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 90 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 | $28.3 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 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 |
|---|---|---|---|---|---|
| Edgestream Partners, L.P. | 22,562 | $64.4 萬 | 0.05% | +22,562 | 新進 |
| Pearl River Capital, LLC | 21,957 | $62.7 萬 | 0.10% | +21,957 | 新進 |
| Algert Global LLC | 21,430 | $61.2 萬 | 0.03% | +21,430 | 新進 |
| State Board of Administration of Florida Retirement System | 20,576 | $58.7 萬 | 0.00% | +110+0.5% | 加碼 |
| Arizona State Retirement System | 20,008 | $57.1 萬 | 0.00% | +290+1.5% | 加碼 |
| Capital Impact Advisors, LLC | 19,447 | $55.5 萬 | 0.93% | +16,812+638.0% | 加碼 |
| Rockefeller Capital Management L.P. | 18,930 | $54.0 萬 | 0.00% | −1,316−6.5% | 減碼 |
| Quadrature Capital Ltd | 18,745 | $53.5 萬 | 0.01% | +18,745 | 新進 |
| Duality Advisers, LP | 18,210 | $52.0 萬 | 0.06% | +18,210 | 新進 |
| Truist Financial Corp | 17,696 | $50.5 萬 | 0.00% | +9,099+105.8% | 加碼 |
| Virtu Financial LLC | 16,457 | $47.0 萬 | 0.05% | +16,457 | 新進 |
| Harbour Investments, Inc. | 16,216 | $46.3 萬 | 0.02% | −222−1.4% | 減碼 |
| Private Advisor Group, LLC | 15,891 | $45.4 萬 | 0.00% | +9,167+136.3% | 加碼 |
| Creative Planning | 15,377 | $43.9 萬 | 0.00% | −296−1.9% | 減碼 |
| Jump Financial, LLC | 15,200 | $43.4 萬 | 0.02% | +7,210+90.2% | 加碼 |
| AE Wealth Management LLC | 15,129 | $43.2 萬 | 0.00% | −1,381−8.4% | 減碼 |
| Baader Bank INC | 15,000 | $42.8 萬 | 0.04% | −2,097−12.3% | 減碼 |
| Gsa Capital Partners LLP | 14,669 | $41.9 萬 | 0.04% | +14,669 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,356 | $38.1 萬 | 0.00% | +1,668+14.3% | 加碼 |
| Point72 Asset Management, L.P. | 13,084 | $37.3 萬 | 0.00% | +13,084 | 新進 |
| FMR LLC | 12,664 | $36.1 萬 | 0.00% | −89−0.7% | 減碼 |
| Valeo Financial Advisors, LLC | 12,382 | $35.3 萬 | 0.02% | −1,799−12.7% | 減碼 |
| Stratos Wealth Partners, LTD. | 11,186 | $31.9 萬 | 0.01% | +2,337+26.4% | 加碼 |
| Amalgamated Bank | 11,066 | $31.6 萬 | 0.00% | +138+1.3% | 加碼 |
| Wolverine Trading, LLC | 10,198 | $29.1 萬 | 0.00% | −9,398−48.0% | 減碼 |
| Kercheville Advisors, LLC | 10,000 | $28.5 萬 | 0.18% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 10,000 | $28.5 萬 | 0.00% | 00.0% | 不變 |
| Belvedere Trading LLC | 9,682 | $27.6 萬 | 0.04% | +4,649+92.4% | 加碼 |
| Apollon Wealth Management, LLC | 9,652 | $27.5 萬 | 0.01% | +1,498+18.4% | 加碼 |
| Cipher Capital LP | 9,488 | $27.1 萬 | 0.19% | +9,488 | 新進 |
| ProShare Advisors LLC | 9,368 | $26.7 萬 | 0.00% | −10−0.1% | 減碼 |
| Mercer Global Advisors Inc | 8,722 | $24.9 萬 | 0.00% | +1,268+17.0% | 加碼 |
| Prime Capital Investment Advisors, LLC | 8,717 | $24.9 萬 | 0.01% | +40.0% | 加碼 |
| International Assets Investment Management, LLC | 9,077 | $24.4 萬 | 0.03% | +1,910+26.6% | 加碼 |
| Balyasny Asset Management LLC | 8,554 | $24.4 萬 | 0.00% | +8,554 | 新進 |
| Inspire Advisors, LLC | 8,411 | $24.0 萬 | 0.04% | −10,885−56.4% | 減碼 |
| Cetera Investment Advisers | 8,392 | $24.0 萬 | 0.00% | −580−6.5% | 減碼 |
| Gemmer Asset Management LLC | 8,126 | $23.2 萬 | 0.03% | 00.0% | 不變 |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $22.8 萬 | 0.11% | 00.0% | 不變 |
| AQR Capital Management LLC | 7,856 | $22.4 萬 | 0.00% | +7,856 | 新進 |
| State of Wisconsin Investment Board | 7,799 | $22.3 萬 | 0.00% | +7,799 | 新進 |
| Oppenheimer Asset Management Inc. | 7,747 | $22.1 萬 | 0.00% | +7,747 | 新進 |
| Principal Financial Group Inc | 7,534 | $21.5 萬 | 0.00% | −979−11.5% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 7,375 | $21.0 萬 | 0.06% | 00.0% | 不變 |
| Natixis | 7,330 | $20.9 萬 | 0.00% | −2,776−27.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 7,164 | $20.4 萬 | 0.01% | +1,209+20.3% | 加碼 |
| Mezzasalma Advisors, LLC | 7,135 | $20.4 萬 | 0.13% | −30−0.4% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,577 | $18.8 萬 | 0.00% | −245−3.6% | 減碼 |
| Arcadia Investment Management Corp | 6,515 | $18.6 萬 | 0.04% | +25+0.4% | 加碼 |
| Westside Investment Management, Inc. | 5,815 | $16.6 萬 | 0.05% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 5,775 | $16.5 萬 | 0.00% | 00.0% | 不變 |
| Liberty One Investment Management, LLC | 5,717 | $16.3 萬 | 0.02% | −183−3.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 5,524 | $15.8 萬 | 0.00% | 00.0% | 不變 |
| Harel Insurance Investments & Financial Services Ltd. | 5,440 | $15.5 萬 | 0.00% | 00.0% | 不變 |
| AtonRa Partners | 5,191 | $14.8 萬 | 0.31% | +5,191 | 新進 |
| Newbridge Financial Services Group, Inc. | 4,860 | $13.9 萬 | 0.07% | −3,175−39.5% | 減碼 |
| Orion Capital Management LLC | 4,820 | $13.8 萬 | 0.09% | −890−15.6% | 減碼 |
| Tradition Wealth Management, LLC | 4,694 | $13.4 萬 | 0.02% | +240+5.4% | 加碼 |
| National Bank of Canada | 4,803 | $13.2 萬 | 0.00% | −147,535−96.8% | 減碼 |
| US Bancorp | 4,540 | $13.0 萬 | 0.00% | −1,690−27.1% | 減碼 |
| AdvisorNet Financial, Inc | 4,165 | $11.9 萬 | 0.01% | +1,000+31.6% | 加碼 |
| Metropolitan Life Insurance Co | 4,163 | $11.9 萬 | 0.01% | +206+5.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 4,101 | $11.7 萬 | 0.00% | −465−10.2% | 減碼 |
| Amundi | 4,207 | $11.4 萬 | 0.00% | −760−15.3% | 減碼 |
| EMC Capital Management | 3,700 | $10.6 萬 | 0.08% | +3,700 | 新進 |
| GWM Advisors LLC | 3,278 | $9.36 萬 | 0.00% | +244+8.0% | 加碼 |
| Cutler Group LP | 3,004 | $8.50 萬 | 0.01% | −17,282−85.2% | 減碼 |
| Daiwa Securities Group Inc. | 2,965 | $8.50 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 2,397 | $6.84 萬 | 0.00% | −49,500−95.4% | 減碼 |
| Cassady Schiller Wealth Management, LLC | 2,221 | $6.34 萬 | 0.04% | +526+31.0% | 加碼 |
| Compagnie Lombard Odier SCmA | 2,200 | $6.28 萬 | 0.00% | +550+33.3% | 加碼 |
| Leonteq Securities AG | 2,197 | $6.27 萬 | 0.01% | −12,609−85.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 2,096 | $5.98 萬 | 0.00% | −2,334−52.7% | 減碼 |
| Gs Investments, Inc. | 2,000 | $5.71 萬 | 0.03% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 1,831 | $5.23 萬 | 0.00% | +279+18.0% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 1,780 | $5.10 萬 | 0.00% | −6,030−77.2% | 減碼 |
| Lazard Asset Management LLC | 1,799 | $5.10 萬 | 0.00% | +435+31.9% | 加碼 |
| DekaBank Deutsche Girozentrale | 1,799 | $5.10 萬 | 0.00% | +1,799 | 新進 |
| Signaturefd, LLC | 1,775 | $5.07 萬 | 0.00% | −50−2.7% | 減碼 |
| Storebrand Asset Management AS | 1,657 | $4.73 萬 | 0.00% | 00.0% | 不變 |
| KBC Group NV | 1,646 | $4.70 萬 | 0.00% | +1,646 | 新進 |
| Venturi Wealth Management, LLC | 1,559 | $4.45 萬 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 1,283 | $3.66 萬 | 0.01% | +31+2.5% | 加碼 |
| Ancora Advisors, LLC | 1,200 | $3.42 萬 | 0.00% | 00.0% | 不變 |
| Shell Asset Management Co | 1,144 | $3.30 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 1,169 | $3.30 萬 | 0.00% | +422+56.5% | 加碼 |
| State of Wyoming | 1,112 | $3.17 萬 | 0.01% | +1,112 | 新進 |
| Parallel Advisors, LLC | 1,093 | $3.12 萬 | 0.00% | −25−2.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 1,050 | $3.00 萬 | 0.00% | −660−38.6% | 減碼 |
| C M Bidwell & Associates Ltd | 1,017 | $2.90 萬 | 0.02% | −1,120−52.4% | 減碼 |
| Albion Financial Group | 1,000 | $2.85 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 980 | $2.80 萬 | 0.00% | −2,174−68.9% | 減碼 |
| Itau Unibanco Holding S.A. | 961 | $2.74 萬 | 0.00% | +236+32.6% | 加碼 |
| Comerica Bank | 938 | $2.68 萬 | 0.00% | +938 | 新進 |
| Larson Financial Group LLC | 874 | $2.49 萬 | 0.00% | +64+7.9% | 加碼 |
| Brown Brothers Harriman & Co | 850 | $2.43 萬 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 780 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 736 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 705 | $2.01 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 644 | $1.84 萬 | 0.00% | 00.0% | 不變 |