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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 3 季與 2023 年第 2 季比較

持有 Upstart Holdings, Inc. 的機構從 2023 年第 2 季到 2023 年第 3 季的變化。

2023 年第 3 季全部持有人2023 年第 2 季全部持有人

UPST 的 13F 持有人:2023 年第 2 季與 2023 年第 3 季比較
項目2023 年第 2 季其中尚未申報 2023 年第 3 季2023 年第 3 季變化
持有家數3031291−11
股數3,613 萬9.49 萬3,765 萬+161.5 萬 (+4.5%)
市值$13.0 億$340.0 萬$10.8 億−$2.12 億 (−16.4%)

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

新進機構(48 家)

2023 年第 3 季季末持有 Upstart Holdings, Inc.、2023 年第 2 季季末沒有持有的機構。

2023 年第 3 季新進 UPST 的機構
機構股數市值佔組合 %
Two Sigma Investments, LP300,300$857.1 萬0.02%
First Trust Advisors LP235,308$671.6 萬0.01%
Cubist Systematic Strategies, LLC160,186$457.2 萬0.06%
Two Sigma Securities, LLC106,643$304.4 萬0.14%
Pictet Asset Management Holding SA94,063$268.5 萬0.00%
Banque Pictet & Cie SA80,000$228.3 萬0.03%
Trexquant Investment LP53,575$152.9 萬0.04%
Gryphon Financial Partners LLC50,000$142.7 萬0.34%
Advisory Services Network, LLC49,121$140.2 萬0.04%
Walleye Capital LLC46,292$132.1 萬0.02%
Magnetar Financial LLC28,599$81.6 萬0.02%
Millennium Management LLC25,352$72.4 萬0.00%
Edgestream Partners, L.P.22,562$64.4 萬0.05%
Pearl River Capital, LLC21,957$62.7 萬0.10%
Algert Global LLC21,430$61.2 萬0.03%
Quadrature Capital Ltd18,745$53.5 萬0.01%
Duality Advisers, LP18,210$52.0 萬0.06%
Virtu Financial LLC16,457$47.0 萬0.05%
Gsa Capital Partners LLP14,669$41.9 萬0.04%
Point72 Asset Management, L.P.13,084$37.3 萬0.00%
Cipher Capital LP9,488$27.1 萬0.19%
Balyasny Asset Management LLC8,554$24.4 萬0.00%
AQR Capital Management LLC7,856$22.4 萬0.00%
State of Wisconsin Investment Board7,799$22.3 萬0.00%
Oppenheimer Asset Management Inc.7,747$22.1 萬0.00%
AtonRa Partners5,191$14.8 萬0.31%
EMC Capital Management3,700$10.6 萬0.08%
DekaBank Deutsche Girozentrale1,799$5.10 萬0.00%
KBC Group NV1,646$4.70 萬0.00%
State of Wyoming1,112$3.17 萬0.01%
Comerica Bank938$2.68 萬0.00%
New Millennium Group LLC280$7,9910.01%
Flaharty Asset Management, LLC200$5,7080.00%
Householder Group Estate & Retirement Specialist, LLC77$2,1970.00%
Credit Agricole S A60$1,7120.00%
Authentikos Wealth Advisory, LLC60$1,7120.00%
Valley National Advisers Inc35$1,0000.00%
AlphaMark Advisors, LLC44$1,0000.00%
Robbins Farley LLC20$5710.00%
Global Financial Private Client, LLC15$4130.00%
Whittier Trust Co10$2850.00%
Tfo-TDC, LLC6$2150.00%
Cary Street Partner Investment Advisory LLC5$1430.00%
Macroview Investment Management LLC4$1150.00%
Addison Advisors LLC4$1150.00%
Pathway Financial Advisers, LLC2$570.00%
Impact Partnership Wealth, LLC1$160.00%
Sawyer & Company, Inc17$00.00%

清倉機構(59 家)

2023 年第 2 季季末持有 Upstart Holdings, Inc.、2023 年第 3 季有申報但已經沒有持有的機構。

2023 年第 3 季清倉 UPST 的機構
機構2023 年第 2 季股數2023 年第 2 季市值
Group One Trading, L.P.212,917$762.5 萬
Holocene Advisors, LP94,581$338.7 萬
Healthcare of Ontario Pension Plan Trust Fund93,525$334.9 萬
Retireful, LLC48,944$175.3 萬
Capital Fund Management S.A.47,269$169.3 萬
Marshall Wace, LLP46,993$168.3 萬
Ergoteles LLC43,916$157.3 萬
Capula Management Ltd42,580$152.5 萬
EAM Investors, LLC38,250$137.0 萬
Prudential Financial Inc33,225$119.0 萬
Tudor Investment Corp Et Al28,336$101.5 萬
IPG Investment Advisors LLC15,000$53.7 萬
Schonfeld Strategic Advisors LLC14,700$52.6 萬
Cetera Advisors LLC12,533$44.9 萬
Sherbrooke Park Advisers LLC11,752$42.1 萬
Cetera Advisor Networks LLC10,524$37.7 萬
Independent Financial Group, LLC9,845$35.3 萬
Quantamental Technologies LLC9,405$33.7 萬
Gotham Asset Management, LLC8,842$31.7 萬
Oak Thistle LLC8,774$31.4 萬
Stifel Financial Corp8,540$30.6 萬
HighTower Advisors, LLC8,316$29.8 萬
Raymond James & Associates8,171$29.3 萬
Johnson Financial Group, LLC8,000$28.6 萬
Axq Capital, LP7,600$27.2 萬
Independent Advisor Alliance7,230$25.9 萬
CenterStar Asset Management, LLC7,225$25.9 萬
V Wealth Advisors LLC6,742$24.1 萬
Vontobel Holding Ltd.6,600$23.6 萬
Ieq Capital, LLC6,593$23.6 萬
Franklin Resources Inc6,530$23.4 萬
Synergy Financial Group, LTD6,446$23.1 萬
Atria Wealth Solutions, Inc.6,357$22.8 萬
Avantax Advisory Services, Inc.6,190$22.2 萬
Prosperity Wealth Management, Inc.3,807$13.6 萬
ICA Group Wealth Management, LLC1,726$6.18 萬
WealthPLAN Partners, LLC1,200$4.30 萬
Exchange Traded Concepts, LLC1,143$4.09 萬
Baker Avenue Asset Management, LP531$1.90 萬
Ridgewood Investments LLC300$1.07 萬
CGC Financial Services, LLC75$2,686
Oakworth Capital, Inc.50$1,791
Elequin Capital LP38$1,361
Hollencrest Capital Management35$1,253
Horan Securities, Inc.35$1,241
Clearview Wealth Advisors LLC30$1,074
Horrell Capital Management, Inc.15$1,000
25 LLC20$948
Sound Income Strategies, LLC20$716
Iron Horse Wealth Management, LLC15$537
TFC Financial Management12$430
Raffa Wealth Management, LLC5$179
Riggs Asset Managment Co. Inc.4$144
NewSquare Capital LLC3$107
O'Dell Group, LLC1$36
Resources Management Corp5$0
Ronald Blue Trust, Inc.8$0
Evolution Advisers, Inc.16$0
VitalStone Financial, LLC8$0

尚未申報 2023 年第 3 季的機構(1 家)

2023 年第 2 季季末持有 Upstart Holdings, Inc.、還沒有申報 2023 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 2 季持有 UPST、尚未申報 2023 年第 3 季的機構
機構2023 年第 2 季股數2023 年第 2 季市值
Pictet Asset Management SA94,941$340.0 萬