Asset Management, Inc | 5,165 | $163.4 萬 | 0.39% | +1,040+25.2% | 加碼 |
| Washburn Capital Management, Inc. | 5,200 | $164.5 萬 | 1.08% | +5,200 | 新進 |
| Envestnet Asset Management Inc | 5,237 | $165.7 萬 | 0.00% | −51,988−90.8% | 減碼 |
| Arizona State Retirement System | 5,237 | $165.7 萬 | 0.01% | +80+1.6% | 加碼 |
| EAM Global Investors LLC | 5,316 | $168.2 萬 | 0.40% | +5,316 | 新進 |
| Independent Solutions Wealth Management, LLC | 5,439 | $172.1 萬 | 0.43% | +5,439 | 新進 |
| State of Wisconsin Investment Board | 5,651 | $178.8 萬 | 0.00% | +5,651 | 新進 |
| Orion Capital Management LLC | 5,650 | $178.8 萬 | 1.08% | +5,650 | 新進 |
| Tower Research Capital LLC (TRC) | 5,965 | $188.7 萬 | 0.05% | −30,113−83.5% | 減碼 |
| Independent Financial Group, LLC | 6,166 | $195.1 萬 | 0.20% | +6,166 | 新進 |
| Utah Retirement Systems | 6,347 | $200.9 萬 | 0.03% | +6,347 | 新進 |
| Harbor Financial Services, LLC | 6,634 | $209.9 萬 | 0.92% | +6,634 | 新進 |
| LMR Partners LLP | 6,814 | $215.6 萬 | 0.03% | +6,814 | 新進 |
| SlateStone Wealth, LLC | 6,969 | $220.5 萬 | 0.50% | +6,969 | 新進 |
| American Century Companies Inc | 6,993 | $221.3 萬 | 0.00% | −2,054−22.7% | 減碼 |
| Ieq Capital, LLC | 7,215 | $228.3 萬 | 0.06% | +7,215 | 新進 |
| Malaga Cove Capital, LLC | 7,325 | $231.8 萬 | 0.96% | +125+1.7% | 加碼 |
| Russell Investments Group, Ltd. | 7,496 | $239.7 萬 | 0.00% | +7,496 | 新進 |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $252.9 萬 | 0.87% | 00.0% | 不變 |
| Amalgamated Bank | 8,164 | $258.3 萬 | 0.02% | +5,805+246.1% | 加碼 |
| AE Wealth Management LLC | 8,183 | $258.9 萬 | 0.02% | −1,541−15.8% | 減碼 |
| Advisory Services Network, LLC | 8,240 | $260.7 萬 | 0.08% | +1,835+28.6% | 加碼 |
| D.A. Davidson & Co. | 8,238 | $260.7 萬 | 0.03% | +2,400+41.1% | 加碼 |
| Jump Financial, LLC | 8,300 | $262.6 萬 | 0.19% | +8,300 | 新進 |
| Clear Street Markets LLC | 8,500 | $269.0 萬 | 0.59% | −10,300−54.8% | 減碼 |
| Dumac, Inc. | 8,676 | $274.5 萬 | 4.71% | −17,531−66.9% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 8,800 | $278.5 萬 | 0.07% | +4,600+109.5% | 加碼 |
| American Portfolios Advisors | 8,958 | $283.5 萬 | 0.11% | −5,064−36.1% | 減碼 |
| Stonnington Group, LLC | 9,170 | $285.4 萬 | 0.64% | +9,170 | 新進 |
| SG Americas Securities, LLC | 9,633 | $304.8 萬 | 0.02% | +7,121+283.5% | 加碼 |
| National Asset Management, Inc. | 9,668 | $306.0 萬 | 0.10% | +6,153+175.0% | 加碼 |
| Coastal Bridge Advisors, LLC | 10,000 | $316.4 萬 | 0.73% | +10,000 | 新進 |
| Gladstone Institutional Advisory LLC | 10,100 | $319.6 萬 | 0.31% | +3,500+53.0% | 加碼 |