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 |
|---|---|---|---|---|---|
| Prelude Capital Management, LLC | 7,217 | $78.7 萬 | 0.04% | +7,217 | 新進 |
| Mezzasalma Advisors, LLC | 7,269 | $79.3 萬 | 0.49% | −710−8.9% | 減碼 |
| Ensign Peak Advisors, Inc | 7,690 | $83.9 萬 | 0.00% | −95−1.2% | 減碼 |
| Level Four Advisory Services, LLC | 7,856 | $85.7 萬 | 0.07% | +4,150+112.0% | 加碼 |
| Point72 Asset Management, L.P. | 7,888 | $86.1 萬 | 0.00% | +7,888 | 新進 |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $87.2 萬 | 0.35% | 00.0% | 不變 |
| Gilder Gagnon Howe & Co LLC | 8,371 | $91.3 萬 | 0.01% | +3,095+58.7% | 加碼 |
| Creative Planning | 8,454 | $92.2 萬 | 0.00% | +6,275+288.0% | 加碼 |
| Teacher Retirement System of Texas | 8,567 | $93.5 萬 | 0.00% | +4,837+129.7% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 8,630 | $94.1 萬 | 0.00% | +8,630 | 新進 |
| Valeo Financial Advisors, LLC | 8,654 | $94.4 萬 | 0.05% | +4,180+93.4% | 加碼 |
| Toronto Dominion Bank | 8,773 | $95.7 萬 | 0.00% | −56,059−86.5% | 減碼 |
| Nomura Asset Management Co Ltd | 8,810 | $96.1 萬 | 0.01% | −4,970−36.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 8,934 | $97.5 萬 | 0.01% | +8,226+1,161.9% | 加碼 |
| Atria Wealth Solutions, Inc. | 8,983 | $98.0 萬 | 0.02% | +8,983 | 新進 |
| Stifel Financial Corp | 9,105 | $99.2 萬 | 0.00% | +2,627+40.6% | 加碼 |
| Cubist Systematic Strategies, LLC | 9,125 | $99.5 萬 | 0.01% | +4,105+81.8% | 加碼 |
| Wedbush Securities Inc | 9,137 | $99.7 萬 | 0.05% | +434+5.0% | 加碼 |
| Oxbow Advisors, LLC | 9,255 | $101.0 萬 | 0.10% | +4,050+77.8% | 加碼 |
| Vista Finance, LLC | 9,341 | $101.9 萬 | 1.51% | +3,950+73.3% | 加碼 |
| Perigon Wealth Management, LLC | 9,468 | $103.3 萬 | 0.07% | +9,468 | 新進 |
| MML Investors Services, LLC | 9,597 | $104.7 萬 | 0.01% | +6,907+256.8% | 加碼 |
| Dimensional Fund Advisors LP | 9,618 | $104.9 萬 | 0.00% | +6,171+179.0% | 加碼 |
| Vontobel Holding Ltd. | 9,542 | $108.9 萬 | 0.01% | −7,150−42.8% | 減碼 |
| TD Asset Management Inc | 10,531 | $114.9 萬 | 0.00% | +1,525+16.9% | 加碼 |
| Wolff Wiese Magana LLC | 10,737 | $117.1 萬 | 0.78% | +6,178+135.5% | 加碼 |
| Prospera Financial Services Inc | 10,865 | $118.5 萬 | 0.05% | +3,993+58.1% | 加碼 |
| Amalgamated Bank | 10,881 | $118.7 萬 | 0.01% | +1,292+13.5% | 加碼 |
| Amalgamated Financial Corp. | 10,881 | $118.7 萬 | 0.01% | +10,881 | 新進 |
| Inscription Capital, LLC | 11,000 | $120.0 萬 | 0.34% | +5,750+109.5% | 加碼 |
| FMR LLC | 11,374 | $124.0 萬 | 0.00% | +3,688+48.0% | 加碼 |
| Arizona State Retirement System | 11,407 | $124.4 萬 | 0.01% | +6,113+115.5% | 加碼 |
| Alpha DNA Investment Management LLC | 11,437 | $124.6 萬 | 0.89% | +11,437 | 新進 |
| SG Americas Securities, LLC | 11,454 | $125.0 萬 | 0.01% | +3,610+46.0% | 加碼 |
| Capital Impact Advisors, LLC | 11,542 | $125.9 萬 | 0.92% | +11,542 | 新進 |
| USS Investment Management Ltd | 11,579 | $126.3 萬 | 0.01% | +11,579 | 新進 |
| Kercheville Advisors, LLC | 11,780 | $128.5 萬 | 0.61% | +6,535+124.6% | 加碼 |
| Envestnet Asset Management Inc | 11,811 | $128.8 萬 | 0.00% | +9,898+517.4% | 加碼 |
| Gotham Asset Management, LLC | 11,969 | $130.6 萬 | 0.04% | +11,969 | 新進 |
| Longitude (Cayman) Ltd. | 12,000 | $130.9 萬 | 1.43% | +3,700+44.6% | 加碼 |
| Malaga Cove Capital, LLC | 12,781 | $139.4 萬 | 0.64% | +2,231+21.1% | 加碼 |
| EMJ Capital Ltd. | 13,000 | $141.8 萬 | 4.32% | +13,000 | 新進 |
| Synergy Financial Group, LTD | 13,089 | $142.8 萬 | 1.50% | +3,283+33.5% | 加碼 |
| Independent Advisor Alliance | 13,436 | $146.6 萬 | 0.07% | +13,436 | 新進 |
| American Century Companies Inc | 13,549 | $147.8 萬 | 0.00% | +5,429+66.9% | 加碼 |
| Qube Research & Technologies Ltd | 13,553 | $147.8 萬 | 0.01% | +13,553 | 新進 |
| Gladstone Institutional Advisory LLC | 13,667 | $149.1 萬 | 0.10% | −12,359−47.5% | 減碼 |
| D.A. Davidson & Co. | 13,697 | $149.4 萬 | 0.02% | +5,333+63.8% | 加碼 |
| Mercer Global Advisors Inc | 13,925 | $151.9 萬 | 0.01% | −305−2.1% | 減碼 |
| Cerity Partners LLC | 14,470 | $157.9 萬 | 0.02% | +10,370+252.9% | 加碼 |
| CIBC World Markets Inc. | 14,496 | $158.1 萬 | 0.01% | +9,169+172.1% | 加碼 |
| Asset Management One Co.,Ltd. | 14,795 | $161.3 萬 | 0.01% | +5,924+66.8% | 加碼 |
| Victory Capital Management Inc | 21,665 | $162.5 萬 | 0.00% | −12,607−36.8% | 減碼 |
| Renaissance Capital LLC | 15,079 | $164.5 萬 | 0.70% | −3,514−18.9% | 減碼 |
| Verition Fund Management LLC | 15,380 | $167.8 萬 | 0.03% | +4,418+40.3% | 加碼 |
| GMT Capital Corp | 15,700 | $171.3 萬 | 0.11% | +15,700 | 新進 |
| Cutler Group LP | 15,921 | $173.6 萬 | 0.16% | −32,882−67.4% | 減碼 |
| Griffin Asset Management, Inc. | 16,511 | $180.1 萬 | 0.23% | +4,764+40.6% | 加碼 |
| Riggs Asset Managment Co. Inc. | 17,296 | $188.7 萬 | 0.55% | +17,294+864,700.0% | 加碼 |
| Van Eck Associates Corp | 17,406 | $189.9 萬 | 0.00% | +6,531+60.1% | 加碼 |
| Kore Private Wealth LLC | 17,500 | $190.9 萬 | 0.24% | −1,254−6.7% | 減碼 |
| Cookson Peirce & Co Inc | 17,520 | $191.1 萬 | 0.11% | +17,520 | 新進 |
| Squarepoint Ops LLC | 17,637 | $192.4 萬 | 0.01% | −1,240−6.6% | 減碼 |
| US Bancorp | 17,672 | $192.8 萬 | 0.00% | −422−2.3% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 18,414 | $201.1 萬 | 0.03% | +6,383+53.1% | 加碼 |
| Swiss Life Asset Management Ltd | 18,463 | $201.4 萬 | 0.03% | +14,382+352.4% | 加碼 |
| Centiva Capital, LP | 18,810 | $205.2 萬 | 0.12% | +18,810 | 新進 |
| TCI Wealth Advisors, Inc. | 19,266 | $210.1 萬 | 0.31% | +467+2.5% | 加碼 |
| Traynor Capital Management, Inc. | 19,420 | $211.8 萬 | 0.27% | +19,420 | 新進 |
| Citadel Advisors LLC | 19,423 | $211.9 萬 | 0.00% | −267,049−93.2% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 19,983 | $218.0 萬 | 0.00% | +8,003+66.8% | 加碼 |
| AtonRa Partners | 20,084 | $219.1 萬 | 1.19% | −6,449−24.3% | 減碼 |
| Advisory Services Network, LLC | 20,098 | $219.2 萬 | 0.06% | +7,825+63.8% | 加碼 |
| Bokf, NA | 20,382 | $222.3 萬 | 0.04% | +15,873+352.0% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 20,835 | $227.3 萬 | 0.01% | +11,283+118.1% | 加碼 |
| DekaBank Deutsche Girozentrale | 19,967 | $228.7 萬 | 0.01% | +12,921+183.4% | 加碼 |
| ClariVest Asset Management LLC | 21,406 | $233.6 萬 | 0.09% | +21,406 | 新進 |
| Ieq Capital, LLC | 21,563 | $235.2 萬 | 0.06% | +4,890+29.3% | 加碼 |
| IMC-Chicago, LLC | 21,863 | $238.5 萬 | 0.12% | +21,863 | 新進 |
| Alliancebernstein L.P. | 22,905 | $249.9 萬 | 0.00% | +1,623+7.6% | 加碼 |
| Railway Pension Investments Ltd | 23,234 | $253.5 萬 | 0.02% | 00.0% | 不變 |
| Voya Investment Management LLC | 23,347 | $254.7 萬 | 0.01% | +692+3.1% | 加碼 |
| Maxi Investments CY Ltd | 23,850 | $260.2 萬 | 1.53% | +21,800+1,063.4% | 加碼 |
| Walleye Trading LLC | 24,102 | $262.9 萬 | 0.05% | +9,228+62.0% | 加碼 |
| Rafferty Asset Management, LLC | 24,640 | $268.8 萬 | 0.02% | +577+2.4% | 加碼 |
| State of New Jersey Common Pension Fund D | 24,786 | $270.4 萬 | 0.01% | +11,206+82.5% | 加碼 |
| Kestra Advisory Services, LLC | 24,821 | $270.8 萬 | 0.03% | +11,284+83.4% | 加碼 |
| Public Employees Retirement System of Ohio | 24,975 | $272.5 萬 | 0.01% | +392+1.6% | 加碼 |
| Virtu Financial LLC | 25,028 | $273.0 萬 | 0.20% | +9,852+64.9% | 加碼 |
| Paradiem, LLC | 29,956 | $273.1 萬 | 0.90% | +714+2.4% | 加碼 |
| National Asset Management, Inc. | 25,855 | $282.1 萬 | 0.09% | +17,396+205.7% | 加碼 |
| Simplex Trading, LLC | 26,690 | $291.1 萬 | 0.09% | −60,161−69.3% | 減碼 |
| Treasurer of the State of North Carolina | 26,942 | $293.9 萬 | 0.02% | +10,413+63.0% | 加碼 |
| Natixis | 29,108 | $317.5 萬 | 0.01% | −11,690−28.7% | 減碼 |
| State of Wisconsin Investment Board | 29,651 | $323.5 萬 | 0.01% | +12,114+69.1% | 加碼 |
| Steadfast Capital Management LP | 30,000 | $327.3 萬 | 0.07% | +30,000 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 30,281 | $330.3 萬 | 0.01% | +24,155+394.3% | 加碼 |
| Ci Investments Inc. | 31,290 | $341.3 萬 | 0.01% | −60.0% | 減碼 |
| HRT Financial LP | 31,891 | $347.8 萬 | 0.02% | +10,537+49.3% | 加碼 |
| AE Wealth Management LLC | 33,021 | $360.2 萬 | 0.02% | +18,733+131.1% | 加碼 |