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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 季與 2022 年第 2 季比較

持有 Upstart Holdings, Inc. 的機構從 2022 年第 2 季到 2022 年第 3 季的變化。

2022 年第 3 季全部持有人2022 年第 2 季全部持有人

UPST 的 13F 持有人:2022 年第 2 季與 2022 年第 3 季比較
項目2022 年第 2 季其中尚未申報 2022 年第 3 季2022 年第 3 季變化
持有家數3473306−38
股數3,709 萬903,162 萬−546.8 萬 (−14.7%)
市值$11.7 億$2,000$6.59 億−$5.12 億 (−43.7%)

3 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(45 家)

2022 年第 3 季季末持有 Upstart Holdings, Inc.、2022 年第 2 季季末沒有持有的機構。

2022 年第 3 季新進 UPST 的機構
機構股數市值佔組合 %
Viking Global Investors LP大師維京全球投資999,647$2,078 萬0.10%
Azora Capital LP282,899$622.1 萬0.92%
Freshford Capital Management, LLC285,000$592.5 萬1.00%
Swiss National Bank180,900$376.1 萬0.00%
Twinbeech Capital LP145,199$301.9 萬0.08%
First Trust Advisors LP115,323$239.8 萬0.00%
Board of Trustees of The Leland Stanford Junior University103,357$220.6 萬0.14%
Seven Eight Capital, LP84,729$176.2 萬0.35%
Dorsal Capital Management, LLC75,000$155.9 萬0.10%
Miracle Mile Advisors, LLC40,305$83.8 萬0.04%
XTX Topco Ltd36,537$76.0 萬0.19%
Engineers Gate Manager LP28,960$60.2 萬0.04%
Boston Private Wealth LLC27,441$57.1 萬0.01%
Holocene Advisors, LP25,718$53.5 萬0.00%
Must Asset Management Inc.25,080$52.6 萬0.43%
Stansberry Asset Management, LLC24,871$51.7 萬0.11%
Navalign, LLC18,464$38.4 萬0.17%
HRT Financial LP17,297$35.9 萬0.00%
Icapital Wealth LLC15,000$31.2 萬0.22%
Two Sigma Securities, LLC14,572$30.3 萬0.04%
Atria Wealth Solutions, Inc.13,850$28.8 萬0.00%
ExodusPoint Capital Management, LP12,057$25.1 萬0.00%
Achmea Investment Management B.V.11,583$24.1 萬0.01%
IPG Investment Advisors LLC10,000$20.8 萬0.06%
Inspire Advisors, LLC9,687$20.1 萬0.06%
Basswood Capital Management, L.L.C.4,633$9.60 萬0.01%
Equitec Proprietary Markets, LLC4,300$8.90 萬0.04%
Liberty One Investment Management, LLC3,010$6.30 萬0.01%
Activest Wealth Management1,350$2.80 萬0.01%
Allspring Global Investments Holdings, LLC1,087$2.20 萬0.00%
Sculptor Capital LP700$1.50 萬0.00%
State of Wyoming654$1.40 萬0.01%
Wipfli Financial Advisors LLC,444$9,0000.00%
SJS Investment Consulting Inc.233$5,0000.00%
MUFG Americas Holdings Corp125$3,0000.00%
Stonebridge Capital Advisors LLC130$3,0000.00%
Kelly Financial Services LLC90$1,8710.00%
Marquette Asset Management, LLC35$1,0000.00%
Ronald Blue Trust, Inc.17$1,0000.00%
Householder Group Estate & Retirement Specialist, LLC60$1,0000.00%
Beacon Capital Management, LLC25$1,0000.00%
Hallmark Capital Management Inc12$00.00%
Assetmark, Inc5$00.00%
Bogart Wealth, LLC15$00.00%
Lindbrook Capital, LLC11$00.00%

清倉機構(83 家)

2022 年第 2 季季末持有 Upstart Holdings, Inc.、2022 年第 3 季有申報但已經沒有持有的機構。

2022 年第 3 季清倉 UPST 的機構
機構2022 年第 2 季股數2022 年第 2 季市值
Vulcan Value Partners, LLC3,996,381$1.26 億
Steadfast Capital Management LP377,952$1,195 萬
Renaissance Technologies LLC213,800$676.0 萬
Consolidated Investment Group LLC199,200$629.9 萬
La Financiere de L'Echiquier157,000$496.5 萬
Sumitomo Mitsui Trust Holdings, Inc.155,698$492.3 萬
Traynor Capital Management, Inc.136,565$431.8 萬
Nordea Investment Management AB122,965$371.7 萬
First Republic Investment Management, Inc.83,518$264.1 萬
Mason Capital Management LLC61,600$194.8 萬
Andra AP-fonden57,100$180.6 萬
Virtu Financial LLC37,927$119.9 萬
Mitsubishi UFJ Trust & Banking Corp36,112$114.1 萬
BIT Capital GmbH32,639$103.2 萬
Ci Investments Inc.31,294$99.0 萬
Centiva Capital, LP29,593$93.6 萬
AtonRa Partners27,871$88.1 萬
Ergoteles LLC27,501$87.0 萬
Neuberger Berman Group LLC23,911$75.6 萬
Rafferty Asset Management, LLC23,710$75.0 萬
Aviva PLC23,208$73.4 萬
Vontobel Holding Ltd.17,264$55.6 萬
Kore Private Wealth LLC17,500$55.3 萬
Natixis17,099$54.1 萬
HAP Trading, LLC16,123$51.0 萬
Nomura Asset Management Co Ltd15,610$49.4 萬
Toronto Dominion Bank15,002$47.4 萬
National Asset Management, Inc.14,973$47.4 萬
USS Investment Management Ltd11,579$36.6 萬
Sigma Planning Corp11,296$35.7 萬
Gladstone Institutional Advisory LLC10,751$34.0 萬
Mercer Global Advisors Inc10,616$33.6 萬
Wedbush Securities Inc10,568$33.4 萬
Dimensional Fund Advisors LP10,149$32.1 萬
Bayesian Capital Management, LP10,000$31.6 萬
Stratos Wealth Partners, LTD.9,836$31.1 萬
Cetera Investment Advisers9,761$30.9 萬
Principal Financial Group Inc9,692$30.7 萬
Handelsbanken Fonder AB9,600$30.4 萬
Baird Financial Group, Inc.9,416$29.8 萬
D.A. Davidson & Co.8,831$27.9 萬
Nissay Asset Management Corp8,203$25.9 萬
Gerber Kawasaki Wealth & Investment Management8,205$25.9 萬
JustInvest LLC8,145$25.8 萬
Truist Financial Corp8,036$25.3 萬
Strategic Family Wealth Counselors, L.L.C.7,992$25.3 萬
GWM Advisors LLC7,959$25.2 萬
Utah Retirement Systems7,847$24.8 萬
British Columbia Investment Management Corp7,798$24.7 萬
Mitchell McLeod Pugh & Williams Inc7,375$23.3 萬
Panagora Asset Management Inc7,348$23.2 萬
Mezzasalma Advisors, LLC7,269$23.0 萬
Swedbank AB7,041$22.3 萬
Bridgewater Associates, LP6,910$21.8 萬
Stifel Financial Corp6,304$20.0 萬
Westpac Banking Corp5,329$16.9 萬
DekaBank Deutsche Girozentrale5,211$16.5 萬
Dark Forest Capital Management LP5,176$16.4 萬
Umb Bank N A3,183$10.1 萬
Daiwa Securities Group Inc.3,000$9.50 萬
Hussman Strategic Advisors, Inc.2,600$8.20 萬
Captrust Financial Advisors2,584$8.20 萬
Macquarie Group Ltd1,653$5.20 萬
Vestcor Inc1,565$4.90 萬
Salem Investment Counselors Inc700$2.20 萬
Plante Moran Financial Advisors, LLC609$1.90 萬
SeaCrest Wealth Management, LLC512$1.60 萬
ACG Wealth205$6,000
Larson Financial Group LLC187$6,000
Wagner Wealth Management, LLC160$5,000
CoreCap Advisors, LLC113$4,000
Gradient Investments LLC85$3,000
Evermay Wealth Management LLC75$2,000
Blue Bell Private Wealth Management, LLC58$2,000
Nelson, Van Denburg & Campbell Wealth Management Group, LLC50$1,000
Patriot Financial Group Insurance Agency, LLC23$1,000
Laurel Wealth Advisors LLC20$1,000
Venture Visionary Partners LLC17$537
Capstone Investment Advisors, LLC3$0
Surevest, LLC5$0
Moisand Fitzgerald Tamayo, LLC5$0
Iron Horse Wealth Management, LLC15$0
Level Financial Advisors, Inc.5$0

尚未申報 2022 年第 3 季的機構(3 家)

2022 年第 2 季季末持有 Upstart Holdings, Inc.、還沒有申報 2022 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2022 年第 2 季持有 UPST、尚未申報 2022 年第 3 季的機構
機構2022 年第 2 季股數2022 年第 2 季市值
Private Capital Group, LLC41$1,000
Lake Point Wealth Management35$1,000
Brewin Dolphin Ltd14$0