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 |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 28,875 | $91.3 萬 | 0.14% | +9,609+49.9% | 加碼 |
| AtonRa Partners | 27,871 | $88.1 萬 | 0.81% | +7,787+38.8% | 加碼 |
| Ergoteles LLC | 27,501 | $87.0 萬 | 0.03% | +27,501 | 新進 |
| Tower Research Capital LLC (TRC) | 24,794 | $78.3 萬 | 0.02% | +15,860+177.5% | 加碼 |
| Neuberger Berman Group LLC | 23,911 | $75.6 萬 | 0.00% | −36,129−60.2% | 減碼 |
| Rafferty Asset Management, LLC | 23,710 | $75.0 萬 | 0.01% | −930−3.8% | 減碼 |
| Aviva PLC | 23,208 | $73.4 萬 | 0.00% | +20,235+680.6% | 加碼 |
| Kamunting Street Capital Management, L.P. | 22,406 | $70.8 萬 | 1.16% | −11,454−33.8% | 減碼 |
| Triumph Capital Management | 19,110 | $60.4 萬 | 0.32% | +12,416+185.5% | 加碼 |
| Arizona State Retirement System | 18,768 | $59.3 萬 | 0.01% | +7,361+64.5% | 加碼 |
| Asset Management One Co.,Ltd. | 17,784 | $56.2 萬 | 0.00% | +2,989+20.2% | 加碼 |
| Griffin Asset Management, Inc. | 17,659 | $55.8 萬 | 0.09% | +1,148+7.0% | 加碼 |
| Vontobel Holding Ltd. | 17,264 | $55.6 萬 | 0.01% | +7,722+80.9% | 加碼 |
| US Bancorp | 17,548 | $55.5 萬 | 0.00% | −124−0.7% | 減碼 |
| Kore Private Wealth LLC | 17,500 | $55.3 萬 | 0.09% | 00.0% | 不變 |
| Natixis | 17,099 | $54.1 萬 | 0.00% | −12,009−41.3% | 減碼 |
| AE Wealth Management LLC | 17,091 | $54.0 萬 | 0.00% | −15,930−48.2% | 減碼 |
| Victory Capital Management Inc | 17,002 | $53.8 萬 | 0.00% | −4,663−21.5% | 減碼 |
| Ieq Capital, LLC | 16,815 | $53.2 萬 | 0.02% | −4,748−22.0% | 減碼 |
| Van Hulzen Asset Management, LLC | 16,758 | $53.0 萬 | 0.06% | +10,388+163.1% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 16,205 | $51.2 萬 | 0.01% | +9,900+157.0% | 加碼 |
| HAP Trading, LLC | 16,123 | $51.0 萬 | 0.06% | −32,530−66.9% | 減碼 |
| Storebrand Asset Management AS | 16,105 | $50.9 萬 | 0.00% | +11,737+268.7% | 加碼 |
| 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 |
| Riggs Asset Managment Co. Inc. | 15,612 | $49.4 萬 | 0.20% | −1,684−9.7% | 減碼 |
| Nomura Asset Management Co Ltd | 15,610 | $49.4 萬 | 0.00% | +6,800+77.2% | 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 |
| 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 |
| Valeo Financial Advisors, LLC | 14,874 | $47.0 萬 | 0.03% | +6,220+71.9% | 加碼 |
| MML Investors Services, LLC | 14,524 | $45.9 萬 | 0.00% | +4,927+51.3% | 加碼 |
| Prospera Financial Services Inc | 14,067 | $44.5 萬 | 0.02% | +3,202+29.5% | 加碼 |
| FMR LLC | 14,056 | $44.4 萬 | 0.00% | +2,682+23.6% | 加碼 |
| Eaton Vance Management | 13,970 | $44.2 萬 | 0.00% | +13,970 | 新進 |
| Amalgamated Bank | 13,805 | $43.7 萬 | 0.00% | +2,924+26.9% | 加碼 |
| Voya Investment Management LLC | 13,775 | $43.6 萬 | 0.00% | −9,572−41.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 13,608 | $43.0 萬 | 0.00% | −73,796−84.4% | 減碼 |
| CIBC World Markets Inc. | 13,572 | $42.9 萬 | 0.00% | −924−6.4% | 減碼 |
| 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 |
| Strategic Wealth Advisors Group, LLC | 12,480 | $41.9 萬 | 0.02% | +12,480 | 新進 |
| Envestnet Asset Management Inc | 13,118 | $41.5 萬 | 0.00% | +1,307+11.1% | 加碼 |
| 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 |
| Malaga Cove Capital, LLC | 12,881 | $40.5 萬 | 0.23% | +100+0.8% | 加碼 |
| Private Advisor Group, LLC | 12,230 | $38.7 萬 | 0.00% | +6,045+97.7% | 加碼 |
| Versor Investments LP | 11,736 | $37.1 萬 | 0.01% | +11,736 | 新進 |
| Longitude (Cayman) Ltd. | 11,700 | $37.0 萬 | 0.74% | −300−2.5% | 減碼 |
| USS Investment Management Ltd | 11,579 | $36.6 萬 | 0.00% | 00.0% | 不變 |
| Sigma Planning Corp | 11,296 | $35.7 萬 | 0.01% | +7,392+189.3% | 加碼 |
| Cutler Group LP | 11,101 | $35.1 萬 | 0.05% | −4,820−30.3% | 減碼 |
| Gladstone Institutional Advisory LLC | 10,751 | $34.0 萬 | 0.03% | −2,916−21.3% | 減碼 |
| Mercer Global Advisors Inc | 10,616 | $33.6 萬 | 0.00% | −3,309−23.8% | 減碼 |
| Wedbush Securities Inc | 10,568 | $33.4 萬 | 0.02% | +1,431+15.7% | 加碼 |
| Bridgewater Advisors Inc. | 10,537 | $33.3 萬 | 0.07% | +5,033+91.4% | 加碼 |
| Dimensional Fund Advisors LP | 10,149 | $32.1 萬 | 0.00% | +531+5.5% | 加碼 |
| Annandale Capital, LLC | 10,020 | $31.7 萬 | 0.13% | +10,020 | 新進 |
| 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 |
| Stratos Wealth Partners, LTD. | 9,836 | $31.1 萬 | 0.01% | +3,605+57.9% | 加碼 |
| Cetera Investment Advisers | 9,761 | $30.9 萬 | 0.00% | +6,165+171.4% | 加碼 |
| Principal Financial Group Inc | 9,692 | $30.7 萬 | 0.00% | +4,933+103.7% | 加碼 |
| Hilltop Holdings Inc. | 9,688 | $30.6 萬 | 0.04% | +9,688 | 新進 |
| Teacher Retirement System of Texas | 9,645 | $30.5 萬 | 0.00% | +1,078+12.6% | 加碼 |
| Handelsbanken Fonder AB | 9,600 | $30.4 萬 | 0.00% | −26,971−73.7% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,504 | $30.1 萬 | 0.00% | +6,054+175.5% | 加碼 |
| 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 |
| D.A. Davidson & Co. | 8,831 | $27.9 萬 | 0.00% | −4,866−35.5% | 減碼 |
| Harbour Investments, Inc. | 8,708 | $27.5 萬 | 0.02% | +8,708 | 新進 |
| Harel Insurance Investments & Financial Services Ltd. | 8,454 | $26.8 萬 | 0.01% | −9,960−54.1% | 減碼 |
| Kestra Advisory Services, LLC | 8,459 | $26.7 萬 | 0.00% | −16,362−65.9% | 減碼 |
| 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 |
| JustInvest LLC | 8,145 | $25.8 萬 | 0.01% | +2,750+51.0% | 加碼 |
| Squarepoint Ops LLC | 8,036 | $25.4 萬 | 0.00% | −9,601−54.4% | 減碼 |
| 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 |
| GWM Advisors LLC | 7,959 | $25.2 萬 | 0.00% | +7,959 | 新進 |
| Utah Retirement Systems | 7,847 | $24.8 萬 | 0.00% | +1,300+19.9% | 加碼 |
| British Columbia Investment Management Corp | 7,798 | $24.7 萬 | 0.00% | +1,472+23.3% | 加碼 |
| Janus Henderson Group PLC | 7,716 | $24.4 萬 | 0.00% | +7,716 | 新進 |
| Wellington Management Group LLP | 7,687 | $24.3 萬 | 0.00% | +7,687 | 新進 |
| Mitchell McLeod Pugh & Williams Inc | 7,375 | $23.3 萬 | 0.09% | +7,375 | 新進 |
| Panagora Asset Management Inc | 7,348 | $23.2 萬 | 0.00% | +3,426+87.4% | 加碼 |
| Mezzasalma Advisors, LLC | 7,269 | $23.0 萬 | 0.19% | 00.0% | 不變 |
| Leonteq Securities AG | 7,238 | $22.9 萬 | 0.01% | +3,271+82.5% | 加碼 |
| Swedbank AB | 7,041 | $22.3 萬 | 0.00% | +7,041 | 新進 |
| Bridgewater Associates, LP | 6,910 | $21.8 萬 | 0.00% | +2,634+61.6% | 加碼 |
| Capital Impact Advisors, LLC | 6,798 | $21.5 萬 | 0.20% | −4,744−41.1% | 減碼 |
| Independent Financial Group, LLC | 6,769 | $21.4 萬 | 0.02% | +4,440+190.6% | 加碼 |
| Blueshift Asset Management, LLC | 6,629 | $21.0 萬 | 0.03% | +2,975+81.4% | 加碼 |
| Orion Capital Management LLC | 6,610 | $20.9 萬 | 0.16% | −350−5.0% | 減碼 |
| Stifel Financial Corp | 6,304 | $20.0 萬 | 0.00% | −2,801−30.8% | 減碼 |
| Tyler-Stone Wealth Management | 6,007 | $19.0 萬 | 0.13% | +3,060+103.8% | 加碼 |
| Exchange Traded Concepts, LLC | 5,564 | $17.6 萬 | 0.01% | +2,159+63.4% | 加碼 |
| Public Employees Retirement Association of Colorado | 5,524 | $17.5 萬 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 5,387 | $17.0 萬 | 0.03% | +3,988+285.1% | 加碼 |