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 13F 持有人
Upstart Holdings, Inc. 在 2022/6/30 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
- 347
- 較 2022 年第 1 季 −145 家
- 持有股數
- 3,709 萬
- 較 2022 年第 1 季 −341.3 萬 (−8.4%)
- 總市值
- $11.7 億
- 較 2022 年第 1 季 −$32.4 億 (−73.5%)
- 新進機構
- 42
- 另有 154 家加碼
- 清倉機構
- 187
- 另有 93 家減碼
另有 4 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 717 | $2.30 萬 | 0.00% | +717 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 780 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Hudock, Inc. | 812 | $2.50 萬 | 0.01% | +395+94.7% | 加碼 |
| Bellwether Advisors, LLC | 802 | $2.50 萬 | 0.01% | +800+40,000.0% | 加碼 |
| American International Group, Inc. | 840 | $2.70 萬 | 0.00% | −72−7.9% | 減碼 |
| TSFG, LLC | 1,011 | $3.20 萬 | 0.01% | −56−5.2% | 減碼 |
| Albion Financial Group | 1,000 | $3.20 萬 | 0.00% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 877 | $3.44 萬 | 0.00% | −55−5.9% | 減碼 |
| Baldwin Brothers Inc | 1,200 | $3.80 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,225 | $3.90 萬 | 0.00% | −392−24.2% | 減碼 |
| Seeyond | 1,251 | $3.90 萬 | 0.00% | −26−2.0% | 減碼 |
| Gables Capital Management Inc. | 1,275 | $4.00 萬 | 0.03% | −1,705−57.2% | 減碼 |
| Covestor Ltd | 1,348 | $4.30 萬 | 0.04% | +280+26.2% | 加碼 |
| GPS Wealth Strategies Group, LLC | 1,353 | $4.30 萬 | 0.01% | +1,063+366.6% | 加碼 |
| WR Wealth Planners, LLC | 1,388 | $4.39 萬 | 0.03% | +426+44.3% | 加碼 |
| Shell Asset Management Co | 1,449 | $4.60 萬 | 0.00% | +3+0.2% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 1,500 | $4.70 萬 | 0.00% | +1,500 | 新進 |
| Vestcor Inc | 1,565 | $4.90 萬 | 0.00% | +917+141.5% | 加碼 |
| Spire Wealth Management | 1,575 | $5.00 萬 | 0.00% | −682−30.2% | 減碼 |
| Macquarie Group Ltd | 1,653 | $5.20 萬 | 0.00% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 1,790 | $5.60 萬 | 0.00% | +300+20.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 1,807 | $5.70 萬 | 0.00% | −1,057−36.9% | 減碼 |
| Geneos Wealth Management Inc. | 1,818 | $5.90 萬 | 0.00% | +673+58.8% | 加碼 |
| Caption Management, LLC | 2,000 | $6.30 萬 | 0.01% | −3,500−63.6% | 減碼 |
| Freemont Management S.A. | 2,100 | $6.60 萬 | 0.01% | +1,050+100.0% | 加碼 |
| MetLife Investment Management | 2,118 | $6.70 萬 | 0.00% | −991−31.9% | 減碼 |
| American Portfolios Advisors | 2,309 | $7.30 萬 | 0.00% | −3,016−56.6% | 減碼 |
| Federation des caisses Desjardins du Quebec | 2,366 | $7.48 萬 | 0.00% | −1,291−35.3% | 減碼 |
| Hussman Strategic Advisors, Inc. | 2,600 | $8.20 萬 | 0.01% | 00.0% | 不變 |
| Captrust Financial Advisors | 2,584 | $8.20 萬 | 0.00% | +747+40.7% | 加碼 |
| AdvisorNet Financial, Inc | 2,747 | $8.70 萬 | 0.01% | +1,680+157.5% | 加碼 |
| Korea Investment CORP | 2,777 | $8.80 萬 | 0.00% | −128,423−97.9% | 減碼 |
| Daiwa Securities Group Inc. | 3,000 | $9.50 萬 | 0.00% | +1,200+66.7% | 加碼 |
| Umb Bank N A | 3,183 | $10.1 萬 | 0.00% | −502−13.6% | 減碼 |
| Gs Investments, Inc. | 4,000 | $10.2 萬 | 0.06% | +4,000 | 新進 |
| IFP Advisors, Inc | 3,207 | $11.0 萬 | 0.00% | −521−14.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 3,740 | $11.9 萬 | 0.00% | −887−19.2% | 減碼 |
| Russell Investments Group, Ltd. | 4,367 | $13.6 萬 | 0.00% | +2,644+153.5% | 加碼 |
| Arcadia Investment Management Corp | 4,477 | $14.2 萬 | 0.03% | +2,200+96.6% | 加碼 |
| Hexagon Capital Partners LLC | 4,500 | $14.2 萬 | 0.04% | +4,500 | 新進 |
| Advisors Asset Management, Inc. | 4,777 | $15.1 萬 | 0.00% | +4,777 | 新進 |
| Newbridge Financial Services Group, Inc. | 5,023 | $15.9 萬 | 0.10% | +900+21.8% | 加碼 |
| Dark Forest Capital Management LP | 5,176 | $16.4 萬 | 0.04% | −1,806−25.9% | 減碼 |
| Schonfeld Strategic Advisors LLC | 5,178 | $16.4 萬 | 0.00% | +5,178 | 新進 |
| DekaBank Deutsche Girozentrale | 5,211 | $16.5 萬 | 0.00% | −14,756−73.9% | 減碼 |
| Westpac Banking Corp | 5,329 | $16.9 萬 | 0.00% | −46−0.9% | 減碼 |
| Manchester Capital Management LLC | 5,387 | $17.0 萬 | 0.03% | +3,988+285.1% | 加碼 |
| Public Employees Retirement Association of Colorado | 5,524 | $17.5 萬 | 0.00% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 5,564 | $17.6 萬 | 0.01% | +2,159+63.4% | 加碼 |
| Tyler-Stone Wealth Management | 6,007 | $19.0 萬 | 0.13% | +3,060+103.8% | 加碼 |
| Stifel Financial Corp | 6,304 | $20.0 萬 | 0.00% | −2,801−30.8% | 減碼 |
| Orion Capital Management LLC | 6,610 | $20.9 萬 | 0.16% | −350−5.0% | 減碼 |
| Blueshift Asset Management, LLC | 6,629 | $21.0 萬 | 0.03% | +2,975+81.4% | 加碼 |
| Independent Financial Group, LLC | 6,769 | $21.4 萬 | 0.02% | +4,440+190.6% | 加碼 |
| Capital Impact Advisors, LLC | 6,798 | $21.5 萬 | 0.20% | −4,744−41.1% | 減碼 |
| Bridgewater Associates, LP | 6,910 | $21.8 萬 | 0.00% | +2,634+61.6% | 加碼 |
| Swedbank AB | 7,041 | $22.3 萬 | 0.00% | +7,041 | 新進 |
| Leonteq Securities AG | 7,238 | $22.9 萬 | 0.01% | +3,271+82.5% | 加碼 |
| Mezzasalma Advisors, LLC | 7,269 | $23.0 萬 | 0.19% | 00.0% | 不變 |
| Panagora Asset Management Inc | 7,348 | $23.2 萬 | 0.00% | +3,426+87.4% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 7,375 | $23.3 萬 | 0.09% | +7,375 | 新進 |
| Wellington Management Group LLP | 7,687 | $24.3 萬 | 0.00% | +7,687 | 新進 |
| Janus Henderson Group PLC | 7,716 | $24.4 萬 | 0.00% | +7,716 | 新進 |
| British Columbia Investment Management Corp | 7,798 | $24.7 萬 | 0.00% | +1,472+23.3% | 加碼 |
| Utah Retirement Systems | 7,847 | $24.8 萬 | 0.00% | +1,300+19.9% | 加碼 |
| GWM Advisors LLC | 7,959 | $25.2 萬 | 0.00% | +7,959 | 新進 |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $25.3 萬 | 0.12% | 00.0% | 不變 |
| Truist Financial Corp | 8,036 | $25.3 萬 | 0.00% | +4,934+159.1% | 加碼 |
| Squarepoint Ops LLC | 8,036 | $25.4 萬 | 0.00% | −9,601−54.4% | 減碼 |
| JustInvest LLC | 8,145 | $25.8 萬 | 0.01% | +2,750+51.0% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 8,205 | $25.9 萬 | 0.02% | +2,963+56.5% | 加碼 |
| Nissay Asset Management Corp | 8,203 | $25.9 萬 | 0.00% | +3,480+73.7% | 加碼 |
| Kestra Advisory Services, LLC | 8,459 | $26.7 萬 | 0.00% | −16,362−65.9% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 8,454 | $26.8 萬 | 0.01% | −9,960−54.1% | 減碼 |
| Harbour Investments, Inc. | 8,708 | $27.5 萬 | 0.02% | +8,708 | 新進 |
| D.A. Davidson & Co. | 8,831 | $27.9 萬 | 0.00% | −4,866−35.5% | 減碼 |
| Baird Financial Group, Inc. | 9,416 | $29.8 萬 | 0.00% | +2,813+42.6% | 加碼 |
| Cetera Advisor Networks LLC | 9,424 | $29.8 萬 | 0.00% | +5,719+154.4% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,504 | $30.1 萬 | 0.00% | +6,054+175.5% | 加碼 |
| Handelsbanken Fonder AB | 9,600 | $30.4 萬 | 0.00% | −26,971−73.7% | 減碼 |
| Teacher Retirement System of Texas | 9,645 | $30.5 萬 | 0.00% | +1,078+12.6% | 加碼 |
| Hilltop Holdings Inc. | 9,688 | $30.6 萬 | 0.04% | +9,688 | 新進 |
| Principal Financial Group Inc | 9,692 | $30.7 萬 | 0.00% | +4,933+103.7% | 加碼 |
| Cetera Investment Advisers | 9,761 | $30.9 萬 | 0.00% | +6,165+171.4% | 加碼 |
| Stratos Wealth Partners, LTD. | 9,836 | $31.1 萬 | 0.01% | +3,605+57.9% | 加碼 |
| Kercheville Advisors, LLC | 10,000 | $31.6 萬 | 0.21% | −1,780−15.1% | 減碼 |
| Bayesian Capital Management, LP | 10,000 | $31.6 萬 | 0.06% | +6,547+189.6% | 加碼 |
| Annandale Capital, LLC | 10,020 | $31.7 萬 | 0.13% | +10,020 | 新進 |
| Dimensional Fund Advisors LP | 10,149 | $32.1 萬 | 0.00% | +531+5.5% | 加碼 |
| Bridgewater Advisors Inc. | 10,537 | $33.3 萬 | 0.07% | +5,033+91.4% | 加碼 |
| Wedbush Securities Inc | 10,568 | $33.4 萬 | 0.02% | +1,431+15.7% | 加碼 |
| Mercer Global Advisors Inc | 10,616 | $33.6 萬 | 0.00% | −3,309−23.8% | 減碼 |
| Gladstone Institutional Advisory LLC | 10,751 | $34.0 萬 | 0.03% | −2,916−21.3% | 減碼 |
| Cutler Group LP | 11,101 | $35.1 萬 | 0.05% | −4,820−30.3% | 減碼 |
| Sigma Planning Corp | 11,296 | $35.7 萬 | 0.01% | +7,392+189.3% | 加碼 |
| USS Investment Management Ltd | 11,579 | $36.6 萬 | 0.00% | 00.0% | 不變 |
| Longitude (Cayman) Ltd. | 11,700 | $37.0 萬 | 0.74% | −300−2.5% | 減碼 |
| Versor Investments LP | 11,736 | $37.1 萬 | 0.01% | +11,736 | 新進 |
| Private Advisor Group, LLC | 12,230 | $38.7 萬 | 0.00% | +6,045+97.7% | 加碼 |
| Malaga Cove Capital, LLC | 12,881 | $40.5 萬 | 0.23% | +100+0.8% | 加碼 |