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 |
|---|---|---|---|---|---|
| Virtu Financial LLC | 36,905 | $48.8 萬 | 0.06% | +36,905 | 新進 |
| Millennium Management LLC | 37,908 | $50.1 萬 | 0.00% | −18,855−33.2% | 減碼 |
| Wolverine Asset Management LLC | 38,874 | $51.4 萬 | 0.01% | 00.0% | 不變 |
| Amundi | 34,345 | $52.9 萬 | 0.00% | +32,200+1,501.2% | 加碼 |
| Miracle Mile Advisors, LLC | 40,305 | $53.3 萬 | 0.02% | 00.0% | 不變 |
| Optiver Holding B.V. | 42,214 | $55.8 萬 | 0.03% | +35,251+506.3% | 加碼 |
| HSBC Holdings PLC | 42,954 | $56.3 萬 | 0.00% | −1,884−4.2% | 減碼 |
| Alliancebernstein L.P. | 43,030 | $56.9 萬 | 0.00% | +21,228+97.4% | 加碼 |
| ExodusPoint Capital Management, LP | 44,100 | $58.3 萬 | 0.01% | +32,043+265.8% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 46,883 | $62.0 萬 | 0.00% | −598−1.3% | 減碼 |
| Bailard, Inc. | 49,000 | $64.8 萬 | 0.02% | +49,000 | 新進 |
| Advisor Group Holdings, Inc. | 50,334 | $66.5 萬 | 0.00% | +16,917+50.6% | 加碼 |
| Squarepoint Ops LLC | 50,934 | $67.3 萬 | 0.00% | +6,979+15.9% | 加碼 |
| LPL Financial LLC | 53,311 | $70.5 萬 | 0.00% | −15,732−22.8% | 減碼 |
| Commonwealth Equity Services, LLC | 57,444 | $75.9 萬 | 0.00% | −69,557−54.8% | 減碼 |
| Citigroup Inc | 61,668 | $81.5 萬 | 0.00% | −22,255−26.5% | 減碼 |
| Legal & General Group Plc | 61,826 | $81.7 萬 | 0.00% | −4,987−7.5% | 減碼 |
| New York State Common Retirement Fund | 64,500 | $85.3 萬 | 0.00% | 00.0% | 不變 |
| HRT Financial LP | 69,356 | $91.6 萬 | 0.01% | +52,059+301.0% | 加碼 |
| Seven Eight Capital, LP | 71,412 | $94.4 萬 | 0.25% | −13,317−15.7% | 減碼 |
| Credit Suisse AG | 72,463 | $95.8 萬 | 0.00% | −46,748−39.2% | 減碼 |
| JPMorgan Chase & Co | 73,734 | $97.4 萬 | 0.00% | −96,871−56.8% | 減碼 |
| Rhumbline Advisers | 74,434 | $98.4 萬 | 0.00% | +1,362+1.9% | 加碼 |
| Dorsal Capital Management, LLC | 75,000 | $99.2 萬 | 0.06% | 00.0% | 不變 |
| UBS Group AG | 77,452 | $102.4 萬 | 0.00% | −46,552−37.5% | 減碼 |
| State Board of Administration of Florida Retirement System | 79,922 | $105.7 萬 | 0.00% | −1,980−2.4% | 減碼 |
| Invesco Ltd. | 80,867 | $106.9 萬 | 0.00% | +28,968+55.8% | 加碼 |
| WMG Financial Advisors, LLC | 81,670 | $108.0 萬 | 0.92% | +2,752+3.5% | 加碼 |
| IMC-Chicago, LLC | 86,766 | $114.7 萬 | 0.25% | −9,307−9.7% | 減碼 |
| Banque Pictet & Cie SA | 88,000 | $116.3 萬 | 0.01% | 00.0% | 不變 |
| California State Teachers Retirement System | 92,032 | $121.7 萬 | 0.00% | −1,635−1.7% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 93,525 | $123.6 萬 | 0.01% | 00.0% | 不變 |
| Pictet Asset Management SA | 93,830 | $124.0 萬 | 0.00% | +2,538+2.8% | 加碼 |
| XTX Topco Ltd | 94,162 | $124.5 萬 | 0.26% | +57,625+157.7% | 加碼 |
| Carnegie Capital Asset Management, LLC | 106,761 | $141.1 萬 | 0.06% | −99,204−48.2% | 減碼 |
| UBS Asset Management Americas Inc | 110,401 | $146.0 萬 | 0.00% | +14,377+15.0% | 加碼 |
| Nomura Holdings Inc | 110,618 | $146.1 萬 | 0.01% | −146,401−57.0% | 減碼 |
| National Bank of Canada | 117,616 | $155.5 萬 | 0.00% | −87,100−42.5% | 減碼 |
| California Public Employees Retirement System | 124,335 | $164.4 萬 | 0.00% | −26,664−17.7% | 減碼 |
| Liontrust Investment Partners LLP | 155,000 | $204.9 萬 | 0.04% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 160,544 | $212.2 萬 | 0.02% | +48,344+43.1% | 加碼 |
| Swiss National Bank | 176,800 | $233.7 萬 | 0.00% | −4,100−2.3% | 減碼 |
| First Trust Advisors LP | 176,938 | $233.9 萬 | 0.00% | +61,615+53.4% | 加碼 |
| Bank of New York Mellon Corp | 230,392 | $304.6 萬 | 0.00% | −10,373−4.3% | 減碼 |
| Nuveen Asset Management, LLC | 241,546 | $319.3 萬 | 0.00% | +19,957+9.0% | 加碼 |
| Fred Alger Management, LLC | 242,794 | $321.0 萬 | 0.02% | −50,860−17.3% | 減碼 |
| Jane Street Group, LLC | 263,801 | $348.7 萬 | 0.01% | +111,371+73.1% | 加碼 |
| Barclays PLC | 289,874 | $383.2 萬 | 0.00% | +63,495+28.0% | 加碼 |
| Northern Trust Corp | 292,091 | $386.1 萬 | 0.00% | +9,083+3.2% | 加碼 |
| Robeco Institutional Asset Management B.V. | 330,000 | $436.3 萬 | 0.01% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 371,670 | $491.3 萬 | 0.00% | +8,504+2.3% | 加碼 |
| Brainard Capital Management LLC | 391,666 | $517.8 萬 | 4.39% | +391,666 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 687,524 | $908.9 萬 | 0.02% | −56,413−7.6% | 減碼 |
| Coatue Management LLC大師Coatue | 832,421 | $1,100 萬 | 0.12% | −832,422−50.0% | 減碼 |
| Goldman Sachs Group Inc | 835,431 | $1,104 萬 | 0.00% | +433,480+107.8% | 加碼 |
| Norges Bank | 849,099 | $1,123 萬 | 0.00% | −23,105−2.6% | 減碼 |
| Geode Capital Management, LLC | 986,242 | $1,304 萬 | 0.00% | +45,450+4.8% | 加碼 |
| SG Americas Securities, LLC | 1,033,607 | $1,366 萬 | 0.20% | +320,686+45.0% | 加碼 |
| State Street Corp | 1,171,948 | $1,549 萬 | 0.00% | −2,374−0.2% | 減碼 |
| Bank of America Corp | 1,552,004 | $2,052 萬 | 0.00% | +373,435+31.7% | 加碼 |
| BlackRock Inc. | 3,146,072 | $4,159 萬 | 0.00% | +273,753+9.5% | 加碼 |
| Morgan Stanley | 4,531,650 | $5,991 萬 | 0.01% | +198,612+4.6% | 加碼 |
| Vanguard Group Inc | 6,396,482 | $8,456 萬 | 0.00% | +384,485+6.4% | 加碼 |
| Missouri Trust & Investment Co | 22 | – | – | 00.0% | 不變 |
| Westside Investment Management, Inc. | 4,985 | – | – | −539−9.8% | 減碼 |
| MBM Wealth Consultants, LLC | 5 | – | – | +5 | 新進 |
| McElhenny Sheffield Capital Management, LLC | 74 | – | – | +74 | 新進 |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Viking Global Investors LP大師維京全球投資 | 0 | $0 | 0.00% | −999,647−100.0% | 清倉 |
| Azora Capital LP | 0 | $0 | 0.00% | −282,899−100.0% | 清倉 |
| Freshford Capital Management, LLC | 0 | $0 | 0.00% | −285,000−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −145,199−100.0% | 清倉 |
| GFG Capital, LLC | 0 | $0 | 0.00% | −117,463−100.0% | 清倉 |
| Waverton Investment Management Ltd | 0 | $0 | 0.00% | −114,918−100.0% | 清倉 |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −100,100−100.0% | 清倉 |
| Board of Trustees of The Leland Stanford Junior University | 0 | $0 | 0.00% | −103,357−100.0% | 清倉 |
| Bordeaux Wealth Advisors LLC | 0 | $0 | 0.00% | −105,396−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −103,036−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −95,469−100.0% | 清倉 |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −86,994−100.0% | 清倉 |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −79,663−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −73,334−100.0% | 清倉 |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −66,244−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −49,982−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −28,960−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −27,350−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −25,890−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −25,718−100.0% | 清倉 |
| Must Asset Management Inc. | 0 | $0 | 0.00% | −25,080−100.0% | 清倉 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −16,205−100.0% | 清倉 |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −24,560−100.0% | 清倉 |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −23,220−100.0% | 清倉 |
| Navalign, LLC | 0 | $0 | 0.00% | −18,464−100.0% | 清倉 |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −17,566−100.0% | 清倉 |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −17,365−100.0% | 清倉 |
| Synergy Financial Group, LTD | 0 | $0 | 0.00% | −16,834−100.0% | 清倉 |
| GMT Capital Corp | 0 | $0 | 0.00% | −15,700−100.0% | 清倉 |
| Icapital Wealth LLC | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −14,887−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −14,572−100.0% | 清倉 |