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 13F 持有人
Upstart Holdings, Inc. 在 2022/12/31 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
- 267
- 較 2022 年第 3 季 −34 家
- 持有股數
- 2,942 萬
- 較 2022 年第 3 季 −211.5 萬 (−6.7%)
- 總市值
- $3.89 億
- 較 2022 年第 3 季 −$2.68 億 (−40.8%)
- 新進機構
- 52
- 另有 67 家加碼
- 清倉機構
- 86
- 另有 85 家減碼
另有 5 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| CWM, LLC | 650 | $9,000 | 0.00% | +383+143.4% | 加碼 |
| GWM Advisors LLC | 2,446 | $9,092 | 0.00% | +2,446 | 新進 |
| Cassady Schiller Wealth Management, LLC | 696 | $9,201 | 0.01% | +696 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 780 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 781 | $1.03 萬 | 0.00% | +16+2.1% | 加碼 |
| American International Group, Inc. | 793 | $1.05 萬 | 0.00% | −16−2.0% | 減碼 |
| Fifth Third Bancorp | 800 | $1.06 萬 | 0.00% | −425−34.7% | 減碼 |
| Bellwether Advisors, LLC | 800 | $1.06 萬 | 0.00% | 00.0% | 不變 |
| Albion Financial Group | 1,000 | $1.32 萬 | 0.00% | 00.0% | 不變 |
| One Wealth Advisors, LLC | 1,000 | $1.32 萬 | 0.00% | +1,000 | 新進 |
| Your Advocates Ltd., LLP | 1,030 | $1.36 萬 | 0.01% | +1,000+3,333.3% | 加碼 |
| Advisors Asset Management, Inc. | 1,046 | $1.38 萬 | 0.00% | −4,097−79.7% | 減碼 |
| Larson Financial Group LLC | 1,067 | $1.41 萬 | 0.00% | +1,067 | 新進 |
| Shell Asset Management Co | 1,155 | $1.50 萬 | 0.00% | −125−9.8% | 減碼 |
| Signaturefd, LLC | 1,152 | $1.52 萬 | 0.00% | +272+30.9% | 加碼 |
| Spire Wealth Management | 1,275 | $1.70 萬 | 0.00% | +75+6.3% | 加碼 |
| Compagnie Lombard Odier SCmA | 1,650 | $2.20 萬 | 0.00% | −140−7.8% | 減碼 |
| ICA Group Wealth Management, LLC | 1,766 | $2.33 萬 | 0.01% | +1,766 | 新進 |
| MetLife Investment Management | 1,993 | $2.63 萬 | 0.00% | −15−0.7% | 減碼 |
| Caption Management, LLC | 2,000 | $2.64 萬 | 0.00% | 00.0% | 不變 |
| Storebrand Asset Management AS | 2,071 | $2.74 萬 | 0.00% | −4,662−69.2% | 減碼 |
| Quantbot Technologies LP | 2,800 | $3.70 萬 | 0.00% | +1,500+115.4% | 加碼 |
| AdvisorNet Financial, Inc | 3,187 | $4.21 萬 | 0.00% | −455−12.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 3,249 | $4.30 萬 | 0.00% | −410−11.2% | 減碼 |
| Federation des caisses Desjardins du Quebec | 3,271 | $4.32 萬 | 0.00% | +55+1.7% | 加碼 |
| Liberty One Investment Management, LLC | 3,404 | $4.50 萬 | 0.01% | +394+13.1% | 加碼 |
| Money Concepts Capital Corp | 3,570 | $4.72 萬 | 0.00% | +560+18.6% | 加碼 |
| Asset Management One Co.,Ltd. | 3,774 | $4.97 萬 | 0.00% | +1,472+63.9% | 加碼 |
| Gs Investments, Inc. | 4,000 | $5.29 萬 | 0.03% | 00.0% | 不變 |
| Skandinaviska Enskilda Banken AB (publ) | 4,247 | $5.60 萬 | 0.00% | −126−2.9% | 減碼 |
| Capital Impact Advisors, LLC | 4,367 | $5.77 萬 | 0.06% | +471+12.1% | 加碼 |
| WR Wealth Planners, LLC | 4,829 | $6.38 萬 | 0.04% | +2,799+137.9% | 加碼 |
| IFP Advisors, Inc | 1,924 | $6.60 萬 | 0.00% | −1,316−40.6% | 減碼 |
| Public Employees Retirement Association of Colorado | 5,524 | $7.30 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 5,851 | $7.70 萬 | 0.00% | −13,517−69.8% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 5,910 | $7.80 萬 | 0.00% | −3,000−33.7% | 減碼 |
| Orion Capital Management LLC | 6,410 | $8.47 萬 | 0.06% | −2,500−28.1% | 減碼 |
| Russell Investments Group, Ltd. | 7,364 | $9.73 萬 | 0.00% | 00.0% | 不變 |
| Cutler Group LP | 8,278 | $10.9 萬 | 0.01% | +3,089+59.5% | 加碼 |
| Quent Capital, LLC | 8,757 | $11.6 萬 | 0.02% | +2,237+34.3% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,709 | $12.5 萬 | 0.00% | −13,651−58.4% | 減碼 |
| Newbridge Financial Services Group, Inc. | 9,746 | $12.9 萬 | 0.07% | −2,805−22.3% | 減碼 |
| Kercheville Advisors, LLC | 10,000 | $13.2 萬 | 0.09% | 00.0% | 不變 |
| Antipodean Advisors LLC | 10,000 | $13.2 萬 | 0.44% | +10,000 | 新進 |
| Bridgewater Associates, LP | 10,069 | $13.3 萬 | 0.00% | +10,069 | 新進 |
| Creative Planning | 10,411 | $13.8 萬 | 0.00% | −1,672−13.8% | 減碼 |
| Arcadia Investment Management Corp | 10,490 | $13.9 萬 | 0.03% | +6,963+197.4% | 加碼 |
| Citadel Advisors LLC | 10,667 | $14.1 萬 | 0.00% | −12,022−53.0% | 減碼 |
| FMR LLC | 10,833 | $14.3 萬 | 0.00% | −5,718−34.5% | 減碼 |
| Sherbrooke Park Advisers LLC | 11,300 | $14.9 萬 | 0.11% | +11,300 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,688 | $15.5 萬 | 0.00% | +2,035+21.1% | 加碼 |
| Victory Capital Management Inc | 12,062 | $15.9 萬 | 0.00% | +1,374+12.9% | 加碼 |
| Raymond James & Associates | 12,570 | $16.6 萬 | 0.00% | −108,113−89.6% | 減碼 |
| Valeo Financial Advisors, LLC | 12,891 | $17.0 萬 | 0.01% | −3,700−22.3% | 減碼 |
| Voya Investment Management LLC | 12,908 | $17.1 萬 | 0.00% | −20−0.2% | 減碼 |
| Jefferies Financial Group Inc. | 13,200 | $17.5 萬 | 0.00% | +13,200 | 新進 |
| Cetera Advisor Networks LLC | 13,377 | $17.7 萬 | 0.00% | +1,234+10.2% | 加碼 |
| Manchester Capital Management LLC | 13,452 | $17.8 萬 | 0.03% | +7,757+136.2% | 加碼 |
| International Assets Investment Management, LLC | 14,021 | $18.5 萬 | 0.02% | +14,021 | 新進 |
| Cetera Advisors LLC | 14,533 | $19.2 萬 | 0.00% | +14,533 | 新進 |
| Atria Wealth Solutions, Inc. | 14,967 | $19.8 萬 | 0.00% | +1,117+8.1% | 加碼 |
| Mariner, LLC | 15,568 | $20.6 萬 | 0.00% | +15,568 | 新進 |
| Amalgamated Bank | 16,449 | $21.7 萬 | 0.00% | +2,700+19.6% | 加碼 |
| Harbour Investments, Inc. | 16,608 | $22.0 萬 | 0.01% | +7,900+90.7% | 加碼 |
| Envestnet Asset Management Inc | 16,660 | $22.0 萬 | 0.00% | +1,950+13.3% | 加碼 |
| Point72 Asset Management, L.P. | 16,889 | $22.3 萬 | 0.00% | +16,889 | 新進 |
| Bank of Montreal | 17,348 | $23.0 萬 | 0.00% | −73,050−80.8% | 減碼 |
| MML Investors Services, LLC | 17,880 | $23.6 萬 | 0.00% | −4,842−21.3% | 減碼 |
| Marshall Wace, LLP | 18,183 | $24.0 萬 | 0.00% | −15,226−45.6% | 減碼 |
| Leonteq Securities AG | 19,224 | $25.4 萬 | 0.01% | +13,008+209.3% | 加碼 |
| US Bancorp | 19,822 | $26.2 萬 | 0.00% | +1,614+8.9% | 加碼 |
| Hilltop Holdings Inc. | 20,028 | $26.5 萬 | 0.03% | +4,635+30.1% | 加碼 |
| Advisory Services Network, LLC | 20,643 | $27.3 萬 | 0.01% | −22,984−52.7% | 減碼 |
| Arizona State Retirement System | 20,660 | $27.3 萬 | 0.00% | −73−0.4% | 減碼 |
| Baader Bank INC | 21,527 | $28.5 萬 | 0.03% | +4,600+27.2% | 加碼 |
| Fairbanks Capital Management, Inc. | 22,000 | $29.1 萬 | 0.26% | +22,000 | 新進 |
| Capula Management Ltd | 22,744 | $30.1 萬 | 0.03% | +22,744 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 22,978 | $30.4 萬 | 0.00% | −8,776−27.6% | 減碼 |
| Schonfeld Strategic Advisors LLC | 23,600 | $31.2 萬 | 0.00% | −74,500−75.9% | 減碼 |
| Rockefeller Capital Management L.P. | 23,752 | $31.4 萬 | 0.00% | −18,956−44.4% | 減碼 |
| Deutsche Bank AG | 23,835 | $31.5 萬 | 0.00% | −7,175−23.1% | 減碼 |
| Centiva Capital, LP | 23,956 | $31.7 萬 | 0.03% | +23,956 | 新進 |
| Tyler-Stone Wealth Management | 24,237 | $32.0 萬 | 0.22% | 00.0% | 不變 |
| Royal Bank of Canada | 24,866 | $32.8 萬 | 0.00% | −7,232−22.5% | 減碼 |
| Stansberry Asset Management, LLC | 25,368 | $33.5 萬 | 0.07% | +497+2.0% | 加碼 |
| Janus Henderson Group PLC | 27,266 | $36.0 萬 | 0.00% | +5,203+23.6% | 加碼 |
| Boston Private Wealth LLC | 27,385 | $36.2 萬 | 0.00% | −56−0.2% | 減碼 |
| Kamunting Street Capital Management, L.P. | 27,406 | $36.2 萬 | 0.59% | −5,000−15.4% | 減碼 |
| Triumph Capital Management | 27,730 | $36.7 萬 | 0.20% | −9,517−25.6% | 減碼 |
| Ameriprise Financial Inc | 28,399 | $36.8 萬 | 0.00% | +1,302+4.8% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 28,252 | $37.3 萬 | 0.00% | −8,953−24.1% | 減碼 |
| TCI Wealth Advisors, Inc. | 29,182 | $38.6 萬 | 0.05% | +258+0.9% | 加碼 |
| Commerce Bank | 29,367 | $38.8 萬 | 0.00% | +29,367 | 新進 |
| Maxi Investments CY Ltd | 30,100 | $39.8 萬 | 0.38% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 30,613 | $40.5 萬 | 0.00% | −3,170−9.4% | 減碼 |
| Wells Fargo & Company | 32,275 | $42.7 萬 | 0.00% | −3,766−10.4% | 減碼 |
| Zweig-DiMenna Associates LLC | 35,050 | $46.3 萬 | 0.07% | 00.0% | 不變 |
| Coastal Bridge Advisors, LLC | 35,688 | $47.2 萬 | 0.13% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 36,148 | $47.8 萬 | 0.00% | +758+2.1% | 加碼 |
| Price T Rowe Associates Inc | 36,907 | $48.8 萬 | 0.00% | −3,533−8.7% | 減碼 |