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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 97,986 | $310.1 萬 | 0.00% | +31,281+46.9% | 加碼 |
| Credit Suisse AG | 98,214 | $310.5 萬 | 0.00% | +25,845+35.7% | 加碼 |
| Deutsche Bank AG | 98,268 | $310.6 萬 | 0.00% | −78,384−44.4% | 減碼 |
| Pictet Asset Management SA | 100,033 | $316.3 萬 | 0.00% | +4,249+4.4% | 加碼 |
| Liontrust Investment Partners LLP | 110,000 | $347.8 萬 | 0.05% | +25,000+29.4% | 加碼 |
| SG Americas Securities, LLC | 114,237 | $361.2 萬 | 0.05% | +102,783+897.4% | 加碼 |
| Nordea Investment Management AB | 122,965 | $371.7 萬 | 0.01% | +1,804+1.5% | 加碼 |
| California State Teachers Retirement System | 118,379 | $374.3 萬 | 0.01% | +44,904+61.1% | 加碼 |
| California Public Employees Retirement System | 118,457 | $374.6 萬 | 0.00% | +22,922+24.0% | 加碼 |
| Commonwealth Equity Services, LLC | 135,305 | $427.8 萬 | 0.01% | +31,123+29.9% | 加碼 |
| Traynor Capital Management, Inc. | 136,565 | $431.8 萬 | 0.75% | +117,145+603.2% | 加碼 |
| Waverton Investment Management Ltd | 141,623 | $447.8 萬 | 0.17% | +84,063+146.0% | 加碼 |
| Bank of Montreal | 99,711 | $458.6 萬 | 0.00% | −17,384−14.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 155,698 | $492.3 萬 | 0.00% | +56,957+57.7% | 加碼 |
| UBS Asset Management Americas Inc | 155,840 | $492.8 萬 | 0.00% | +52,288+50.5% | 加碼 |
| La Financiere de L'Echiquier | 157,000 | $496.5 萬 | 0.29% | −240,024−60.5% | 減碼 |
| UBS Group AG | 164,335 | $519.7 萬 | 0.00% | −6,706−3.9% | 減碼 |
| Citigroup Inc | 166,498 | $526.5 萬 | 0.01% | +97,997+143.1% | 加碼 |
| Carnegie Capital Asset Management, LLC | 185,425 | $586.3 萬 | 0.26% | +2,084+1.1% | 加碼 |
| Nomura Holdings Inc | 179,412 | $589.6 萬 | 0.05% | +72,829+68.3% | 加碼 |
| Nuveen Asset Management, LLC | 187,148 | $591.8 萬 | 0.00% | −56,795−23.3% | 減碼 |
| Consolidated Investment Group LLC | 199,200 | $629.9 萬 | 1.20% | 00.0% | 不變 |
| Renaissance Technologies LLC | 213,800 | $676.0 萬 | 0.01% | +179,700+527.0% | 加碼 |
| Bank of New York Mellon Corp | 239,967 | $758.9 萬 | 0.00% | +67,849+39.4% | 加碼 |
| Barclays PLC | 241,261 | $762.9 萬 | 0.01% | −63,555−20.9% | 減碼 |
| Twin Tree Management, LP | 264,317 | $835.8 萬 | 0.16% | +192,410+267.6% | 加碼 |
| Charles Schwab Investment Management Inc | 289,224 | $914.6 萬 | 0.00% | +19,216+7.1% | 加碼 |
| Fred Alger Management, LLC | 311,476 | $984.9 萬 | 0.05% | −1,553,967−83.3% | 減碼 |
| JPMorgan Chase & Co | 325,723 | $1,030 萬 | 0.00% | +77,961+31.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 330,863 | $1,046 萬 | 0.03% | −68,574−17.2% | 減碼 |
| Legal & General Group Plc | 332,004 | $1,050 萬 | 0.00% | +137,828+71.0% | 加碼 |
| Marshall Wace, LLP | 345,490 | $1,092 萬 | 0.02% | +343,654+18,717.5% | 加碼 |
| Amundi | 456,300 | $1,103 萬 | 0.01% | −122,418−21.2% | 減碼 |
| Steadfast Capital Management LP | 377,952 | $1,195 萬 | 0.27% | +347,952+1,159.8% | 加碼 |
| Northern Trust Corp | 419,944 | $1,328 萬 | 0.00% | −13,299−3.1% | 減碼 |
| Goldman Sachs Group Inc | 559,932 | $1,771 萬 | 0.01% | +335,271+149.2% | 加碼 |
| Geode Capital Management, LLC | 787,799 | $2,488 萬 | 0.00% | +104,939+15.4% | 加碼 |
| Norges Bank | 810,022 | $2,561 萬 | 0.01% | +403,605+99.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 996,524 | $3,151 萬 | 0.08% | −60,634−5.7% | 減碼 |
| State Street Corp | 1,319,132 | $4,171 萬 | 0.00% | +353,154+36.6% | 加碼 |
| Bank of America Corp | 1,408,945 | $4,455 萬 | 0.01% | +224,775+19.0% | 加碼 |
| Coatue Management LLC大師Coatue | 2,362,290 | $7,470 萬 | 0.90% | +2,362,290 | 新進 |
| BlackRock Inc. | 3,073,847 | $9,719 萬 | 0.00% | +717,966+30.5% | 加碼 |
| Vulcan Value Partners, LLC | 3,996,381 | $1.26 億 | 1.24% | −3,244,826−44.8% | 減碼 |
| Morgan Stanley | 4,231,009 | $1.34 億 | 0.02% | +614,648+17.0% | 加碼 |
| Vanguard Group Inc | 6,058,614 | $1.92 億 | 0.01% | +236,404+4.1% | 加碼 |
| Westside Investment Management, Inc. | 4,904 | – | – | +1,345+37.8% | 加碼 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −1,005,087−100.0% | 清倉 |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −632,025−100.0% | 清倉 |
| Kuvari Partners LLP | 0 | $0 | 0.00% | −296,738−100.0% | 清倉 |
| Capital International Investors | 0 | $0 | 0.00% | −262,635−100.0% | 清倉 |
| Vestor Capital, LLC | 0 | $0 | 0.00% | −99,738−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −88,670−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −82,905−100.0% | 清倉 |
| GAM Holding AG | 0 | $0 | 0.00% | −79,600−100.0% | 清倉 |
| Icapital Wealth LLC | 0 | $0 | 0.00% | −90,832−100.0% | 清倉 |
| First Trust Advisors LP | 0 | $0 | 0.00% | −60,338−100.0% | 清倉 |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −60,100−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −54,973−100.0% | 清倉 |
| Man Group plc | 0 | $0 | 0.00% | −50,631−100.0% | 清倉 |
| Advisor Resource Council | 0 | $0 | 0.00% | −45,065−100.0% | 清倉 |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −41,350−100.0% | 清倉 |
| SEI Investments Co | 0 | $0 | 0.00% | −39,317−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −38,987−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −38,099−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −34,106−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −31,891−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −26,690−100.0% | 清倉 |
| Paradiem, LLC | 0 | $0 | 0.00% | −29,956−100.0% | 清倉 |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −23,234−100.0% | 清倉 |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −21,406−100.0% | 清倉 |
| Bokf, NA | 0 | $0 | 0.00% | −20,382−100.0% | 清倉 |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −18,463−100.0% | 清倉 |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −17,520−100.0% | 清倉 |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −17,406−100.0% | 清倉 |
| Renaissance Capital LLC | 0 | $0 | 0.00% | −15,079−100.0% | 清倉 |
| Cerity Partners LLC | 0 | $0 | 0.00% | −14,470−100.0% | 清倉 |
| American Century Companies Inc | 0 | $0 | 0.00% | −13,549−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −13,553−100.0% | 清倉 |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −13,436−100.0% | 清倉 |
| EMJ Capital Ltd. | 0 | $0 | 0.00% | −13,000−100.0% | 清倉 |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −11,437−100.0% | 清倉 |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −11,000−100.0% | 清倉 |
| TD Asset Management Inc | 0 | $0 | 0.00% | −10,531−100.0% | 清倉 |
| Vista Finance, LLC | 0 | $0 | 0.00% | −9,341−100.0% | 清倉 |
| Oxbow Advisors, LLC | 0 | $0 | 0.00% | −9,255−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −8,983−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −8,630−100.0% | 清倉 |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −8,371−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −7,888−100.0% | 清倉 |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −7,856−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −7,217−100.0% | 清倉 |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −6,991−100.0% | 清倉 |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −7,000−100.0% | 清倉 |
| Jennison Associates LLC | 0 | $0 | 0.00% | −6,621−100.0% | 清倉 |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −6,407−100.0% | 清倉 |
| Oregon Public Employees Retirement Fund | 0 | $0 | 0.00% | −6,215−100.0% | 清倉 |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −6,076−100.0% | 清倉 |
| Graham Holdings Co | 0 | $0 | 0.00% | −5,846−100.0% | 清倉 |
| B. Riley Wealth Management, Inc. | 0 | $0 | 0.00% | −5,729−100.0% | 清倉 |