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 3 季 13F 持有人
Upstart Holdings, Inc. 在 2022/9/30 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
- 306
- 較 2022 年第 2 季 −38 家
- 持有股數
- 3,162 萬
- 較 2022 年第 2 季 −546.8 萬 (−14.7%)
- 總市值
- $6.59 億
- 較 2022 年第 2 季 −$5.12 億 (−43.7%)
- 新進機構
- 45
- 另有 95 家加碼
- 清倉機構
- 83
- 另有 99 家減碼
另有 3 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,011,997 | $1.25 億 | 0.00% | −46,617−0.8% | 減碼 |
| Morgan Stanley | 4,333,038 | $9,008 萬 | 0.01% | +102,029+2.4% | 加碼 |
| BlackRock Inc. | 2,872,319 | $5,972 萬 | 0.00% | −201,528−6.6% | 減碼 |
| Coatue Management LLC大師Coatue | 1,664,843 | $3,461 萬 | 0.40% | −697,447−29.5% | 減碼 |
| Bank of America Corp | 1,178,569 | $2,450 萬 | 0.00% | −230,376−16.4% | 減碼 |
| State Street Corp | 1,174,322 | $2,441 萬 | 0.00% | −144,810−11.0% | 減碼 |
| Viking Global Investors LP大師維京全球投資 | 999,647 | $2,078 萬 | 0.10% | +999,647 | 新進 |
| Geode Capital Management, LLC | 940,792 | $1,956 萬 | 0.00% | +152,993+19.4% | 加碼 |
| Norges Bank | 872,204 | $1,813 萬 | 0.00% | +62,182+7.7% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 743,937 | $1,547 萬 | 0.04% | −252,587−25.3% | 減碼 |
| SG Americas Securities, LLC | 712,921 | $1,482 萬 | 0.23% | +598,684+524.1% | 加碼 |
| Goldman Sachs Group Inc | 401,951 | $835.6 萬 | 0.00% | −157,981−28.2% | 減碼 |
| Charles Schwab Investment Management Inc | 363,166 | $755.1 萬 | 0.00% | +73,942+25.6% | 加碼 |
| Robeco Institutional Asset Management B.V. | 330,000 | $686.1 萬 | 0.02% | −863−0.3% | 減碼 |
| Azora Capital LP | 282,899 | $622.1 萬 | 0.92% | +282,899 | 新進 |
| Fred Alger Management, LLC | 293,654 | $610.5 萬 | 0.03% | −17,822−5.7% | 減碼 |
| Freshford Capital Management, LLC | 285,000 | $592.5 萬 | 1.00% | +285,000 | 新進 |
| Northern Trust Corp | 283,008 | $588.4 萬 | 0.00% | −136,936−32.6% | 減碼 |
| Nomura Holdings Inc | 257,019 | $535.4 萬 | 0.05% | +77,607+43.3% | 加碼 |
| Bank of New York Mellon Corp | 240,765 | $500.5 萬 | 0.00% | +798+0.3% | 加碼 |
| Barclays PLC | 226,379 | $470.7 萬 | 0.01% | −14,882−6.2% | 減碼 |
| Nuveen Asset Management, LLC | 221,589 | $460.6 萬 | 0.00% | +34,441+18.4% | 加碼 |
| Carnegie Capital Asset Management, LLC | 205,965 | $428.2 萬 | 0.20% | +20,540+11.1% | 加碼 |
| National Bank of Canada | 204,716 | $425.6 萬 | 0.02% | +172,258+530.7% | 加碼 |
| Swiss National Bank | 180,900 | $376.1 萬 | 0.00% | +180,900 | 新進 |
| JPMorgan Chase & Co | 170,605 | $354.6 萬 | 0.00% | −155,118−47.6% | 減碼 |
| Liontrust Investment Partners LLP | 155,000 | $322.2 萬 | 0.05% | +45,000+40.9% | 加碼 |
| Jane Street Group, LLC | 152,430 | $316.9 萬 | 0.01% | +82,143+116.9% | 加碼 |
| California Public Employees Retirement System | 150,999 | $313.9 萬 | 0.00% | +32,542+27.5% | 加碼 |
| Twinbeech Capital LP | 145,199 | $301.9 萬 | 0.08% | +145,199 | 新進 |
| Commonwealth Equity Services, LLC | 127,001 | $264.0 萬 | 0.01% | −8,304−6.1% | 減碼 |
| UBS Group AG | 124,004 | $257.9 萬 | 0.00% | −40,331−24.5% | 減碼 |
| Raymond James & Associates | 120,683 | $250.9 萬 | 0.00% | +34,818+40.5% | 加碼 |
| Credit Suisse AG | 119,211 | $247.8 萬 | 0.00% | +20,997+21.4% | 加碼 |
| Bank of Montreal | 90,398 | $247.5 萬 | 0.00% | −9,313−9.3% | 減碼 |
| GFG Capital, LLC | 117,463 | $244.2 萬 | 0.81% | +27,981+31.3% | 加碼 |
| First Trust Advisors LP | 115,323 | $239.8 萬 | 0.00% | +115,323 | 新進 |
| Waverton Investment Management Ltd | 114,918 | $238.9 萬 | 0.10% | −26,705−18.9% | 減碼 |
| Cubist Systematic Strategies, LLC | 112,200 | $233.3 萬 | 0.02% | +48,819+77.0% | 加碼 |
| Nisa Investment Advisors, LLC | 100,100 | $224.7 萬 | 0.02% | +84,900+558.6% | 加碼 |
| Board of Trustees of The Leland Stanford Junior University | 103,357 | $220.6 萬 | 0.14% | +103,357 | 新進 |
| Bordeaux Wealth Advisors LLC | 105,396 | $219.1 萬 | 1.38% | +45,396+75.7% | 加碼 |
| Walleye Trading LLC | 103,036 | $214.2 萬 | 0.07% | +66,754+184.0% | 加碼 |
| Schonfeld Strategic Advisors LLC | 98,100 | $204.0 萬 | 0.02% | +92,922+1,794.6% | 加碼 |
| IMC-Chicago, LLC | 96,073 | $199.7 萬 | 0.18% | +37,020+62.7% | 加碼 |
| UBS Asset Management Americas Inc | 96,024 | $199.6 萬 | 0.00% | −59,816−38.4% | 減碼 |
| Occudo Quantitative Strategies LP | 95,469 | $198.5 萬 | 0.15% | +60,513+173.1% | 加碼 |
| California State Teachers Retirement System | 93,667 | $194.7 萬 | 0.00% | −24,712−20.9% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 93,525 | $194.4 萬 | 0.01% | 00.0% | 不變 |
| Pictet Asset Management SA | 91,292 | $189.8 萬 | 0.00% | −8,741−8.7% | 減碼 |
| Banque Pictet & Cie SA | 88,000 | $183.0 萬 | 0.02% | +1,500+1.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 86,994 | $180.9 萬 | 0.01% | +36,173+71.2% | 加碼 |
| Seven Eight Capital, LP | 84,729 | $176.2 萬 | 0.35% | +84,729 | 新進 |
| Citigroup Inc | 83,923 | $174.5 萬 | 0.00% | −82,575−49.6% | 減碼 |
| State Board of Administration of Florida Retirement System | 81,902 | $170.3 萬 | 0.00% | −2,538−3.0% | 減碼 |
| Arkadios Wealth Advisors | 79,663 | $165.6 萬 | 0.25% | +3,509+4.6% | 加碼 |
| WMG Financial Advisors, LLC | 78,918 | $164.1 萬 | 1.48% | −410−0.5% | 減碼 |
| Dorsal Capital Management, LLC | 75,000 | $155.9 萬 | 0.10% | +75,000 | 新進 |
| Twin Tree Management, LP | 73,334 | $152.5 萬 | 0.04% | −190,983−72.3% | 減碼 |
| Rhumbline Advisers | 73,072 | $151.9 萬 | 0.00% | +2,810+4.0% | 加碼 |
| LPL Financial LLC | 69,043 | $143.5 萬 | 0.00% | −24,493−26.2% | 減碼 |
| Legal & General Group Plc | 66,813 | $138.9 萬 | 0.00% | −265,191−79.9% | 減碼 |
| Gotham Asset Management, LLC | 66,244 | $137.7 萬 | 0.04% | +26,805+68.0% | 加碼 |
| New York State Common Retirement Fund | 64,500 | $134.1 萬 | 0.00% | −11,512−15.1% | 減碼 |
| Millennium Management LLC | 56,763 | $118.0 萬 | 0.00% | −36,480−39.1% | 減碼 |
| American Portfolios Advisors | 54,390 | $113.1 萬 | 0.05% | +52,081+2,255.6% | 加碼 |
| Invesco Ltd. | 51,899 | $108.0 萬 | 0.00% | −5,981−10.3% | 減碼 |
| Wolverine Trading, LLC | 49,982 | $105.0 萬 | 0.04% | +11,256+29.1% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 47,481 | $98.7 萬 | 0.01% | −18,430−28.0% | 減碼 |
| HSBC Holdings PLC | 44,838 | $93.6 萬 | 0.00% | −53,148−54.2% | 減碼 |
| Squarepoint Ops LLC | 43,955 | $91.4 萬 | 0.01% | +35,919+447.0% | 加碼 |
| Advisory Services Network, LLC | 43,627 | $90.7 萬 | 0.03% | +6,443+17.3% | 加碼 |
| Rockefeller Capital Management L.P. | 42,708 | $88.7 萬 | 0.00% | +2,260+5.6% | 加碼 |
| Price T Rowe Associates Inc | 40,440 | $84.1 萬 | 0.00% | −3,166−7.3% | 減碼 |
| Miracle Mile Advisors, LLC | 40,305 | $83.8 萬 | 0.04% | +40,305 | 新進 |
| Wolverine Asset Management LLC | 38,874 | $80.8 萬 | 0.01% | −2,000−4.9% | 減碼 |
| Triumph Capital Management | 37,247 | $77.4 萬 | 0.42% | +18,137+94.9% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 37,205 | $77.3 萬 | 0.00% | +6,215+20.1% | 加碼 |
| XTX Topco Ltd | 36,537 | $76.0 萬 | 0.19% | +36,537 | 新進 |
| Wells Fargo & Company | 36,041 | $74.9 萬 | 0.00% | −34,091−48.6% | 減碼 |
| Coastal Bridge Advisors, LLC | 35,688 | $74.2 萬 | 0.20% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 35,390 | $73.6 萬 | 0.00% | −1,148−3.1% | 減碼 |
| Zweig-DiMenna Associates LLC | 35,050 | $72.9 萬 | 0.16% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 33,783 | $70.2 萬 | 0.00% | +2,740+8.8% | 加碼 |
| Advisor Group Holdings, Inc. | 33,417 | $69.5 萬 | 0.00% | +1,436+4.5% | 加碼 |
| Marshall Wace, LLP | 33,409 | $69.4 萬 | 0.00% | −312,081−90.3% | 減碼 |
| Kamunting Street Capital Management, L.P. | 32,406 | $67.4 萬 | 1.21% | +10,000+44.6% | 加碼 |
| Royal Bank of Canada | 32,098 | $66.8 萬 | 0.00% | −244−0.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 31,754 | $66.0 萬 | 0.00% | −9,551−23.1% | 減碼 |
| Deutsche Bank AG | 31,010 | $64.6 萬 | 0.00% | −67,258−68.4% | 減碼 |
| Maxi Investments CY Ltd | 30,100 | $62.6 萬 | 0.47% | 00.0% | 不變 |
| Engineers Gate Manager LP | 28,960 | $60.2 萬 | 0.04% | +28,960 | 新進 |
| TCI Wealth Advisors, Inc. | 28,924 | $60.1 萬 | 0.10% | +49+0.2% | 加碼 |
| Boston Private Wealth LLC | 27,441 | $57.1 萬 | 0.01% | +27,441 | 新進 |
| Blueshift Asset Management, LLC | 27,350 | $56.9 萬 | 0.12% | +20,721+312.6% | 加碼 |
| Ameriprise Financial Inc | 27,097 | $56.3 萬 | 0.00% | −34,694−56.1% | 減碼 |
| Susquehanna International Group, LLP | 25,890 | $53.9 萬 | 0.00% | −71,793−73.5% | 減碼 |
| Holocene Advisors, LP | 25,718 | $53.5 萬 | 0.00% | +25,718 | 新進 |
| Must Asset Management Inc. | 25,080 | $52.6 萬 | 0.43% | +25,080 | 新進 |
| Stansberry Asset Management, LLC | 24,871 | $51.7 萬 | 0.11% | +24,871 | 新進 |