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 4 季 13F 持有人
Upstart Holdings, Inc. 在 2021/12/31 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
- 480
- 較 2021 年第 3 季 +56 家
- 持有股數
- 4,422 萬
- 較 2021 年第 3 季 +65.8 萬 (+1.5%)
- 總市值
- $66.7 億
- 較 2021 年第 3 季 −$66.1 億 (−49.7%)
- 新進機構
- 166
- 另有 206 家加碼
- 清倉機構
- 110
- 另有 74 家減碼
另有 4 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vulcan Value Partners, LLC | 9,690,630 | $14.7 億 | 3.75% | +5,440,169+128.0% | 加碼 |
| Vanguard Group Inc | 4,981,542 | $7.54 億 | 0.02% | +551,252+12.4% | 加碼 |
| Third Point LLC大師第三點資本 | 4,000,000 | $6.05 億 | 4.22% | −8,400,000−67.7% | 減碼 |
| BlackRock Inc. | 2,113,533 | $3.20 億 | 0.01% | +340,491+19.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,724,450 | $2.61 億 | 0.32% | +1,078,217+166.8% | 加碼 |
| Susquehanna International Group, LLP | 1,424,612 | $2.16 億 | 0.16% | +1,085,269+319.8% | 加碼 |
| Renaissance Technologies LLC | 1,238,437 | $1.87 億 | 0.23% | +315,537+34.2% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,192,305 | $1.80 億 | 0.39% | −15,566−1.3% | 減碼 |
| BIT Capital GmbH | 1,110,298 | $1.68 億 | 13.01% | −97,273−8.1% | 減碼 |
| Allianz Asset Management GmbH | 1,005,013 | $1.52 億 | 0.11% | +1,005,013 | 新進 |
| Morgan Stanley | 972,984 | $1.47 億 | 0.02% | +689,237+242.9% | 加碼 |
| Fred Alger Management, LLC | 909,560 | $1.38 億 | 0.34% | −1,229,479−57.5% | 減碼 |
| Jane Street Group, LLC | 873,900 | $1.32 億 | 0.25% | +686,892+367.3% | 加碼 |
| State Street Corp | 788,272 | $1.19 億 | 0.01% | +108,404+15.9% | 加碼 |
| Two Sigma Investments, LP | 696,045 | $1.05 億 | 0.26% | −2260.0% | 減碼 |
| Geode Capital Management, LLC | 663,677 | $1.00 億 | 0.01% | +65,978+11.0% | 加碼 |
| Two Sigma Advisers, LP | 609,200 | $9,217 萬 | 0.23% | +77,300+14.5% | 加碼 |
| HSBC Holdings PLC | 550,628 | $8,543 萬 | 0.09% | +516,648+1,520.4% | 加碼 |
| Northern Trust Corp | 342,860 | $5,187 萬 | 0.01% | +29,645+9.5% | 加碼 |
| Artemis Investment Management LLP | 342,171 | $5,172 萬 | 0.38% | +342,171 | 新進 |
| Norges Bank | 340,734 | $5,155 萬 | 0.01% | +105,719+45.0% | 加碼 |
| Robeco Institutional Asset Management B.V. | 325,000 | $4,917 萬 | 0.10% | +110,000+51.2% | 加碼 |
| Voloridge Investment Management, LLC | 290,666 | $4,398 萬 | 0.24% | +39,563+15.8% | 加碼 |
| Citadel Advisors LLC | 286,472 | $4,334 萬 | 0.05% | +207,105+260.9% | 加碼 |
| Amundi | 396,080 | $4,327 萬 | 0.03% | +258,699+188.3% | 加碼 |
| Charles Schwab Investment Management Inc | 264,048 | $3,995 萬 | 0.01% | +21,823+9.0% | 加碼 |
| Capital International Investors | 262,635 | $3,974 萬 | 0.01% | −89,830−25.5% | 減碼 |
| Bank of America Corp | 207,384 | $3,138 萬 | 0.00% | −19,350−8.5% | 減碼 |
| Consolidated Investment Group LLC | 196,000 | $2,966 萬 | 4.70% | −26,214−11.8% | 減碼 |
| Millennium Management LLC | 190,821 | $2,887 萬 | 0.03% | +45,297+31.1% | 加碼 |
| BlueCrest Capital Management Ltd | 186,454 | $2,821 萬 | 1.64% | +183,998+7,491.8% | 加碼 |
| Parallax Volatility Advisers, L.P. | 185,042 | $2,800 萬 | 0.34% | +185,042 | 新進 |
| Deutsche Bank AG | 177,923 | $2,692 萬 | 0.01% | +50,327+39.4% | 加碼 |
| Atika Capital Management LLC | 174,625 | $2,642 萬 | 2.16% | −97,375−35.8% | 減碼 |
| Bank of Montreal | 141,734 | $2,268 萬 | 0.01% | +19,850+16.3% | 加碼 |
| Carnegie Capital Asset Management, LLC | 145,095 | $2,195 萬 | 0.72% | +45,354+45.5% | 加碼 |
| Bank of New York Mellon Corp | 143,624 | $2,173 萬 | 0.00% | +19,951+16.1% | 加碼 |
| Nuveen Asset Management, LLC | 140,667 | $2,128 萬 | 0.01% | +2,259+1.6% | 加碼 |
| Legal & General Group Plc | 133,721 | $2,023 萬 | 0.01% | +70,415+111.2% | 加碼 |
| Kuvari Partners LLP | 120,391 | $1,822 萬 | 100.00% | +90,686+305.3% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 116,125 | $1,757 萬 | 0.04% | +22,600+24.2% | 加碼 |
| CTC LLC | 111,266 | $1,683 萬 | 0.38% | +111,266 | 新進 |
| Macquarie Group Ltd | 103,177 | $1,561 萬 | 0.01% | +87,980+578.9% | 加碼 |
| California Public Employees Retirement System | 102,108 | $1,545 萬 | 0.01% | +3,349+3.4% | 加碼 |
| Goldman Sachs Group Inc | 101,623 | $1,538 萬 | 0.00% | +68,219+204.2% | 加碼 |
| Credit Suisse AG | 93,182 | $1,410 萬 | 0.01% | +1,636+1.8% | 加碼 |
| Simplex Trading, LLC | 86,851 | $1,314 萬 | 0.43% | +5,889+7.3% | 加碼 |
| Pictet Asset Management SA | 86,469 | $1,308 萬 | 0.01% | −6,382−6.9% | 減碼 |
| JPMorgan Chase & Co | 84,015 | $1,271 萬 | 0.00% | +46,344+123.0% | 加碼 |
| Worldquant Millennium Advisors LLC | 78,672 | $1,190 萬 | 0.24% | +78,672 | 新進 |
| Invesco Ltd. | 75,492 | $1,142 萬 | 0.00% | +7,389+10.8% | 加碼 |
| First Republic Investment Management, Inc. | 70,783 | $1,071 萬 | 0.02% | +20,076+39.6% | 加碼 |
| Group One Trading, L.P. | 69,544 | $1,052 萬 | 0.20% | +69,544 | 新進 |
| Neuberger Berman Group LLC | 66,492 | $1,005 萬 | 0.01% | −2,546−3.7% | 減碼 |
| UBS Asset Management Americas Inc | 66,134 | $1,001 萬 | 0.00% | +27,217+69.9% | 加碼 |
| UBS Group AG | 64,986 | $983.2 萬 | 0.00% | +6,480+11.1% | 加碼 |
| Toronto Dominion Bank | 64,832 | $980.9 萬 | 0.01% | +64,832 | 新進 |
| Citigroup Inc | 62,379 | $943.8 萬 | 0.01% | +25,586+69.5% | 加碼 |
| Bordeaux Wealth Advisors LLC | 60,000 | $907.8 萬 | 4.18% | +60,000 | 新進 |
| First Trust Advisors LP | 59,575 | $901.4 萬 | 0.01% | −28,346−32.2% | 減碼 |
| Crawford Lake Capital Management, LLC | 59,397 | $898.7 萬 | 3.72% | +59,397 | 新進 |
| Polar Capital Holdings Plc | 57,237 | $866.0 萬 | 0.03% | +41,905+273.3% | 加碼 |
| Trexquant Investment LP | 56,387 | $853.1 萬 | 0.53% | +56,387 | 新進 |
| LPL Financial LLC | 53,282 | $806.2 萬 | 0.01% | +15,417+40.7% | 加碼 |
| Wolverine Trading, LLC | 51,466 | $799.9 萬 | 0.11% | −14,425−21.9% | 減碼 |
| California State Teachers Retirement System | 52,215 | $790.0 萬 | 0.01% | −5,945−10.2% | 減碼 |
| Wells Fargo & Company | 52,081 | $788.1 萬 | 0.00% | +6,533+14.3% | 加碼 |
| Liontrust Investment Partners LLP | 52,000 | $786.8 萬 | 0.09% | +15,000+40.5% | 加碼 |
| New York State Common Retirement Fund | 51,500 | $779.2 萬 | 0.01% | 00.0% | 不變 |
| Baader Bank INC | 50,027 | $756.9 萬 | 0.60% | +50,027 | 新進 |
| Capital World Investors | 50,000 | $756.5 萬 | 0.00% | 00.0% | 不變 |
| Cutler Group LP | 48,803 | $738.3 萬 | 0.51% | −8,407−14.7% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 46,794 | $708.0 萬 | 0.00% | +46,794 | 新進 |
| State Board of Administration of Florida Retirement System | 45,653 | $690.7 萬 | 0.01% | +15,203+49.9% | 加碼 |
| Ameriprise Financial Inc | 44,680 | $678.7 萬 | 0.00% | −11,837−20.9% | 減碼 |
| Rhumbline Advisers | 44,111 | $667.4 萬 | 0.01% | +2,352+5.6% | 加碼 |
| Natixis | 40,798 | $617.2 萬 | 0.02% | +25,861+173.1% | 加碼 |
| Myriad Asset Management Ltd. | 40,000 | $605.2 萬 | 0.66% | +40,000 | 新進 |
| E. Ohman J:or Asset Management AB | 38,500 | $582.5 萬 | 0.17% | +5,800+17.7% | 加碼 |
| Raymond James & Associates | 37,034 | $560.3 萬 | 0.00% | +15,976+75.9% | 加碼 |
| Commonwealth Equity Services, LLC | 36,084 | $545.9 萬 | 0.01% | +7,382+25.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 35,957 | $544.0 萬 | 0.02% | +21,084+141.8% | 加碼 |
| LifePro Asset Management | 35,864 | $542.6 萬 | 1.61% | +31,359+696.1% | 加碼 |
| Coastal Bridge Advisors, LLC | 35,588 | $538.4 萬 | 1.12% | +25,588+255.9% | 加碼 |
| Victory Capital Management Inc | 34,272 | $518.5 萬 | 0.00% | +2,909+9.3% | 加碼 |
| Handelsbanken Fonder AB | 34,040 | $515.0 萬 | 0.03% | +34,040 | 新進 |
| STRS Ohio | 33,042 | $499.9 萬 | 0.02% | +31,018+1,532.5% | 加碼 |
| Ci Investments Inc. | 31,296 | $473.5 萬 | 0.02% | +30.0% | 加碼 |
| Royal Bank of Canada | 31,048 | $469.8 萬 | 0.00% | −6,387−17.1% | 減碼 |
| SEI Investments Co | 28,461 | $422.3 萬 | 0.01% | −39,784−58.3% | 減碼 |
| Andra AP-fonden | 27,900 | $422.1 萬 | 0.09% | −25,551−47.8% | 減碼 |
| Price T Rowe Associates Inc | 27,637 | $418.1 萬 | 0.00% | −124,930−81.9% | 減碼 |
| Aubrey Capital Management Ltd | 27,200 | $411.5 萬 | 1.60% | 00.0% | 不變 |
| Ergoteles LLC | 27,102 | $410.1 萬 | 0.16% | +27,102 | 新進 |
| AtonRa Partners | 26,533 | $401.4 萬 | 1.39% | +2,681+11.2% | 加碼 |
| Twin Tree Management, LP | 26,464 | $400.4 萬 | 0.10% | +26,464 | 新進 |
| Gladstone Institutional Advisory LLC | 26,026 | $393.8 萬 | 0.31% | +15,926+157.7% | 加碼 |
| Public Employees Retirement System of Ohio | 24,583 | $371.9 萬 | 0.01% | −590−2.3% | 減碼 |
| Parametric Portfolio Associates LLC | 24,419 | $369.5 萬 | 0.00% | +3,673+17.7% | 加碼 |
| Rafferty Asset Management, LLC | 24,063 | $364.1 萬 | 0.02% | +2,414+11.2% | 加碼 |