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 4 季 13F 持有人
Upstart Holdings, Inc. 在 2023/12/31 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
- 334
- 較 2023 年第 3 季 +45 家
- 持有股數
- 4,393 萬
- 較 2023 年第 3 季 +667.6 萬 (+17.9%)
- 總市值
- $18.0 億
- 較 2023 年第 3 季 +$7.31 億 (+68.4%)
- 新進機構
- 83
- 另有 93 家加碼
- 清倉機構
- 38
- 另有 86 家減碼
另有 2 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,013,918 | $2.87 億 | 0.01% | +157,719+2.3% | 加碼 |
| BlackRock Inc. | 5,532,383 | $2.26 億 | 0.01% | +509,530+10.1% | 加碼 |
| Morgan Stanley | 4,265,122 | $1.74 億 | 0.01% | +2,350,189+122.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 3,324,441 | $1.36 億 | 0.20% | +507,366+18.0% | 加碼 |
| Jane Street Group, LLC | 1,911,771 | $7,811 萬 | 0.09% | +1,683,385+737.1% | 加碼 |
| State Street Corp | 1,835,469 | $7,500 萬 | 0.00% | +86,726+5.0% | 加碼 |
| Geode Capital Management, LLC | 1,603,464 | $6,552 萬 | 0.01% | +101,638+6.8% | 加碼 |
| Bank of Montreal | 1,392,198 | $6,186 萬 | 0.02% | +7,021+0.5% | 加碼 |
| Bank of America Corp | 1,352,341 | $5,526 萬 | 0.01% | +1,013,030+298.6% | 加碼 |
| Goldman Sachs Group Inc | 1,208,817 | $4,939 萬 | 0.01% | −220,425−15.4% | 減碼 |
| Two Sigma Investments, LP | 1,060,873 | $4,335 萬 | 0.10% | +760,573+253.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,018,354 | $4,161 萬 | 0.08% | +5,875+0.6% | 加碼 |
| Voloridge Investment Management, LLC | 1,014,365 | $4,145 萬 | 0.16% | −234,498−18.8% | 減碼 |
| Northern Trust Corp | 711,831 | $2,909 萬 | 0.01% | −6,914−1.0% | 減碼 |
| Coatue Management LLC大師Coatue | 684,792 | $2,798 萬 | 0.12% | −980,051−58.9% | 減碼 |
| Charles Schwab Investment Management Inc | 573,176 | $2,342 萬 | 0.01% | +17,463+3.1% | 加碼 |
| Citadel Advisors LLC | 507,664 | $2,074 萬 | 0.02% | −153,453−23.2% | 減碼 |
| Norges Bank | 465,418 | $1,902 萬 | 0.00% | +41,514+9.8% | 加碼 |
| Barclays PLC | 421,575 | $1,723 萬 | 0.01% | +275,416+188.4% | 加碼 |
| Pathstone Holdings, LLC | 395,545 | $1,616 萬 | 0.09% | +395,545 | 新進 |
| JPMorgan Chase & Co | 373,482 | $1,526 萬 | 0.00% | +5,684+1.5% | 加碼 |
| First Trust Advisors LP | 314,171 | $1,284 萬 | 0.01% | +78,863+33.5% | 加碼 |
| Fred Alger Management, LLC | 275,315 | $1,125 萬 | 0.06% | −232,735−45.8% | 減碼 |
| Squarepoint Ops LLC | 260,747 | $1,065 萬 | 0.04% | +230,199+753.6% | 加碼 |
| Bank of New York Mellon Corp | 259,886 | $1,062 萬 | 0.00% | +11,796+4.8% | 加碼 |
| Two Sigma Advisers, LP | 230,600 | $942.2 萬 | 0.02% | +230,600 | 新進 |
| Nuveen Asset Management, LLC | 204,956 | $837.5 萬 | 0.00% | +3,735+1.9% | 加碼 |
| Zweig-DiMenna Associates LLC | 188,693 | $771.0 萬 | 0.89% | 00.0% | 不變 |
| Sculptor Capital LP | 178,700 | $730.2 萬 | 0.18% | +178,700 | 新進 |
| Carnegie Capital Asset Management, LLC | 171,558 | $701.0 萬 | 0.24% | +78,221+83.8% | 加碼 |
| Liontrust Investment Partners LLP | 155,000 | $633.3 萬 | 0.09% | −70,000−31.1% | 減碼 |
| Millennium Management LLC | 150,502 | $615.0 萬 | 0.01% | +125,150+493.6% | 加碼 |
| Swiss National Bank | 140,500 | $574.1 萬 | 0.00% | −14,000−9.1% | 減碼 |
| Marshall Wace, LLP | 137,200 | $560.6 萬 | 0.01% | +137,200 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 130,439 | $533.0 萬 | 0.09% | +130,439 | 新進 |
| Twinbeech Capital LP | 118,081 | $482.5 萬 | 0.08% | +118,081 | 新進 |
| FORA Capital, LLC | 115,740 | $472.9 萬 | 0.41% | +115,740 | 新進 |
| Invesco Ltd. | 110,583 | $451.8 萬 | 0.00% | +18,063+19.5% | 加碼 |
| Rhumbline Advisers | 103,023 | $421.0 萬 | 0.00% | −128−0.1% | 減碼 |
| Alliancebernstein L.P. | 92,050 | $376.1 萬 | 0.00% | +700+0.8% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 87,080 | $355.8 萬 | 0.01% | +7,145+8.9% | 加碼 |
| Tudor Investment Corp Et Al | 86,534 | $353.6 萬 | 0.05% | +86,534 | 新進 |
| UBS Group AG | 83,466 | $341.0 萬 | 0.00% | +52,472+169.3% | 加碼 |
| Deutsche Bank AG | 76,222 | $311.4 萬 | 0.00% | +3,085+4.2% | 加碼 |
| California State Teachers Retirement System | 75,555 | $308.7 萬 | 0.00% | −2,534−3.2% | 減碼 |
| UBS Asset Management Americas Inc | 73,015 | $298.3 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 72,181 | $294.9 萬 | 0.04% | +71,201+7,265.4% | 加碼 |
| Banque Pictet & Cie SA | 72,000 | $294.2 萬 | 0.03% | −8,000−10.0% | 減碼 |
| Credit Suisse AG | 71,793 | $293.3 萬 | 0.00% | +4,652+6.9% | 加碼 |
| Legal & General Group Plc | 71,562 | $292.4 萬 | 0.00% | +2,839+4.1% | 加碼 |
| Optiver Holding B.V. | 66,305 | $270.9 萬 | 0.08% | −403,597−85.9% | 減碼 |
| Citigroup Inc | 61,998 | $253.3 萬 | 0.00% | +19,911+47.3% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 60,843 | $248.6 萬 | 0.01% | −18,407−23.2% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 58,899 | $240.7 萬 | 0.01% | +4,929+9.1% | 加碼 |
| LPL Financial LLC | 58,690 | $239.8 萬 | 0.00% | +2,542+4.5% | 加碼 |
| Atomi Financial Group, Inc. | 58,657 | $239.7 萬 | 0.33% | +58,657 | 新進 |
| Robeco Institutional Asset Management B.V. | 57,356 | $234.4 萬 | 0.01% | 00.0% | 不變 |
| Boston Private Wealth LLC | 52,569 | $214.8 萬 | 0.05% | +26,133+98.9% | 加碼 |
| Hampton Road Capital Management LP | 52,350 | $213.9 萬 | 0.40% | +52,350 | 新進 |
| WMG Financial Advisors, LLC | 51,132 | $208.9 萬 | 1.36% | −3,365−6.2% | 減碼 |
| Gryphon Financial Partners LLC | 50,000 | $204.3 萬 | 0.36% | 00.0% | 不變 |
| Capital Impact Advisors, LLC | 48,632 | $198.7 萬 | 2.61% | +29,185+150.1% | 加碼 |
| Commonwealth Equity Services, LLC | 47,189 | $192.8 萬 | 0.00% | +2,770+6.2% | 加碼 |
| Wells Fargo & Company | 42,757 | $174.7 萬 | 0.00% | +2,947+7.4% | 加碼 |
| Occudo Quantitative Strategies LP | 42,388 | $173.2 萬 | 0.24% | +42,388 | 新進 |
| Pictet Asset Management Holding SA | 42,332 | $173.0 萬 | 0.00% | −51,731−55.0% | 減碼 |
| Seven Eight Capital, LP | 42,172 | $172.3 萬 | 0.20% | −63,511−60.1% | 減碼 |
| Mariner, LLC | 41,595 | $170.0 萬 | 0.00% | +3,685+9.7% | 加碼 |
| Miracle Mile Advisors, LLC | 40,305 | $164.7 萬 | 0.05% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 39,862 | $162.9 萬 | 0.00% | −65−0.2% | 減碼 |
| Price T Rowe Associates Inc | 39,580 | $161.8 萬 | 0.00% | +1,880+5.0% | 加碼 |
| Bailard, Inc. | 39,531 | $161.5 萬 | 0.05% | 00.0% | 不變 |
| MetLife Investment Management | 38,182 | $156.0 萬 | 0.01% | 00.0% | 不變 |
| CTC LLC | 37,737 | $154.2 萬 | 0.02% | −34,900−48.0% | 減碼 |
| Legacy Capital Group California, Inc. | 36,759 | $150.2 萬 | 0.58% | +3,001+8.9% | 加碼 |
| American International Group, Inc. | 36,406 | $148.8 萬 | 0.01% | +418+1.2% | 加碼 |
| Royal Bank of Canada | 36,076 | $147.3 萬 | 0.00% | +6,167+20.6% | 加碼 |
| Coastal Bridge Advisors, LLC | 35,688 | $145.8 萬 | 0.37% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 35,654 | $145.7 萬 | 0.17% | −3,390−8.7% | 減碼 |
| Manchester Capital Management LLC | 35,393 | $144.6 萬 | 0.19% | 00.0% | 不變 |
| MML Investors Services, LLC | 35,295 | $144.2 萬 | 0.01% | +2,307+7.0% | 加碼 |
| Susquehanna International Group, LLP | 35,185 | $143.8 萬 | 0.00% | −95,254−73.0% | 減碼 |
| Nomura Holdings Inc | 35,080 | $143.3 萬 | 0.01% | +35,080 | 新進 |
| Engineers Gate Manager LP | 34,574 | $141.3 萬 | 0.04% | +34,574 | 新進 |
| TCI Wealth Advisors, Inc. | 33,883 | $138.4 萬 | 0.15% | +3,091+10.0% | 加碼 |
| SG Americas Securities, LLC | 33,794 | $138.1 萬 | 0.02% | +7,404+28.1% | 加碼 |
| Janus Henderson Group PLC | 32,594 | $133.1 萬 | 0.00% | −44−0.1% | 減碼 |
| Edgestream Partners, L.P. | 30,280 | $123.7 萬 | 0.09% | +7,718+34.2% | 加碼 |
| Maxi Investments CY Ltd | 30,100 | $123.0 萬 | 0.35% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 29,873 | $122.1 萬 | 0.01% | +3,799+14.6% | 加碼 |
| New York State Common Retirement Fund | 29,707 | $121.4 萬 | 0.00% | −881−2.9% | 減碼 |
| HSBC Holdings PLC | 29,535 | $120.5 萬 | 0.00% | +2,226+8.2% | 加碼 |
| Voya Investment Management LLC | 29,076 | $118.8 萬 | 0.00% | +358+1.2% | 加碼 |
| Tyler-Stone Wealth Management | 27,927 | $114.1 萬 | 0.57% | −800−2.8% | 減碼 |
| Advisor Group Holdings, Inc. | 27,618 | $112.8 萬 | 0.00% | −6,171−18.3% | 減碼 |
| Creative Planning | 26,805 | $109.5 萬 | 0.00% | +11,428+74.3% | 加碼 |
| Prospera Financial Services Inc | 26,663 | $108.9 萬 | 0.04% | −394−1.5% | 減碼 |
| Ensign Peak Advisors, Inc | 26,600 | $108.7 萬 | 0.00% | 00.0% | 不變 |
| IMC-Chicago, LLC | 26,444 | $108.1 萬 | 0.03% | +26,444 | 新進 |
| Mercer Global Advisors Inc | 26,046 | $106.4 萬 | 0.00% | +17,324+198.6% | 加碼 |