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
- 4,062 萬
- 較 2021 年第 4 季 +200.0 萬 (+5.2%)
- 總市值
- $44.3 億
- 較 2021 年第 4 季 −$14.0 億 (−24.1%)
- 新進機構
- 123
- 另有 248 家加碼
- 清倉機構
- 99
- 另有 73 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 | $28.3 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 |
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 |
|---|---|---|---|---|---|
| Rise Advisors, LLC | 315 | $3.40 萬 | 0.03% | +50+18.9% | 加碼 |
| Tradition Wealth Management, LLC | 353 | $3.90 萬 | 0.00% | +253+253.0% | 加碼 |
| Alpha Paradigm Partners, LLC | 382 | $4.20 萬 | 0.02% | 00.0% | 不變 |
| Signaturefd, LLC | 392 | $4.30 萬 | 0.00% | +288+276.9% | 加碼 |
| Pinnacle Bancorp, Inc. | 395 | $4.30 萬 | 0.01% | +395 | 新進 |
| Central Trust Co | 400 | $4.40 萬 | 0.00% | +200+100.0% | 加碼 |
| Hudock, Inc. | 417 | $4.50 萬 | 0.01% | +417 | 新進 |
| SkyView Investment Advisors, LLC | 416 | $4.50 萬 | 0.01% | +416 | 新進 |
| Northwestern Mutual Wealth Management Co | 427 | $4.70 萬 | 0.00% | +327+327.0% | 加碼 |
| Fortitude Advisory Group L.L.C. | 449 | $4.90 萬 | 0.03% | +199+79.6% | 加碼 |
| Harbor Investment Advisory, LLC | 500 | $5.50 萬 | 0.01% | −20−3.8% | 減碼 |
| Toth Financial Advisory Corp | 533 | $5.80 萬 | 0.01% | −10−1.8% | 減碼 |
| Parallel Advisors, LLC | 556 | $6.30 萬 | 0.00% | −122−18.0% | 減碼 |
| San Luis Wealth Advisors LLC | 426 | $6.40 萬 | 0.03% | +426 | 新進 |
| Vestcor Inc | 648 | $7.10 萬 | 0.00% | +408+170.0% | 加碼 |
| CKW Financial Group | 683 | $7.40 萬 | 0.01% | +1+0.1% | 加碼 |
| Optimum Investment Advisors | 760 | $8.30 萬 | 0.03% | +35+4.8% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 780 | $8.50 萬 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 826 | $9.00 萬 | 0.00% | +513+163.9% | 加碼 |
| American International Group, Inc. | 912 | $9.90 萬 | 0.00% | +46+5.3% | 加碼 |
| CIBC Private Wealth Group, LLC | 909 | $9.90 萬 | 0.00% | +909 | 新進 |
| WR Wealth Planners, LLC | 962 | $10.5 萬 | 0.06% | +962 | 新進 |
| Albion Financial Group | 1,000 | $10.9 萬 | 0.01% | 00.0% | 不變 |
| Freemont Management S.A. | 1,050 | $11.5 萬 | 0.02% | +1,050 | 新進 |
| TSFG, LLC | 1,067 | $11.6 萬 | 0.04% | +866+430.8% | 加碼 |
| AdvisorNet Financial, Inc | 1,067 | $11.6 萬 | 0.01% | +1,052+7,013.3% | 加碼 |
| Covestor Ltd | 1,068 | $11.7 萬 | 0.08% | +1,037+3,345.2% | 加碼 |
| TD Waterhouse Canada Inc. | 932 | $11.9 萬 | 0.00% | +85+10.0% | 加碼 |
| Geneos Wealth Management Inc. | 1,145 | $12.4 萬 | 0.01% | +441+62.6% | 加碼 |
| TCWP LLC | 1,158 | $12.6 萬 | 0.02% | +1,158 | 新進 |
| IFP Advisors, Inc | 3,728 | $12.8 萬 | 0.00% | +3,374+953.1% | 加碼 |
| Baldwin Brothers Inc | 1,200 | $13.1 萬 | 0.01% | 00.0% | 不變 |
| Knuff & Co LLC | 1,200 | $13.1 萬 | 0.05% | +1,200 | 新進 |
| Seeyond | 1,277 | $13.9 萬 | 0.01% | +1,277 | 新進 |
| Apollo Management Holdings, L.P. | 1,336 | $14.6 萬 | 0.00% | +1,336 | 新進 |
| Manchester Capital Management LLC | 1,399 | $15.3 萬 | 0.02% | +462+49.3% | 加碼 |
| Shell Asset Management Co | 1,446 | $15.8 萬 | 0.00% | −215−12.9% | 減碼 |
| Salem Investment Counselors Inc | 1,455 | $15.9 萬 | 0.01% | +405+38.6% | 加碼 |
| Compagnie Lombard Odier SCmA | 1,490 | $16.2 萬 | 0.00% | 00.0% | 不變 |
| Capital Advisory Group Advisory Services, LLC | 1,599 | $17.4 萬 | 0.08% | +1,599 | 新進 |
| Fifth Third Bancorp | 1,617 | $17.6 萬 | 0.00% | +817+102.1% | 加碼 |
| Macquarie Group Ltd | 1,653 | $18.0 萬 | 0.00% | −101,524−98.4% | 減碼 |
| Russell Investments Group, Ltd. | 1,723 | $18.7 萬 | 0.00% | +1,125+188.1% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 1,750 | $19.1 萬 | 0.01% | +1,750 | 新進 |
| Plante Moran Financial Advisors, LLC | 1,766 | $19.3 萬 | 0.04% | +1,566+783.0% | 加碼 |
| Daiwa Securities Group Inc. | 1,800 | $19.6 萬 | 0.00% | +800+80.0% | 加碼 |
| Captrust Financial Advisors | 1,837 | $20.0 萬 | 0.00% | +830+82.4% | 加碼 |
| Marshall Wace, LLP | 1,836 | $20.1 萬 | 0.00% | −4,730−72.0% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,861 | $20.3 萬 | 0.00% | +1,861 | 新進 |
| Miracle Mile Advisors, LLC | 1,861 | $20.3 萬 | 0.01% | +1,861 | 新進 |
| Brown Advisory Inc | 1,872 | $20.4 萬 | 0.00% | +486+35.1% | 加碼 |
| Intersect Capital LLC | 1,880 | $20.5 萬 | 0.04% | +500+36.2% | 加碼 |
| Vident Investment Advisory, LLC | 1,924 | $20.9 萬 | 0.01% | +1,924 | 新進 |
| Venturi Wealth Management, LLC | 1,939 | $21.2 萬 | 0.02% | +300+18.3% | 加碼 |
| Pearl River Capital, LLC | 1,966 | $21.4 萬 | 0.06% | +1,966 | 新進 |
| BlueCrest Capital Management Ltd | 1,968 | $21.5 萬 | 0.02% | −184,486−98.9% | 減碼 |
| Good Life Advisors, LLC | 1,969 | $21.5 萬 | 0.03% | +1,969 | 新進 |
| Cetera Advisors LLC | 1,978 | $21.6 萬 | 0.00% | +1,978 | 新進 |
| LGT Fund Management Co Ltd. | 2,000 | $21.8 萬 | 0.03% | 00.0% | 不變 |
| Novare Capital Management LLC | 2,000 | $21.8 萬 | 0.02% | +2,000 | 新進 |
| Permian Investment Partners, LP | 2,011 | $21.9 萬 | 0.03% | +2,011 | 新進 |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,038 | $22.2 萬 | 0.06% | −207−9.2% | 減碼 |
| CWA Asset Management Group, LLC | 2,035 | $22.2 萬 | 0.02% | +2,035 | 新進 |
| Simplify Asset Management Inc. | 2,050 | $22.4 萬 | 0.02% | +2,050 | 新進 |
| Jump Financial, LLC | 2,067 | $22.5 萬 | 0.01% | −21,291−91.2% | 減碼 |
| Gsa Capital Partners LLP | 2,094 | $22.8 萬 | 0.03% | +2,094 | 新進 |
| CAPROCK Group, Inc. | 2,094 | $22.8 萬 | 0.02% | +2,094 | 新進 |
| Guggenheim Capital LLC | 2,101 | $22.9 萬 | 0.00% | +320+18.0% | 加碼 |
| Nisa Investment Advisors, LLC | 2,100 | $22.9 萬 | 0.00% | +2,100 | 新進 |
| Avantax Advisory Services, Inc. | 2,086 | $23.0 萬 | 0.00% | +391+23.1% | 加碼 |
| J.W. Cole Advisors, Inc. | 2,122 | $23.1 萬 | 0.02% | +566+36.4% | 加碼 |
| First Foundation Advisors | 2,174 | $23.7 萬 | 0.01% | +177+8.9% | 加碼 |
| South Shore Capital Advisors | 2,194 | $23.9 萬 | 0.39% | +701+47.0% | 加碼 |
| Aigen Investment Management, LP | 2,198 | $24.0 萬 | 0.04% | −19,419−89.8% | 減碼 |
| IHT Wealth Management, LLC | 2,201 | $24.0 萬 | 0.02% | +2,201 | 新進 |
| Perennial Investment Advisors, LLC | 2,259 | $24.5 萬 | 0.08% | +44+2.0% | 加碼 |
| First National Bank | 2,257 | $24.6 萬 | 0.23% | +100+4.6% | 加碼 |
| Spire Wealth Management | 2,257 | $24.6 萬 | 0.01% | +778+52.6% | 加碼 |
| Arcadia Investment Management Corp | 2,277 | $24.8 萬 | 0.05% | +770+51.1% | 加碼 |
| Independent Financial Group, LLC | 2,329 | $25.4 萬 | 0.02% | +170+7.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 2,332 | $25.4 萬 | 0.00% | +953+69.1% | 加碼 |
| Canada Pension Plan Investment Board | 2,350 | $25.7 萬 | 0.00% | +2,350 | 新進 |
| Liberty One Investment Management, LLC | 2,382 | $26.0 萬 | 0.04% | +1,290+118.1% | 加碼 |
| Commons Capital, LLC | 2,400 | $26.2 萬 | 0.28% | +400+20.0% | 加碼 |
| Purus Wealth Management, LLC | 2,427 | $26.5 萬 | 0.18% | +27+1.1% | 加碼 |
| Gemmer Asset Management LLC | 2,474 | $26.9 萬 | 0.03% | +2,474 | 新進 |
| Integrated Wealth Concepts LLC | 2,570 | $28.0 萬 | 0.01% | +763+42.2% | 加碼 |
| Hussman Strategic Advisors, Inc. | 2,600 | $28.4 萬 | 0.06% | +2,600 | 新進 |
| Dynamic Advisor Solutions LLC | 2,626 | $28.6 萬 | 0.02% | +2,626 | 新進 |
| Capital CS Group, LLC | 2,791 | $30.4 萬 | 0.26% | −327−10.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 2,864 | $31.2 萬 | 0.00% | +1,700+146.0% | 加碼 |
| Axxcess Wealth Management, LLC | 2,867 | $31.3 萬 | 0.02% | +2,867 | 新進 |
| Thoroughbred Financial Services, LLC | 2,919 | $31.8 萬 | 0.05% | +2,919 | 新進 |
| Tyler-Stone Wealth Management | 2,947 | $32.1 萬 | 0.18% | +2,774+1,603.5% | 加碼 |
| Aviva PLC | 2,973 | $32.4 萬 | 0.00% | +2,973 | 新進 |
| Gables Capital Management Inc. | 2,980 | $32.5 萬 | 0.20% | −20−0.7% | 減碼 |
| Warren Street Wealth Advisors, LLC | 3,000 | $32.7 萬 | 0.29% | +2,380+383.9% | 加碼 |
| Evoke Wealth, LLC | 3,000 | $32.7 萬 | 0.01% | +2,700+900.0% | 加碼 |
| Boothbay Fund Management, LLC | 3,000 | $32.7 萬 | 0.01% | +3,000 | 新進 |
| Oppenheimer Asset Management Inc. | 3,010 | $32.8 萬 | 0.00% | +3,010 | 新進 |