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
- 3,866 萬
- 較 2021 年第 3 季 −490.0 萬 (−11.2%)
- 總市值
- $58.3 億
- 較 2021 年第 3 季 −$74.5 億 (−56.1%)
- 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 | $28.3 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 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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 23,358 | $353.4 萬 | 0.22% | +15,058+181.4% | 加碼 |
| Railway Pension Investments Ltd | 23,234 | $351.5 萬 | 0.03% | 00.0% | 不變 |
| Voya Investment Management LLC | 22,655 | $342.8 萬 | 0.01% | +8,407+59.0% | 加碼 |
| Advisor Group Holdings, Inc. | 22,537 | $340.6 萬 | 0.01% | −5,509−19.6% | 減碼 |
| Nomura Holdings Inc | 22,304 | $337.6 萬 | 0.02% | +969+4.5% | 加碼 |
| HRT Financial LP | 21,354 | $323.0 萬 | 0.02% | +21,354 | 新進 |
| Alliancebernstein L.P. | 21,282 | $322.0 萬 | 0.00% | +2,506+13.3% | 加碼 |
| Paradiem, LLC | 29,242 | $318.8 萬 | 1.04% | +17,990+159.9% | 加碼 |
| Aigen Investment Management, LP | 21,617 | $317.9 萬 | 0.20% | +21,617 | 新進 |
| WMG Financial Advisors, LLC | 20,900 | $316.3 萬 | 2.46% | +20,900 | 新進 |
| Advisor Resource Council | 20,827 | $315.1 萬 | 0.25% | +20,827 | 新進 |
| Squarepoint Ops LLC | 18,877 | $285.6 萬 | 0.01% | +18,877 | 新進 |
| TCI Wealth Advisors, Inc. | 18,799 | $284.4 萬 | 0.42% | +202+1.1% | 加碼 |
| Kore Private Wealth LLC | 18,754 | $283.8 萬 | 0.35% | +17,500+1,395.5% | 加碼 |
| Renaissance Capital LLC | 18,593 | $281.3 萬 | 0.72% | −3,014−13.9% | 減碼 |
| Capitolis Advisors LLC | 18,524 | $280.3 萬 | 0.02% | +3,736+25.3% | 加碼 |
| US Bancorp | 18,094 | $273.7 萬 | 0.00% | −5,691−23.9% | 減碼 |
| Atlas Principals, LLC | 18,000 | $272.3 萬 | 4.29% | +3,000+20.0% | 加碼 |
| State of Wisconsin Investment Board | 17,537 | $265.3 萬 | 0.01% | +11,886+210.3% | 加碼 |
| Vontobel Holding Ltd. | 16,692 | $259.5 萬 | 0.02% | +502+3.1% | 加碼 |
| Ieq Capital, LLC | 16,673 | $252.3 萬 | 0.06% | +9,458+131.1% | 加碼 |
| Treasurer of the State of North Carolina | 16,529 | $250.1 萬 | 0.01% | +290+1.8% | 加碼 |
| Seven Eight Capital, LP | 16,478 | $249.3 萬 | 0.45% | +16,478 | 新進 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 15,705 | $237.6 萬 | 0.02% | +15,705 | 新進 |
| FORA Capital, LLC | 15,601 | $236.0 萬 | 0.92% | +15,601 | 新進 |
| Virtu Financial LLC | 15,176 | $229.6 萬 | 0.23% | +12,727+519.7% | 加碼 |
| Walleye Trading LLC | 14,874 | $225.0 萬 | 0.04% | +14,874 | 新進 |
| Eos Focused Equity Management, L.P. | 14,290 | $216.2 萬 | 1.68% | −2,636−15.6% | 減碼 |
| AE Wealth Management LLC | 14,288 | $216.2 萬 | 0.02% | +6,105+74.6% | 加碼 |
| Mercer Global Advisors Inc | 14,230 | $215.3 萬 | 0.01% | −2,939−17.1% | 減碼 |
| Nomura Asset Management Co Ltd | 13,780 | $208.5 萬 | 0.01% | +13,780 | 新進 |
| State of New Jersey Common Pension Fund D | 13,580 | $205.5 萬 | 0.01% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 13,537 | $204.8 萬 | 0.02% | +12,684+1,487.0% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 12,031 | $186.5 萬 | 0.04% | +3,231+36.7% | 加碼 |
| Advisory Services Network, LLC | 12,273 | $185.7 萬 | 0.05% | +4,033+48.9% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 11,980 | $181.3 萬 | 0.00% | +1,096+10.1% | 加碼 |
| Griffin Asset Management, Inc. | 11,747 | $177.7 萬 | 0.22% | −1,330−10.2% | 減碼 |
| HAP Trading, LLC | 11,319 | $171.3 萬 | 0.12% | +11,319 | 新進 |
| PDT Partners, LLC | 11,207 | $169.6 萬 | 0.13% | −4,173−27.1% | 減碼 |
| Concorde Asset Management, LLC | 11,157 | $168.8 萬 | 1.03% | +650+6.2% | 加碼 |
| Paloma Partners Management Co | 11,023 | $166.8 萬 | 0.05% | +8,038+269.3% | 加碼 |
| Verition Fund Management LLC | 10,962 | $165.9 萬 | 0.02% | +10,962 | 新進 |
| Advisory Research Inc | 10,934 | $165.4 萬 | 0.13% | −2,501−18.6% | 減碼 |
| Van Eck Associates Corp | 10,875 | $164.5 萬 | 0.00% | +10,875 | 新進 |
| Malaga Cove Capital, LLC | 10,550 | $159.6 萬 | 0.63% | +3,225+44.0% | 加碼 |
| Altshuler Shaham Ltd | 10,023 | $151.6 萬 | 0.03% | +9,872+6,537.7% | 加碼 |
| Synergy Financial Group, LTD | 9,806 | $148.4 萬 | 1.33% | +9,806 | 新進 |
| Amalgamated Bank | 9,589 | $145.1 萬 | 0.01% | +1,425+17.5% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 9,552 | $144.5 萬 | 0.00% | +9,552 | 新進 |
| Wellington Management Group LLP | 9,152 | $138.5 萬 | 0.00% | +9,152 | 新進 |
| TD Asset Management Inc | 9,006 | $136.3 萬 | 0.00% | +9,006 | 新進 |
| Korea Investment CORP | 9,000 | $136.2 萬 | 0.00% | +9,000 | 新進 |
| Sender Co & Partners, Inc. | 8,958 | $135.5 萬 | 0.87% | +8,958 | 新進 |
| Wedbush Securities Inc | 8,703 | $131.7 萬 | 0.06% | +7,658+732.8% | 加碼 |
| Asset Management One Co.,Ltd. | 8,871 | $131.3 萬 | 0.00% | +8,871 | 新進 |
| National Asset Management, Inc. | 8,459 | $128.1 萬 | 0.04% | −1,209−12.5% | 減碼 |
| D.A. Davidson & Co. | 8,364 | $126.5 萬 | 0.01% | +126+1.5% | 加碼 |
| Longitude (Cayman) Ltd. | 8,300 | $125.6 萬 | 1.03% | +8,300 | 新進 |
| American Century Companies Inc | 8,120 | $122.9 萬 | 0.00% | +1,127+16.1% | 加碼 |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $120.9 萬 | 0.39% | 00.0% | 不變 |
| Mezzasalma Advisors, LLC | 7,979 | $120.7 萬 | 0.65% | −3,460−30.2% | 減碼 |
| SG Americas Securities, LLC | 7,844 | $118.7 萬 | 0.01% | −1,789−18.6% | 減碼 |
| Ensign Peak Advisors, Inc | 7,785 | $117.7 萬 | 0.00% | +7,785 | 新進 |
| FMR LLC | 7,686 | $116.3 萬 | 0.00% | +3,566+86.6% | 加碼 |
| Prudential PLC | 7,491 | $113.3 萬 | 0.02% | +7,491 | 新進 |
| Engineers Gate Manager LP | 7,043 | $106.6 萬 | 0.05% | +5,110+264.4% | 加碼 |
| Alpine Global Management, LLC | 6,920 | $104.7 萬 | 0.16% | +6,920 | 新進 |
| Asset Management Corp | 6,916 | $104.6 萬 | 0.61% | +6,916 | 新進 |
| Prospera Financial Services Inc | 6,872 | $104.0 萬 | 0.04% | +5,360+354.5% | 加碼 |
| Janney Montgomery Scott LLC | 6,805 | $103.0 萬 | 0.00% | +4,261+167.5% | 加碼 |
| DekaBank Deutsche Girozentrale | 7,046 | $101.8 萬 | 0.00% | +2,046+40.9% | 加碼 |
| Marshall Wace, LLP | 6,566 | $99.3 萬 | 0.00% | +6,566 | 新進 |
| Stifel Financial Corp | 6,478 | $98.0 萬 | 0.00% | +5,541+591.4% | 加碼 |
| Utah Retirement Systems | 6,447 | $97.5 萬 | 0.01% | +100+1.6% | 加碼 |
| Orion Capital Management LLC | 6,330 | $95.8 萬 | 0.54% | +680+12.0% | 加碼 |
| ExodusPoint Capital Management, LP | 6,240 | $94.4 萬 | 0.01% | +6,240 | 新進 |
| GFG Capital, LLC | 6,100 | $92.3 萬 | 0.28% | +6,100 | 新進 |
| Oregon Public Employees Retirement Fund | 6,015 | $91.0 萬 | 0.01% | +6,015 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,126 | $88.6 萬 | 0.00% | +3,850+169.2% | 加碼 |
| Graham Holdings Co | 5,846 | $88.4 萬 | 0.11% | +5,846 | 新進 |
| Independent Solutions Wealth Management, LLC | 5,616 | $85.0 萬 | 0.20% | +177+3.3% | 加碼 |
| ACT Capital Management, LLC | 5,600 | $84.7 萬 | 0.61% | −11,500−67.3% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 5,514 | $83.4 萬 | 0.20% | +5,514 | 新進 |
| Vista Finance, LLC | 5,391 | $81.6 萬 | 0.84% | +5,391 | 新進 |
| HighTower Advisors, LLC | 5,297 | $80.7 萬 | 0.00% | +2,278+75.5% | 加碼 |
| CIBC World Markets Inc. | 5,327 | $80.6 萬 | 0.00% | +770+16.9% | 加碼 |
| Arizona State Retirement System | 5,294 | $80.1 萬 | 0.01% | +57+1.1% | 加碼 |
| Stratos Wealth Partners, LTD. | 5,294 | $80.1 萬 | 0.02% | +1,630+44.5% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 5,276 | $79.8 萬 | 0.00% | +5,133+3,589.5% | 加碼 |
| Inscription Capital, LLC | 5,250 | $79.4 萬 | 0.22% | +2,250+75.0% | 加碼 |
| Kercheville Advisors, LLC | 5,245 | $79.4 萬 | 0.35% | +4,100+358.1% | 加碼 |
| Oxbow Advisors, LLC | 5,205 | $78.8 萬 | 0.08% | +1,434+38.0% | 加碼 |
| Aft, Forsyth & Company, Inc. | 5,170 | $78.2 萬 | 0.40% | +770+17.5% | 加碼 |
| Xponance, Inc. | 5,110 | $77.3 萬 | 0.01% | +44+0.9% | 加碼 |
| Cubist Systematic Strategies, LLC | 5,020 | $76.0 萬 | 0.01% | −7,474−59.8% | 減碼 |
| Lincoln National Corp | 5,012 | $75.8 萬 | 0.02% | +1,226+32.4% | 加碼 |
| FNY Investment Advisers, LLC | 5,000 | $75.6 萬 | 0.41% | +5,000 | 新進 |
| Teamwork Financial Advisors, LLC | 4,906 | $74.2 萬 | 0.14% | +2,985+155.4% | 加碼 |
| Principal Financial Group Inc | 4,878 | $73.8 萬 | 0.00% | +244+5.3% | 加碼 |
| Souders Financial Advisors | 4,799 | $72.6 萬 | 0.21% | +478+11.1% | 加碼 |