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 2 季 13F 持有人
Upstart Holdings, Inc. 在 2023/6/30 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
- 303
- 較 2023 年第 1 季 +40 家
- 持有股數
- 3,613 萬
- 較 2023 年第 1 季 +687.7 萬 (+23.5%)
- 總市值
- $13.0 億
- 較 2023 年第 1 季 +$8.30 億 (+178.3%)
- 新進機構
- 81
- 另有 73 家加碼
- 清倉機構
- 41
- 另有 71 家減碼
另有 3 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,768,367 | $2.42 億 | 0.01% | +352,984+5.5% | 加碼 |
| BlackRock Inc. | 5,374,762 | $1.92 億 | 0.01% | +2,146,346+66.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,577,569 | $9,230 萬 | 0.14% | +2,555,227+11,436.9% | 加碼 |
| Bank of Montreal | 2,069,835 | $7,758 萬 | 0.05% | +1,847,138+829.4% | 加碼 |
| State Street Corp | 1,724,464 | $6,175 萬 | 0.00% | +556,568+47.7% | 加碼 |
| Coatue Management LLC大師Coatue | 1,664,843 | $5,962 萬 | 0.29% | 00.0% | 不變 |
| Geode Capital Management, LLC | 1,436,577 | $5,144 萬 | 0.01% | +407,395+39.6% | 加碼 |
| Goldman Sachs Group Inc | 1,301,021 | $4,659 萬 | 0.01% | +482,070+58.9% | 加碼 |
| Morgan Stanley | 1,156,264 | $4,141 萬 | 0.00% | −81,774−6.6% | 減碼 |
| Voloridge Investment Management, LLC | 1,031,566 | $3,694 萬 | 0.17% | +1,031,566 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 1,020,567 | $3,655 萬 | 0.08% | +227,427+28.7% | 加碼 |
| Northern Trust Corp | 710,654 | $2,545 萬 | 0.00% | +416,513+141.6% | 加碼 |
| Jane Street Group, LLC | 546,145 | $1,956 萬 | 0.03% | +210,462+62.7% | 加碼 |
| Charles Schwab Investment Management Inc | 534,369 | $1,914 萬 | 0.01% | +160,470+42.9% | 加碼 |
| Norges Bank | 435,915 | $1,561 萬 | 0.00% | −184,564−29.7% | 減碼 |
| Pathstone Family Office, LLC | 392,666 | $1,406 萬 | 0.20% | +392,666 | 新進 |
| JPMorgan Chase & Co | 335,058 | $1,200 萬 | 0.00% | −1,019,358−75.3% | 減碼 |
| Robeco Institutional Asset Management B.V. | 330,000 | $1,182 萬 | 0.03% | 00.0% | 不變 |
| Citadel Advisors LLC | 271,853 | $973.5 萬 | 0.01% | +148,134+119.7% | 加碼 |
| Bank of New York Mellon Corp | 247,327 | $885.7 萬 | 0.00% | +14,263+6.1% | 加碼 |
| Fred Alger Management, LLC | 228,940 | $819.8 萬 | 0.04% | +80,428+54.2% | 加碼 |
| Susquehanna International Group, LLP | 222,283 | $796.0 萬 | 0.01% | −2,326−1.0% | 減碼 |
| Freshford Capital Management, LLC | 218,468 | $782.3 萬 | 1.20% | 00.0% | 不變 |
| Group One Trading, L.P. | 212,917 | $762.5 萬 | 0.33% | +212,917 | 新進 |
| Liontrust Investment Partners LLP | 210,000 | $752.0 萬 | 0.11% | +210,000 | 新進 |
| Nuveen Asset Management, LLC | 202,158 | $723.9 萬 | 0.00% | −33,278−14.1% | 減碼 |
| Invesco Ltd. | 190,587 | $682.5 萬 | 0.00% | +74,350+64.0% | 加碼 |
| Zweig-DiMenna Associates LLC | 188,693 | $675.7 萬 | 0.91% | +159,133+538.3% | 加碼 |
| National Bank of Canada | 152,338 | $581.5 萬 | 0.01% | −84,861−35.8% | 減碼 |
| Bank of America Corp | 162,069 | $580.4 萬 | 0.00% | −1,479,296−90.1% | 減碼 |
| Swiss National Bank | 152,800 | $547.2 萬 | 0.00% | −6,300−4.0% | 減碼 |
| Barclays PLC | 104,898 | $375.6 萬 | 0.00% | −382,565−78.5% | 減碼 |
| Rhumbline Advisers | 101,291 | $362.7 萬 | 0.00% | +27,073+36.5% | 加碼 |
| UBS Group AG | 97,564 | $349.4 萬 | 0.00% | +3,066+3.2% | 加碼 |
| Pictet Asset Management SA | 94,941 | $340.0 萬 | 0.00% | −100,877−51.5% | 減碼 |
| Holocene Advisors, LP | 94,581 | $338.7 萬 | 0.01% | +2,379+2.6% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 93,525 | $334.9 萬 | 0.02% | 00.0% | 不變 |
| Alliancebernstein L.P. | 91,150 | $326.4 萬 | 0.00% | +49,206+117.3% | 加碼 |
| Basswood Capital Management, L.L.C. | 88,794 | $318.0 萬 | 0.23% | +88,794 | 新進 |
| State of New Jersey Common Pension Fund D | 87,952 | $315.0 萬 | 0.01% | +87,952 | 新進 |
| California State Teachers Retirement System | 85,760 | $307.1 萬 | 0.00% | −5,353−5.9% | 減碼 |
| WMG Financial Advisors, LLC | 79,920 | $286.2 萬 | 2.11% | −2,510−3.0% | 減碼 |
| Credit Suisse AG | 75,812 | $271.5 萬 | 0.00% | +8,645+12.9% | 加碼 |
| Legal & General Group Plc | 73,128 | $261.9 萬 | 0.00% | +7,518+11.5% | 加碼 |
| Deutsche Bank AG | 70,016 | $250.7 萬 | 0.00% | +55,226+373.4% | 加碼 |
| Wells Fargo & Company | 59,413 | $212.8 萬 | 0.00% | +13,075+28.2% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 57,582 | $206.2 萬 | 0.01% | +57,582 | 新進 |
| Seven Eight Capital, LP | 54,981 | $196.9 萬 | 0.33% | −5,492−9.1% | 減碼 |
| Citigroup Inc | 52,310 | $187.3 萬 | 0.00% | +27,292+109.1% | 加碼 |
| Nisa Investment Advisors, LLC | 51,897 | $185.8 萬 | 0.01% | +51,897 | 新進 |
| UBS Asset Management Americas Inc | 116,375 | $184.9 萬 | 0.00% | 00.0% | 不變 |
| LPL Financial LLC | 50,956 | $182.5 萬 | 0.00% | +1,248+2.5% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 50,939 | $182.4 萬 | 0.01% | +2,094+4.3% | 加碼 |
| Bailard, Inc. | 49,498 | $177.3 萬 | 0.06% | +498+1.0% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 49,227 | $176.3 萬 | 0.00% | +11,713+31.2% | 加碼 |
| Retireful, LLC | 48,944 | $175.3 萬 | 0.66% | +48,944 | 新進 |
| Optiver Holding B.V. | 48,866 | $175.0 萬 | 0.05% | +48,866 | 新進 |
| Bayesian Capital Management, LP | 48,600 | $174.0 萬 | 0.19% | −200−0.4% | 減碼 |
| Capital Fund Management S.A. | 47,269 | $169.3 萬 | 0.03% | +24,269+105.5% | 加碼 |
| Marshall Wace, LLP | 46,993 | $168.3 萬 | 0.00% | −72,203−60.6% | 減碼 |
| Dimensional Fund Advisors LP | 45,572 | $163.2 萬 | 0.00% | +89+0.2% | 加碼 |
| Commonwealth Equity Services, LLC | 44,512 | $159.4 萬 | 0.00% | −6,234−12.3% | 減碼 |
| Ergoteles LLC | 43,916 | $157.3 萬 | 0.08% | +43,916 | 新進 |
| Capula Management Ltd | 42,580 | $152.5 萬 | 0.18% | −6,809−13.8% | 減碼 |
| Miracle Mile Advisors, LLC | 40,405 | $144.7 萬 | 0.04% | +100+0.2% | 加碼 |
| EAM Investors, LLC | 38,250 | $137.0 萬 | 0.25% | +38,250 | 新進 |
| MetLife Investment Management | 38,182 | $136.7 萬 | 0.01% | +36,185+1,812.0% | 加碼 |
| Ameriprise Financial Inc | 36,148 | $129.4 萬 | 0.00% | +5,365+17.4% | 加碼 |
| Coastal Bridge Advisors, LLC | 35,688 | $127.8 萬 | 0.31% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 35,576 | $127.4 萬 | 0.00% | −437−1.2% | 減碼 |
| Manchester Capital Management LLC | 35,393 | $126.7 萬 | 0.17% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 35,245 | $126.2 萬 | 0.08% | +35,245 | 新進 |
| American International Group, Inc. | 34,708 | $124.3 萬 | 0.01% | +33,934+4,384.2% | 加碼 |
| Prospera Financial Services Inc | 34,709 | $124.3 萬 | 0.05% | +5,061+17.1% | 加碼 |
| Prudential Financial Inc | 33,225 | $119.0 萬 | 0.00% | +33,225 | 新進 |
| Legacy Capital Group California, Inc. | 33,159 | $118.7 萬 | 0.49% | +33,159 | 新進 |
| Janus Henderson Group PLC | 32,628 | $116.8 萬 | 0.00% | −49−0.1% | 減碼 |
| Advisor Group Holdings, Inc. | 31,926 | $114.7 萬 | 0.00% | +6,370+24.9% | 加碼 |
| MML Investors Services, LLC | 30,621 | $109.7 萬 | 0.01% | +5,795+23.3% | 加碼 |
| Maxi Investments CY Ltd | 30,100 | $107.8 萬 | 0.77% | 00.0% | 不變 |
| New York State Common Retirement Fund | 30,053 | $107.6 萬 | 0.00% | −34,447−53.4% | 減碼 |
| Manufacturers Life Insurance Company, The | 29,486 | $105.6 萬 | 0.00% | +29,486 | 新進 |
| Voya Investment Management LLC | 28,456 | $101.9 萬 | 0.00% | +15,779+124.5% | 加碼 |
| Tudor Investment Corp Et Al | 28,336 | $101.5 萬 | 0.02% | +4,839+20.6% | 加碼 |
| Tyler-Stone Wealth Management | 27,337 | $97.9 萬 | 0.55% | +27,337 | 新進 |
| Ensign Peak Advisors, Inc | 26,600 | $95.3 萬 | 0.00% | 00.0% | 不變 |
| Boston Private Wealth LLC | 26,445 | $94.7 萬 | 0.02% | −471−1.7% | 減碼 |
| TCI Wealth Advisors, Inc. | 25,743 | $92.2 萬 | 0.12% | −6,626−20.5% | 減碼 |
| Royal Bank of Canada | 25,106 | $90.0 萬 | 0.00% | −2,619−9.4% | 減碼 |
| American Century Companies Inc | 25,001 | $89.5 萬 | 0.00% | +25,001 | 新進 |
| Mariner, LLC | 24,878 | $89.0 萬 | 0.00% | +8,004+47.4% | 加碼 |
| Rafferty Asset Management, LLC | 24,729 | $88.6 萬 | 0.00% | +24,729 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 24,344 | $87.2 萬 | 0.00% | −4,258−14.9% | 減碼 |
| HSBC Holdings PLC | 24,367 | $87.1 萬 | 0.00% | −9,792−28.7% | 減碼 |
| Hilltop Holdings Inc. | 24,229 | $86.8 萬 | 0.11% | +665+2.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 20,466 | $73.3 萬 | 0.00% | −59,456−74.4% | 減碼 |
| Cutler Group LP | 20,286 | $72.6 萬 | 0.17% | +16,086+383.0% | 加碼 |
| Rockefeller Capital Management L.P. | 20,246 | $72.5 萬 | 0.00% | +459+2.3% | 加碼 |
| CTC LLC | 19,934 | $71.4 萬 | 0.01% | +9,834+97.4% | 加碼 |
| Arizona State Retirement System | 19,718 | $70.6 萬 | 0.01% | −1,633−7.6% | 減碼 |