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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 4 季與 2022 年第 3 季比較

持有 Upstart Holdings, Inc. 的機構從 2022 年第 3 季到 2022 年第 4 季的變化。

2022 年第 4 季全部持有人2022 年第 3 季全部持有人

UPST 的 13F 持有人:2022 年第 3 季與 2022 年第 4 季比較
項目2022 年第 3 季其中尚未申報 2022 年第 4 季2022 年第 4 季變化
持有家數3065267−34
股數3,162 萬8.84 萬2,942 萬−211.5 萬 (−6.7%)
市值$6.59 億$183.9 萬$3.89 億−$2.68 億 (−40.8%)

5 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(52 家)

2022 年第 4 季季末持有 Upstart Holdings, Inc.、2022 年第 3 季季末沒有持有的機構。

2022 年第 4 季新進 UPST 的機構
機構股數市值佔組合 %
Brainard Capital Management LLC391,666$517.8 萬4.39%
Bailard, Inc.49,000$64.8 萬0.02%
Virtu Financial LLC36,905$48.8 萬0.06%
Commerce Bank29,367$38.8 萬0.00%
Centiva Capital, LP23,956$31.7 萬0.03%
Capula Management Ltd22,744$30.1 萬0.03%
Fairbanks Capital Management, Inc.22,000$29.1 萬0.26%
Point72 Asset Management, L.P.16,889$22.3 萬0.00%
Mariner, LLC15,568$20.6 萬0.00%
Cetera Advisors LLC14,533$19.2 萬0.00%
International Assets Investment Management, LLC14,021$18.5 萬0.02%
Jefferies Financial Group Inc.13,200$17.5 萬0.00%
Sherbrooke Park Advisers LLC11,300$14.9 萬0.11%
Bridgewater Associates, LP10,069$13.3 萬0.00%
Antipodean Advisors LLC10,000$13.2 萬0.44%
ICA Group Wealth Management, LLC1,766$2.33 萬0.01%
Larson Financial Group LLC1,067$1.41 萬0.00%
One Wealth Advisors, LLC1,000$1.32 萬0.00%
Cassady Schiller Wealth Management, LLC696$9,2010.01%
GWM Advisors LLC2,446$9,0920.00%
Belvedere Trading LLC606$8,0110.00%
Operose Advisors LLC600$7,9320.00%
Evermay Wealth Management LLC500$6,6100.00%
CoreCap Advisors, LLC412$5,4470.00%
Rosenberg Matthew Hamilton300$3,9660.00%
Belpointe Asset Management LLC404$2,8800.00%
Colonial Trust Advisors178$2,3530.00%
Farther Finance Advisors, LLC154$2,0360.00%
Armstrong Advisory Group, Inc150$1,9830.00%
Natixis106$1,4010.00%
EverSource Wealth Advisors, LLC95$1,2560.00%
EWG Elevate Inc.90$1,1900.00%
Aquatic Capital Management LLC100$1,0000.00%
Quadrant Capital Group LLC64$8460.00%
MinichMacGregor Wealth Management, LLC59$7790.00%
Accurate Wealth Management, LLC50$7110.00%
Financial Freedom, LLC50$6610.00%
Hollencrest Capital Management35$4630.00%
PayPay Securities Corp31$4100.03%
Comerica Securities,inc.30$3960.00%
Romano Brothers and Company19$2510.00%
Cary Street Partner Investment Advisory LLC17$2250.00%
Private Ocean, LLC7$930.00%
Ritter Daniher Financial Advisory LLC7$930.00%
Cornerstone Planning Group LLC4$630.00%
Glass Jacobson Investment Advisors llc4$530.00%
NewSquare Capital LLC3$400.00%
Pathway Financial Advisers, LLC2$260.00%
J.Safra Asset Management Corp10$00.00%
Iron Horse Wealth Management, LLC15$00.00%
MBM Wealth Consultants, LLC5––
McElhenny Sheffield Capital Management, LLC74––

清倉機構(86 家)

2022 年第 3 季季末持有 Upstart Holdings, Inc.、2022 年第 4 季有申報但已經沒有持有的機構。

2022 年第 4 季清倉 UPST 的機構
機構2022 年第 3 季股數2022 年第 3 季市值
Viking Global Investors LP大師維京全球投資999,647$2,078 萬
Azora Capital LP282,899$622.1 萬
Freshford Capital Management, LLC285,000$592.5 萬
Twinbeech Capital LP145,199$301.9 萬
GFG Capital, LLC117,463$244.2 萬
Waverton Investment Management Ltd114,918$238.9 萬
Nisa Investment Advisors, LLC100,100$224.7 萬
Board of Trustees of The Leland Stanford Junior University103,357$220.6 萬
Bordeaux Wealth Advisors LLC105,396$219.1 萬
Walleye Trading LLC103,036$214.2 萬
Occudo Quantitative Strategies LP95,469$198.5 萬
State of New Jersey Common Pension Fund D86,994$180.9 萬
Arkadios Wealth Advisors79,663$165.6 萬
Twin Tree Management, LP73,334$152.5 萬
Gotham Asset Management, LLC66,244$137.7 萬
Wolverine Trading, LLC49,982$105.0 萬
Engineers Gate Manager LP28,960$60.2 萬
Blueshift Asset Management, LLC27,350$56.9 萬
Susquehanna International Group, LLP25,890$53.9 萬
Holocene Advisors, LP25,718$53.5 萬
Must Asset Management Inc.25,080$52.6 萬
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund16,205$51.2 萬
Perigon Wealth Management, LLC24,560$51.1 萬
Ensign Peak Advisors, Inc23,220$48.3 萬
Navalign, LLC18,464$38.4 萬
CIBC World Markets Inc.17,566$36.5 萬
Van Hulzen Asset Management, LLC17,365$36.1 萬
Synergy Financial Group, LTD16,834$35.0 萬
GMT Capital Corp15,700$32.6 萬
Icapital Wealth LLC15,000$31.2 萬
Kestra Advisory Services, LLC14,887$30.9 萬
Two Sigma Securities, LLC14,572$30.3 萬
D. E. Shaw & Co., Inc.14,501$30.1 萬
State of Wisconsin Investment Board14,141$29.4 萬
Malaga Cove Capital, LLC13,381$27.8 萬
Private Advisor Group, LLC13,345$27.7 萬
Ieq Capital, LLC12,735$26.5 萬
Wellington Management Group LLP12,443$25.9 萬
Achmea Investment Management B.V.11,583$24.1 萬
Verition Fund Management LLC11,514$23.9 萬
Prospera Financial Services Inc11,351$23.6 萬
Longitude (Cayman) Ltd.11,000$22.9 萬
Teacher Retirement System of Texas10,919$22.7 萬
Independent Financial Group, LLC10,854$22.6 萬
Bridgewater Advisors Inc.10,500$21.8 萬
Versor Investments LP10,336$21.5 萬
AE Wealth Management LLC10,285$21.4 萬
Annandale Capital, LLC10,020$20.8 萬
IPG Investment Advisors LLC10,000$20.8 萬
Griffin Asset Management, Inc.9,877$20.5 萬
Inspire Advisors, LLC9,687$20.1 萬
Migdal Insurance & Financial Holdings Ltd.8,500$17.9 萬
Korea Investment CORP4,810$10.0 萬
Basswood Capital Management, L.L.C.4,633$9.60 萬
Hexagon Capital Partners LLC4,500$9.40 萬
Equitec Proprietary Markets, LLC4,300$8.90 萬
Freemont Management S.A.2,100$4.40 萬
Exchange Traded Concepts, LLC1,626$3.40 萬
GPS Wealth Strategies Group, LLC1,353$2.80 萬
Activest Wealth Management1,350$2.80 萬
Baldwin Brothers Inc1,200$2.50 萬
Seeyond1,185$2.40 萬
Allspring Global Investments Holdings, LLC1,087$2.20 萬
State of Wyoming654$1.40 萬
Harbor Investment Advisory, LLC500$1.00 萬
Alpha Paradigm Partners, LLC382$8,000
JFS Wealth Advisors, LLC300$6,000
FNY Investment Advisers, LLC210$4,000
HHM Wealth Advisors, LLC216$4,000
Meeder Asset Management Inc128$3,000
MUFG Americas Holdings Corp125$3,000
Oliver Lagore Vanvalin Investment Group150$3,000
Marquette Asset Management, LLC35$1,000
Mizuho Securities Co. Ltd.32$1,000
Atticus Wealth Management, LLC24$1,000
Elequin Capital LP35$1,000
Financial Connections Group, Inc.80$1,000
Hallmark Capital Management Inc12$0
Assetmark, Inc5$0
Hudock, Inc.4$0
Capital Advisors, Ltd. LLC4$0
Bogart Wealth, LLC15$0
O'Dell Group, LLC6$0
Lindbrook Capital, LLC11$0
Mach-1 Financial Group, Inc.17$0
SOA Wealth Advisors, LLC.40$0

尚未申報 2022 年第 4 季的機構(5 家)

2022 年第 3 季季末持有 Upstart Holdings, Inc.、還沒有申報 2022 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2022 年第 3 季持有 UPST、尚未申報 2022 年第 4 季的機構
機構2022 年第 3 季股數2022 年第 3 季市值
American Portfolios Advisors54,390$113.1 萬
Strategic Wealth Advisors Group, LLC17,875$37.2 萬
Eaton Vance Management15,661$32.6 萬
Wipfli Financial Advisors LLC,444$9,000
Covington Capital Management50$1,000