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
- 4,161 萬
- 較 2023 年第 3 季 +435.7 萬 (+11.7%)
- 總市值
- $17.0 億
- 較 2023 年第 3 季 +$6.36 億 (+59.5%)
- 新進機構
- 83
- 另有 92 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 | $28.3 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 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 |
|---|---|---|---|---|---|
| Toth Financial Advisory Corp | 533 | $2.18 萬 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 553 | $2.26 萬 | 0.00% | +553 | 新進 |
| Optimum Investment Advisors | 560 | $2.29 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 600 | $2.45 萬 | 0.00% | 00.0% | 不變 |
| Itau Unibanco Holding S.A. | 688 | $2.81 萬 | 0.00% | −273−28.4% | 減碼 |
| Quadrant Capital Group LLC | 736 | $3.01 萬 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 850 | $3.47 萬 | 0.00% | 00.0% | 不變 |
| Shell Asset Management Co | 929 | $3.80 萬 | 0.00% | −215−18.8% | 減碼 |
| Comerica Bank | 948 | $3.87 萬 | 0.00% | +10+1.1% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 965 | $3.90 萬 | 0.00% | +185+23.7% | 加碼 |
| Albion Financial Group | 1,000 | $4.09 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,093 | $4.47 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 1,101 | $4.50 萬 | 0.00% | −674−38.0% | 減碼 |
| Farther Finance Advisors, LLC | 1,125 | $4.60 萬 | 0.00% | +669+146.7% | 加碼 |
| CWM, LLC | 1,131 | $4.60 萬 | 0.00% | −38−3.3% | 減碼 |
| Ancora Advisors, LLC | 1,200 | $4.90 萬 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 1,238 | $5.06 萬 | 0.01% | −45−3.5% | 減碼 |
| STRS Ohio | 1,400 | $5.70 萬 | 0.00% | +1,400 | 新進 |
| Asset Management One Co.,Ltd. | 1,334 | $5.89 萬 | 0.00% | −497−27.1% | 減碼 |
| ICA Group Wealth Management, LLC | 1,486 | $6.07 萬 | 0.01% | +1,486 | 新進 |
| BOCHK Asset Management Ltd | 1,500 | $6.13 萬 | 0.04% | +1,500 | 新進 |
| Hollencrest Capital Management | 1,500 | $6.13 萬 | 0.01% | +1,500 | 新進 |
| Storebrand Asset Management AS | 1,513 | $6.18 萬 | 0.00% | −144−8.7% | 減碼 |
| Compagnie Lombard Odier SCmA | 1,600 | $6.54 萬 | 0.00% | −600−27.3% | 減碼 |
| KBC Group NV | 1,646 | $6.70 萬 | 0.00% | 00.0% | 不變 |
| Skandinaviska Enskilda Banken AB (publ) | 1,812 | $7.40 萬 | 0.00% | +32+1.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 1,813 | $7.41 萬 | 0.00% | −283−13.5% | 減碼 |
| Harvest Fund Management Co., Ltd | 1,859 | $7.60 萬 | 0.01% | +1,859 | 新進 |
| Gs Investments, Inc. | 2,000 | $8.17 萬 | 0.04% | 00.0% | 不變 |
| Leonteq Securities AG | 2,279 | $9.31 萬 | 0.01% | +82+3.7% | 加碼 |
| Daiwa Securities Group Inc. | 2,395 | $9.80 萬 | 0.00% | −570−19.2% | 減碼 |
| Cassady Schiller Wealth Management, LLC | 2,748 | $11.2 萬 | 0.06% | +527+23.7% | 加碼 |
| State of Wyoming | 2,805 | $11.5 萬 | 0.02% | +1,693+152.2% | 加碼 |
| GWM Advisors LLC | 3,485 | $14.2 萬 | 0.00% | +207+6.3% | 加碼 |
| EMC Capital Management | 3,700 | $15.1 萬 | 0.10% | 00.0% | 不變 |
| US Bancorp | 3,868 | $15.8 萬 | 0.00% | −672−14.8% | 減碼 |
| AtonRa Partners | 3,959 | $16.2 萬 | 0.32% | −1,232−23.7% | 減碼 |
| Westside Investment Management, Inc. | 4,050 | $16.5 萬 | 0.04% | −1,765−30.4% | 減碼 |
| Metropolitan Life Insurance Co | 4,163 | $17.0 萬 | 0.01% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,474 | $19.1 萬 | 0.00% | −1,103−16.8% | 減碼 |
| National Bank of Canada | 4,930 | $19.1 萬 | 0.00% | +127+2.6% | 加碼 |
| Tradition Wealth Management, LLC | 4,693 | $19.2 萬 | 0.02% | −10.0% | 減碼 |
| Federation des caisses Desjardins du Quebec | 4,741 | $19.4 萬 | 0.00% | +640+15.6% | 加碼 |
| Newbridge Financial Services Group, Inc. | 4,751 | $19.4 萬 | 0.09% | −109−2.2% | 減碼 |
| Oppenheimer Asset Management Inc. | 4,958 | $20.3 萬 | 0.00% | −2,789−36.0% | 減碼 |
| HighTower Advisors, LLC | 5,095 | $20.6 萬 | 0.00% | +5,095 | 新進 |
| Mandatum Life Insurance Co Ltd | 5,100 | $20.8 萬 | 0.08% | +5,100 | 新進 |
| AdvisorNet Financial, Inc | 5,165 | $21.1 萬 | 0.02% | +1,000+24.0% | 加碼 |
| Headlands Technologies LLC | 5,179 | $21.2 萬 | 0.06% | +5,179 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 5,310 | $21.7 萬 | 0.00% | +5,310 | 新進 |
| Nwam LLC | 5,340 | $21.8 萬 | 0.02% | +5,340 | 新進 |
| QRG Capital Management, Inc. | 5,355 | $21.9 萬 | 0.00% | +5,355 | 新進 |
| Wedbush Securities Inc | 5,404 | $22.1 萬 | 0.01% | +5,404 | 新進 |
| Gotham Asset Management, LLC | 5,525 | $22.6 萬 | 0.00% | +5,525 | 新進 |
| Public Employees Retirement Association of Colorado | 5,524 | $22.6 萬 | 0.00% | 00.0% | 不變 |
| Prudential Financial Inc | 5,695 | $23.3 萬 | 0.00% | +5,695 | 新進 |
| Orion Capital Management LLC | 5,700 | $23.3 萬 | 0.14% | +880+18.3% | 加碼 |
| Natixis | 5,738 | $23.4 萬 | 0.00% | −1,592−21.7% | 減碼 |
| Captrust Financial Advisors | 5,766 | $23.6 萬 | 0.00% | +5,766 | 新進 |
| Liberty One Investment Management, LLC | 6,013 | $24.6 萬 | 0.03% | +296+5.2% | 加碼 |
| Independent Financial Group, LLC | 6,160 | $25.2 萬 | 0.01% | +6,160 | 新進 |
| Ieq Capital, LLC | 6,394 | $26.1 萬 | 0.00% | +6,394 | 新進 |
| CIBC World Markets Inc. | 6,423 | $26.2 萬 | 0.00% | +6,423 | 新進 |
| Wolverine Asset Management LLC | 6,441 | $26.3 萬 | 0.00% | +666+11.5% | 加碼 |
| Arcadia Investment Management Corp | 6,515 | $26.6 萬 | 0.05% | 00.0% | 不變 |
| Independent Advisor Alliance | 6,569 | $26.8 萬 | 0.01% | +6,569 | 新進 |
| Synergy Financial Group, LTD | 6,588 | $26.9 萬 | 0.33% | +6,588 | 新進 |
| Sierra Summit Advisors LLC | 6,664 | $27.2 萬 | 0.08% | +6,664 | 新進 |
| Mezzasalma Advisors, LLC | 6,705 | $27.4 萬 | 0.15% | −430−6.0% | 減碼 |
| IPG Investment Advisors LLC | 6,775 | $27.7 萬 | 0.06% | +6,775 | 新進 |
| Summit Financial Strategies, Inc. | 6,780 | $27.7 萬 | 0.04% | +6,780 | 新進 |
| Keeler & Nadler Financial Planning & Wealth Management | 7,147 | $29.2 萬 | 0.21% | +7,147 | 新進 |
| Cetera Investment Advisers | 7,148 | $29.2 萬 | 0.00% | −1,244−14.8% | 減碼 |
| Kingswood Wealth Advisors, LLC | 7,200 | $29.4 萬 | 0.03% | +7,200 | 新進 |
| Atria Wealth Solutions, Inc. | 7,327 | $29.9 萬 | 0.00% | +7,327 | 新進 |
| State of Wisconsin Investment Board | 7,363 | $30.1 萬 | 0.00% | −436−5.6% | 減碼 |
| Valeo Financial Advisors, LLC | 7,431 | $30.4 萬 | 0.01% | −4,951−40.0% | 減碼 |
| Ameritas Investment Partners, Inc. | 7,582 | $31.0 萬 | 0.01% | +418+5.8% | 加碼 |
| National Wealth Management Group, LLC | 7,979 | $32.6 萬 | 0.32% | +7,979 | 新進 |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $32.7 萬 | 0.14% | 00.0% | 不變 |
| Magnetar Financial LLC | 8,062 | $32.9 萬 | 0.01% | −20,537−71.8% | 減碼 |
| International Assets Investment Management, LLC | 8,070 | $33.0 萬 | 0.04% | −1,007−11.1% | 減碼 |
| Gemmer Asset Management LLC | 8,126 | $33.2 萬 | 0.04% | 00.0% | 不變 |
| Principal Financial Group Inc | 8,450 | $34.5 萬 | 0.00% | +916+12.2% | 加碼 |
| Wolverine Trading, LLC | 8,509 | $34.8 萬 | 0.00% | −1,689−16.6% | 減碼 |
| Amundi | 11,099 | $38.7 萬 | 0.00% | +6,892+163.8% | 加碼 |
| Qube Research & Technologies Ltd | 9,748 | $39.8 萬 | 0.00% | +9,748 | 新進 |
| Victory Capital Management Inc | 9,754 | $39.9 萬 | 0.00% | −109,015−91.8% | 減碼 |
| Duality Advisers, LP | 9,861 | $40.3 萬 | 0.04% | −8,349−45.8% | 減碼 |
| Kercheville Advisors, LLC | 10,000 | $40.9 萬 | 0.23% | 00.0% | 不變 |
| Amalgamated Bank | 10,344 | $42.3 萬 | 0.00% | −722−6.5% | 減碼 |
| Cetera Advisors LLC | 10,359 | $42.3 萬 | 0.01% | +10,359 | 新進 |
| Prime Capital Investment Advisors, LLC | 10,755 | $43.9 萬 | 0.01% | +2,038+23.4% | 加碼 |
| Connective Portfolio Management, LLC | 11,000 | $44.9 萬 | 0.92% | +11,000 | 新進 |
| Baader Bank INC | 11,266 | $45.8 萬 | 0.04% | −3,734−24.9% | 減碼 |
| J.W. Cole Advisors, Inc. | 11,425 | $46.7 萬 | 0.03% | +11,425 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 11,434 | $46.7 萬 | 0.04% | +11,434 | 新進 |
| Cubist Systematic Strategies, LLC | 11,664 | $47.7 萬 | 0.01% | −148,522−92.7% | 減碼 |
| Stratos Wealth Partners, LTD. | 11,805 | $48.2 萬 | 0.01% | +619+5.5% | 加碼 |
| Handelsbanken Fonder AB | 12,000 | $49.0 萬 | 0.00% | +2,000+20.0% | 加碼 |