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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 4 季與 2023 年第 3 季比較

持有 Upstart Holdings, Inc. 的機構從 2023 年第 3 季到 2023 年第 4 季的變化。

2023 年第 4 季全部持有人2023 年第 3 季全部持有人

UPST 的 13F 持有人:2023 年第 3 季與 2023 年第 4 季比較
項目2023 年第 3 季其中尚未申報 2023 年第 4 季2023 年第 4 季變化
持有家數2912334+45
股數3,765 萬39.8 萬4,161 萬+435.7 萬 (+11.7%)
市值$10.8 億$1,135 萬$17.0 億+$6.36 億 (+59.5%)

2 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(83 家)

2023 年第 4 季季末持有 Upstart Holdings, Inc.、2023 年第 3 季季末沒有持有的機構。

2023 年第 4 季新進 UPST 的機構
機構股數市值佔組合 %
Pathstone Holdings, LLC395,545$1,616 萬0.09%
Two Sigma Advisers, LP230,600$942.2 萬0.02%
Sculptor Capital LP178,700$730.2 萬0.18%
Marshall Wace, LLP137,200$560.6 萬0.01%
Susquehanna Portfolio Strategies, LLC130,439$533.0 萬0.09%
Twinbeech Capital LP118,081$482.5 萬0.08%
FORA Capital, LLC115,740$472.9 萬0.41%
Tudor Investment Corp Et Al86,534$353.6 萬0.05%
Atomi Financial Group, Inc.58,657$239.7 萬0.33%
Hampton Road Capital Management LP52,350$213.9 萬0.40%
Occudo Quantitative Strategies LP42,388$173.2 萬0.24%
Nomura Holdings Inc35,080$143.3 萬0.01%
Engineers Gate Manager LP34,574$141.3 萬0.04%
IMC-Chicago, LLC26,444$108.1 萬0.03%
Schonfeld Strategic Advisors LLC25,900$105.8 萬0.01%
GTS Securities LLC24,150$98.7 萬0.02%
Raymond James & Associates20,895$85.4 萬0.00%
Shelton Capital Management20,200$82.5 萬0.03%
Parallax Volatility Advisers, L.P.19,866$81.2 萬0.02%
Brevan Howard Capital Management LP15,968$65.2 萬0.07%
Marex Group plc12,382$50.6 萬0.02%
Capital Advantage, Inc.12,370$50.5 萬0.10%
Y-Intercept (Hong Kong) Ltd11,434$46.7 萬0.04%
J.W. Cole Advisors, Inc.11,425$46.7 萬0.03%
Connective Portfolio Management, LLC11,000$44.9 萬0.92%
Cetera Advisors LLC10,359$42.3 萬0.01%
Qube Research & Technologies Ltd9,748$39.8 萬0.00%
National Wealth Management Group, LLC7,979$32.6 萬0.32%
Atria Wealth Solutions, Inc.7,327$29.9 萬0.00%
Kingswood Wealth Advisors, LLC7,200$29.4 萬0.03%
Keeler & Nadler Financial Planning & Wealth Management7,147$29.2 萬0.21%
Summit Financial Strategies, Inc.6,780$27.7 萬0.04%
IPG Investment Advisors LLC6,775$27.7 萬0.06%
Sierra Summit Advisors LLC6,664$27.2 萬0.08%
Synergy Financial Group, LTD6,588$26.9 萬0.33%
Independent Advisor Alliance6,569$26.8 萬0.01%
CIBC World Markets Inc.6,423$26.2 萬0.00%
Ieq Capital, LLC6,394$26.1 萬0.00%
Independent Financial Group, LLC6,160$25.2 萬0.01%
Captrust Financial Advisors5,766$23.6 萬0.00%
Prudential Financial Inc5,695$23.3 萬0.00%
Gotham Asset Management, LLC5,525$22.6 萬0.00%
Wedbush Securities Inc5,404$22.1 萬0.01%
QRG Capital Management, Inc.5,355$21.9 萬0.00%
Nwam LLC5,340$21.8 萬0.02%
Wealth Enhancement Advisory Services, LLC5,310$21.7 萬0.00%
Headlands Technologies LLC5,179$21.2 萬0.06%
Mandatum Life Insurance Co Ltd5,100$20.8 萬0.08%
HighTower Advisors, LLC5,095$20.6 萬0.00%
Harvest Fund Management Co., Ltd1,859$7.60 萬0.01%
Hollencrest Capital Management1,500$6.13 萬0.01%
BOCHK Asset Management Ltd1,500$6.13 萬0.04%
ICA Group Wealth Management, LLC1,486$6.07 萬0.01%
STRS Ohio1,400$5.70 萬0.00%
Principal Securities, Inc.553$2.26 萬0.00%
Broadwater Capital Management LLC500$2.04 萬0.02%
GAMMA Investing LLC605$1.92 萬0.01%
Hobbs Group Advisors, LLC350$1.43 萬0.01%
Bear Mountain Capital, Inc.369$1.12 萬0.00%
Custom Portfolio Group LLC241$9,8470.01%
Ronald Blue Trust, Inc.322$9,0000.00%
Tennessee Valley Asset Management Partners220$8,9890.00%
Fortitude Family Office, LLC186$7,6000.01%
Vima LLC129$5,2710.01%
Main Street Group, LTD100$4,0860.00%
Frazier Financial Advisors, LLC100$4,0860.00%
Quest Partners LLC88$3,5960.00%
Aspect Partners, LLC86$3,5140.00%
Bruce G. Allen Investments, LLC83$3,3910.00%
Bessemer Group Inc85$3,0000.00%
POM Investment Strategies, LLC73$2,9830.00%
Cranbrook Wealth Management, LLC71$2,9020.00%
Sound Income Strategies, LLC60$2,4520.00%
Arlington Trust Co LLC35$1,4300.00%
Archer Investment Corp34$1,3890.00%
Horrell Capital Management, Inc.15$1,0000.00%
Private Wealth Management Group, LLC24$9810.00%
EverSource Wealth Advisors, LLC20$8170.00%
REAP Financial Group, LLC20$8170.00%
Assetmark, Inc15$6130.00%
Sofos Investments, Inc.5$2040.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2$810.00%
O'Dell Group, LLC1$410.00%

清倉機構(38 家)

2023 年第 3 季季末持有 Upstart Holdings, Inc.、2023 年第 4 季有申報但已經沒有持有的機構。

2023 年第 4 季清倉 UPST 的機構
機構2023 年第 3 季股數2023 年第 3 季市值
Freshford Capital Management, LLC218,468$623.5 萬
Two Sigma Securities, LLC106,643$304.4 萬
Basswood Capital Management, L.L.C.88,794$253.4 萬
State of New Jersey Common Pension Fund D74,959$213.9 萬
Trexquant Investment LP53,575$152.9 萬
Rollins Financial37,692$107.6 萬
American Century Companies Inc27,897$79.6 萬
Pearl River Capital, LLC21,957$62.7 萬
Quadrature Capital Ltd18,745$53.5 萬
Virtu Financial LLC16,457$47.0 萬
Jump Financial, LLC15,200$43.4 萬
Point72 Asset Management, L.P.13,084$37.3 萬
Belvedere Trading LLC9,682$27.6 萬
Mitchell McLeod Pugh & Williams Inc7,375$21.0 萬
Harel Insurance Investments & Financial Services Ltd.5,440$15.5 萬
Lazard Asset Management LLC1,799$5.10 萬
DekaBank Deutsche Girozentrale1,799$5.10 萬
Founders Capital Management600$1.71 萬
WR Wealth Planners, LLC429$1.22 萬
Advisors Asset Management, Inc.371$1.06 萬
Stonebridge Capital Advisors LLC230$6,564
Flaharty Asset Management, LLC200$5,708
Central Trust Co100$2,854
RE Dickinson Investment Advisors, LLC55$2,000
Credit Agricole S A60$1,712
Authentikos Wealth Advisory, LLC60$1,712
Tradewinds Capital Management, LLC50$1,427
AlphaMark Advisors, LLC44$1,000
JJJ Advisors Inc.25$714
Robbins Farley LLC20$571
Whittier Trust Co10$285
Tfo-TDC, LLC6$215
Investors Research Corp5$143
Cary Street Partner Investment Advisory LLC5$143
Your Advocates Ltd., LLP5$143
Macroview Investment Management LLC4$115
Cornerstone Planning Group LLC4$114
Asset Dedication, LLC8$0

尚未申報 2023 年第 4 季的機構(2 家)

2023 年第 3 季季末持有 Upstart Holdings, Inc.、還沒有申報 2023 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 3 季持有 UPST、尚未申報 2023 年第 4 季的機構
機構2023 年第 3 季股數2023 年第 3 季市值
Pathstone Family Office, LLC397,061$1,133 萬
Column Capital Advisors, LLC610$1.74 萬