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 |
|---|---|---|---|---|---|
| Triumph Capital Management | 4,757 | $72.0 萬 | 0.31% | +4,757 | 新進 |
| American Portfolios Advisors | 4,737 | $71.7 萬 | 0.02% | −4,221−47.1% | 減碼 |
| Charles Schwab Investment Advisory, Inc. | 4,581 | $69.3 萬 | 0.00% | +4,581 | 新進 |
| Wolff Wiese Magana LLC | 4,559 | $69.0 萬 | 0.45% | +3,415+298.5% | 加碼 |
| Caption Management, LLC | 4,550 | $68.8 萬 | 0.04% | 00.0% | 不變 |
| Bokf, NA | 4,509 | $68.2 萬 | 0.01% | +124+2.8% | 加碼 |
| Valeo Financial Advisors, LLC | 4,474 | $67.7 萬 | 0.04% | +3,020+207.7% | 加碼 |
| Nwam LLC | 4,319 | $65.3 萬 | 0.05% | +604+16.3% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 4,226 | $63.9 萬 | 0.05% | +3,066+264.3% | 加碼 |
| Advisors Asset Management, Inc. | 4,219 | $63.8 萬 | 0.01% | +1,514+56.0% | 加碼 |
| ProShare Advisors LLC | 4,207 | $63.7 萬 | 0.00% | +239+6.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 4,140 | $62.7 萬 | 0.00% | +1,885+83.6% | 加碼 |
| Cerity Partners LLC | 4,100 | $62.0 萬 | 0.01% | +4,100 | 新進 |
| Swiss Life Asset Management Ltd | 4,081 | $61.7 萬 | 0.01% | +4,081 | 新進 |
| Rockefeller Capital Management L.P. | 3,965 | $59.9 萬 | 0.00% | +1,614+68.7% | 加碼 |
| Cypress Point Wealth Management, LLC | 3,942 | $59.6 萬 | 0.55% | +1,646+71.7% | 加碼 |
| NEXT Financial Group, Inc | 3,901 | $59.0 萬 | 0.04% | +587+17.7% | 加碼 |
| Teacher Retirement System of Texas | 3,730 | $56.4 萬 | 0.00% | +754+25.3% | 加碼 |
| Level Four Advisory Services, LLC | 3,706 | $56.1 萬 | 0.04% | +3,706 | 新進 |
| JustInvest LLC | 3,663 | $55.4 萬 | 0.03% | +998+37.4% | 加碼 |
| Harbour Capital Advisors, LLC | 3,615 | $54.7 萬 | 0.13% | +475+15.1% | 加碼 |
| Blueshift Asset Management, LLC | 3,609 | $54.6 萬 | 0.05% | +3,609 | 新進 |
| Washburn Capital Management, Inc. | 3,590 | $54.3 萬 | 0.32% | −1,610−31.0% | 減碼 |
| Private Advisor Group, LLC | 3,575 | $54.1 萬 | 0.00% | +904+33.8% | 加碼 |
| B. Riley Wealth Management, Inc. | 3,509 | $53.1 萬 | 0.04% | +1,734+97.7% | 加碼 |
| Alta Wealth Advisors LLC | 3,493 | $52.8 萬 | 0.33% | +429+14.0% | 加碼 |
| Dimensional Fund Advisors LP | 3,447 | $52.2 萬 | 0.00% | +164+5.0% | 加碼 |
| Maryland State Retirement & Pension System | 3,435 | $52.0 萬 | 0.01% | 00.0% | 不變 |
| CIBC Asset Management Inc | 3,431 | $51.9 萬 | 0.00% | +365+11.9% | 加碼 |
| British Columbia Investment Management Corp | 3,411 | $51.6 萬 | 0.00% | +3,411 | 新進 |
| Titus Wealth Management | 3,376 | $51.1 萬 | 0.23% | +2,141+173.4% | 加碼 |
| Two Sigma Securities, LLC | 3,334 | $50.4 萬 | 0.10% | +1,411+73.4% | 加碼 |
| Morse Asset Management, Inc | 3,285 | $49.7 萬 | 0.11% | −1,880−36.4% | 減碼 |
| Brookfield Asset Management Inc. | 3,245 | $49.1 萬 | 0.00% | +3,245 | 新進 |
| Wealth Advisors, Inc. | 3,218 | $48.7 萬 | 0.17% | +581+22.0% | 加碼 |
| Cetera Advisor Networks LLC | 3,217 | $48.7 萬 | 0.01% | +953+42.1% | 加碼 |
| Exchange Traded Concepts, LLC | 3,209 | $48.6 萬 | 0.01% | +1,319+69.8% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 3,200 | $48.4 萬 | 0.00% | +3,200 | 新進 |
| Kaizen Financial Strategies | 3,190 | $48.3 萬 | 0.36% | +90+2.9% | 加碼 |
| Quantbot Technologies LP | 3,160 | $47.8 萬 | 0.04% | +2,428+331.7% | 加碼 |
| Capital CS Group, LLC | 3,118 | $47.2 萬 | 0.37% | +3,118 | 新進 |
| IFM Investors Pty Ltd | 3,100 | $46.9 萬 | 0.01% | +3,100 | 新進 |
| XTX Topco Ltd | 3,102 | $46.9 萬 | 0.27% | +3,102 | 新進 |
| Rossmore Private Capital | 3,042 | $46.0 萬 | 0.07% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 3,033 | $45.9 萬 | 0.01% | +9+0.3% | 加碼 |
| Gables Capital Management Inc. | 3,000 | $45.4 萬 | 0.27% | +2,470+466.0% | 加碼 |
| Public Employees Retirement Association of Colorado | 2,990 | $45.2 萬 | 0.00% | −97−3.1% | 減碼 |
| Umb Bank N A | 2,959 | $44.8 萬 | 0.01% | +2,959 | 新進 |
| Donoghue Forlines LLC | 2,925 | $44.3 萬 | 0.07% | +2,925 | 新進 |
| Cherry Creek Investment Advisors, Inc. | 2,818 | $42.6 萬 | 0.26% | +1,974+233.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,795 | $42.3 萬 | 0.00% | +898+47.3% | 加碼 |
| MML Investors Services, LLC | 2,690 | $40.7 萬 | 0.00% | +1,387+106.4% | 加碼 |
| Stephens Inc | 2,654 | $40.2 萬 | 0.01% | +1,033+63.7% | 加碼 |
| Leonteq Securities AG | 2,643 | $40.0 萬 | 0.02% | +2,031+331.9% | 加碼 |
| GWM Advisors LLC | 2,621 | $39.7 萬 | 0.01% | −2,493−48.7% | 減碼 |
| Boulder Hill Capital Management LP | 2,600 | $39.3 萬 | 0.38% | +2,600 | 新進 |
| Apollon Wealth Management, LLC | 2,568 | $38.9 萬 | 0.03% | +2,568 | 新進 |
| Keudell/Morrison Wealth Management | 2,550 | $38.6 萬 | 0.15% | +2,550 | 新進 |
| Nissay Asset Management Corp | 2,509 | $38.0 萬 | 0.00% | +2,509 | 新進 |
| Newbridge Financial Services Group, Inc. | 2,443 | $37.0 萬 | 0.17% | +2,275+1,354.2% | 加碼 |
| Westpac Banking Corp | 2,417 | $36.6 萬 | 0.00% | +2,417 | 新進 |
| Sigma Planning Corp | 2,402 | $36.3 萬 | 0.01% | −1,585−39.8% | 減碼 |
| Purus Wealth Management, LLC | 2,400 | $36.3 萬 | 0.23% | +842+54.0% | 加碼 |
| Hillsdale Investment Management Inc. | 2,380 | $36.0 萬 | 0.02% | +80+3.5% | 加碼 |
| Cetera Investment Advisers | 2,364 | $35.8 萬 | 0.01% | +1,580+201.5% | 加碼 |
| Illinois Municipal Retirement Fund | 2,356 | $35.6 萬 | 0.01% | 00.0% | 不變 |
| StoneX Group Inc. | 2,342 | $35.4 萬 | 0.04% | +935+66.5% | 加碼 |
| Golden Green, Inc. | 2,223 | $33.6 萬 | 0.27% | −729−24.7% | 減碼 |
| Perennial Investment Advisors, LLC | 2,215 | $33.5 萬 | 0.10% | −1,070−32.6% | 減碼 |
| Toroso Investments, LLC | 2,208 | $33.4 萬 | 0.01% | +335+17.9% | 加碼 |
| Creative Planning | 2,179 | $33.0 萬 | 0.00% | −1,344−38.1% | 減碼 |
| Mackenzie Financial Corp | 2,174 | $32.9 萬 | 0.00% | +2,174 | 新進 |
| Coldstream Capital Management Inc | 2,177 | $32.9 萬 | 0.01% | +2,177 | 新進 |
| Independent Financial Group, LLC | 2,159 | $32.7 萬 | 0.03% | −4,007−65.0% | 減碼 |
| First National Bank | 2,157 | $32.6 萬 | 0.28% | +1,100+104.1% | 加碼 |
| IAM Advisory, LLC | 2,843 | $32.5 萬 | 0.13% | +2,843 | 新進 |
| KG&L Capital Management,LLC | 2,142 | $32.4 萬 | 0.13% | +2,142 | 新進 |
| Maxi Investments CY Ltd | 2,050 | $31.0 萬 | 0.17% | +2,050 | 新進 |
| Vivid Financial Management, Inc. | 2,041 | $30.9 萬 | 0.12% | −444−17.9% | 減碼 |
| Verdence Capital Advisors LLC | 2,021 | $30.6 萬 | 0.04% | −1,178−36.8% | 減碼 |
| Clear Street Markets LLC | 2,000 | $30.3 萬 | 0.03% | −6,500−76.5% | 減碼 |
| Flagship Harbor Advisors, LLC | 2,005 | $30.3 萬 | 0.03% | +2,005 | 新進 |
| LGT Fund Management Co Ltd. | 2,000 | $30.3 萬 | 0.09% | +2,000 | 新進 |
| Commons Capital, LLC | 2,000 | $30.3 萬 | 0.30% | +2,000 | 新進 |
| First Foundation Advisors | 1,997 | $30.2 萬 | 0.01% | +77+4.0% | 加碼 |
| Clare Market Investments LLC | 1,990 | $30.1 萬 | 0.08% | +1,160+139.8% | 加碼 |
| Moloney Securities Asset Management, LLC | 1,978 | $29.9 萬 | 0.05% | −79−3.8% | 減碼 |
| Envestnet Asset Management Inc | 1,913 | $28.9 萬 | 0.00% | −3,324−63.5% | 減碼 |
| Paradigm Financial Advisors, LLC | 1,868 | $28.3 萬 | 0.06% | +429+29.8% | 加碼 |
| Harbour Investments, Inc. | 1,846 | $27.9 萬 | 0.02% | +1,278+225.0% | 加碼 |
| Integrated Wealth Concepts LLC | 1,807 | $27.3 萬 | 0.01% | +702+63.5% | 加碼 |
| Guggenheim Capital LLC | 1,781 | $26.9 萬 | 0.00% | +1,014+132.2% | 加碼 |
| Legacy Advisors, LLC | 1,710 | $25.9 萬 | 0.10% | 00.0% | 不變 |
| Lazard Asset Management LLC | 1,701 | $25.7 萬 | 0.00% | +1,201+240.2% | 加碼 |
| Avantax Advisory Services, Inc. | 1,695 | $25.6 萬 | 0.00% | −48−2.8% | 減碼 |
| Prudential Financial Inc | 1,656 | $25.5 萬 | 0.00% | −26−1.5% | 減碼 |
| Stokes Family Office, LLC | 1,675 | $25.3 萬 | 0.03% | +1,675 | 新進 |
| Nordea Investment Management AB | 1,631 | $25.2 萬 | 0.00% | +1,631 | 新進 |
| Shell Asset Management Co | 1,661 | $25.1 萬 | 0.01% | +9+0.5% | 加碼 |
| Oppenheimer & Co Inc | 1,653 | $25.0 萬 | 0.00% | +575+53.3% | 加碼 |