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 |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 18,597 | $588.5 萬 | 0.92% | +18,597 | 新進 |
| Capitolis Advisors LLC | 14,788 | $566.7 萬 | 0.05% | +14,788 | 新進 |
| Mission Creek Capital Partners, Inc. | 17,529 | $554.7 萬 | 1.03% | +17,529 | 新進 |
| Mercer Global Advisors Inc | 17,169 | $543.3 萬 | 0.04% | +7,014+69.1% | 加碼 |
| ACT Capital Management, LLC | 17,100 | $541.1 萬 | 2.80% | −7,700−31.0% | 減碼 |
| Eos Focused Equity Management, L.P. | 16,926 | $535.6 萬 | 4.08% | +2,174+14.7% | 加碼 |
| Treasurer of the State of North Carolina | 16,239 | $513.9 萬 | 0.03% | +11,959+279.4% | 加碼 |
| Vontobel Holding Ltd. | 16,190 | $512.3 萬 | 0.05% | +8,906+122.3% | 加碼 |
| PDT Partners, LLC | 15,380 | $486.7 萬 | 0.35% | +15,380 | 新進 |
| Polar Capital Holdings Plc | 15,332 | $485.2 萬 | 0.03% | −44,668−74.4% | 減碼 |
| Macquarie Group Ltd | 15,197 | $480.9 萬 | 0.00% | +1,824+13.6% | 加碼 |
| Atlas Principals, LLC | 15,000 | $474.7 萬 | 4.17% | +15,000 | 新進 |
| Natixis | 14,937 | $472.7 萬 | 0.02% | +14,937 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 14,873 | $470.6 萬 | 0.02% | +1,788+13.7% | 加碼 |
| Voya Investment Management LLC | 14,248 | $450.9 萬 | 0.01% | +10,286+259.6% | 加碼 |
| Comerica Bank | 16,710 | $443.4 萬 | 0.03% | +8,035+92.6% | 加碼 |
| Jupiter Asset Management Ltd | 14,000 | $442.5 萬 | 0.05% | −601−4.1% | 減碼 |
| Board of Trustees of The Leland Stanford Junior University | 13,619 | $431.0 萬 | 0.32% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 13,580 | $429.7 萬 | 0.01% | −7,228−34.7% | 減碼 |
| Advisory Research Inc | 13,435 | $425.1 萬 | 0.27% | −8,525−38.8% | 減碼 |
| Griffin Asset Management, Inc. | 13,077 | $413.8 萬 | 0.53% | +8,926+215.0% | 加碼 |
| Crestline Management, LP | 12,700 | $401.9 萬 | 0.38% | +12,700 | 新進 |
| Cubist Systematic Strategies, LLC | 12,494 | $395.4 萬 | 0.05% | +6,791+119.1% | 加碼 |
| Paradiem, LLC | 11,252 | $387.2 萬 | 1.15% | −8,728−43.7% | 減碼 |
| Mezzasalma Advisors, LLC | 11,439 | $362.0 萬 | 2.03% | +11,439 | 新進 |
| Janus Henderson Group PLC | 11,186 | $353.9 萬 | 0.00% | +3,934+54.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 10,884 | $344.4 萬 | 0.01% | +6,923+174.8% | 加碼 |
| Concorde Asset Management, LLC | 10,507 | $332.5 萬 | 1.92% | +10,507 | 新進 |
| Gladstone Institutional Advisory LLC | 10,100 | $319.6 萬 | 0.31% | +3,500+53.0% | 加碼 |
| Coastal Bridge Advisors, LLC | 10,000 | $316.4 萬 | 0.73% | +10,000 | 新進 |
| National Asset Management, Inc. | 9,668 | $306.0 萬 | 0.10% | +6,153+175.0% | 加碼 |
| SG Americas Securities, LLC | 9,633 | $304.8 萬 | 0.02% | +7,121+283.5% | 加碼 |
| Stonnington Group, LLC | 9,170 | $285.4 萬 | 0.64% | +9,170 | 新進 |
| American Portfolios Advisors | 8,958 | $283.5 萬 | 0.11% | −5,064−36.1% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 8,800 | $278.5 萬 | 0.07% | +4,600+109.5% | 加碼 |
| Dumac, Inc. | 8,676 | $274.5 萬 | 4.71% | −17,531−66.9% | 減碼 |
| Clear Street Markets LLC | 8,500 | $269.0 萬 | 0.59% | −10,300−54.8% | 減碼 |
| Jump Financial, LLC | 8,300 | $262.6 萬 | 0.19% | +8,300 | 新進 |
| 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 |
| AE Wealth Management LLC | 8,183 | $258.9 萬 | 0.02% | −1,541−15.8% | 減碼 |
| Amalgamated Bank | 8,164 | $258.3 萬 | 0.02% | +5,805+246.1% | 加碼 |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $252.9 萬 | 0.87% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 7,496 | $239.7 萬 | 0.00% | +7,496 | 新進 |
| Malaga Cove Capital, LLC | 7,325 | $231.8 萬 | 0.96% | +125+1.7% | 加碼 |
| Ieq Capital, LLC | 7,215 | $228.3 萬 | 0.06% | +7,215 | 新進 |
| American Century Companies Inc | 6,993 | $221.3 萬 | 0.00% | −2,054−22.7% | 減碼 |
| SlateStone Wealth, LLC | 6,969 | $220.5 萬 | 0.50% | +6,969 | 新進 |
| LMR Partners LLP | 6,814 | $215.6 萬 | 0.03% | +6,814 | 新進 |
| Harbor Financial Services, LLC | 6,634 | $209.9 萬 | 0.92% | +6,634 | 新進 |
| Utah Retirement Systems | 6,347 | $200.9 萬 | 0.03% | +6,347 | 新進 |
| Independent Financial Group, LLC | 6,166 | $195.1 萬 | 0.20% | +6,166 | 新進 |
| Tower Research Capital LLC (TRC) | 5,965 | $188.7 萬 | 0.05% | −30,113−83.5% | 減碼 |
| 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 |
| Independent Solutions Wealth Management, LLC | 5,439 | $172.1 萬 | 0.43% | +5,439 | 新進 |
| EAM Global Investors LLC | 5,316 | $168.2 萬 | 0.40% | +5,316 | 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 |
| Washburn Capital Management, Inc. | 5,200 | $164.5 萬 | 1.08% | +5,200 | 新進 |
| Morse Asset Management, Inc | 5,165 | $163.4 萬 | 0.39% | +1,040+25.2% | 加碼 |
| GWM Advisors LLC | 5,114 | $161.8 萬 | 0.04% | +5,114 | 新進 |
| Xponance, Inc. | 5,066 | $160.3 萬 | 0.03% | +5,066 | 新進 |
| DekaBank Deutsche Girozentrale | 5,000 | $158.7 萬 | 0.00% | +5,000 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 4,983 | $157.7 萬 | 0.08% | +4,983 | 新進 |
| Principal Financial Group Inc | 4,634 | $146.6 萬 | 0.00% | +4,634 | 新進 |
| CIBC World Markets Inc. | 4,557 | $144.2 萬 | 0.01% | −7,397−61.9% | 減碼 |
| Caption Management, LLC | 4,550 | $144.0 萬 | 0.09% | +4,550 | 新進 |
| LifePro Asset Management | 4,505 | $142.6 萬 | 0.43% | +4,505 | 新進 |
| Aft, Forsyth & Company, Inc. | 4,400 | $139.2 萬 | 0.75% | +4,400 | 新進 |
| Bokf, NA | 4,385 | $138.7 萬 | 0.02% | +4,385 | 新進 |
| Souders Financial Advisors | 4,321 | $136.7 萬 | 0.44% | +169+4.1% | 加碼 |
| FMR LLC | 4,120 | $130.3 萬 | 0.00% | +4,086+12,017.6% | 加碼 |
| Sigma Planning Corp | 3,987 | $126.2 萬 | 0.04% | +371+10.3% | 加碼 |
| Bank of Hawaii | 3,971 | $125.7 萬 | 0.07% | +3,971 | 新進 |
| ProShare Advisors LLC | 3,968 | $125.6 萬 | 0.00% | +3,968 | 新進 |
| Lincoln National Corp | 3,786 | $119.8 萬 | 0.03% | −50−1.3% | 減碼 |
| Oxbow Advisors, LLC | 3,771 | $119.3 萬 | 0.12% | +270+7.7% | 加碼 |
| Occudo Quantitative Strategies LP | 3,765 | $119.1 萬 | 0.14% | −24,285−86.6% | 減碼 |
| Walleye Capital LLC | 3,735 | $118.2 萬 | 0.04% | +3,735 | 新進 |
| Nwam LLC | 3,715 | $117.6 萬 | 0.11% | +3,715 | 新進 |
| Stratos Wealth Partners, LTD. | 3,664 | $115.9 萬 | 0.03% | +3,664 | 新進 |
| Creative Planning | 3,523 | $111.5 萬 | 0.00% | +707+25.1% | 加碼 |
| Maryland State Retirement & Pension System | 3,435 | $109.9 萬 | 0.03% | +3,435 | 新進 |
| NEXT Financial Group, Inc | 3,314 | $104.9 萬 | 0.08% | +841+34.0% | 加碼 |
| Perennial Investment Advisors, LLC | 3,285 | $104.2 萬 | 0.37% | +1,168+55.2% | 加碼 |
| Dimensional Fund Advisors LP | 3,283 | $103.9 萬 | 0.00% | +3,283 | 新進 |
| Verdence Capital Advisors LLC | 3,199 | $101.2 萬 | 0.13% | +3,199 | 新進 |
| Kovack Advisors, Inc. | 3,155 | $99.8 萬 | 0.11% | +3,155 | 新進 |
| 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 |
| Truist Financial Corp | 3,137 | $99.2 萬 | 0.00% | −37,617−92.3% | 減碼 |
| Kaizen Financial Strategies | 3,100 | $98.1 萬 | 0.79% | +3,100 | 新進 |
| Public Employees Retirement Association of Colorado | 3,087 | $97.7 萬 | 0.00% | 00.0% | 不變 |
| 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 |
| Rossmore Private Capital | 3,042 | $96.3 萬 | 0.16% | +1,063+53.7% | 加碼 |
| HighTower Advisors, LLC | 3,019 | $95.9 萬 | 0.00% | +3,019 | 新進 |
| Metropolitan Life Insurance Co | 3,024 | $95.7 萬 | 0.01% | +2,174+255.8% | 加碼 |
| Inscription Capital, LLC | 3,000 | $94.9 萬 | 0.30% | +3,000 | 新進 |