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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。

2023 年第 1 季與 2022 年第 4 季比較

持有 Upstart Holdings, Inc. 的機構從 2022 年第 4 季到 2023 年第 1 季的變化。

2023 年第 1 季全部持有人2022 年第 4 季全部持有人

UPST 的 13F 持有人:2022 年第 4 季與 2023 年第 1 季比較
項目2022 年第 4 季其中尚未申報 2023 年第 1 季2023 年第 1 季變化
持有家數2675266+4
股數2,942 萬2.50 萬2,965 萬+25.3 萬 (+0.9%)
市值$3.89 億$33.0 萬$4.72 億+$8,306 萬 (+21.4%)

5 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(47 家)

2023 年第 1 季季末持有 Upstart Holdings, Inc.、2022 年第 4 季季末沒有持有的機構。

2023 年第 1 季新進 UPST 的機構
機構股數市值佔組合 %
Susquehanna International Group, LLP224,609$356.9 萬0.01%
Freshford Capital Management, LLC218,468$347.1 萬0.63%
Jump Financial, LLC130,918$208.0 萬0.08%
Holocene Advisors, LP92,202$146.5 萬0.01%
Independent Advisor Alliance91,415$145.3 萬0.07%
Greatmark Investment Partners, Inc.75,000$119.2 萬0.21%
Bayesian Capital Management, LP48,800$77.5 萬0.10%
Dimensional Fund Advisors LP45,483$72.3 萬0.00%
Cantor Fitzgerald, L. P.50,000$71.0 萬0.02%
Oak Thistle LLC40,360$64.1 萬0.38%
Point72 Middle East FZE38,932$61.9 萬0.04%
Prospera Financial Services Inc29,648$47.1 萬0.02%
Ensign Peak Advisors, Inc26,600$42.3 萬0.00%
Tudor Investment Corp Et Al23,497$37.3 萬0.01%
State of Wisconsin Investment Board23,182$36.8 萬0.00%
Capital Fund Management S.A.23,000$36.5 萬0.01%
D. E. Shaw & Co., Inc.22,342$35.5 萬0.00%
Regal Investment Advisors LLC21,505$34.2 萬0.03%
AE Wealth Management LLC21,377$34.0 萬0.00%
Quinn Opportunity Partners LLC18,774$29.8 萬0.03%
Inspire Advisors, LLC17,517$27.8 萬0.06%
Quadrature Capital Ltd13,614$21.7 萬0.01%
Boothbay Fund Management, LLC13,598$21.6 萬0.01%
Bridgefront Capital, LLC13,233$21.0 萬0.13%
StoneX Group Inc.11,800$18.8 萬0.02%
Gotham Asset Management, LLC11,544$18.3 萬0.00%
Ieq Capital, LLC11,236$17.9 萬0.00%
Inscription Capital, LLC10,000$15.9 萬0.04%
CTC LLC10,100$14.3 萬0.00%
Venturi Wealth Management, LLC1,559$2.48 萬0.00%
Ancora Advisors, LLC1,212$1.93 萬0.00%
GPS Wealth Strategies Group, LLC1,203$1.91 萬0.00%
Ameritas Advisory Services, LLC1,147$1.71 萬0.00%
WealthPLAN Partners, LLC810$1.29 萬0.00%
PEAK6 Investments LLC608$9,6610.00%
Contravisory Investment Management, Inc.500$7,9450.00%
Plante Moran Financial Advisors, LLC411$6,5310.00%
Ridgewood Investments LLC300$4,7670.00%
Machina Capital S.A.S.200$3,1780.00%
Lindbrook Capital, LLC104$1,6530.00%
Cape Investment Advisory, Inc.40$6360.00%
Baker Avenue Asset Management, LP31$4930.00%
Sunbelt Securities, Inc.31$4400.00%
Gradient Investments LLC19$3020.00%
Toronto Dominion Bank4$00.00%
Evolution Advisers, Inc.16$00.00%
VitalStone Financial, LLC19––

清倉機構(43 家)

2022 年第 4 季季末持有 Upstart Holdings, Inc.、2023 年第 1 季有申報但已經沒有持有的機構。

2023 年第 1 季清倉 UPST 的機構
機構2022 年第 4 季股數2022 年第 4 季市值
Liontrust Investment Partners LLP155,000$204.9 萬
California Public Employees Retirement System124,335$164.4 萬
IMC-Chicago, LLC86,766$114.7 萬
Dorsal Capital Management, LLC75,000$99.2 萬
Squarepoint Ops LLC50,934$67.3 萬
ExodusPoint Capital Management, LP44,100$58.3 萬
Optiver Holding B.V.42,214$55.8 萬
Virtu Financial LLC36,905$48.8 萬
Kamunting Street Capital Management, L.P.27,406$36.2 萬
Stansberry Asset Management, LLC25,368$33.5 萬
Centiva Capital, LP23,956$31.7 萬
Point72 Asset Management, L.P.16,889$22.3 萬
Envestnet Asset Management Inc16,660$22.0 萬
Atria Wealth Solutions, Inc.14,967$19.8 萬
Jefferies Financial Group Inc.13,200$17.5 萬
Victory Capital Management Inc12,062$15.9 萬
Sherbrooke Park Advisers LLC11,300$14.9 萬
Bridgewater Associates, LP10,069$13.3 萬
Antipodean Advisors LLC10,000$13.2 萬
Money Concepts Capital Corp3,570$4.72 萬
Caption Management, LLC2,000$2.64 萬
One Wealth Advisors, LLC1,000$1.32 萬
Belvedere Trading LLC606$8,011
Operose Advisors LLC600$7,932
Evermay Wealth Management LLC500$6,610
Parallax Volatility Advisers, L.P.280$3,702
Harvest Fund Management Co., Ltd239$3,000
Farmers & Merchants Trust Co of Chambersburg PA200$3,000
Zions Bancorporation, N.A.100$1,322
EverSource Wealth Advisors, LLC95$1,256
Glassman Wealth Services92$1,216
EWG Elevate Inc.90$1,190
Aquatic Capital Management LLC100$1,000
Credit Agricole S A60$793
MinichMacGregor Wealth Management, LLC59$779
Accurate Wealth Management, LLC50$711
Comerica Securities,inc.30$396
Romano Brothers and Company19$251
Ritter Daniher Financial Advisory LLC7$93
Kistler-Tiffany Companies, LLC6$79
J.Safra Asset Management Corp10$0
Ronald Blue Trust, Inc.24$0
McElhenny Sheffield Capital Management, LLC74–

尚未申報 2023 年第 1 季的機構(5 家)

2022 年第 4 季季末持有 Upstart Holdings, Inc.、還沒有申報 2023 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2022 年第 4 季持有 UPST、尚未申報 2023 年第 1 季的機構
機構2022 年第 4 季股數2022 年第 4 季市值
Tyler-Stone Wealth Management24,237$32.0 萬
CoreCap Advisors, LLC412$5,447
Cribstone Capital Management, LLC300$3,966
Cornerstone Planning Group LLC4$63
Glass Jacobson Investment Advisors llc4$53