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 |
|---|---|---|---|---|---|
| Albion Financial Group | 1,000 | $3.58 萬 | 0.00% | 00.0% | 不變 |
| Your Advocates Ltd., LLP | 1,030 | $3.69 萬 | 0.02% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,118 | $4.00 萬 | 0.00% | +123+12.4% | 加碼 |
| Exchange Traded Concepts, LLC | 1,143 | $4.09 萬 | 0.00% | +1,143 | 新進 |
| Shell Asset Management Co | 1,144 | $4.10 萬 | 0.00% | −8−0.7% | 減碼 |
| Ancora Advisors, LLC | 1,200 | $4.30 萬 | 0.00% | −12−1.0% | 減碼 |
| WealthPLAN Partners, LLC | 1,200 | $4.30 萬 | 0.01% | +390+48.1% | 加碼 |
| GPS Wealth Strategies Group, LLC | 1,252 | $4.48 萬 | 0.01% | +49+4.1% | 加碼 |
| Lazard Asset Management LLC | 1,364 | $4.80 萬 | 0.00% | +1,364 | 新進 |
| Asset Management One Co.,Ltd. | 1,552 | $5.56 萬 | 0.00% | −1,807−53.8% | 減碼 |
| Venturi Wealth Management, LLC | 1,559 | $5.58 萬 | 0.00% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 1,650 | $5.91 萬 | 0.00% | 00.0% | 不變 |
| Storebrand Asset Management AS | 1,657 | $5.93 萬 | 0.00% | 00.0% | 不變 |
| Cassady Schiller Wealth Management, LLC | 1,695 | $6.07 萬 | 0.03% | +516+43.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 1,710 | $6.12 萬 | 0.00% | +1,265+284.3% | 加碼 |
| ICA Group Wealth Management, LLC | 1,726 | $6.18 萬 | 0.02% | −40−2.3% | 減碼 |
| Signaturefd, LLC | 1,825 | $6.53 萬 | 0.00% | +117+6.9% | 加碼 |
| Gs Investments, Inc. | 2,000 | $7.16 萬 | 0.04% | −2,000−50.0% | 減碼 |
| C M Bidwell & Associates Ltd | 2,137 | $7.65 萬 | 0.06% | +2,137 | 新進 |
| Russell Investments Group, Ltd. | 2,270 | $8.13 萬 | 0.00% | +488+27.4% | 加碼 |
| Spire Wealth Management | 2,347 | $8.40 萬 | 0.00% | +788+50.5% | 加碼 |
| Capital Impact Advisors, LLC | 2,635 | $9.44 萬 | 0.10% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 2,965 | $10.6 萬 | 0.00% | +2,965 | 新進 |
| GWM Advisors LLC | 3,034 | $10.9 萬 | 0.00% | −606−16.6% | 減碼 |
| Tower Research Capital LLC (TRC) | 3,154 | $11.3 萬 | 0.00% | −7,634−70.8% | 減碼 |
| AdvisorNet Financial, Inc | 3,165 | $11.3 萬 | 0.01% | −22−0.7% | 減碼 |
| Prosperity Wealth Management, Inc. | 3,807 | $13.6 萬 | 0.09% | +3,807 | 新進 |
| Metropolitan Life Insurance Co | 3,957 | $14.2 萬 | 0.01% | +3,957 | 新進 |
| The PNC Financial Services Group, Inc. | 4,430 | $15.9 萬 | 0.00% | +854+23.9% | 加碼 |
| Tradition Wealth Management, LLC | 4,454 | $15.9 萬 | 0.02% | +636+16.7% | 加碼 |
| Federation des caisses Desjardins du Quebec | 4,566 | $16.4 萬 | 0.00% | +620+15.7% | 加碼 |
| Belvedere Trading LLC | 5,033 | $18.0 萬 | 0.06% | +5,033 | 新進 |
| Amundi | 4,967 | $19.0 萬 | 0.00% | 00.0% | 不變 |
| Harel Insurance Investments & Financial Services Ltd. | 5,440 | $19.5 萬 | 0.00% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 5,524 | $19.8 萬 | 0.00% | 00.0% | 不變 |
| Orion Capital Management LLC | 5,710 | $20.4 萬 | 0.13% | −500−8.1% | 減碼 |
| Wolverine Asset Management LLC | 5,775 | $20.7 萬 | 0.00% | 00.0% | 不變 |
| Liberty One Investment Management, LLC | 5,900 | $21.1 萬 | 0.03% | +1,251+26.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,955 | $21.3 萬 | 0.01% | +5,955 | 新進 |
| Westside Investment Management, Inc. | 5,815 | $21.4 萬 | 0.06% | −50−0.9% | 減碼 |
| Avantax Advisory Services, Inc. | 6,190 | $22.2 萬 | 0.00% | +6,190 | 新進 |
| US Bancorp | 6,230 | $22.3 萬 | 0.00% | −522−7.7% | 減碼 |
| Atria Wealth Solutions, Inc. | 6,357 | $22.8 萬 | 0.00% | +6,357 | 新進 |
| Synergy Financial Group, LTD | 6,446 | $23.1 萬 | 0.31% | +6,446 | 新進 |
| Arcadia Investment Management Corp | 6,490 | $23.2 萬 | 0.05% | −4,000−38.1% | 減碼 |
| Franklin Resources Inc | 6,530 | $23.4 萬 | 0.00% | +6,530 | 新進 |
| Ieq Capital, LLC | 6,593 | $23.6 萬 | 0.00% | −4,643−41.3% | 減碼 |
| Vontobel Holding Ltd. | 6,600 | $23.6 萬 | 0.00% | +6,600 | 新進 |
| Private Advisor Group, LLC | 6,724 | $24.1 萬 | 0.00% | +6,724 | 新進 |
| V Wealth Advisors LLC | 6,742 | $24.1 萬 | 0.04% | +6,742 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,822 | $24.4 萬 | 0.00% | −2,887−29.7% | 減碼 |
| SG Americas Securities, LLC | 6,945 | $24.9 萬 | 0.00% | −1,002,188−99.3% | 減碼 |
| Mezzasalma Advisors, LLC | 7,165 | $25.7 萬 | 0.16% | +7,165 | 新進 |
| International Assets Investment Management, LLC | 7,167 | $25.7 萬 | 0.03% | −1,400−16.3% | 減碼 |
| CenterStar Asset Management, LLC | 7,225 | $25.9 萬 | 0.23% | +7,225 | 新進 |
| Independent Advisor Alliance | 7,230 | $25.9 萬 | 0.01% | −84,185−92.1% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 7,375 | $26.4 萬 | 0.08% | +7,375 | 新進 |
| Mercer Global Advisors Inc | 7,454 | $26.7 萬 | 0.00% | +7,454 | 新進 |
| Victory Capital Management Inc | 7,486 | $26.8 萬 | 0.00% | +7,486 | 新進 |
| Axq Capital, LP | 7,600 | $27.2 萬 | 0.34% | +7,600 | 新進 |
| Rollins Financial | 7,620 | $27.3 萬 | 0.07% | +7,620 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 7,810 | $27.9 萬 | 0.00% | +441+6.0% | 加碼 |
| Jump Financial, LLC | 7,990 | $28.6 萬 | 0.01% | −122,928−93.9% | 減碼 |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $28.6 萬 | 0.13% | +7,992 | 新進 |
| Johnson Financial Group, LLC | 8,000 | $28.6 萬 | 0.04% | +8,000 | 新進 |
| Newbridge Financial Services Group, Inc. | 8,035 | $28.8 萬 | 0.14% | −1,458−15.4% | 減碼 |
| Gemmer Asset Management LLC | 8,126 | $29.1 萬 | 0.04% | +8,126 | 新進 |
| Apollon Wealth Management, LLC | 8,154 | $29.2 萬 | 0.01% | +8,154 | 新進 |
| Raymond James & Associates | 8,171 | $29.3 萬 | 0.00% | −3,469−29.8% | 減碼 |
| HighTower Advisors, LLC | 8,316 | $29.8 萬 | 0.00% | +8,316 | 新進 |
| Principal Financial Group Inc | 8,513 | $30.5 萬 | 0.00% | +8,513 | 新進 |
| Stifel Financial Corp | 8,540 | $30.6 萬 | 0.00% | +8,540 | 新進 |
| Truist Financial Corp | 8,597 | $30.8 萬 | 0.00% | +8,597 | 新進 |
| Prime Capital Investment Advisors, LLC | 8,713 | $31.2 萬 | 0.01% | +8,713 | 新進 |
| Oak Thistle LLC | 8,774 | $31.4 萬 | 0.17% | −31,586−78.3% | 減碼 |
| Gotham Asset Management, LLC | 8,842 | $31.7 萬 | 0.01% | −2,702−23.4% | 減碼 |
| Stratos Wealth Partners, LTD. | 8,849 | $31.7 萬 | 0.01% | +8,849 | 新進 |
| Cetera Investment Advisers | 8,972 | $32.1 萬 | 0.00% | +8,972 | 新進 |
| ProShare Advisors LLC | 9,378 | $33.6 萬 | 0.00% | +9,378 | 新進 |
| Quantamental Technologies LLC | 9,405 | $33.7 萬 | 0.14% | +9,405 | 新進 |
| Independent Financial Group, LLC | 9,845 | $35.3 萬 | 0.02% | +9,845 | 新進 |
| Handelsbanken Fonder AB | 10,000 | $35.8 萬 | 0.00% | +10,000 | 新進 |
| Kercheville Advisors, LLC | 10,000 | $35.8 萬 | 0.22% | 00.0% | 不變 |
| Natixis | 10,106 | $36.2 萬 | 0.00% | +10,000+9,434.0% | 加碼 |
| Cetera Advisor Networks LLC | 10,524 | $37.7 萬 | 0.00% | −2,908−21.6% | 減碼 |
| Amalgamated Bank | 10,928 | $39.1 萬 | 0.00% | −1,237−10.2% | 減碼 |
| Carnegie Capital Asset Management, LLC | 10,967 | $39.3 萬 | 0.01% | −60,291−84.6% | 減碼 |
| Squarepoint Ops LLC | 11,403 | $40.8 萬 | 0.00% | +11,403 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,688 | $41.9 萬 | 0.00% | 00.0% | 不變 |
| Sherbrooke Park Advisers LLC | 11,752 | $42.1 萬 | 0.22% | +11,752 | 新進 |
| Cetera Advisors LLC | 12,533 | $44.9 萬 | 0.01% | −1,668−11.7% | 減碼 |
| FMR LLC | 12,753 | $45.7 萬 | 0.00% | −131,951−91.2% | 減碼 |
| Valeo Financial Advisors, LLC | 14,181 | $50.8 萬 | 0.02% | −20−0.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 14,700 | $52.6 萬 | 0.00% | −30,900−67.8% | 減碼 |
| Leonteq Securities AG | 14,806 | $53.0 萬 | 0.05% | −4,474−23.2% | 減碼 |
| IPG Investment Advisors LLC | 15,000 | $53.7 萬 | 0.12% | +15,000 | 新進 |
| Creative Planning | 15,673 | $56.1 萬 | 0.00% | +1,554+11.0% | 加碼 |
| Harbour Investments, Inc. | 16,438 | $58.9 萬 | 0.03% | +50.0% | 加碼 |
| AE Wealth Management LLC | 16,510 | $59.1 萬 | 0.00% | −4,867−22.8% | 減碼 |
| Baader Bank INC | 17,097 | $60.7 萬 | 0.05% | −1,603−8.6% | 減碼 |