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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 季與 2021 年第 3 季比較

持有 Upstart Holdings, Inc. 的機構從 2021 年第 3 季到 2021 年第 4 季的變化。

2021 年第 4 季全部持有人2021 年第 3 季全部持有人

UPST 的 13F 持有人:2021 年第 3 季與 2021 年第 4 季比較
項目2021 年第 3 季其中尚未申報 2021 年第 4 季2021 年第 4 季變化
持有家數4284480+56
股數4,357 萬7,4623,866 萬−490.0 萬 (−11.2%)
市值$132.8 億$236.1 萬$58.3 億−$74.5 億 (−56.1%)

4 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(166 家)

2021 年第 4 季季末持有 Upstart Holdings, Inc.、2021 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 166 家。

2021 年第 4 季新進 UPST 的機構
機構股數市值佔組合 %
Allianz Asset Management GmbH1,005,013$1.52 億0.11%
Artemis Investment Management LLP342,171$5,172 萬0.38%
Parallax Volatility Advisers, L.P.185,042$2,800 萬0.34%
CTC LLC111,266$1,683 萬0.38%
Worldquant Millennium Advisors LLC78,672$1,190 萬0.24%
Group One Trading, L.P.69,544$1,052 萬0.20%
Toronto Dominion Bank64,832$980.9 萬0.01%
Bordeaux Wealth Advisors LLC60,000$907.8 萬4.18%
Crawford Lake Capital Management, LLC59,397$898.7 萬3.72%
Trexquant Investment LP56,387$853.1 萬0.53%
Baader Bank INC50,027$756.9 萬0.60%
Sumitomo Mitsui Trust Holdings, Inc.46,794$708.0 萬0.00%
Myriad Asset Management Ltd.40,000$605.2 萬0.66%
Handelsbanken Fonder AB34,040$515.0 萬0.03%
Ergoteles LLC27,102$410.1 萬0.16%
Twin Tree Management, LP26,464$400.4 萬0.10%
HRT Financial LP21,354$323.0 萬0.02%
Aigen Investment Management, LP21,617$317.9 萬0.20%
WMG Financial Advisors, LLC20,900$316.3 萬2.46%
Advisor Resource Council20,827$315.1 萬0.25%
Squarepoint Ops LLC18,877$285.6 萬0.01%
Seven Eight Capital, LP16,478$249.3 萬0.45%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund15,705$237.6 萬0.02%
FORA Capital, LLC15,601$236.0 萬0.92%
Walleye Trading LLC14,874$225.0 萬0.04%
Nomura Asset Management Co Ltd13,780$208.5 萬0.01%
HAP Trading, LLC11,319$171.3 萬0.12%
Verition Fund Management LLC10,962$165.9 萬0.02%
Van Eck Associates Corp10,875$164.5 萬0.00%
Synergy Financial Group, LTD9,806$148.4 萬1.33%
Mitsubishi UFJ Trust & Banking Corp9,552$144.5 萬0.00%
Wellington Management Group LLP9,152$138.5 萬0.00%
TD Asset Management Inc9,006$136.3 萬0.00%
Korea Investment CORP9,000$136.2 萬0.00%
Sender Co & Partners, Inc.8,958$135.5 萬0.87%
Asset Management One Co.,Ltd.8,871$131.3 萬0.00%
Longitude (Cayman) Ltd.8,300$125.6 萬1.03%
Ensign Peak Advisors, Inc7,785$117.7 萬0.00%
Prudential PLC7,491$113.3 萬0.02%
Alpine Global Management, LLC6,920$104.7 萬0.16%
Asset Management Corp6,916$104.6 萬0.61%
Marshall Wace, LLP6,566$99.3 萬0.00%
ExodusPoint Capital Management, LP6,240$94.4 萬0.01%
GFG Capital, LLC6,100$92.3 萬0.28%
Oregon Public Employees Retirement Fund6,015$91.0 萬0.01%
Graham Holdings Co5,846$88.4 萬0.11%
Y-Intercept (Hong Kong) Ltd5,514$83.4 萬0.20%
Vista Finance, LLC5,391$81.6 萬0.84%
FNY Investment Advisers, LLC5,000$75.6 萬0.41%
Triumph Capital Management4,757$72.0 萬0.31%
Charles Schwab Investment Advisory, Inc.4,581$69.3 萬0.00%
Cerity Partners LLC4,100$62.0 萬0.01%
Swiss Life Asset Management Ltd4,081$61.7 萬0.01%
Level Four Advisory Services, LLC3,706$56.1 萬0.04%
Blueshift Asset Management, LLC3,609$54.6 萬0.05%
British Columbia Investment Management Corp3,411$51.6 萬0.00%
Brookfield Asset Management Inc.3,245$49.1 萬0.00%
Caisse de Depot Et Placement du Quebec3,200$48.4 萬0.00%
Capital CS Group, LLC3,118$47.2 萬0.37%
IFM Investors Pty Ltd3,100$46.9 萬0.01%
XTX Topco Ltd3,102$46.9 萬0.27%
Umb Bank N A2,959$44.8 萬0.01%
Donoghue Forlines LLC2,925$44.3 萬0.07%
Boulder Hill Capital Management LP2,600$39.3 萬0.38%
Apollon Wealth Management, LLC2,568$38.9 萬0.03%
Keudell/Morrison Wealth Management2,550$38.6 萬0.15%
Nissay Asset Management Corp2,509$38.0 萬0.00%
Westpac Banking Corp2,417$36.6 萬0.00%
Mackenzie Financial Corp2,174$32.9 萬0.00%
Coldstream Capital Management Inc2,177$32.9 萬0.01%
IAM Advisory, LLC2,843$32.5 萬0.13%
KG&L Capital Management,LLC2,142$32.4 萬0.13%
Maxi Investments CY Ltd2,050$31.0 萬0.17%
Flagship Harbor Advisors, LLC2,005$30.3 萬0.03%
LGT Fund Management Co Ltd.2,000$30.3 萬0.09%
Commons Capital, LLC2,000$30.3 萬0.30%
Stokes Family Office, LLC1,675$25.3 萬0.03%
Nordea Investment Management AB1,631$25.2 萬0.00%
Western Wealth Management, LLC1,616$24.4 萬0.02%
XR Securities LLC1,514$22.9 萬0.03%
Arcadia Investment Management Corp1,507$22.8 萬0.04%
Highland Capital Management, LLC1,500$22.7 萬0.01%
South Shore Capital Advisors1,493$22.6 萬0.37%
Impax Asset Management Group plc1,481$22.4 萬0.00%
Hilltop Holdings Inc.1,460$22.1 萬0.02%
Brown Advisory Inc1,386$21.0 萬0.00%
PFG Advisors1,380$20.9 萬0.02%
Rathbone Brothers plc1,367$20.7 萬0.00%
Mirador Capital Partners LP1,350$20.4 萬0.04%
Insight Folios Inc1,342$20.3 萬0.10%
Skandinaviska Enskilda Banken AB (publ)1,100$17.1 萬0.00%
Liberty One Investment Management, LLC1,092$16.5 萬0.02%
Daiwa Securities Group Inc.1,000$15.1 萬0.00%
Signet Financial Management, LLC1,000$15.1 萬0.02%
TD Waterhouse Canada Inc.847$13.9 萬0.00%
Storebrand Asset Management AS841$12.7 萬0.00%
Warren Street Wealth Advisors, LLC620$9.40 萬0.09%
Focused Wealth Management, Inc320$4.80 萬0.01%
National Bank of Canada313$4.70 萬0.00%
JJJ Advisors Inc.305$4.60 萬0.01%

清倉機構(110 家)

2021 年第 3 季季末持有 Upstart Holdings, Inc.、2021 年第 4 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 110 家。

2021 年第 4 季清倉 UPST 的機構
機構2021 年第 3 季股數2021 年第 3 季市值
VK Services, LLC2,478,297$2.99 億
Whale Rock Capital Management LLC829,995$2.63 億
1832 Asset Management L.P.563,100$1.79 億
Lord, Abbett & Co. LLC93,034$2,944 萬
EMJ Capital Ltd.91,600$2,899 萬
Regents of the University of California78,438$2,482 萬
State of Tennessee, Treasury Department52,292$1,655 萬
State of Michigan Retirement System51,885$1,642 萬
PEAK6 Investments LLC49,086$1,553 萬
Swiss National Bank42,500$1,345 萬
Scout Investments, Inc.35,037$1,109 萬
Mark Asset Management LP34,000$1,076 萬
Battery Management Corp.33,519$1,061 萬
Federated Hermes, Inc.31,718$1,004 萬
Driehaus Capital Management LLC22,925$725.4 萬
ClariVest Asset Management LLC19,406$614.1 萬
Mission Creek Capital Partners, Inc.17,529$554.7 萬
Comerica Bank16,710$443.4 萬
Jupiter Asset Management Ltd14,000$442.5 萬
Board of Trustees of The Leland Stanford Junior University13,619$431.0 萬
Crestline Management, LP12,700$401.9 萬
Janus Henderson Group PLC11,186$353.9 萬
Stonnington Group, LLC9,170$285.4 萬
Dumac, Inc.8,676$274.5 萬
SlateStone Wealth, LLC6,969$220.5 萬
LMR Partners LLP6,814$215.6 萬
EAM Global Investors LLC5,316$168.2 萬
Bank of Hawaii3,971$125.7 萬
Occudo Quantitative Strategies LP3,765$119.1 萬
Walleye Capital LLC3,735$118.2 萬
Kovack Advisors, Inc.3,155$99.8 萬
Graticule Asia Macro Advisors LLC3,140$99.4 萬
Truist Financial Corp3,137$99.2 萬
APG Asset Management N.V.3,200$87.4 萬
Samson Rock Capital LLP2,240$70.9 萬
Gotham Asset Management, LLC2,084$65.9 萬
RBF Capital, LLC2,000$63.3 萬
Sawtooth Solutions, LLC1,971$62.4 萬
Bluefin Capital Management, LLC1,885$59.6 萬
Algert Global LLC1,855$58.7 萬
Camden Capital, LLC1,755$55.5 萬
Mount Yale Investment Advisors, LLC1,619$51.2 萬
L & S Advisors Inc1,500$47.5 萬
SkyView Investment Advisors, LLC1,500$47.5 萬
Capital Asset Advisory Services LLC1,495$47.3 萬
Oppenheimer Asset Management Inc.1,424$45.1 萬
Simplify Asset Management Inc.1,352$42.8 萬
IBM Retirement Fund1,298$41.1 萬
Archford Capital Strategies, LLC1,300$41.1 萬
Blair William & Co1,211$38.3 萬
Thoroughbred Financial Services, LLC1,186$37.5 萬
Keybank National Association1,142$36.1 萬
TriaGen Wealth Management LLC1,087$34.4 萬
Sheaff Brock Investment Advisors, LLC1,072$33.9 萬
Jaffetilchin Investment Partners, LLC1,066$33.7 萬
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,030$32.6 萬
Los Angeles Capital Management LLC1,027$32.5 萬
Paces Ferry Wealth Advisors, LLC1,023$32.4 萬
Leverage Partners Absolute Return Fund SPC1,001$31.7 萬
One Wealth Advisors, LLC1,000$31.6 萬
Personal Capital Advisors Corp969$30.7 萬
Peregrine Asset Advisers, Inc.1,050$30.1 萬
Steel Peak Wealth Management LLC952$30.1 萬
Independent Advisor Alliance913$28.9 萬
Maven Securities LTD910$28.8 萬
Cresset Asset Management, LLC896$28.3 萬
Dynamic Advisor Solutions LLC880$27.8 萬
LGL Partners, LLC855$27.1 萬
Bayesian Capital Management, LP831$26.3 萬
Sciencast Management LP785$26.2 萬
Wealthfront Advisers LLC822$26.0 萬
Mutual Advisors, LLC794$25.1 萬
Cetera Advisors LLC788$24.9 萬
Dakota Wealth Management766$24.2 萬
Brookstone Capital Management653$22.5 萬
Geneva Partners, LLC685$21.7 萬
Brighton Jones LLC664$21.0 萬
Laurel Wealth Advisors, Inc.665$21.0 萬
Buckingham Strategic Wealth, LLC662$20.9 萬
Holderness Investments Co649$20.5 萬
Belpointe Asset Management LLC647$20.5 萬
HBW Advisory Services LLC640$20.3 萬
Truefg, LLC625$20.1 萬
Perigon Wealth Management, LLC633$20.0 萬
Atticus Wealth Management, LLC402$12.7 萬
Capital Advisory Group Advisory Services, LLC361$11.4 萬
Dark Forest Capital Management LP359$11.4 萬
Stonehage Fleming Financial Services Holdings Ltd350$11.1 萬
SOA Wealth Advisors, LLC.320$10.1 萬
Asset Dedication, LLC180$5.80 萬
Winch Advisory Services, LLC144$4.60 萬
Brewin Dolphin Ltd131$4.15 萬
IronBridge Private Wealth, LLC126$4.00 萬
Lindbrook Capital, LLC110$3.50 萬
O'Shaughnessy Asset Management, LLC103$3.30 萬
Hoey Investments, Inc100$3.20 萬
Herold Advisors, Inc.100$3.10 萬
Meridian Wealth Partners, LLC73$2.30 萬
Bessemer Group Inc60$1.90 萬
Tucker Asset Management LLC54$1.74 萬

尚未申報 2021 年第 4 季的機構(4 家)

2021 年第 3 季季末持有 Upstart Holdings, Inc.、還沒有申報 2021 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2021 年第 3 季持有 UPST、尚未申報 2021 年第 4 季的機構
機構2021 年第 3 季股數2021 年第 3 季市值
Harbor Financial Services, LLC6,634$209.9 萬
World Asset Management Inc644$20.4 萬
Berman Capital Advisors, LLC134$4.20 萬
Wealth Quarterback LLC50$1.60 萬