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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 2 季與 2022 年第 1 季比較

持有 Upstart Holdings, Inc. 的機構從 2022 年第 1 季到 2022 年第 2 季的變化。

2022 年第 2 季全部持有人2022 年第 1 季全部持有人

UPST 的 13F 持有人:2022 年第 1 季與 2022 年第 2 季比較
項目2022 年第 1 季其中尚未申報 2022 年第 2 季2022 年第 2 季變化
持有家數4964347−145
股數4,062 萬11.7 萬3,709 萬−341.3 萬 (−8.4%)
市值$44.3 億$1,274 萬$11.7 億−$32.4 億 (−73.5%)

4 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(42 家)

2022 年第 2 季季末持有 Upstart Holdings, Inc.、2022 年第 1 季季末沒有持有的機構。

2022 年第 2 季新進 UPST 的機構
機構股數市值佔組合 %
Coatue Management LLC大師Coatue2,362,290$7,470 萬0.90%
Arkadios Wealth Advisors76,154$240.8 萬0.36%
Optiver Holding B.V.71,705$226.8 萬0.00%
Mason Capital Management LLC61,600$194.8 萬0.69%
Andra AP-fonden57,100$180.6 萬0.05%
Zweig-DiMenna Associates LLC35,050$110.8 萬0.22%
Occudo Quantitative Strategies LP34,956$110.5 萬0.09%
Baader Bank INC33,027$104.4 萬0.10%
Ergoteles LLC27,501$87.0 萬0.03%
Eaton Vance Management13,970$44.2 萬0.00%
Strategic Wealth Advisors Group, LLC12,480$41.9 萬0.02%
Versor Investments LP11,736$37.1 萬0.01%
Annandale Capital, LLC10,020$31.7 萬0.13%
Hilltop Holdings Inc.9,688$30.6 萬0.04%
Harbour Investments, Inc.8,708$27.5 萬0.02%
GWM Advisors LLC7,959$25.2 萬0.00%
Janus Henderson Group PLC7,716$24.4 萬0.00%
Wellington Management Group LLP7,687$24.3 萬0.00%
Mitchell McLeod Pugh & Williams Inc7,375$23.3 萬0.09%
Swedbank AB7,041$22.3 萬0.00%
Schonfeld Strategic Advisors LLC5,178$16.4 萬0.00%
Advisors Asset Management, Inc.4,777$15.1 萬0.00%
Hexagon Capital Partners LLC4,500$14.2 萬0.04%
Gs Investments, Inc.4,000$10.2 萬0.06%
Migdal Insurance & Financial Holdings Ltd.1,500$4.70 萬0.00%
Banque Cantonale Vaudoise717$2.30 萬0.00%
SeaCrest Wealth Management, LLC512$1.60 萬0.00%
Founders Capital Management300$9,0000.01%
ACG Wealth205$6,0000.00%
Wagner Wealth Management, LLC160$5,0000.00%
CoreCap Advisors, LLC113$4,0000.00%
Gradient Investments LLC85$3,0000.00%
Pacifica Partners Inc.84$3,0000.00%
Bell Investment Advisors, Inc26$1,0000.00%
Venture Visionary Partners LLC17$5370.00%
Financial Synergies Wealth Advisors, Inc.2$640.00%
Capstone Investment Advisors, LLC3$00.00%
Capital Advisors, Ltd. LLC15$00.00%
FNY Investment Advisers, LLC20$00.00%
Iron Horse Wealth Management, LLC15$00.00%
Level Financial Advisors, Inc.5$00.00%
Brewin Dolphin Ltd14$00.00%

清倉機構(187 家)

2022 年第 1 季季末持有 Upstart Holdings, Inc.、2022 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 187 家。

2022 年第 2 季清倉 UPST 的機構
機構2022 年第 1 季股數2022 年第 1 季市值
Allianz Asset Management GmbH1,005,087$1.10 億
Artemis Investment Management LLP632,025$6,883 萬
Kuvari Partners LLP296,738$3,237 萬
Capital International Investors262,635$2,865 萬
Vestor Capital, LLC99,738$1,088 萬
Group One Trading, L.P.88,670$967.3 萬
Voloridge Investment Management, LLC82,905$904.4 萬
GAM Holding AG79,600$868.4 萬
Icapital Wealth LLC90,832$865.6 萬
First Trust Advisors LP60,338$658.2 萬
Atika Capital Management LLC60,100$655.6 萬
Trexquant Investment LP54,973$599.7 萬
Man Group plc50,631$552.3 萬
Advisor Resource Council45,065$491.6 萬
Polar Capital Holdings Plc41,350$451.1 萬
SEI Investments Co39,317$428.7 萬
Capital Fund Management S.A.38,987$425.3 萬
Two Sigma Securities, LLC38,099$415.6 萬
FORA Capital, LLC34,106$389.3 萬
HRT Financial LP31,891$347.8 萬
Simplex Trading, LLC26,690$291.1 萬
Paradiem, LLC29,956$273.1 萬
Railway Pension Investments Ltd23,234$253.5 萬
ClariVest Asset Management LLC21,406$233.6 萬
Bokf, NA20,382$222.3 萬
Swiss Life Asset Management Ltd18,463$201.4 萬
Cookson Peirce & Co Inc17,520$191.1 萬
Van Eck Associates Corp17,406$189.9 萬
Renaissance Capital LLC15,079$164.5 萬
Cerity Partners LLC14,470$157.9 萬
American Century Companies Inc13,549$147.8 萬
Qube Research & Technologies Ltd13,553$147.8 萬
Independent Advisor Alliance13,436$146.6 萬
EMJ Capital Ltd.13,000$141.8 萬
Alpha DNA Investment Management LLC11,437$124.6 萬
Inscription Capital, LLC11,000$120.0 萬
TD Asset Management Inc10,531$114.9 萬
Vista Finance, LLC9,341$101.9 萬
Oxbow Advisors, LLC9,255$101.0 萬
Atria Wealth Solutions, Inc.8,983$98.0 萬
Arrowstreet Capital, Limited Partnership8,630$94.1 萬
Gilder Gagnon Howe & Co LLC8,371$91.3 萬
Point72 Asset Management, L.P.7,888$86.1 萬
Level Four Advisory Services, LLC7,856$85.7 萬
Prelude Capital Management, LLC7,217$78.7 萬
HighTower Advisors, LLC6,991$76.5 萬
Tairen Capital Ltd7,000$76.4 萬
Jennison Associates LLC6,621$72.2 萬
M Holdings Securities, Inc.6,407$69.9 萬
Oregon Public Employees Retirement Fund6,215$67.8 萬
Teamwork Financial Advisors, LLC6,076$66.3 萬
Graham Holdings Co5,846$63.8 萬
B. Riley Wealth Management, Inc.5,729$62.5 萬
Corton Capital Inc.5,711$62.3 萬
Xponance, Inc.5,553$60.6 萬
ACT Capital Management, LLC5,500$60.0 萬
Independent Solutions Wealth Management, LLC5,498$60.0 萬
IFM Investors Pty Ltd5,361$58.5 萬
Souders Financial Advisors5,089$55.5 萬
Morse Asset Management, Inc5,030$54.9 萬
Bank of Hawaii4,990$54.4 萬
Navalign, LLC7,329$52.7 萬
TrimTabs Asset Management, LLC4,706$51.3 萬
Donoghue Forlines LLC4,706$51.3 萬
Lincoln National Corp4,604$50.3 萬
Los Angeles Capital Management LLC4,607$50.3 萬
Toroso Investments, LLC4,483$48.9 萬
Charles Schwab Investment Advisory, Inc.4,371$47.7 萬
Stephens Inc4,310$47.0 萬
Seaport Global Advisors, LLC4,257$46.4 萬
Advisory Research Inc4,196$45.8 萬
RBF Capital, LLC4,000$45.7 萬
ProShare Advisors LLC4,185$45.7 萬
Western Wealth Management, LLC4,186$45.6 萬
Apollon Wealth Management, LLC4,100$44.7 萬
ExodusPoint Capital Management, LP4,063$44.3 萬
Asset Management Corp4,041$44.1 萬
Sciencast Management LP4,574$43.8 萬
Mount Yale Investment Advisors, LLC4,010$43.7 萬
Delphia (USA) Inc.4,009$43.7 萬
Parametrica Management Ltd3,982$43.4 萬
Cypress Point Wealth Management, LLC3,942$43.0 萬
XR Securities LLC3,929$42.9 萬
Aft, Forsyth & Company, Inc.3,870$42.2 萬
IAM Advisory, LLC3,822$41.7 萬
Caisse de Depot Et Placement du Quebec3,800$41.5 萬
Titus Wealth Management3,771$41.1 萬
Kaizen Financial Strategies3,725$40.6 萬
Harbour Capital Advisors, LLC3,535$38.6 萬
Flagship Harbor Advisors, LLC3,538$38.6 萬
Lazard Asset Management LLC3,536$38.5 萬
Nwam LLC3,527$38.5 萬
Park Avenue Securities LLC3,520$38.4 萬
KG&L Capital Management,LLC3,523$38.4 萬
Wealth Advisors, Inc.3,477$37.9 萬
Paloma Partners Management Co3,466$37.8 萬
CIBC Asset Management Inc3,443$37.6 萬
Keudell/Morrison Wealth Management3,450$37.6 萬
Washburn Capital Management, Inc.3,440$37.5 萬
Maryland State Retirement & Pension System3,435$37.5 萬

尚未申報 2022 年第 2 季的機構(4 家)

2022 年第 1 季季末持有 Upstart Holdings, Inc.、還沒有申報 2022 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2022 年第 1 季持有 UPST、尚未申報 2022 年第 2 季的機構
機構2022 年第 1 季股數2022 年第 1 季市值
Parametric Portfolio Associates LLC105,620$1,152 萬
Amalgamated Financial Corp.10,881$118.7 萬
SJS Investment Consulting Inc.233$2.50 萬
Holloway Wealth Management, LLC–$9,000