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 13F 持有人
Upstart Holdings, Inc. 在 2023/3/31 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
- 266
- 較 2022 年第 4 季 +4 家
- 持有股數
- 2,965 萬
- 較 2022 年第 4 季 +25.3 萬 (+0.9%)
- 總市值
- $4.72 億
- 較 2022 年第 4 季 +$8,306 萬 (+21.4%)
- 新進機構
- 47
- 另有 78 家加碼
- 清倉機構
- 43
- 另有 64 家減碼
另有 5 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Your Advocates Ltd., LLP | 1,030 | $1.64 萬 | 0.01% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 1,147 | $1.71 萬 | 0.00% | +1,147 | 新進 |
| Shell Asset Management Co | 1,152 | $1.80 萬 | 0.00% | −3−0.3% | 減碼 |
| Cassady Schiller Wealth Management, LLC | 1,179 | $1.87 萬 | 0.01% | +483+69.4% | 加碼 |
| GPS Wealth Strategies Group, LLC | 1,203 | $1.91 萬 | 0.00% | +1,203 | 新進 |
| Ancora Advisors, LLC | 1,212 | $1.93 萬 | 0.00% | +1,212 | 新進 |
| Spire Wealth Management | 1,559 | $2.48 萬 | 0.00% | +284+22.3% | 加碼 |
| Venturi Wealth Management, LLC | 1,559 | $2.48 萬 | 0.00% | +1,559 | 新進 |
| Compagnie Lombard Odier SCmA | 1,650 | $2.62 萬 | 0.00% | 00.0% | 不變 |
| Storebrand Asset Management AS | 1,657 | $2.63 萬 | 0.00% | −414−20.0% | 減碼 |
| Signaturefd, LLC | 1,708 | $2.71 萬 | 0.00% | +556+48.3% | 加碼 |
| ICA Group Wealth Management, LLC | 1,766 | $2.81 萬 | 0.01% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 1,782 | $2.83 萬 | 0.00% | −5,582−75.8% | 減碼 |
| MetLife Investment Management | 1,997 | $3.17 萬 | 0.00% | +4+0.2% | 加碼 |
| Capital Impact Advisors, LLC | 2,635 | $4.19 萬 | 0.05% | −1,732−39.7% | 減碼 |
| AdvisorNet Financial, Inc | 3,187 | $5.06 萬 | 0.00% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 3,359 | $5.34 萬 | 0.00% | −415−11.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 3,576 | $5.68 萬 | 0.00% | +327+10.1% | 加碼 |
| GWM Advisors LLC | 3,640 | $5.78 萬 | 0.00% | +1,194+48.8% | 加碼 |
| Tradition Wealth Management, LLC | 3,818 | $6.10 萬 | 0.01% | +3,465+981.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 3,946 | $6.27 萬 | 0.00% | +675+20.6% | 加碼 |
| Gs Investments, Inc. | 4,000 | $6.36 萬 | 0.04% | 00.0% | 不變 |
| Cutler Group LP | 4,200 | $6.60 萬 | 0.01% | −4,078−49.3% | 減碼 |
| Liberty One Investment Management, LLC | 4,649 | $7.39 萬 | 0.01% | +1,245+36.6% | 加碼 |
| Amundi | 4,967 | $8.34 萬 | 0.00% | −29,378−85.5% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 5,440 | $8.60 萬 | 0.00% | −470−8.0% | 減碼 |
| Public Employees Retirement Association of Colorado | 5,524 | $8.80 萬 | 0.00% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 5,775 | $9.18 萬 | 0.00% | −33,099−85.1% | 減碼 |
| Westside Investment Management, Inc. | 5,865 | $9.32 萬 | 0.03% | +880+17.7% | 加碼 |
| Quantbot Technologies LP | 5,974 | $9.49 萬 | 0.01% | +3,174+113.4% | 加碼 |
| Orion Capital Management LLC | 6,210 | $9.87 萬 | 0.07% | −200−3.1% | 減碼 |
| US Bancorp | 6,752 | $10.7 萬 | 0.00% | −13,070−65.9% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 7,369 | $11.7 萬 | 0.00% | +3,122+73.5% | 加碼 |
| International Assets Investment Management, LLC | 8,567 | $13.6 萬 | 0.02% | −5,454−38.9% | 減碼 |
| CTC LLC | 10,100 | $14.3 萬 | 0.00% | +10,100 | 新進 |
| Newbridge Financial Services Group, Inc. | 9,493 | $15.1 萬 | 0.08% | −253−2.6% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,709 | $15.4 萬 | 0.00% | 00.0% | 不變 |
| Kercheville Advisors, LLC | 10,000 | $15.9 萬 | 0.11% | 00.0% | 不變 |
| Inscription Capital, LLC | 10,000 | $15.9 萬 | 0.04% | +10,000 | 新進 |
| Nomura Holdings Inc | 10,142 | $16.1 萬 | 0.00% | −100,476−90.8% | 減碼 |
| Arcadia Investment Management Corp | 10,490 | $16.7 萬 | 0.04% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 10,788 | $17.1 萬 | 0.01% | +4,937+84.4% | 加碼 |
| Triumph Capital Management | 10,810 | $17.2 萬 | 0.09% | −16,920−61.0% | 減碼 |
| Ieq Capital, LLC | 11,236 | $17.9 萬 | 0.00% | +11,236 | 新進 |
| Gotham Asset Management, LLC | 11,544 | $18.3 萬 | 0.00% | +11,544 | 新進 |
| Raymond James & Associates | 11,640 | $18.5 萬 | 0.00% | −930−7.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,688 | $18.6 萬 | 0.00% | 00.0% | 不變 |
| StoneX Group Inc. | 11,800 | $18.8 萬 | 0.02% | +11,800 | 新進 |
| Amalgamated Bank | 12,165 | $19.3 萬 | 0.00% | −4,284−26.0% | 減碼 |
| Voya Investment Management LLC | 12,677 | $20.1 萬 | 0.00% | −231−1.8% | 減碼 |
| Bridgefront Capital, LLC | 13,233 | $21.0 萬 | 0.13% | +13,233 | 新進 |
| Cetera Advisor Networks LLC | 13,432 | $21.3 萬 | 0.00% | +55+0.4% | 加碼 |
| Boothbay Fund Management, LLC | 13,598 | $21.6 萬 | 0.01% | +13,598 | 新進 |
| Quadrature Capital Ltd | 13,614 | $21.7 萬 | 0.01% | +13,614 | 新進 |
| Creative Planning | 14,119 | $22.4 萬 | 0.00% | +3,708+35.6% | 加碼 |
| Cetera Advisors LLC | 14,201 | $22.6 萬 | 0.00% | −332−2.3% | 減碼 |
| Valeo Financial Advisors, LLC | 14,201 | $22.6 萬 | 0.01% | +1,310+10.2% | 加碼 |
| Deutsche Bank AG | 14,790 | $23.5 萬 | 0.00% | −9,045−37.9% | 減碼 |
| Harbour Investments, Inc. | 16,433 | $26.1 萬 | 0.01% | −175−1.1% | 減碼 |
| Mariner, LLC | 16,874 | $26.8 萬 | 0.00% | +1,306+8.4% | 加碼 |
| XTX Topco Ltd | 16,928 | $26.9 萬 | 0.06% | −77,234−82.0% | 減碼 |
| Inspire Advisors, LLC | 17,517 | $27.8 萬 | 0.06% | +17,517 | 新進 |
| Baader Bank INC | 18,700 | $28.9 萬 | 0.02% | −2,827−13.1% | 減碼 |
| Quinn Opportunity Partners LLC | 18,774 | $29.8 萬 | 0.03% | +18,774 | 新進 |
| Leonteq Securities AG | 19,280 | $30.6 萬 | 0.03% | +56+0.3% | 加碼 |
| Rockefeller Capital Management L.P. | 19,787 | $31.4 萬 | 0.00% | −3,965−16.7% | 減碼 |
| Arizona State Retirement System | 21,351 | $33.9 萬 | 0.00% | +691+3.3% | 加碼 |
| AE Wealth Management LLC | 21,377 | $34.0 萬 | 0.00% | +21,377 | 新進 |
| Regal Investment Advisors LLC | 21,505 | $34.2 萬 | 0.03% | +21,505 | 新進 |
| D. E. Shaw & Co., Inc. | 22,342 | $35.5 萬 | 0.00% | +22,342 | 新進 |
| First Trust Advisors LP | 22,420 | $35.6 萬 | 0.00% | −154,518−87.3% | 減碼 |
| Capital Fund Management S.A. | 23,000 | $36.5 萬 | 0.01% | +23,000 | 新進 |
| State of Wisconsin Investment Board | 23,182 | $36.8 萬 | 0.00% | +23,182 | 新進 |
| Tudor Investment Corp Et Al | 23,497 | $37.3 萬 | 0.01% | +23,497 | 新進 |
| Hilltop Holdings Inc. | 23,564 | $37.4 萬 | 0.05% | +3,536+17.7% | 加碼 |
| MML Investors Services, LLC | 24,826 | $39.4 萬 | 0.00% | +6,946+38.8% | 加碼 |
| Citigroup Inc | 25,018 | $39.8 萬 | 0.00% | −36,650−59.4% | 減碼 |
| Advisor Group Holdings, Inc. | 25,556 | $40.7 萬 | 0.00% | −24,778−49.2% | 減碼 |
| Ensign Peak Advisors, Inc | 26,600 | $42.3 萬 | 0.00% | +26,600 | 新進 |
| Boston Private Wealth LLC | 26,916 | $42.8 萬 | 0.01% | −469−1.7% | 減碼 |
| Royal Bank of Canada | 27,725 | $44.0 萬 | 0.00% | +2,859+11.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 28,602 | $45.4 萬 | 0.00% | +5,624+24.5% | 加碼 |
| Zweig-DiMenna Associates LLC | 29,560 | $47.0 萬 | 0.06% | −5,490−15.7% | 減碼 |
| Prospera Financial Services Inc | 29,648 | $47.1 萬 | 0.02% | +29,648 | 新進 |
| Maxi Investments CY Ltd | 30,100 | $47.8 萬 | 0.39% | 00.0% | 不變 |
| Ameriprise Financial Inc | 30,783 | $48.9 萬 | 0.00% | +2,384+8.4% | 加碼 |
| Treasurer of the State of North Carolina | 30,833 | $49.0 萬 | 0.00% | +220+0.7% | 加碼 |
| Commerce Bank | 30,942 | $49.2 萬 | 0.00% | +1,575+5.4% | 加碼 |
| TCI Wealth Advisors, Inc. | 32,369 | $51.4 萬 | 0.07% | +3,187+10.9% | 加碼 |
| Janus Henderson Group PLC | 32,677 | $52.0 萬 | 0.00% | +5,411+19.8% | 加碼 |
| HSBC Holdings PLC | 34,159 | $52.7 萬 | 0.00% | −8,795−20.5% | 減碼 |
| Public Employees Retirement System of Ohio | 35,060 | $55.7 萬 | 0.00% | −1,088−3.0% | 減碼 |
| Manchester Capital Management LLC | 35,393 | $56.2 萬 | 0.07% | +21,941+163.1% | 加碼 |
| Coastal Bridge Advisors, LLC | 35,688 | $56.7 萬 | 0.14% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 36,013 | $57.3 萬 | 0.00% | −894−2.4% | 減碼 |
| Fairbanks Capital Management, Inc. | 37,100 | $59.0 萬 | 0.47% | +15,100+68.6% | 加碼 |
| Advisory Services Network, LLC | 37,461 | $59.5 萬 | 0.02% | +16,818+81.5% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 37,514 | $59.6 萬 | 0.00% | +9,262+32.8% | 加碼 |
| Point72 Middle East FZE | 38,932 | $61.9 萬 | 0.04% | +38,932 | 新進 |
| Miracle Mile Advisors, LLC | 40,305 | $64.0 萬 | 0.02% | 00.0% | 不變 |