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。
2022 年第 1 季 13F 持有人
Upstart Holdings, Inc. 在 2022/3/31 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
- 496
- 較 2021 年第 4 季 +24 家
- 持有股數
- 4,168 萬
- 較 2021 年第 4 季 −250.0 萬 (−5.7%)
- 總市值
- $46.7 億
- 較 2021 年第 4 季 −$20.0 億 (−29.9%)
- 新進機構
- 123
- 另有 247 家加碼
- 清倉機構
- 99
- 另有 74 家減碼
另有 8 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vulcan Value Partners, LLC | 7,241,207 | $7.90 億 | 4.85% | −2,449,423−25.3% | 減碼 |
| Vanguard Group Inc | 5,822,210 | $6.35 億 | 0.02% | +840,668+16.9% | 加碼 |
| Morgan Stanley | 3,616,361 | $3.95 億 | 0.05% | +2,643,377+271.7% | 加碼 |
| BlackRock Inc. | 2,355,881 | $2.57 億 | 0.01% | +242,348+11.5% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 2,114,316 | $2.31 億 | 0.24% | +922,011+77.3% | 加碼 |
| Fred Alger Management, LLC | 1,865,443 | $2.04 億 | 0.65% | +955,883+105.1% | 加碼 |
| Westside Investment Management, Inc. | 3,559 | $1.31 億 | 0.29% | +3,420+2,460.4% | 加碼 |
| Bank of America Corp | 1,184,170 | $1.29 億 | 0.01% | +976,786+471.0% | 加碼 |
| BIT Capital GmbH | 1,178,910 | $1.29 億 | 13.20% | +68,612+6.2% | 加碼 |
| Allianz Asset Management GmbH | 1,005,087 | $1.10 億 | 0.09% | +740.0% | 加碼 |
| State Street Corp | 965,978 | $1.05 億 | 0.01% | +177,706+22.5% | 加碼 |
| Susquehanna International Group, LLP | 852,019 | $9,295 萬 | 0.14% | −572,593−40.2% | 減碼 |
| Geode Capital Management, LLC | 682,860 | $7,440 萬 | 0.01% | +19,183+2.9% | 加碼 |
| Artemis Investment Management LLP | 632,025 | $6,883 萬 | 0.56% | +289,854+84.7% | 加碼 |
| Amundi | 578,718 | $5,515 萬 | 0.04% | +182,638+46.1% | 加碼 |
| Northern Trust Corp | 433,243 | $4,726 萬 | 0.01% | +90,383+26.4% | 加碼 |
| Norges Bank | 406,417 | $4,434 萬 | 0.01% | +65,683+19.3% | 加碼 |
| Robeco Institutional Asset Management B.V. | 399,437 | $4,358 萬 | 0.10% | +74,437+22.9% | 加碼 |
| La Financiere de L'Echiquier | 397,024 | $4,331 萬 | 1.78% | +397,024 | 新進 |
| Jane Street Group, LLC | 316,033 | $3,448 萬 | 0.06% | −557,867−63.8% | 減碼 |
| Barclays PLC | 304,816 | $3,325 萬 | 0.03% | +304,816 | 新進 |
| Kuvari Partners LLP | 296,738 | $3,237 萬 | 100.00% | +176,347+146.5% | 加碼 |
| Nuveen Asset Management, LLC | 243,943 | $3,070 萬 | 0.01% | +103,276+73.4% | 加碼 |
| Charles Schwab Investment Management Inc | 270,008 | $2,946 萬 | 0.01% | +5,960+2.3% | 加碼 |
| Capital International Investors | 262,635 | $2,865 萬 | 0.01% | 00.0% | 不變 |
| JPMorgan Chase & Co | 247,762 | $2,703 萬 | 0.00% | +163,747+194.9% | 加碼 |
| Goldman Sachs Group Inc | 224,661 | $2,451 萬 | 0.01% | +123,038+121.1% | 加碼 |
| Consolidated Investment Group LLC | 199,200 | $2,173 萬 | 3.54% | +3,200+1.6% | 加碼 |
| Legal & General Group Plc | 194,176 | $2,118 萬 | 0.01% | +60,455+45.2% | 加碼 |
| Carnegie Capital Asset Management, LLC | 183,341 | $2,000 萬 | 0.73% | +38,246+26.4% | 加碼 |
| Deutsche Bank AG | 176,652 | $1,927 萬 | 0.01% | −1,271−0.7% | 減碼 |
| Millennium Management LLC | 172,898 | $1,886 萬 | 0.02% | −17,923−9.4% | 減碼 |
| Bank of New York Mellon Corp | 172,118 | $1,878 萬 | 0.00% | +28,494+19.8% | 加碼 |
| UBS Group AG | 171,041 | $1,866 萬 | 0.01% | +106,055+163.2% | 加碼 |
| Korea Investment CORP | 131,200 | $1,431 萬 | 0.04% | +122,200+1,357.8% | 加碼 |
| Nordea Investment Management AB | 121,161 | $1,389 萬 | 0.02% | +119,530+7,328.6% | 加碼 |
| First Republic Investment Management, Inc. | 125,196 | $1,366 萬 | 0.03% | +54,413+76.9% | 加碼 |
| Bank of Montreal | 117,095 | $1,347 萬 | 0.01% | −24,639−17.4% | 減碼 |
| Parallax Volatility Advisers, L.P. | 121,263 | $1,323 萬 | 0.29% | −63,779−34.5% | 減碼 |
| Nomura Holdings Inc | 106,583 | $1,162 萬 | 0.09% | +84,279+377.9% | 加碼 |
| Parametric Portfolio Associates LLC | 105,620 | $1,152 萬 | 0.01% | +81,201+332.5% | 加碼 |
| Commonwealth Equity Services, LLC | 104,182 | $1,137 萬 | 0.03% | +68,098+188.7% | 加碼 |
| UBS Asset Management Americas Inc | 103,552 | $1,130 萬 | 0.00% | +37,418+56.6% | 加碼 |
| LPL Financial LLC | 101,430 | $1,107 萬 | 0.01% | +48,148+90.4% | 加碼 |
| Vestor Capital, LLC | 99,738 | $1,088 萬 | 1.08% | +99,738 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 98,741 | $1,077 萬 | 0.01% | +51,947+111.0% | 加碼 |
| Pictet Asset Management SA | 95,784 | $1,045 萬 | 0.01% | +9,315+10.8% | 加碼 |
| California Public Employees Retirement System | 95,535 | $1,042 萬 | 0.01% | −6,573−6.4% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 93,525 | $1,020 萬 | 0.04% | −22,600−19.5% | 減碼 |
| Group One Trading, L.P. | 88,670 | $967.3 萬 | 0.21% | +19,126+27.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 87,404 | $953.5 萬 | 0.01% | −1,637,046−94.9% | 減碼 |
| Liontrust Investment Partners LLP | 85,000 | $927.3 萬 | 0.12% | +33,000+63.5% | 加碼 |
| Voloridge Investment Management, LLC | 82,905 | $904.4 萬 | 0.05% | −207,761−71.5% | 減碼 |
| GFG Capital, LLC | 82,481 | $899.8 萬 | 2.67% | +76,381+1,252.1% | 加碼 |
| Banque Pictet & Cie SA | 80,000 | $872.7 萬 | 0.07% | +80,000 | 新進 |
| GAM Holding AG | 79,600 | $868.4 萬 | 0.43% | +79,600 | 新進 |
| Icapital Wealth LLC | 90,832 | $865.6 萬 | 3.58% | +90,832 | 新進 |
| Wolverine Asset Management LLC | 75,903 | $828.0 萬 | 0.10% | +75,903 | 新進 |
| California State Teachers Retirement System | 73,475 | $801.5 萬 | 0.01% | +21,260+40.7% | 加碼 |
| Credit Suisse AG | 72,369 | $789.4 萬 | 0.01% | −20,813−22.3% | 減碼 |
| Twin Tree Management, LP | 71,907 | $784.4 萬 | 0.15% | +45,443+171.7% | 加碼 |
| Wells Fargo & Company | 71,780 | $783.0 萬 | 0.00% | +19,699+37.8% | 加碼 |
| Wolverine Trading, LLC | 65,585 | $748.6 萬 | 0.22% | +14,119+27.4% | 加碼 |
| Citigroup Inc | 68,501 | $747.3 萬 | 0.01% | +6,122+9.8% | 加碼 |
| HSBC Holdings PLC | 66,705 | $743.9 萬 | 0.01% | −483,923−87.9% | 減碼 |
| Ameriprise Financial Inc | 71,620 | $743.6 萬 | 0.00% | +26,940+60.3% | 加碼 |
| First Trust Advisors LP | 60,338 | $658.2 萬 | 0.01% | +763+1.3% | 加碼 |
| Atika Capital Management LLC | 60,100 | $655.6 萬 | 0.62% | −114,525−65.6% | 減碼 |
| Neuberger Berman Group LLC | 60,040 | $655.0 萬 | 0.01% | −6,452−9.7% | 減碼 |
| Bordeaux Wealth Advisors LLC | 60,000 | $654.5 萬 | 3.53% | 00.0% | 不變 |
| Waverton Investment Management Ltd | 57,560 | $627.9 萬 | 0.21% | +57,560 | 新進 |
| Trexquant Investment LP | 54,973 | $599.7 萬 | 0.28% | −1,414−2.5% | 減碼 |
| New York State Common Retirement Fund | 53,100 | $579.3 萬 | 0.01% | +1,600+3.1% | 加碼 |
| Raymond James & Associates | 51,055 | $557.0 萬 | 0.00% | +14,021+37.9% | 加碼 |
| Man Group plc | 50,631 | $552.3 萬 | 0.02% | +50,336+17,063.1% | 加碼 |
| HAP Trading, LLC | 48,653 | $530.8 萬 | 0.60% | +37,334+329.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 48,483 | $528.9 萬 | 0.01% | +2,830+6.2% | 加碼 |
| Advisor Resource Council | 45,065 | $491.6 萬 | 1.50% | +24,238+116.4% | 加碼 |
| Rhumbline Advisers | 44,596 | $486.5 萬 | 0.01% | +485+1.1% | 加碼 |
| Royal Bank of Canada | 42,290 | $461.4 萬 | 0.00% | +11,242+36.2% | 加碼 |
| Advisor Group Holdings, Inc. | 42,997 | $459.2 萬 | 0.01% | +20,460+90.8% | 加碼 |
| Polar Capital Holdings Plc | 41,350 | $451.1 萬 | 0.02% | −15,887−27.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 40,359 | $440.3 萬 | 0.02% | +4,402+12.2% | 加碼 |
| WMG Financial Advisors, LLC | 40,025 | $436.8 萬 | 3.21% | +19,125+91.5% | 加碼 |
| SEI Investments Co | 39,317 | $428.7 萬 | 0.01% | +10,856+38.1% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 39,219 | $427.8 萬 | 0.03% | +39,044+22,310.9% | 加碼 |
| Capital Fund Management S.A. | 38,987 | $425.3 萬 | 0.11% | +38,987 | 新進 |
| Two Sigma Securities, LLC | 38,099 | $415.6 萬 | 0.58% | +34,765+1,042.7% | 加碼 |
| Handelsbanken Fonder AB | 36,571 | $399.0 萬 | 0.02% | +2,531+7.4% | 加碼 |
| Price T Rowe Associates Inc | 36,244 | $395.4 萬 | 0.00% | +8,607+31.1% | 加碼 |
| Coastal Bridge Advisors, LLC | 35,688 | $389.3 萬 | 0.90% | +100+0.3% | 加碼 |
| FORA Capital, LLC | 34,106 | $389.3 萬 | 0.70% | +18,505+118.6% | 加碼 |
| Renaissance Technologies LLC | 34,100 | $372.0 萬 | 0.00% | −1,204,337−97.2% | 減碼 |
| Kamunting Street Capital Management, L.P. | 33,860 | $369.4 萬 | 6.08% | +33,860 | 新進 |
| Invesco Ltd. | 33,716 | $367.8 萬 | 0.00% | −41,776−55.3% | 減碼 |
| AE Wealth Management LLC | 33,021 | $360.2 萬 | 0.02% | +18,733+131.1% | 加碼 |
| HRT Financial LP | 31,891 | $347.8 萬 | 0.02% | +10,537+49.3% | 加碼 |
| Ci Investments Inc. | 31,290 | $341.3 萬 | 0.01% | −60.0% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 30,281 | $330.3 萬 | 0.01% | +24,155+394.3% | 加碼 |
| Steadfast Capital Management LP | 30,000 | $327.3 萬 | 0.07% | +30,000 | 新進 |