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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。

2022 年第 1 季與 2021 年第 4 季比較

持有 Upstart Holdings, Inc. 的機構從 2021 年第 4 季到 2022 年第 1 季的變化。

2022 年第 1 季全部持有人2021 年第 4 季全部持有人

UPST 的 13F 持有人:2021 年第 4 季與 2022 年第 1 季比較
項目2021 年第 4 季其中尚未申報 2022 年第 1 季2022 年第 1 季變化
持有家數4808496+24
股數3,866 萬3.77 萬4,062 萬+200.0 萬 (+5.2%)
市值$58.3 億$570.3 萬$44.3 億−$14.0 億 (−24.1%)

8 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(123 家)

2022 年第 1 季季末持有 Upstart Holdings, Inc.、2021 年第 4 季季末沒有持有的機構。

依市值列出前 100 家,共 123 家。

2022 年第 1 季新進 UPST 的機構
機構股數市值佔組合 %
La Financiere de L'Echiquier397,024$4,331 萬1.78%
Barclays PLC304,816$3,325 萬0.03%
Vestor Capital, LLC99,738$1,088 萬1.08%
Banque Pictet & Cie SA80,000$872.7 萬0.07%
GAM Holding AG79,600$868.4 萬0.43%
Icapital Wealth LLC90,832$865.6 萬3.58%
Wolverine Asset Management LLC75,903$828.0 萬0.10%
Waverton Investment Management Ltd57,560$627.9 萬0.21%
Capital Fund Management S.A.38,987$425.3 萬0.11%
Kamunting Street Capital Management, L.P.33,860$369.4 萬6.08%
Steadfast Capital Management LP30,000$327.3 萬0.07%
IMC-Chicago, LLC21,863$238.5 萬0.12%
ClariVest Asset Management LLC21,406$233.6 萬0.09%
Traynor Capital Management, Inc.19,420$211.8 萬0.27%
Centiva Capital, LP18,810$205.2 萬0.12%
Cookson Peirce & Co Inc17,520$191.1 萬0.11%
GMT Capital Corp15,700$171.3 萬0.11%
Qube Research & Technologies Ltd13,553$147.8 萬0.01%
Independent Advisor Alliance13,436$146.6 萬0.07%
EMJ Capital Ltd.13,000$141.8 萬4.32%
Gotham Asset Management, LLC11,969$130.6 萬0.04%
USS Investment Management Ltd11,579$126.3 萬0.01%
Capital Impact Advisors, LLC11,542$125.9 萬0.92%
Alpha DNA Investment Management LLC11,437$124.6 萬0.89%
Amalgamated Financial Corp.10,881$118.7 萬0.01%
Perigon Wealth Management, LLC9,468$103.3 萬0.07%
Atria Wealth Solutions, Inc.8,983$98.0 萬0.02%
Arrowstreet Capital, Limited Partnership8,630$94.1 萬0.00%
Point72 Asset Management, L.P.7,888$86.1 萬0.00%
Prelude Capital Management, LLC7,217$78.7 萬0.04%
Tairen Capital Ltd7,000$76.4 萬0.10%
Dark Forest Capital Management LP6,982$76.2 萬0.18%
Jennison Associates LLC6,621$72.2 萬0.00%
Baird Financial Group, Inc.6,603$72.0 萬0.00%
M Holdings Securities, Inc.6,407$69.9 萬0.05%
Van Hulzen Asset Management, LLC6,370$69.5 萬0.07%
Corton Capital Inc.5,711$62.3 萬0.27%
Bridgewater Advisors Inc.5,504$60.0 萬0.15%
Bank of Hawaii4,990$54.4 萬0.03%
Navalign, LLC7,329$52.7 萬0.22%
TrimTabs Asset Management, LLC4,706$51.3 萬0.17%
Los Angeles Capital Management LLC4,607$50.3 萬0.00%
Bridgewater Associates, LP4,276$46.6 萬0.00%
Seaport Global Advisors, LLC4,257$46.4 萬1.48%
RBF Capital, LLC4,000$45.7 萬0.03%
Sciencast Management LP4,574$43.8 萬0.10%
Mount Yale Investment Advisors, LLC4,010$43.7 萬0.05%
Delphia (USA) Inc.4,009$43.7 萬0.33%
Parametrica Management Ltd3,982$43.4 萬0.32%
Panagora Asset Management Inc3,922$42.8 萬0.00%
Park Avenue Securities LLC3,520$38.4 萬0.01%
Bayesian Capital Management, LP3,453$37.7 萬0.06%
Blair William & Co3,218$35.1 萬0.00%
MetLife Investment Management3,109$33.9 萬0.00%
Truist Financial Corp3,102$33.9 萬0.00%
Oppenheimer Asset Management Inc.3,010$32.8 萬0.00%
Boothbay Fund Management, LLC3,000$32.7 萬0.01%
Aviva PLC2,973$32.4 萬0.00%
Thoroughbred Financial Services, LLC2,919$31.8 萬0.05%
Axxcess Wealth Management, LLC2,867$31.3 萬0.02%
Dynamic Advisor Solutions LLC2,626$28.6 萬0.02%
Hussman Strategic Advisors, Inc.2,600$28.4 萬0.06%
Gemmer Asset Management LLC2,474$26.9 萬0.03%
Canada Pension Plan Investment Board2,350$25.7 萬0.00%
IHT Wealth Management, LLC2,201$24.0 萬0.02%
Nisa Investment Advisors, LLC2,100$22.9 萬0.00%
Gsa Capital Partners LLP2,094$22.8 萬0.03%
CAPROCK Group, Inc.2,094$22.8 萬0.02%
Simplify Asset Management Inc.2,050$22.4 萬0.02%
CWA Asset Management Group, LLC2,035$22.2 萬0.02%
Permian Investment Partners, LP2,011$21.9 萬0.03%
Novare Capital Management LLC2,000$21.8 萬0.02%
Cetera Advisors LLC1,978$21.6 萬0.00%
Good Life Advisors, LLC1,969$21.5 萬0.03%
Pearl River Capital, LLC1,966$21.4 萬0.06%
Vident Investment Advisory, LLC1,924$20.9 萬0.01%
Sumitomo Mitsui DS Asset Management Company, Ltd1,861$20.3 萬0.00%
Miracle Mile Advisors, LLC1,861$20.3 萬0.01%
Emerald Mutual Fund Advisers Trust1,750$19.1 萬0.01%
Capital Advisory Group Advisory Services, LLC1,599$17.4 萬0.08%
Apollo Management Holdings, L.P.1,336$14.6 萬0.00%
Seeyond1,277$13.9 萬0.01%
Knuff & Co LLC1,200$13.1 萬0.05%
TCWP LLC1,158$12.6 萬0.02%
Freemont Management S.A.1,050$11.5 萬0.02%
WR Wealth Planners, LLC962$10.5 萬0.06%
CIBC Private Wealth Group, LLC909$9.90 萬0.00%
San Luis Wealth Advisors LLC426$6.40 萬0.03%
Hudock, Inc.417$4.50 萬0.01%
SkyView Investment Advisors, LLC416$4.50 萬0.01%
Pinnacle Bancorp, Inc.395$4.30 萬0.01%
GPS Wealth Strategies Group, LLC290$3.20 萬0.01%
Winch Advisory Services, LLC287$3.10 萬0.01%
First Horizon Advisors, Inc.263$2.90 萬0.00%
Money Concepts Capital Corp244$2.70 萬0.00%
SJS Investment Consulting Inc.233$2.50 萬0.01%
Farmers & Merchants Trust Co of Chambersburg PA200$2.20 萬0.01%
HC Financial Advisors Inc180$2.00 萬0.01%
Larson Financial Group LLC187$2.00 萬0.00%
Hantz Financial Services, Inc.161$1.80 萬0.00%

清倉機構(99 家)

2021 年第 4 季季末持有 Upstart Holdings, Inc.、2022 年第 1 季有申報但已經沒有持有的機構。

2022 年第 1 季清倉 UPST 的機構
機構2021 年第 4 季股數2021 年第 4 季市值
Third Point LLC大師第三點資本4,000,000$6.05 億
Two Sigma Investments, LP696,045$1.05 億
Two Sigma Advisers, LP609,200$9,217 萬
CTC LLC111,266$1,683 萬
Worldquant Millennium Advisors LLC78,672$1,190 萬
Crawford Lake Capital Management, LLC59,397$898.7 萬
Baader Bank INC50,027$756.9 萬
Capital World Investors50,000$756.5 萬
Myriad Asset Management Ltd.40,000$605.2 萬
E. Ohman J:or Asset Management AB38,500$582.5 萬
LifePro Asset Management35,864$542.6 萬
STRS Ohio33,042$499.9 萬
Aubrey Capital Management Ltd27,200$411.5 萬
Ergoteles LLC27,102$410.1 萬
Capitolis Advisors LLC18,524$280.3 萬
Atlas Principals, LLC18,000$272.3 萬
Seven Eight Capital, LP16,478$249.3 萬
Eos Focused Equity Management, L.P.14,290$216.2 萬
PDT Partners, LLC11,207$169.6 萬
Concorde Asset Management, LLC11,157$168.8 萬
Altshuler Shaham Ltd10,023$151.6 萬
Wellington Management Group LLP9,152$138.5 萬
Sender Co & Partners, Inc.8,958$135.5 萬
Prudential PLC7,491$113.3 萬
Engineers Gate Manager LP7,043$106.6 萬
Alpine Global Management, LLC6,920$104.7 萬
Janney Montgomery Scott LLC6,805$103.0 萬
Y-Intercept (Hong Kong) Ltd5,514$83.4 萬
FNY Investment Advisers, LLC5,000$75.6 萬
Advisors Asset Management, Inc.4,219$63.8 萬
Alta Wealth Advisors LLC3,493$52.8 萬
Brookfield Asset Management Inc.3,245$49.1 萬
XTX Topco Ltd3,102$46.9 萬
Metropolitan Life Insurance Co3,033$45.9 萬
GWM Advisors LLC2,621$39.7 萬
Boulder Hill Capital Management LP2,600$39.3 萬
Hillsdale Investment Management Inc.2,380$36.0 萬
Illinois Municipal Retirement Fund2,356$35.6 萬
Golden Green, Inc.2,223$33.6 萬
Mackenzie Financial Corp2,174$32.9 萬
Verdence Capital Advisors LLC2,021$30.6 萬
Clear Street Markets LLC2,000$30.3 萬
Clare Market Investments LLC1,990$30.1 萬
Moloney Securities Asset Management, LLC1,978$29.9 萬
Legacy Advisors, LLC1,710$25.9 萬
Prudential Financial Inc1,656$25.5 萬
Stokes Family Office, LLC1,675$25.3 萬
Oppenheimer & Co Inc1,653$25.0 萬
Jasper Ridge Partners, L.P.1,620$24.5 萬
Essex LLC1,600$24.2 萬
Wealth Management Associates, Inc.1,574$23.8 萬
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors1,505$22.8 萬
Highland Capital Management, LLC1,500$22.7 萬
Impax Asset Management Group plc1,481$22.4 萬
Hilltop Holdings Inc.1,460$22.1 萬
Alps Advisors Inc1,379$20.9 萬
PFG Advisors1,380$20.9 萬
Rathbone Brothers plc1,367$20.7 萬
Mirador Capital Partners LP1,350$20.4 萬
Insight Folios Inc1,342$20.3 萬
CSS LLC1,334$20.2 萬
Signet Financial Management, LLC1,000$15.1 萬
Acadian Asset Management LLC740$11.1 萬
Eaton Vance Management515$7.80 萬
Total Clarity Wealth Management, Inc.487$7.40 萬
Fuller & Thaler Asset Management, Inc.311$4.70 萬
KRS Capital Management, LLC255$3.80 萬
Outfitter Financial LLC165$2.50 萬
Wagner Wealth Management, LLC160$2.40 萬
Allspring Global Investments Holdings, LLC130$1.90 萬
State of Wyoming112$1.70 萬
Cornerstone Advisory, LLC104$1.60 萬
Cypress Capital Management LLC (WY)95$1.40 萬
Capital Analysts, LLC63$1.00 萬
CoreCap Advisors, LLC65$1.00 萬
Snowden Capital Advisors LLC67$1.00 萬
Delta Asset Management LLC50$8,000
Princeton Global Asset Management LLC50$8,000
McDonald Partners LLC50$7,565
Absolute Capital Management, LLC50$7,565
Motley Fool Asset Management LLC46$7,000
Rinkey Investments56$6,000
Henrickson Nauta Wealth Advisors, Inc.55$5,000
Howe & Rusling Inc25$4,000
Agf Investments Inc.28$4,000
Gradient Investments LLC24$4,000
Concord Wealth Partners25$4,000
Shore Point Advisors, LLC25$4,000
West Paces Advisors Inc.15$2,270
Assetmark, Inc15$2,000
Financial Management Professionals, Inc.10$2,000
Eagle Bay Advisors LLC16$2,000
First Manhattan Co10$1,000
Lenox Wealth Advisors, LLC5$1,000
BerganKDV Wealth Management, LLC5$1,000
Clearview Wealth Advisors LLC4$1,000
TD Private Client Wealth LLC3$454
Capital Advisors, Ltd. LLC1$0
Comprehensive Financial Consultants Institutional, Inc.6$0

尚未申報 2022 年第 1 季的機構(8 家)

2021 年第 4 季季末持有 Upstart Holdings, Inc.、還沒有申報 2022 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2021 年第 4 季持有 UPST、尚未申報 2022 年第 1 季的機構
機構2021 年第 4 季股數2021 年第 4 季市值
Andra AP-fonden27,900$422.1 萬
NEXT Financial Group, Inc3,901$59.0 萬
Vivid Financial Management, Inc.2,041$30.9 萬
Paradigm Financial Advisors, LLC1,868$28.3 萬
Harbour Investments, Inc.1,846$27.9 萬
Carroll Financial Associates, Inc.106$1.60 萬
Reilly Financial Advisors, LLC17$3,000
Bell Investment Advisors, Inc13$2,000