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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 880 | $1.80 萬 | 0.00% | +177+25.2% | 加碼 |
| Steward Partners Investment Advisory, LLC | 907 | $1.90 萬 | 0.00% | −900−49.8% | 減碼 |
| Albion Financial Group | 1,000 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 1,087 | $2.20 萬 | 0.00% | +1,087 | 新進 |
| Seeyond | 1,185 | $2.40 萬 | 0.00% | −66−5.3% | 減碼 |
| Spire Wealth Management | 1,200 | $2.50 萬 | 0.00% | −375−23.8% | 減碼 |
| Fifth Third Bancorp | 1,225 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Baldwin Brothers Inc | 1,200 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Shell Asset Management Co | 1,280 | $2.70 萬 | 0.00% | −169−11.7% | 減碼 |
| Quantbot Technologies LP | 1,300 | $2.70 萬 | 0.00% | +600+85.7% | 加碼 |
| GPS Wealth Strategies Group, LLC | 1,353 | $2.80 萬 | 0.01% | 00.0% | 不變 |
| Activest Wealth Management | 1,350 | $2.80 萬 | 0.01% | +1,350 | 新進 |
| Exchange Traded Concepts, LLC | 1,626 | $3.40 萬 | 0.00% | −3,938−70.8% | 減碼 |
| Compagnie Lombard Odier SCmA | 1,790 | $3.70 萬 | 0.00% | 00.0% | 不變 |
| MetLife Investment Management | 2,008 | $4.17 萬 | 0.00% | −110−5.2% | 減碼 |
| Caption Management, LLC | 2,000 | $4.20 萬 | 0.01% | 00.0% | 不變 |
| WR Wealth Planners, LLC | 2,030 | $4.22 萬 | 0.03% | +642+46.3% | 加碼 |
| Freemont Management S.A. | 2,100 | $4.40 萬 | 0.01% | 00.0% | 不變 |
| Amundi | 2,145 | $4.70 萬 | 0.00% | −454,155−99.5% | 減碼 |
| Asset Management One Co.,Ltd. | 2,302 | $4.70 萬 | 0.00% | −15,482−87.1% | 減碼 |
| Money Concepts Capital Corp | 3,010 | $6.30 萬 | 0.00% | +2,927+3,526.5% | 加碼 |
| Liberty One Investment Management, LLC | 3,010 | $6.30 萬 | 0.01% | +3,010 | 新進 |
| Federation des caisses Desjardins du Quebec | 3,216 | $6.69 萬 | 0.00% | +850+35.9% | 加碼 |
| Arcadia Investment Management Corp | 3,527 | $7.30 萬 | 0.02% | −950−21.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 3,659 | $7.50 萬 | 0.00% | −81−2.2% | 減碼 |
| Capital Impact Advisors, LLC | 3,896 | $7.60 萬 | 0.08% | −2,902−42.7% | 減碼 |
| AdvisorNet Financial, Inc | 3,642 | $7.60 萬 | 0.01% | +895+32.6% | 加碼 |
| Gs Investments, Inc. | 4,000 | $8.30 萬 | 0.05% | 00.0% | 不變 |
| Equitec Proprietary Markets, LLC | 4,300 | $8.90 萬 | 0.04% | +4,300 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 4,373 | $9.10 萬 | 0.00% | −8,637−66.4% | 減碼 |
| Hexagon Capital Partners LLC | 4,500 | $9.40 萬 | 0.03% | 00.0% | 不變 |
| Basswood Capital Management, L.L.C. | 4,633 | $9.60 萬 | 0.01% | +4,633 | 新進 |
| Korea Investment CORP | 4,810 | $10.0 萬 | 0.00% | +2,033+73.2% | 加碼 |
| Cutler Group LP | 5,189 | $10.7 萬 | 0.01% | −5,912−53.3% | 減碼 |
| Advisors Asset Management, Inc. | 5,143 | $10.7 萬 | 0.00% | +366+7.7% | 加碼 |
| IFP Advisors, Inc | 3,240 | $11.2 萬 | 0.00% | +33+1.0% | 加碼 |
| Public Employees Retirement Association of Colorado | 5,524 | $11.5 萬 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 5,695 | $11.8 萬 | 0.02% | +308+5.7% | 加碼 |
| Leonteq Securities AG | 6,216 | $12.9 萬 | 0.01% | −1,022−14.1% | 減碼 |
| Quent Capital, LLC | 6,520 | $13.6 萬 | 0.03% | +6,500+32,500.0% | 加碼 |
| Storebrand Asset Management AS | 6,733 | $14.0 萬 | 0.00% | −9,372−58.2% | 減碼 |
| Optiver Holding B.V. | 6,963 | $14.5 萬 | 0.00% | −64,742−90.3% | 減碼 |
| Russell Investments Group, Ltd. | 7,364 | $15.1 萬 | 0.00% | +2,997+68.6% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 8,500 | $17.9 萬 | 0.00% | +7,000+466.7% | 加碼 |
| Orion Capital Management LLC | 8,910 | $18.5 萬 | 0.15% | +2,300+34.8% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 8,910 | $18.7 萬 | 0.00% | +456+5.4% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,653 | $20.1 萬 | 0.00% | +149+1.6% | 加碼 |
| Inspire Advisors, LLC | 9,687 | $20.1 萬 | 0.06% | +9,687 | 新進 |
| Griffin Asset Management, Inc. | 9,877 | $20.5 萬 | 0.03% | −7,782−44.1% | 減碼 |
| IPG Investment Advisors LLC | 10,000 | $20.8 萬 | 0.06% | +10,000 | 新進 |
| Annandale Capital, LLC | 10,020 | $20.8 萬 | 0.08% | 00.0% | 不變 |
| Kercheville Advisors, LLC | 10,000 | $20.8 萬 | 0.21% | 00.0% | 不變 |
| AE Wealth Management LLC | 10,285 | $21.4 萬 | 0.00% | −6,806−39.8% | 減碼 |
| Versor Investments LP | 10,336 | $21.5 萬 | 0.01% | −1,400−11.9% | 減碼 |
| Bridgewater Advisors Inc. | 10,500 | $21.8 萬 | 0.06% | −37−0.4% | 減碼 |
| Victory Capital Management Inc | 10,688 | $22.2 萬 | 0.00% | −6,314−37.1% | 減碼 |
| Independent Financial Group, LLC | 10,854 | $22.6 萬 | 0.02% | +4,085+60.3% | 加碼 |
| Teacher Retirement System of Texas | 10,919 | $22.7 萬 | 0.00% | +1,274+13.2% | 加碼 |
| Longitude (Cayman) Ltd. | 11,000 | $22.9 萬 | 0.50% | −700−6.0% | 減碼 |
| Prospera Financial Services Inc | 11,351 | $23.6 萬 | 0.01% | −2,716−19.3% | 減碼 |
| Verition Fund Management LLC | 11,514 | $23.9 萬 | 0.00% | −1,841−13.8% | 減碼 |
| Achmea Investment Management B.V. | 11,583 | $24.1 萬 | 0.01% | +11,583 | 新進 |
| Creative Planning | 12,083 | $25.1 萬 | 0.00% | −917−7.1% | 減碼 |
| ExodusPoint Capital Management, LP | 12,057 | $25.1 萬 | 0.00% | +12,057 | 新進 |
| Cetera Advisor Networks LLC | 12,143 | $25.2 萬 | 0.00% | +2,719+28.9% | 加碼 |
| Parallax Volatility Advisers, L.P. | 12,192 | $25.3 萬 | 0.01% | −28,418−70.0% | 減碼 |
| Wellington Management Group LLP | 12,443 | $25.9 萬 | 0.00% | +4,756+61.9% | 加碼 |
| Newbridge Financial Services Group, Inc. | 12,551 | $26.1 萬 | 0.15% | +7,528+149.9% | 加碼 |
| Ieq Capital, LLC | 12,735 | $26.5 萬 | 0.01% | −4,080−24.3% | 減碼 |
| Voya Investment Management LLC | 12,928 | $26.9 萬 | 0.00% | −847−6.1% | 減碼 |
| Harbour Investments, Inc. | 8,708 | $27.5 萬 | 0.02% | 00.0% | 不變 |
| Private Advisor Group, LLC | 13,345 | $27.7 萬 | 0.00% | +1,115+9.1% | 加碼 |
| Malaga Cove Capital, LLC | 13,381 | $27.8 萬 | 0.16% | +500+3.9% | 加碼 |
| Amalgamated Bank | 13,749 | $28.6 萬 | 0.00% | −56−0.4% | 減碼 |
| Atria Wealth Solutions, Inc. | 13,850 | $28.8 萬 | 0.00% | +13,850 | 新進 |
| State of Wisconsin Investment Board | 14,141 | $29.4 萬 | 0.00% | −25,886−64.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 14,501 | $30.1 萬 | 0.00% | +893+6.6% | 加碼 |
| Two Sigma Securities, LLC | 14,572 | $30.3 萬 | 0.04% | +14,572 | 新進 |
| Envestnet Asset Management Inc | 14,710 | $30.6 萬 | 0.00% | +1,592+12.1% | 加碼 |
| Kestra Advisory Services, LLC | 14,887 | $30.9 萬 | 0.00% | +6,428+76.0% | 加碼 |
| Icapital Wealth LLC | 15,000 | $31.2 萬 | 0.22% | +15,000 | 新進 |
| Hilltop Holdings Inc. | 15,393 | $32.0 萬 | 0.04% | +5,705+58.9% | 加碼 |
| GMT Capital Corp | 15,700 | $32.6 萬 | 0.02% | 00.0% | 不變 |
| Eaton Vance Management | 15,661 | $32.6 萬 | 0.00% | +1,691+12.1% | 加碼 |
| Valeo Financial Advisors, LLC | 16,591 | $34.5 萬 | 0.02% | +1,717+11.5% | 加碼 |
| FMR LLC | 16,551 | $34.5 萬 | 0.00% | +2,495+17.8% | 加碼 |
| Synergy Financial Group, LTD | 16,834 | $35.0 萬 | 0.52% | +1,632+10.7% | 加碼 |
| Baader Bank INC | 16,927 | $35.2 萬 | 0.03% | −16,100−48.7% | 減碼 |
| HRT Financial LP | 17,297 | $35.9 萬 | 0.00% | +17,297 | 新進 |
| Van Hulzen Asset Management, LLC | 17,365 | $36.1 萬 | 0.04% | +607+3.6% | 加碼 |
| CIBC World Markets Inc. | 17,566 | $36.5 萬 | 0.00% | +3,994+29.4% | 加碼 |
| Strategic Wealth Advisors Group, LLC | 17,875 | $37.2 萬 | 0.02% | +5,395+43.2% | 加碼 |
| US Bancorp | 18,208 | $37.9 萬 | 0.00% | +660+3.8% | 加碼 |
| Navalign, LLC | 18,464 | $38.4 萬 | 0.17% | +18,464 | 新進 |
| Tower Research Capital LLC (TRC) | 19,368 | $40.2 萬 | 0.01% | −5,426−21.9% | 減碼 |
| Arizona State Retirement System | 20,733 | $43.1 萬 | 0.00% | +1,965+10.5% | 加碼 |
| Alliancebernstein L.P. | 21,802 | $45.3 萬 | 0.00% | −10,748−33.0% | 減碼 |
| Janus Henderson Group PLC | 22,063 | $45.9 萬 | 0.00% | +14,347+185.9% | 加碼 |
| Citadel Advisors LLC | 22,689 | $47.2 萬 | 0.00% | +7,000+44.6% | 加碼 |
| MML Investors Services, LLC | 22,722 | $47.2 萬 | 0.00% | +8,198+56.4% | 加碼 |