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 |
|---|---|---|---|---|---|
| Creative Planning | 13,000 | $41.1 萬 | 0.00% | +4,546+53.8% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 13,010 | $41.1 萬 | 0.00% | +7,110+120.5% | 加碼 |
| Envestnet Asset Management Inc | 13,118 | $41.5 萬 | 0.00% | +1,307+11.1% | 加碼 |
| Strategic Wealth Advisors Group, LLC | 12,480 | $41.9 萬 | 0.02% | +12,480 | 新進 |
| Verition Fund Management LLC | 13,355 | $42.2 萬 | 0.01% | −2,025−13.2% | 減碼 |
| Perigon Wealth Management, LLC | 13,360 | $42.2 萬 | 0.04% | +3,892+41.1% | 加碼 |
| CIBC World Markets Inc. | 13,572 | $42.9 萬 | 0.00% | −924−6.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 13,608 | $43.0 萬 | 0.00% | −73,796−84.4% | 減碼 |
| Voya Investment Management LLC | 13,775 | $43.6 萬 | 0.00% | −9,572−41.0% | 減碼 |
| Amalgamated Bank | 13,805 | $43.7 萬 | 0.00% | +2,924+26.9% | 加碼 |
| Eaton Vance Management | 13,970 | $44.2 萬 | 0.00% | +13,970 | 新進 |
| FMR LLC | 14,056 | $44.4 萬 | 0.00% | +2,682+23.6% | 加碼 |
| Prospera Financial Services Inc | 14,067 | $44.5 萬 | 0.02% | +3,202+29.5% | 加碼 |
| MML Investors Services, LLC | 14,524 | $45.9 萬 | 0.00% | +4,927+51.3% | 加碼 |
| Valeo Financial Advisors, LLC | 14,874 | $47.0 萬 | 0.03% | +6,220+71.9% | 加碼 |
| National Asset Management, Inc. | 14,973 | $47.4 萬 | 0.02% | −10,882−42.1% | 減碼 |
| Toronto Dominion Bank | 15,002 | $47.4 萬 | 0.00% | +6,229+71.0% | 加碼 |
| Synergy Financial Group, LTD | 15,202 | $48.1 萬 | 0.75% | +2,113+16.1% | 加碼 |
| Nisa Investment Advisors, LLC | 15,200 | $48.1 萬 | 0.00% | +13,100+623.8% | 加碼 |
| Nomura Asset Management Co Ltd | 15,610 | $49.4 萬 | 0.00% | +6,800+77.2% | 加碼 |
| Riggs Asset Managment Co. Inc. | 15,612 | $49.4 萬 | 0.20% | −1,684−9.7% | 減碼 |
| Citadel Advisors LLC | 15,689 | $49.6 萬 | 0.00% | −3,734−19.2% | 減碼 |
| GMT Capital Corp | 15,700 | $49.6 萬 | 0.03% | 00.0% | 不變 |
| Storebrand Asset Management AS | 16,105 | $50.9 萬 | 0.00% | +11,737+268.7% | 加碼 |
| HAP Trading, LLC | 16,123 | $51.0 萬 | 0.06% | −32,530−66.9% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 16,205 | $51.2 萬 | 0.01% | +9,900+157.0% | 加碼 |
| Van Hulzen Asset Management, LLC | 16,758 | $53.0 萬 | 0.06% | +10,388+163.1% | 加碼 |
| Ieq Capital, LLC | 16,815 | $53.2 萬 | 0.02% | −4,748−22.0% | 減碼 |
| Victory Capital Management Inc | 17,002 | $53.8 萬 | 0.00% | −4,663−21.5% | 減碼 |
| AE Wealth Management LLC | 17,091 | $54.0 萬 | 0.00% | −15,930−48.2% | 減碼 |
| Natixis | 17,099 | $54.1 萬 | 0.00% | −12,009−41.3% | 減碼 |
| Kore Private Wealth LLC | 17,500 | $55.3 萬 | 0.09% | 00.0% | 不變 |
| US Bancorp | 17,548 | $55.5 萬 | 0.00% | −124−0.7% | 減碼 |
| Vontobel Holding Ltd. | 17,264 | $55.6 萬 | 0.01% | +7,722+80.9% | 加碼 |
| Griffin Asset Management, Inc. | 17,659 | $55.8 萬 | 0.09% | +1,148+7.0% | 加碼 |
| Asset Management One Co.,Ltd. | 17,784 | $56.2 萬 | 0.00% | +2,989+20.2% | 加碼 |
| Arizona State Retirement System | 18,768 | $59.3 萬 | 0.01% | +7,361+64.5% | 加碼 |
| Triumph Capital Management | 19,110 | $60.4 萬 | 0.32% | +12,416+185.5% | 加碼 |
| Kamunting Street Capital Management, L.P. | 22,406 | $70.8 萬 | 1.16% | −11,454−33.8% | 減碼 |
| Aviva PLC | 23,208 | $73.4 萬 | 0.00% | +20,235+680.6% | 加碼 |
| Rafferty Asset Management, LLC | 23,710 | $75.0 萬 | 0.01% | −930−3.8% | 減碼 |
| Neuberger Berman Group LLC | 23,911 | $75.6 萬 | 0.00% | −36,129−60.2% | 減碼 |
| Tower Research Capital LLC (TRC) | 24,794 | $78.3 萬 | 0.02% | +15,860+177.5% | 加碼 |
| Ergoteles LLC | 27,501 | $87.0 萬 | 0.03% | +27,501 | 新進 |
| AtonRa Partners | 27,871 | $88.1 萬 | 0.81% | +7,787+38.8% | 加碼 |
| TCI Wealth Advisors, Inc. | 28,875 | $91.3 萬 | 0.14% | +9,609+49.9% | 加碼 |
| Centiva Capital, LP | 29,593 | $93.6 萬 | 0.05% | +10,783+57.3% | 加碼 |
| Maxi Investments CY Ltd | 30,100 | $95.2 萬 | 0.68% | +6,250+26.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 30,990 | $98.0 萬 | 0.00% | +11,007+55.1% | 加碼 |
| Treasurer of the State of North Carolina | 31,043 | $98.2 萬 | 0.01% | +4,101+15.2% | 加碼 |
| Ci Investments Inc. | 31,294 | $99.0 萬 | 0.00% | +40.0% | 加碼 |
| Advisor Group Holdings, Inc. | 31,981 | $101.3 萬 | 0.00% | −11,016−25.6% | 減碼 |
| Royal Bank of Canada | 32,342 | $102.3 萬 | 0.00% | −9,948−23.5% | 減碼 |
| National Bank of Canada | 32,458 | $102.7 萬 | 0.01% | +31,632+3,829.5% | 加碼 |
| Alliancebernstein L.P. | 32,550 | $102.9 萬 | 0.00% | +9,645+42.1% | 加碼 |
| BIT Capital GmbH | 32,639 | $103.2 萬 | 0.15% | −1,146,271−97.2% | 減碼 |
| Baader Bank INC | 33,027 | $104.4 萬 | 0.10% | +33,027 | 新進 |
| Occudo Quantitative Strategies LP | 34,956 | $110.5 萬 | 0.09% | +34,956 | 新進 |
| Zweig-DiMenna Associates LLC | 35,050 | $110.8 萬 | 0.22% | +35,050 | 新進 |
| Coastal Bridge Advisors, LLC | 35,688 | $112.8 萬 | 0.35% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 36,112 | $114.1 萬 | 0.00% | +15,277+73.3% | 加碼 |
| Walleye Trading LLC | 36,282 | $114.7 萬 | 0.03% | +12,180+50.5% | 加碼 |
| Public Employees Retirement System of Ohio | 36,538 | $115.5 萬 | 0.00% | +11,563+46.3% | 加碼 |
| Advisory Services Network, LLC | 37,184 | $117.6 萬 | 0.04% | +17,086+85.0% | 加碼 |
| Ensign Peak Advisors, Inc | 37,460 | $118.4 萬 | 0.00% | +29,770+387.1% | 加碼 |
| Virtu Financial LLC | 37,927 | $119.9 萬 | 0.10% | +12,899+51.5% | 加碼 |
| Wolverine Trading, LLC | 38,726 | $124.7 萬 | 0.04% | −26,859−41.0% | 減碼 |
| Gotham Asset Management, LLC | 39,439 | $124.7 萬 | 0.04% | +27,470+229.5% | 加碼 |
| State of Wisconsin Investment Board | 40,027 | $126.6 萬 | 0.00% | +10,376+35.0% | 加碼 |
| Rockefeller Capital Management L.P. | 40,448 | $127.8 萬 | 0.01% | +33,332+468.4% | 加碼 |
| Parallax Volatility Advisers, L.P. | 40,610 | $128.4 萬 | 0.00% | −80,653−66.5% | 減碼 |
| Wolverine Asset Management LLC | 40,874 | $129.2 萬 | 0.02% | −35,029−46.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 41,305 | $130.6 萬 | 0.01% | +946+2.3% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 43,059 | $136.2 萬 | 0.01% | +12,778+42.2% | 加碼 |
| Price T Rowe Associates Inc | 43,606 | $137.9 萬 | 0.00% | +7,362+20.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 50,821 | $160.7 萬 | 0.01% | +26,035+105.0% | 加碼 |
| Andra AP-fonden | 57,100 | $180.6 萬 | 0.05% | +57,100 | 新進 |
| Invesco Ltd. | 57,880 | $182.9 萬 | 0.00% | +24,164+71.7% | 加碼 |
| IMC-Chicago, LLC | 59,053 | $186.7 萬 | 0.18% | +37,190+170.1% | 加碼 |
| Bordeaux Wealth Advisors LLC | 60,000 | $189.7 萬 | 1.31% | 00.0% | 不變 |
| Ameriprise Financial Inc | 61,791 | $192.0 萬 | 0.00% | −9,829−13.7% | 減碼 |
| Mason Capital Management LLC | 61,600 | $194.8 萬 | 0.69% | +61,600 | 新進 |
| Cubist Systematic Strategies, LLC | 63,381 | $200.4 萬 | 0.01% | +54,256+594.6% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 65,911 | $208.4 萬 | 0.01% | +26,692+68.1% | 加碼 |
| Wells Fargo & Company | 70,132 | $221.8 萬 | 0.00% | −1,648−2.3% | 減碼 |
| Jane Street Group, LLC | 70,287 | $222.2 萬 | 0.00% | −245,746−77.8% | 減碼 |
| Rhumbline Advisers | 70,262 | $222.2 萬 | 0.00% | +25,666+57.6% | 加碼 |
| Optiver Holding B.V. | 71,705 | $226.8 萬 | 0.00% | +71,705 | 新進 |
| New York State Common Retirement Fund | 76,012 | $240.3 萬 | 0.00% | +22,912+43.1% | 加碼 |
| Arkadios Wealth Advisors | 76,154 | $240.8 萬 | 0.36% | +76,154 | 新進 |
| WMG Financial Advisors, LLC | 79,328 | $250.5 萬 | 2.17% | +39,303+98.2% | 加碼 |
| First Republic Investment Management, Inc. | 83,518 | $264.1 萬 | 0.01% | −41,678−33.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 84,440 | $267.0 萬 | 0.01% | +35,957+74.2% | 加碼 |
| Raymond James & Associates | 85,865 | $271.5 萬 | 0.00% | +34,810+68.2% | 加碼 |
| Banque Pictet & Cie SA | 86,500 | $273.5 萬 | 0.03% | +6,500+8.1% | 加碼 |
| GFG Capital, LLC | 89,482 | $283.0 萬 | 0.86% | +7,001+8.5% | 加碼 |
| Millennium Management LLC | 93,243 | $294.8 萬 | 0.00% | −79,655−46.1% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 93,525 | $295.7 萬 | 0.01% | 00.0% | 不變 |
| LPL Financial LLC | 93,536 | $295.8 萬 | 0.00% | −7,894−7.8% | 減碼 |
| Susquehanna International Group, LLP | 97,683 | $308.9 萬 | 0.01% | −754,336−88.5% | 減碼 |