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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 2 季與 2023 年第 1 季比較

持有 Upstart Holdings, Inc. 的機構從 2023 年第 1 季到 2023 年第 2 季的變化。

2023 年第 2 季全部持有人2023 年第 1 季全部持有人

UPST 的 13F 持有人:2023 年第 1 季與 2023 年第 2 季比較
項目2023 年第 1 季其中尚未申報 2023 年第 2 季2023 年第 2 季變化
持有家數2663303+40
股數2,965 萬39.2 萬3,613 萬+687.7 萬 (+23.5%)
市值$4.72 億$622.5 萬$13.0 億+$8.30 億 (+178.3%)

3 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(81 家)

2023 年第 2 季季末持有 Upstart Holdings, Inc.、2023 年第 1 季季末沒有持有的機構。

2023 年第 2 季新進 UPST 的機構
機構股數市值佔組合 %
Voloridge Investment Management, LLC1,031,566$3,694 萬0.17%
Pathstone Family Office, LLC392,666$1,406 萬0.20%
Group One Trading, L.P.212,917$762.5 萬0.33%
Liontrust Investment Partners LLP210,000$752.0 萬0.11%
Basswood Capital Management, L.L.C.88,794$318.0 萬0.23%
State of New Jersey Common Pension Fund D87,952$315.0 萬0.01%
Connor, Clark & Lunn Investment Management Ltd.57,582$206.2 萬0.01%
Nisa Investment Advisors, LLC51,897$185.8 萬0.01%
Retireful, LLC48,944$175.3 萬0.66%
Optiver Holding B.V.48,866$175.0 萬0.05%
Ergoteles LLC43,916$157.3 萬0.08%
EAM Investors, LLC38,250$137.0 萬0.25%
Level Four Advisory Services, LLC35,245$126.2 萬0.08%
Prudential Financial Inc33,225$119.0 萬0.00%
Legacy Capital Group California, Inc.33,159$118.7 萬0.49%
Manufacturers Life Insurance Company, The29,486$105.6 萬0.00%
Tyler-Stone Wealth Management27,337$97.9 萬0.55%
American Century Companies Inc25,001$89.5 萬0.00%
Rafferty Asset Management, LLC24,729$88.6 萬0.00%
Envestnet Asset Management Inc19,459$69.7 萬0.00%
Wolverine Trading, LLC19,596$69.6 萬0.01%
IPG Investment Advisors LLC15,000$53.7 萬0.12%
Sherbrooke Park Advisers LLC11,752$42.1 萬0.22%
Squarepoint Ops LLC11,403$40.8 萬0.00%
Handelsbanken Fonder AB10,000$35.8 萬0.00%
Independent Financial Group, LLC9,845$35.3 萬0.02%
Quantamental Technologies LLC9,405$33.7 萬0.14%
ProShare Advisors LLC9,378$33.6 萬0.00%
Cetera Investment Advisers8,972$32.1 萬0.00%
Stratos Wealth Partners, LTD.8,849$31.7 萬0.01%
Prime Capital Investment Advisors, LLC8,713$31.2 萬0.01%
Truist Financial Corp8,597$30.8 萬0.00%
Stifel Financial Corp8,540$30.6 萬0.00%
Principal Financial Group Inc8,513$30.5 萬0.00%
HighTower Advisors, LLC8,316$29.8 萬0.00%
Apollon Wealth Management, LLC8,154$29.2 萬0.01%
Gemmer Asset Management LLC8,126$29.1 萬0.04%
Johnson Financial Group, LLC8,000$28.6 萬0.04%
Strategic Family Wealth Counselors, L.L.C.7,992$28.6 萬0.13%
Rollins Financial7,620$27.3 萬0.07%
Axq Capital, LP7,600$27.2 萬0.34%
Victory Capital Management Inc7,486$26.8 萬0.00%
Mercer Global Advisors Inc7,454$26.7 萬0.00%
Mitchell McLeod Pugh & Williams Inc7,375$26.4 萬0.08%
CenterStar Asset Management, LLC7,225$25.9 萬0.23%
Mezzasalma Advisors, LLC7,165$25.7 萬0.16%
V Wealth Advisors LLC6,742$24.1 萬0.04%
Private Advisor Group, LLC6,724$24.1 萬0.00%
Vontobel Holding Ltd.6,600$23.6 萬0.00%
Franklin Resources Inc6,530$23.4 萬0.00%
Synergy Financial Group, LTD6,446$23.1 萬0.31%
Atria Wealth Solutions, Inc.6,357$22.8 萬0.00%
Avantax Advisory Services, Inc.6,190$22.2 萬0.00%
Ameritas Investment Partners, Inc.5,955$21.3 萬0.01%
Belvedere Trading LLC5,033$18.0 萬0.06%
Metropolitan Life Insurance Co3,957$14.2 萬0.01%
Prosperity Wealth Management, Inc.3,807$13.6 萬0.09%
Daiwa Securities Group Inc.2,965$10.6 萬0.00%
C M Bidwell & Associates Ltd2,137$7.65 萬0.06%
Lazard Asset Management LLC1,364$4.80 萬0.00%
Exchange Traded Concepts, LLC1,143$4.09 萬0.00%
Brown Brothers Harriman & Co850$3.04 萬0.00%
Itau Unibanco Holding S.A.725$2.60 萬0.00%
Nemes Rush Group LLC610$2.18 萬0.00%
Versant Capital Management, Inc366$1.31 萬0.00%
Avion Wealth95$3,0000.00%
CGC Financial Services, LLC75$2,6860.00%
Elequin Capital LP38$1,3610.00%
St Germain D J Co Inc30$1,0740.00%
Clearview Wealth Advisors LLC30$1,0740.00%
Horrell Capital Management, Inc.15$1,0000.00%
25 LLC20$9480.00%
Caldwell Sutter Capital, Inc.25$8950.00%
Sound Income Strategies, LLC20$7160.00%
TFC Financial Management12$4300.00%
Glassman Wealth Services11$3940.00%
Glass Jacobson Investment Advisors llc4$1440.00%
Cornerstone Planning Group LLC4$1430.00%
O'Dell Group, LLC1$360.00%
Asset Dedication, LLC8$00.00%
Ronald Blue Trust, Inc.8$00.00%

清倉機構(41 家)

2023 年第 1 季季末持有 Upstart Holdings, Inc.、2023 年第 2 季有申報但已經沒有持有的機構。

2023 年第 2 季清倉 UPST 的機構
機構2023 年第 1 季股數2023 年第 1 季市值
Millennium Management LLC172,341$273.8 萬
HRT Financial LP153,541$243.9 萬
Banque Pictet & Cie SA91,000$144.6 萬
Greatmark Investment Partners, Inc.75,000$119.2 萬
Sculptor Capital LP70,000$111.2 萬
Cubist Systematic Strategies, LLC63,294$100.6 萬
Cantor Fitzgerald, L. P.50,000$71.0 萬
Point72 Middle East FZE38,932$61.9 萬
Advisory Services Network, LLC37,461$59.5 萬
Fairbanks Capital Management, Inc.37,100$59.0 萬
Public Employees Retirement System of Ohio35,060$55.7 萬
Commerce Bank30,942$49.2 萬
Treasurer of the State of North Carolina30,833$49.0 萬
State of Wisconsin Investment Board23,182$36.8 萬
First Trust Advisors LP22,420$35.6 萬
Regal Investment Advisors LLC21,505$34.2 萬
Quinn Opportunity Partners LLC18,774$29.8 萬
XTX Topco Ltd16,928$26.9 萬
Quadrature Capital Ltd13,614$21.7 萬
Boothbay Fund Management, LLC13,598$21.6 萬
Bridgefront Capital, LLC13,233$21.0 萬
StoneX Group Inc.11,800$18.8 萬
Triumph Capital Management10,810$17.2 萬
Nomura Holdings Inc10,142$16.1 萬
Inscription Capital, LLC10,000$15.9 萬
Quantbot Technologies LP5,974$9.49 萬
Ameritas Advisory Services, LLC1,147$1.71 萬
Bellwether Advisors, LLC800$1.27 萬
Ellevest, Inc.611$9,709
PEAK6 Investments LLC608$9,661
Contravisory Investment Management, Inc.500$7,945
Plante Moran Financial Advisors, LLC411$6,531
Machina Capital S.A.S.200$3,178
Belpointe Asset Management LLC759$3,045
Beacon Capital Management, LLC80$1,271
Accel Wealth Management66$1,049
Cary Street Partner Investment Advisory LLC17$270
GHP Investment Advisors, Inc.8$128
Private Ocean, LLC7$111
Toronto Dominion Bank4$0
MBM Wealth Consultants, LLC5$0

尚未申報 2023 年第 2 季的機構(3 家)

2023 年第 1 季季末持有 Upstart Holdings, Inc.、還沒有申報 2023 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 1 季持有 UPST、尚未申報 2023 年第 2 季的機構
機構2023 年第 1 季股數2023 年第 1 季市值
Brainard Capital Management LLC391,666$622.4 萬
Householder Group Estate & Retirement Specialist, LLC60$1,000
Pathway Financial Advisers, LLC2$32