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 |
|---|---|---|---|---|---|
| StoneX Group Inc. | 3,016 | $32.9 萬 | 0.03% | +674+28.8% | 加碼 |
| Rossmore Private Capital | 3,042 | $33.2 萬 | 0.05% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 3,052 | $33.3 萬 | 0.01% | +875+40.2% | 加碼 |
| Truist Financial Corp | 3,102 | $33.9 萬 | 0.00% | +3,102 | 新進 |
| MetLife Investment Management | 3,109 | $33.9 萬 | 0.00% | +3,109 | 新進 |
| Cherry Creek Investment Advisors, Inc. | 3,204 | $35.0 萬 | 0.23% | +386+13.7% | 加碼 |
| Blair William & Co | 3,218 | $35.1 萬 | 0.00% | +3,218 | 新進 |
| Exchange Traded Concepts, LLC | 3,405 | $37.1 萬 | 0.01% | +196+6.1% | 加碼 |
| Washburn Capital Management, Inc. | 3,440 | $37.5 萬 | 0.25% | −150−4.2% | 減碼 |
| Maryland State Retirement & Pension System | 3,435 | $37.5 萬 | 0.01% | 00.0% | 不變 |
| CIBC Asset Management Inc | 3,443 | $37.6 萬 | 0.00% | +12+0.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,450 | $37.6 萬 | 0.00% | +655+23.4% | 加碼 |
| Keudell/Morrison Wealth Management | 3,450 | $37.6 萬 | 0.16% | +900+35.3% | 加碼 |
| Bayesian Capital Management, LP | 3,453 | $37.7 萬 | 0.06% | +3,453 | 新進 |
| Paloma Partners Management Co | 3,466 | $37.8 萬 | 0.03% | −7,557−68.6% | 減碼 |
| Wealth Advisors, Inc. | 3,477 | $37.9 萬 | 0.14% | +259+8.0% | 加碼 |
| KG&L Capital Management,LLC | 3,523 | $38.4 萬 | 0.16% | +1,381+64.5% | 加碼 |
| Park Avenue Securities LLC | 3,520 | $38.4 萬 | 0.01% | +3,520 | 新進 |
| Nwam LLC | 3,527 | $38.5 萬 | 0.03% | −792−18.3% | 減碼 |
| Lazard Asset Management LLC | 3,536 | $38.5 萬 | 0.00% | +1,835+107.9% | 加碼 |
| Harbour Capital Advisors, LLC | 3,535 | $38.6 萬 | 0.11% | −80−2.2% | 減碼 |
| Flagship Harbor Advisors, LLC | 3,538 | $38.6 萬 | 0.04% | +1,533+76.5% | 加碼 |
| Cetera Investment Advisers | 3,596 | $39.2 萬 | 0.01% | +1,232+52.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 3,657 | $39.9 萬 | 0.00% | +2,076+131.3% | 加碼 |
| Blueshift Asset Management, LLC | 3,654 | $39.9 萬 | 0.04% | +45+1.2% | 加碼 |
| Umb Bank N A | 3,685 | $40.2 萬 | 0.01% | +726+24.5% | 加碼 |
| Cetera Advisor Networks LLC | 3,705 | $40.4 萬 | 0.00% | +488+15.2% | 加碼 |
| CWM, LLC | 3,706 | $40.4 萬 | 0.00% | +3,547+2,230.8% | 加碼 |
| Kaizen Financial Strategies | 3,725 | $40.6 萬 | 0.32% | +535+16.8% | 加碼 |
| Titus Wealth Management | 3,771 | $41.1 萬 | 0.19% | +395+11.7% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 3,800 | $41.5 萬 | 0.00% | +600+18.8% | 加碼 |
| IAM Advisory, LLC | 3,822 | $41.7 萬 | 0.17% | +979+34.4% | 加碼 |
| Aft, Forsyth & Company, Inc. | 3,870 | $42.2 萬 | 0.27% | −1,300−25.1% | 減碼 |
| Sigma Planning Corp | 3,904 | $42.6 萬 | 0.01% | +1,502+62.5% | 加碼 |
| Panagora Asset Management Inc | 3,922 | $42.8 萬 | 0.00% | +3,922 | 新進 |
| XR Securities LLC | 3,929 | $42.9 萬 | 0.09% | +2,415+159.5% | 加碼 |
| Cypress Point Wealth Management, LLC | 3,942 | $43.0 萬 | 0.44% | 00.0% | 不變 |
| Leonteq Securities AG | 3,967 | $43.3 萬 | 0.02% | +1,324+50.1% | 加碼 |
| Parametrica Management Ltd | 3,982 | $43.4 萬 | 0.32% | +3,982 | 新進 |
| Mount Yale Investment Advisors, LLC | 4,010 | $43.7 萬 | 0.05% | +4,010 | 新進 |
| Delphia (USA) Inc. | 4,009 | $43.7 萬 | 0.33% | +4,009 | 新進 |
| Sciencast Management LP | 4,574 | $43.8 萬 | 0.10% | +4,574 | 新進 |
| Asset Management Corp | 4,041 | $44.1 萬 | 0.27% | −2,875−41.6% | 減碼 |
| ExodusPoint Capital Management, LP | 4,063 | $44.3 萬 | 0.01% | −2,177−34.9% | 減碼 |
| Apollon Wealth Management, LLC | 4,100 | $44.7 萬 | 0.03% | +1,532+59.7% | 加碼 |
| Newbridge Financial Services Group, Inc. | 4,123 | $45.0 萬 | 0.22% | +1,680+68.8% | 加碼 |
| Western Wealth Management, LLC | 4,186 | $45.6 萬 | 0.02% | +2,570+159.0% | 加碼 |
| ProShare Advisors LLC | 4,185 | $45.7 萬 | 0.00% | −22−0.5% | 減碼 |
| RBF Capital, LLC | 4,000 | $45.7 萬 | 0.03% | +4,000 | 新進 |
| Advisory Research Inc | 4,196 | $45.8 萬 | 0.04% | −6,738−61.6% | 減碼 |
| Seaport Global Advisors, LLC | 4,257 | $46.4 萬 | 1.48% | +4,257 | 新進 |
| Bridgewater Associates, LP | 4,276 | $46.6 萬 | 0.00% | +4,276 | 新進 |
| Stephens Inc | 4,310 | $47.0 萬 | 0.01% | +1,656+62.4% | 加碼 |
| Storebrand Asset Management AS | 4,368 | $47.7 萬 | 0.00% | +3,527+419.4% | 加碼 |
| Charles Schwab Investment Advisory, Inc. | 4,371 | $47.7 萬 | 0.00% | −210−4.6% | 減碼 |
| Toroso Investments, LLC | 4,483 | $48.9 萬 | 0.01% | +2,275+103.0% | 加碼 |
| Lincoln National Corp | 4,604 | $50.3 萬 | 0.01% | −408−8.1% | 減碼 |
| Los Angeles Capital Management LLC | 4,607 | $50.3 萬 | 0.00% | +4,607 | 新進 |
| The PNC Financial Services Group, Inc. | 4,627 | $50.5 萬 | 0.00% | +487+11.8% | 加碼 |
| Donoghue Forlines LLC | 4,706 | $51.3 萬 | 0.11% | +1,781+60.9% | 加碼 |
| TrimTabs Asset Management, LLC | 4,706 | $51.3 萬 | 0.17% | +4,706 | 新進 |
| Nissay Asset Management Corp | 4,723 | $51.5 萬 | 0.00% | +2,214+88.2% | 加碼 |
| Principal Financial Group Inc | 4,759 | $51.9 萬 | 0.00% | −119−2.4% | 減碼 |
| Navalign, LLC | 7,329 | $52.7 萬 | 0.22% | +7,329 | 新進 |
| Quantbot Technologies LP | 4,847 | $52.8 萬 | 0.05% | +1,687+53.4% | 加碼 |
| Bank of Hawaii | 4,990 | $54.4 萬 | 0.03% | +4,990 | 新進 |
| Morse Asset Management, Inc | 5,030 | $54.9 萬 | 0.14% | +1,745+53.1% | 加碼 |
| Souders Financial Advisors | 5,089 | $55.5 萬 | 0.16% | +290+6.0% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 5,242 | $57.1 萬 | 0.05% | +1,016+24.0% | 加碼 |
| American Portfolios Advisors | 5,325 | $58.1 萬 | 0.02% | +588+12.4% | 加碼 |
| IFM Investors Pty Ltd | 5,361 | $58.5 萬 | 0.01% | +2,261+72.9% | 加碼 |
| Westpac Banking Corp | 5,375 | $58.6 萬 | 0.01% | +2,958+122.4% | 加碼 |
| JustInvest LLC | 5,395 | $58.9 萬 | 0.03% | +1,732+47.3% | 加碼 |
| Independent Solutions Wealth Management, LLC | 5,498 | $60.0 萬 | 0.15% | −118−2.1% | 減碼 |
| ACT Capital Management, LLC | 5,500 | $60.0 萬 | 0.63% | −100−1.8% | 減碼 |
| Caption Management, LLC | 5,500 | $60.0 萬 | 0.04% | +950+20.9% | 加碼 |
| Bridgewater Advisors Inc. | 5,504 | $60.0 萬 | 0.15% | +5,504 | 新進 |
| Public Employees Retirement Association of Colorado | 5,524 | $60.3 萬 | 0.00% | +2,534+84.7% | 加碼 |
| Xponance, Inc. | 5,553 | $60.6 萬 | 0.01% | +443+8.7% | 加碼 |
| Corton Capital Inc. | 5,711 | $62.3 萬 | 0.27% | +5,711 | 新進 |
| B. Riley Wealth Management, Inc. | 5,729 | $62.5 萬 | 0.05% | +2,220+63.3% | 加碼 |
| Graham Holdings Co | 5,846 | $63.8 萬 | 0.08% | 00.0% | 不變 |
| Skandinaviska Enskilda Banken AB (publ) | 5,900 | $64.4 萬 | 0.00% | +4,800+436.4% | 加碼 |
| Teamwork Financial Advisors, LLC | 6,076 | $66.3 萬 | 0.12% | +1,170+23.8% | 加碼 |
| Private Advisor Group, LLC | 6,185 | $67.5 萬 | 0.01% | +2,610+73.0% | 加碼 |
| Oregon Public Employees Retirement Fund | 6,215 | $67.8 萬 | 0.01% | +200+3.3% | 加碼 |
| Stratos Wealth Partners, LTD. | 6,231 | $68.0 萬 | 0.02% | +937+17.7% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 6,305 | $68.8 萬 | 0.01% | −9,400−59.9% | 減碼 |
| British Columbia Investment Management Corp | 6,326 | $69.0 萬 | 0.00% | +2,915+85.5% | 加碼 |
| Van Hulzen Asset Management, LLC | 6,370 | $69.5 萬 | 0.07% | +6,370 | 新進 |
| M Holdings Securities, Inc. | 6,407 | $69.9 萬 | 0.05% | +6,407 | 新進 |
| Utah Retirement Systems | 6,547 | $71.4 萬 | 0.01% | +100+1.6% | 加碼 |
| Baird Financial Group, Inc. | 6,603 | $72.0 萬 | 0.00% | +6,603 | 新進 |
| Jennison Associates LLC | 6,621 | $72.2 萬 | 0.00% | +6,621 | 新進 |
| Triumph Capital Management | 6,694 | $73.0 萬 | 0.32% | +1,937+40.7% | 加碼 |
| Orion Capital Management LLC | 6,960 | $75.9 萬 | 0.46% | +630+10.0% | 加碼 |
| Dark Forest Capital Management LP | 6,982 | $76.2 萬 | 0.18% | +6,982 | 新進 |
| Tairen Capital Ltd | 7,000 | $76.4 萬 | 0.10% | +7,000 | 新進 |
| HighTower Advisors, LLC | 6,991 | $76.5 萬 | 0.00% | +1,694+32.0% | 加碼 |
| Rockefeller Capital Management L.P. | 7,116 | $77.6 萬 | 0.00% | +3,151+79.5% | 加碼 |