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 |
|---|---|---|---|---|---|
| Oak Thistle LLC | 40,360 | $64.1 萬 | 0.38% | +40,360 | 新進 |
| Alliancebernstein L.P. | 41,944 | $66.6 萬 | 0.00% | −1,086−2.5% | 減碼 |
| Cantor Fitzgerald, L. P. | 50,000 | $71.0 萬 | 0.02% | +50,000 | 新進 |
| Dimensional Fund Advisors LP | 45,483 | $72.3 萬 | 0.00% | +45,483 | 新進 |
| Schonfeld Strategic Advisors LLC | 45,600 | $72.5 萬 | 0.01% | +22,000+93.2% | 加碼 |
| Wells Fargo & Company | 46,338 | $73.6 萬 | 0.00% | +14,063+43.6% | 加碼 |
| Bayesian Capital Management, LP | 48,800 | $77.5 萬 | 0.10% | +48,800 | 新進 |
| Bank Julius Baer & Co. Ltd, Zurich | 48,845 | $77.6 萬 | 0.00% | +1,962+4.2% | 加碼 |
| Bailard, Inc. | 49,000 | $77.9 萬 | 0.03% | 00.0% | 不變 |
| Capula Management Ltd | 49,389 | $78.5 萬 | 0.07% | +26,645+117.2% | 加碼 |
| LPL Financial LLC | 49,708 | $79.0 萬 | 0.00% | −3,603−6.8% | 減碼 |
| Commonwealth Equity Services, LLC | 50,746 | $80.6 萬 | 0.00% | −6,698−11.7% | 減碼 |
| Seven Eight Capital, LP | 60,473 | $96.1 萬 | 0.20% | −10,939−15.3% | 減碼 |
| Cubist Systematic Strategies, LLC | 63,294 | $100.6 萬 | 0.01% | −97,250−60.6% | 減碼 |
| New York State Common Retirement Fund | 64,500 | $102.5 萬 | 0.00% | 00.0% | 不變 |
| Legal & General Group Plc | 65,610 | $104.3 萬 | 0.00% | +3,784+6.1% | 加碼 |
| Credit Suisse AG | 67,167 | $106.7 萬 | 0.00% | −5,296−7.3% | 減碼 |
| Sculptor Capital LP | 70,000 | $111.2 萬 | 0.03% | +69,900+69,900.0% | 加碼 |
| Carnegie Capital Asset Management, LLC | 71,258 | $113.2 萬 | 0.05% | −35,503−33.3% | 減碼 |
| Resources Management Corp | 31,335 | $117.1 萬 | 0.23% | +31,330+626,600.0% | 加碼 |
| Rhumbline Advisers | 74,218 | $117.9 萬 | 0.00% | −216−0.3% | 減碼 |
| Greatmark Investment Partners, Inc. | 75,000 | $119.2 萬 | 0.21% | +75,000 | 新進 |
| State Board of Administration of Florida Retirement System | 79,922 | $127.0 萬 | 0.00% | 00.0% | 不變 |
| WMG Financial Advisors, LLC | 82,430 | $131.1 萬 | 1.09% | +760+0.9% | 加碼 |
| Banque Pictet & Cie SA | 91,000 | $144.6 萬 | 0.01% | +3,000+3.4% | 加碼 |
| California State Teachers Retirement System | 91,113 | $144.8 萬 | 0.00% | −919−1.0% | 減碼 |
| Independent Advisor Alliance | 91,415 | $145.3 萬 | 0.07% | +91,415 | 新進 |
| Holocene Advisors, LP | 92,202 | $146.5 萬 | 0.01% | +92,202 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 93,525 | $148.6 萬 | 0.01% | 00.0% | 不變 |
| UBS Group AG | 94,498 | $150.2 萬 | 0.00% | +17,046+22.0% | 加碼 |
| Invesco Ltd. | 116,237 | $184.7 萬 | 0.00% | +35,370+43.7% | 加碼 |
| UBS Asset Management Americas Inc | 116,375 | $184.9 萬 | 0.00% | +5,974+5.4% | 加碼 |
| Marshall Wace, LLP | 119,196 | $189.4 萬 | 0.00% | +101,013+555.5% | 加碼 |
| Citadel Advisors LLC | 123,719 | $196.6 萬 | 0.00% | +113,052+1,059.8% | 加碼 |
| Jump Financial, LLC | 130,918 | $208.0 萬 | 0.08% | +130,918 | 新進 |
| FMR LLC | 144,704 | $229.9 萬 | 0.00% | +133,871+1,235.8% | 加碼 |
| Fred Alger Management, LLC | 148,512 | $236.0 萬 | 0.01% | −94,282−38.8% | 減碼 |
| HRT Financial LP | 153,541 | $243.9 萬 | 0.03% | +84,185+121.4% | 加碼 |
| Swiss National Bank | 159,100 | $252.8 萬 | 0.00% | −17,700−10.0% | 減碼 |
| Millennium Management LLC | 172,341 | $273.8 萬 | 0.00% | +134,433+354.6% | 加碼 |
| Pictet Asset Management SA | 195,818 | $311.2 萬 | 0.00% | +101,988+108.7% | 加碼 |
| Freshford Capital Management, LLC | 218,468 | $347.1 萬 | 0.63% | +218,468 | 新進 |
| Bank of Montreal | 222,697 | $355.0 萬 | 0.00% | +205,349+1,183.7% | 加碼 |
| Susquehanna International Group, LLP | 224,609 | $356.9 萬 | 0.01% | +224,609 | 新進 |
| Bank of New York Mellon Corp | 233,064 | $370.3 萬 | 0.00% | +2,672+1.2% | 加碼 |
| Nuveen Asset Management, LLC | 235,436 | $374.2 萬 | 0.00% | −6,110−2.5% | 減碼 |
| National Bank of Canada | 237,199 | $376.9 萬 | 0.01% | +119,583+101.7% | 加碼 |
| Northern Trust Corp | 294,141 | $467.4 萬 | 0.00% | +2,050+0.7% | 加碼 |
| Robeco Institutional Asset Management B.V. | 330,000 | $524.4 萬 | 0.01% | 00.0% | 不變 |
| Jane Street Group, LLC | 335,683 | $533.4 萬 | 0.01% | +71,882+27.2% | 加碼 |
| Charles Schwab Investment Management Inc | 373,899 | $594.1 萬 | 0.00% | +2,229+0.6% | 加碼 |
| Brainard Capital Management LLC | 391,666 | $622.4 萬 | 4.76% | 00.0% | 不變 |
| Barclays PLC | 487,463 | $774.6 萬 | 0.01% | +197,589+68.2% | 加碼 |
| Norges Bank | 620,479 | $985.9 萬 | 0.00% | −228,620−26.9% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 793,140 | $1,260 萬 | 0.03% | +105,616+15.4% | 加碼 |
| Goldman Sachs Group Inc | 818,951 | $1,301 萬 | 0.00% | −16,480−2.0% | 減碼 |
| SG Americas Securities, LLC | 1,009,133 | $1,604 萬 | 0.22% | −24,474−2.4% | 減碼 |
| Geode Capital Management, LLC | 1,029,182 | $1,635 萬 | 0.00% | +42,940+4.4% | 加碼 |
| State Street Corp | 1,167,896 | $1,856 萬 | 0.00% | −4,052−0.3% | 減碼 |
| Morgan Stanley | 1,238,038 | $1,967 萬 | 0.00% | −3,293,612−72.7% | 減碼 |
| JPMorgan Chase & Co | 1,354,416 | $2,152 萬 | 0.00% | +1,280,682+1,736.9% | 加碼 |
| Bank of America Corp | 1,641,365 | $2,608 萬 | 0.00% | +89,361+5.8% | 加碼 |
| Coatue Management LLC大師Coatue | 1,664,843 | $2,645 萬 | 0.18% | +832,422+100.0% | 加碼 |
| BlackRock Inc. | 3,228,416 | $5,130 萬 | 0.00% | +82,344+2.6% | 加碼 |
| Vanguard Group Inc | 6,415,383 | $1.02 億 | 0.00% | +18,901+0.3% | 加碼 |
| VitalStone Financial, LLC | 19 | – | – | +19 | 新進 |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −155,000−100.0% | 清倉 |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −124,335−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −86,766−100.0% | 清倉 |
| Dorsal Capital Management, LLC | 0 | $0 | 0.00% | −75,000−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −50,934−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −44,100−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −42,214−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −36,905−100.0% | 清倉 |
| Kamunting Street Capital Management, L.P. | 0 | $0 | 0.00% | −27,406−100.0% | 清倉 |
| Stansberry Asset Management, LLC | 0 | $0 | 0.00% | −25,368−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −23,956−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −16,889−100.0% | 清倉 |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −16,660−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −14,967−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −13,200−100.0% | 清倉 |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −12,062−100.0% | 清倉 |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −11,300−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −10,069−100.0% | 清倉 |
| Antipodean Advisors LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −3,570−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −606−100.0% | 清倉 |
| Operose Advisors LLC | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −280−100.0% | 清倉 |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −239−100.0% | 清倉 |
| Farmers & Merchants Trust Co of Chambersburg PA | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −95−100.0% | 清倉 |
| Glassman Wealth Services | 0 | $0 | 0.00% | −92−100.0% | 清倉 |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −90−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Credit Agricole S A | 0 | $0 | 0.00% | −60−100.0% | 清倉 |