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 3 季 13F 持有人
Upstart Holdings, Inc. 在 2023/9/30 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
- 291
- 較 2023 年第 2 季 −11 家
- 持有股數
- 3,765 萬
- 較 2023 年第 2 季 +161.5 萬 (+4.5%)
- 總市值
- $10.8 億
- 較 2023 年第 2 季 −$2.12 億 (−16.4%)
- 新進機構
- 48
- 另有 91 家加碼
- 清倉機構
- 59
- 另有 72 家減碼
另有 1 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 | $28.4 億 |
| 2025 年第 3 季 | 412 | $33.0 億 |
| 2025 年第 2 季 | 421 | $39.8 億 |
| 2025 年第 1 季 | 387 | $27.7 億 |
| 2024 年第 4 季 | 392 | $35.9 億 |
| 2024 年第 3 季 | 349 | $20.1 億 |
| 2024 年第 2 季 | 275 | $9.22 億 |
| 2024 年第 1 季 | 278 | $11.3 億 |
| 2023 年第 4 季 | 334 | $18.0 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 | $4.74 億 |
| 2022 年第 4 季 | 267 | $4.10 億 |
| 2022 年第 3 季 | 306 | $7.03 億 |
| 2022 年第 2 季 | 347 | $13.1 億 |
| 2022 年第 1 季 | 496 | $46.7 億 |
| 2021 年第 4 季 | 480 | $66.7 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,856,199 | $1.96 億 | 0.00% | +87,832+1.3% | 加碼 |
| BlackRock Inc. | 5,022,853 | $1.43 億 | 0.00% | −351,909−6.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 2,817,075 | $8,040 萬 | 0.13% | +239,506+9.3% | 加碼 |
| Morgan Stanley | 1,914,933 | $5,465 萬 | 0.01% | +758,669+65.6% | 加碼 |
| State Street Corp | 1,748,743 | $4,991 萬 | 0.00% | +24,279+1.4% | 加碼 |
| Coatue Management LLC大師Coatue | 1,664,843 | $4,751 萬 | 0.24% | 00.0% | 不變 |
| Bank of Montreal | 1,385,177 | $4,513 萬 | 0.02% | −684,658−33.1% | 減碼 |
| Geode Capital Management, LLC | 1,501,826 | $4,287 萬 | 0.01% | +65,249+4.5% | 加碼 |
| Goldman Sachs Group Inc | 1,429,242 | $4,079 萬 | 0.01% | +128,221+9.9% | 加碼 |
| Voloridge Investment Management, LLC | 1,248,863 | $3,564 萬 | 0.18% | +217,297+21.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,012,479 | $2,890 萬 | 0.06% | −8,088−0.8% | 減碼 |
| Northern Trust Corp | 718,745 | $2,051 萬 | 0.00% | +8,091+1.1% | 加碼 |
| Citadel Advisors LLC | 661,117 | $1,887 萬 | 0.02% | +389,264+143.2% | 加碼 |
| Charles Schwab Investment Management Inc | 555,713 | $1,586 萬 | 0.00% | +21,344+4.0% | 加碼 |
| Fred Alger Management, LLC | 508,050 | $1,450 萬 | 0.08% | +279,110+121.9% | 加碼 |
| Optiver Holding B.V. | 469,902 | $1,341 萬 | 0.38% | +421,036+861.6% | 加碼 |
| Norges Bank | 423,904 | $1,210 萬 | 0.00% | −12,011−2.8% | 減碼 |
| Pathstone Family Office, LLC | 397,061 | $1,133 萬 | 0.09% | +4,395+1.1% | 加碼 |
| JPMorgan Chase & Co | 367,798 | $1,050 萬 | 0.00% | +32,740+9.8% | 加碼 |
| Bank of America Corp | 339,311 | $968.4 萬 | 0.00% | +177,242+109.4% | 加碼 |
| Two Sigma Investments, LP | 300,300 | $857.1 萬 | 0.02% | +300,300 | 新進 |
| Bank of New York Mellon Corp | 248,090 | $708.0 萬 | 0.00% | +763+0.3% | 加碼 |
| First Trust Advisors LP | 235,308 | $671.6 萬 | 0.01% | +235,308 | 新進 |
| Jane Street Group, LLC | 228,386 | $651.8 萬 | 0.01% | −317,759−58.2% | 減碼 |
| Liontrust Investment Partners LLP | 225,000 | $642.2 萬 | 0.10% | +15,000+7.1% | 加碼 |
| Freshford Capital Management, LLC | 218,468 | $623.5 萬 | 1.04% | 00.0% | 不變 |
| Nuveen Asset Management, LLC | 201,221 | $574.3 萬 | 0.00% | −937−0.5% | 減碼 |
| Zweig-DiMenna Associates LLC | 188,693 | $538.5 萬 | 0.65% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 160,186 | $457.2 萬 | 0.06% | +160,186 | 新進 |
| Swiss National Bank | 154,500 | $440.9 萬 | 0.00% | +1,700+1.1% | 加碼 |
| Barclays PLC | 146,159 | $417.1 萬 | 0.00% | +41,261+39.3% | 加碼 |
| Susquehanna International Group, LLP | 130,439 | $372.3 萬 | 0.01% | −91,844−41.3% | 減碼 |
| Victory Capital Management Inc | 118,769 | $339.0 萬 | 0.00% | +111,283+1,486.5% | 加碼 |
| Two Sigma Securities, LLC | 106,643 | $304.4 萬 | 0.14% | +106,643 | 新進 |
| Seven Eight Capital, LP | 105,683 | $301.6 萬 | 0.35% | +50,702+92.2% | 加碼 |
| Rhumbline Advisers | 103,151 | $294.4 萬 | 0.00% | +1,860+1.8% | 加碼 |
| Pictet Asset Management Holding SA | 94,063 | $268.5 萬 | 0.00% | +94,063 | 新進 |
| Carnegie Capital Asset Management, LLC | 93,337 | $266.4 萬 | 0.10% | +82,370+751.1% | 加碼 |
| Invesco Ltd. | 92,520 | $264.1 萬 | 0.00% | −98,067−51.5% | 減碼 |
| Alliancebernstein L.P. | 91,350 | $260.7 萬 | 0.00% | +200+0.2% | 加碼 |
| Basswood Capital Management, L.L.C. | 88,794 | $253.4 萬 | 0.19% | 00.0% | 不變 |
| Banque Pictet & Cie SA | 80,000 | $228.3 萬 | 0.03% | +80,000 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 79,935 | $228.1 萬 | 0.00% | +30,708+62.4% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 79,250 | $226.2 萬 | 0.01% | +21,668+37.6% | 加碼 |
| California State Teachers Retirement System | 78,089 | $222.9 萬 | 0.00% | −7,671−8.9% | 減碼 |
| State of New Jersey Common Pension Fund D | 74,959 | $213.9 萬 | 0.01% | −12,993−14.8% | 減碼 |
| Deutsche Bank AG | 73,137 | $208.7 萬 | 0.00% | +3,121+4.5% | 加碼 |
| UBS Asset Management Americas Inc | 73,015 | $208.4 萬 | 0.00% | −43,360−37.3% | 減碼 |
| CTC LLC | 72,637 | $207.3 萬 | 0.09% | +52,703+264.4% | 加碼 |
| Legal & General Group Plc | 68,723 | $196.1 萬 | 0.00% | −4,405−6.0% | 減碼 |
| Credit Suisse AG | 67,141 | $191.6 萬 | 0.00% | −8,671−11.4% | 減碼 |
| Robeco Institutional Asset Management B.V. | 57,356 | $163.7 萬 | 0.00% | −272,644−82.6% | 減碼 |
| LPL Financial LLC | 56,148 | $160.2 萬 | 0.00% | +5,192+10.2% | 加碼 |
| WMG Financial Advisors, LLC | 54,497 | $155.5 萬 | 1.32% | −25,423−31.8% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 53,970 | $154.0 萬 | 0.01% | +3,031+6.0% | 加碼 |
| Bayesian Capital Management, LP | 53,609 | $153.0 萬 | 0.17% | +5,009+10.3% | 加碼 |
| Trexquant Investment LP | 53,575 | $152.9 萬 | 0.04% | +53,575 | 新進 |
| Gryphon Financial Partners LLC | 50,000 | $142.7 萬 | 0.34% | +50,000 | 新進 |
| Advisory Services Network, LLC | 49,121 | $140.2 萬 | 0.04% | +49,121 | 新進 |
| Walleye Capital LLC | 46,292 | $132.1 萬 | 0.02% | +46,292 | 新進 |
| Commonwealth Equity Services, LLC | 44,419 | $126.8 萬 | 0.00% | −93−0.2% | 減碼 |
| Citigroup Inc | 42,087 | $120.1 萬 | 0.00% | −10,223−19.5% | 減碼 |
| Miracle Mile Advisors, LLC | 40,305 | $115.0 萬 | 0.04% | −100−0.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 39,927 | $114.0 萬 | 0.00% | +10,441+35.4% | 加碼 |
| Wells Fargo & Company | 39,810 | $113.6 萬 | 0.00% | −19,603−33.0% | 減碼 |
| Bailard, Inc. | 39,531 | $112.8 萬 | 0.04% | −9,967−20.1% | 減碼 |
| Hilltop Holdings Inc. | 39,044 | $111.4 萬 | 0.14% | +14,815+61.1% | 加碼 |
| MetLife Investment Management | 38,182 | $109.0 萬 | 0.01% | 00.0% | 不變 |
| Mariner, LLC | 37,910 | $108.2 萬 | 0.00% | +13,032+52.4% | 加碼 |
| Price T Rowe Associates Inc | 37,700 | $107.6 萬 | 0.00% | +2,124+6.0% | 加碼 |
| Rollins Financial | 37,692 | $107.6 萬 | 0.26% | +30,072+394.6% | 加碼 |
| American International Group, Inc. | 35,988 | $102.7 萬 | 0.01% | +1,280+3.7% | 加碼 |
| Coastal Bridge Advisors, LLC | 35,688 | $101.9 萬 | 0.27% | 00.0% | 不變 |
| Manchester Capital Management LLC | 35,393 | $101.0 萬 | 0.15% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 35,125 | $100.2 萬 | 0.06% | −120−0.3% | 減碼 |
| Advisor Group Holdings, Inc. | 33,789 | $96.4 萬 | 0.00% | +1,863+5.8% | 加碼 |
| Legacy Capital Group California, Inc. | 33,758 | $96.3 萬 | 0.41% | +599+1.8% | 加碼 |
| MML Investors Services, LLC | 32,988 | $94.1 萬 | 0.01% | +2,367+7.7% | 加碼 |
| Ameriprise Financial Inc | 32,935 | $94.0 萬 | 0.00% | −3,213−8.9% | 減碼 |
| Janus Henderson Group PLC | 32,638 | $93.1 萬 | 0.00% | +100.0% | 加碼 |
| UBS Group AG | 30,994 | $88.5 萬 | 0.00% | −66,570−68.2% | 減碼 |
| TCI Wealth Advisors, Inc. | 30,792 | $87.9 萬 | 0.11% | +5,049+19.6% | 加碼 |
| New York State Common Retirement Fund | 30,588 | $87.3 萬 | 0.00% | +535+1.8% | 加碼 |
| Squarepoint Ops LLC | 30,548 | $87.2 萬 | 0.00% | +19,145+167.9% | 加碼 |
| Maxi Investments CY Ltd | 30,100 | $85.9 萬 | 0.40% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 29,902 | $85.3 萬 | 0.00% | +10,443+53.7% | 加碼 |
| Royal Bank of Canada | 29,909 | $85.3 萬 | 0.00% | +4,803+19.1% | 加碼 |
| Tyler-Stone Wealth Management | 28,727 | $82.0 萬 | 0.47% | +1,390+5.1% | 加碼 |
| Voya Investment Management LLC | 28,718 | $82.0 萬 | 0.00% | +262+0.9% | 加碼 |
| Magnetar Financial LLC | 28,599 | $81.6 萬 | 0.02% | +28,599 | 新進 |
| American Century Companies Inc | 27,897 | $79.6 萬 | 0.00% | +2,896+11.6% | 加碼 |
| HSBC Holdings PLC | 27,309 | $78.4 萬 | 0.00% | +2,942+12.1% | 加碼 |
| Prospera Financial Services Inc | 27,057 | $77.2 萬 | 0.03% | −7,652−22.0% | 減碼 |
| Ensign Peak Advisors, Inc | 26,600 | $75.9 萬 | 0.00% | 00.0% | 不變 |
| Boston Private Wealth LLC | 26,436 | $75.4 萬 | 0.02% | −90.0% | 減碼 |
| SG Americas Securities, LLC | 26,390 | $75.3 萬 | 0.01% | +19,445+280.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 26,074 | $74.4 萬 | 0.00% | +1,730+7.1% | 加碼 |
| Millennium Management LLC | 25,352 | $72.4 萬 | 0.00% | +25,352 | 新進 |
| Dimensional Fund Advisors LP | 24,626 | $70.3 萬 | 0.00% | −20,946−46.0% | 減碼 |
| Rafferty Asset Management, LLC | 24,430 | $69.7 萬 | 0.00% | −299−1.2% | 減碼 |