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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 187,008 | $5,918 萬 | 0.15% | −175,488−48.4% | 減碼 |
| Robeco Institutional Asset Management B.V. | 215,000 | $6,804 萬 | 0.15% | −230,000−51.7% | 減碼 |
| Consolidated Investment Group LLC | 222,214 | $7,032 萬 | 11.02% | 00.0% | 不變 |
| Bank of America Corp | 226,734 | $7,175 萬 | 0.01% | −2,980−1.3% | 減碼 |
| Norges Bank | 235,015 | $7,437 萬 | 0.02% | +148,107+170.4% | 加碼 |
| Charles Schwab Investment Management Inc | 242,225 | $7,665 萬 | 0.03% | +123,345+103.8% | 加碼 |
| Voloridge Investment Management, LLC | 251,103 | $7,946 萬 | 0.51% | +216,417+623.9% | 加碼 |
| Atika Capital Management LLC | 272,000 | $8,607 萬 | 6.13% | +81,000+42.4% | 加碼 |
| Morgan Stanley | 283,747 | $8,979 萬 | 0.01% | −1,116,910−79.7% | 減碼 |
| Northern Trust Corp | 313,215 | $9,911 萬 | 0.02% | +228,662+270.4% | 加碼 |
| Susquehanna International Group, LLP | 339,343 | $1.07 億 | 0.14% | +97,237+40.2% | 加碼 |
| Capital International Investors | 352,465 | $1.12 億 | 0.03% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 531,900 | $1.68 億 | 0.44% | +531,900 | 新進 |
| 1832 Asset Management L.P. | 563,100 | $1.79 億 | 0.34% | +301,400+115.2% | 加碼 |
| Geode Capital Management, LLC | 597,699 | $1.89 億 | 0.03% | +363,573+155.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 646,233 | $2.04 億 | 0.26% | −703,419−52.1% | 減碼 |
| State Street Corp | 679,868 | $2.15 億 | 0.01% | +397,155+140.5% | 加碼 |
| Two Sigma Investments, LP | 696,271 | $2.20 億 | 0.59% | +696,271 | 新進 |
| Whale Rock Capital Management LLC | 829,995 | $2.63 億 | 1.72% | +829,995 | 新進 |
| Renaissance Technologies LLC | 922,900 | $2.92 億 | 0.38% | +254,900+38.2% | 加碼 |
| VK Services, LLC | 2,478,297 | $2.99 億 | 6.76% | −2,770,291−52.8% | 減碼 |
| BIT Capital GmbH | 1,207,571 | $3.82 億 | 22.24% | −982,915−44.9% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,207,871 | $3.82 億 | 0.97% | +1,154,192+2,150.2% | 加碼 |
| BlackRock Inc. | 1,773,042 | $5.61 億 | 0.02% | +1,159,192+188.8% | 加碼 |
| Fred Alger Management, LLC | 2,139,039 | $6.77 億 | 1.61% | +248,964+13.2% | 加碼 |
| Vulcan Value Partners, LLC | 4,250,461 | $13.5 億 | 7.23% | +2,729,357+179.4% | 加碼 |
| Vanguard Group Inc | 4,430,290 | $14.0 億 | 0.03% | +3,005,800+211.0% | 加碼 |
| Third Point LLC大師第三點資本 | 12,400,000 | $39.2 億 | 21.42% | −981,222−7.3% | 減碼 |
| KPCB XV Associates, LLC | 0 | $0 | 0.00% | −635,841−100.0% | 清倉 |
| NEA Management Company, LLC | 0 | $0 | 0.00% | −287,092−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −192,100−100.0% | 清倉 |
| Tiff Advisory Services Inc | 0 | $0 | 0.00% | −142,453−100.0% | 清倉 |
| Soros Fund Management LLC大師索羅斯基金管理 | 0 | $0 | 0.00% | −150,208−100.0% | 清倉 |
| Collaborative Holdings Management LP | 0 | $0 | 0.00% | −139,000−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −75,421−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −52,155−100.0% | 清倉 |
| Franklin Resources Inc | 0 | $0 | 0.00% | −51,576−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −49,832−100.0% | 清倉 |
| HarbourVest Partners LLC | 0 | $0 | 0.00% | −45,251−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −40,944−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −34,610−100.0% | 清倉 |
| Pathway Capital Management, LP | 0 | $0 | 0.00% | −32,780−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −21,700−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −20,845−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −15,894−100.0% | 清倉 |
| Hamilton Lane Advisors LLC | 0 | $0 | 0.00% | −11,739−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −11,651−100.0% | 清倉 |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −11,304−100.0% | 清倉 |
| Gainplan LLC | 0 | $0 | 0.00% | −10,136−100.0% | 清倉 |
| Kamunting Street Capital Management, L.P. | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −9,269−100.0% | 清倉 |
| Full18 Capital LLC | 0 | $0 | 0.00% | −8,143−100.0% | 清倉 |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −6,286−100.0% | 清倉 |
| Triumph Capital Management | 0 | $0 | 0.00% | −6,833−100.0% | 清倉 |
| Abacus Planning Group, Inc. | 0 | $0 | 0.00% | −5,483−100.0% | 清倉 |
| Yale University | 0 | $0 | 0.00% | −5,246−100.0% | 清倉 |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −4,307−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −4,032−100.0% | 清倉 |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −4,028−100.0% | 清倉 |
| Sante Capital Fund, LP | 0 | $0 | 0.00% | −3,956−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −3,696−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −3,419−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,295−100.0% | 清倉 |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −2,233−100.0% | 清倉 |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −2,155−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,004−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,973−100.0% | 清倉 |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −1,972−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,919−100.0% | 清倉 |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −1,771−100.0% | 清倉 |
| Douglas Lane & Associates, LLC | 0 | $0 | 0.00% | −1,710−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −1,669−100.0% | 清倉 |
| Homrich & Berg | 0 | $0 | 0.00% | −1,273−100.0% | 清倉 |
| Sculptor Capital LP | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Texas Treasury Safekeeping Trust Co | 0 | $0 | 0.00% | −607−100.0% | 清倉 |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −116−100.0% | 清倉 |
| Reilly Financial Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Pictet Asset Management Ltd | – | – | – | – | 本季未申報 |
| Rollins Financial | – | – | – | – | 本季未申報 |