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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 12,038 | $49.2 萬 | 0.00% | −5,658−32.0% | 減碼 |
| Gsa Capital Partners LLP | 12,056 | $49.3 萬 | 0.04% | −2,613−17.8% | 減碼 |
| ProShare Advisors LLC | 12,123 | $49.5 萬 | 0.00% | +2,755+29.4% | 加碼 |
| Capital Advantage, Inc. | 12,370 | $50.5 萬 | 0.10% | +12,370 | 新進 |
| Marex Group plc | 12,382 | $50.6 萬 | 0.02% | +12,382 | 新進 |
| Apollon Wealth Management, LLC | 12,590 | $51.4 萬 | 0.02% | +2,938+30.4% | 加碼 |
| Advisory Services Network, LLC | 12,627 | $51.6 萬 | 0.01% | −36,494−74.3% | 減碼 |
| FMR LLC | 13,350 | $54.5 萬 | 0.00% | +686+5.4% | 加碼 |
| Harbour Investments, Inc. | 15,165 | $62.0 萬 | 0.03% | −1,051−6.5% | 減碼 |
| Inspire Advisors, LLC | 15,253 | $62.3 萬 | 0.09% | +6,842+81.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,400 | $62.9 萬 | 0.00% | +2,044+15.3% | 加碼 |
| Private Advisor Group, LLC | 15,787 | $64.5 萬 | 0.01% | −104−0.7% | 減碼 |
| Brevan Howard Capital Management LP | 15,968 | $65.2 萬 | 0.07% | +15,968 | 新進 |
| AQR Capital Management LLC | 16,220 | $66.3 萬 | 0.00% | +8,364+106.5% | 加碼 |
| Rafferty Asset Management, LLC | 17,162 | $70.1 萬 | 0.00% | −7,268−29.8% | 減碼 |
| Bayesian Capital Management, LP | 17,559 | $71.7 萬 | 0.08% | −36,050−67.2% | 減碼 |
| Cipher Capital LP | 17,706 | $72.3 萬 | 0.23% | +8,218+86.6% | 加碼 |
| Rockefeller Capital Management L.P. | 18,360 | $75.0 萬 | 0.00% | −570−3.0% | 減碼 |
| AE Wealth Management LLC | 24,005 | $78.3 萬 | 0.00% | +8,876+58.7% | 加碼 |
| Parallax Volatility Advisers, L.P. | 19,866 | $81.2 萬 | 0.02% | +19,866 | 新進 |
| Arizona State Retirement System | 19,933 | $81.4 萬 | 0.01% | −75−0.4% | 減碼 |
| Shelton Capital Management | 20,200 | $82.5 萬 | 0.03% | +20,200 | 新進 |
| Balyasny Asset Management LLC | 20,463 | $83.6 萬 | 0.00% | +11,909+139.2% | 加碼 |
| State Board of Administration of Florida Retirement System | 20,576 | $84.1 萬 | 0.00% | 00.0% | 不變 |
| Raymond James & Associates | 20,895 | $85.4 萬 | 0.00% | +20,895 | 新進 |
| Nisa Investment Advisors, LLC | 21,710 | $88.7 萬 | 0.01% | +19,313+805.7% | 加碼 |
| Ameriprise Financial Inc | 22,163 | $90.6 萬 | 0.00% | −10,772−32.7% | 減碼 |
| Envestnet Asset Management Inc | 23,715 | $96.9 萬 | 0.00% | −6,187−20.7% | 減碼 |
| Algert Global LLC | 24,120 | $98.6 萬 | 0.04% | +2,690+12.6% | 加碼 |
| GTS Securities LLC | 24,150 | $98.7 萬 | 0.02% | +24,150 | 新進 |
| Dimensional Fund Advisors LP | 25,015 | $102.2 萬 | 0.00% | +389+1.6% | 加碼 |
| Walleye Capital LLC | 25,641 | $104.8 萬 | 0.01% | −20,651−44.6% | 減碼 |
| Level Four Advisory Services, LLC | 25,763 | $105.3 萬 | 0.06% | −9,362−26.7% | 減碼 |
| Schonfeld Strategic Advisors LLC | 25,900 | $105.8 萬 | 0.01% | +25,900 | 新進 |
| Mercer Global Advisors Inc | 26,046 | $106.4 萬 | 0.00% | +17,324+198.6% | 加碼 |
| IMC-Chicago, LLC | 26,444 | $108.1 萬 | 0.03% | +26,444 | 新進 |
| Ensign Peak Advisors, Inc | 26,600 | $108.7 萬 | 0.00% | 00.0% | 不變 |
| Prospera Financial Services Inc | 26,663 | $108.9 萬 | 0.04% | −394−1.5% | 減碼 |
| Creative Planning | 26,805 | $109.5 萬 | 0.00% | +11,428+74.3% | 加碼 |
| Advisor Group Holdings, Inc. | 27,618 | $112.8 萬 | 0.00% | −6,171−18.3% | 減碼 |
| Tyler-Stone Wealth Management | 27,927 | $114.1 萬 | 0.57% | −800−2.8% | 減碼 |
| Voya Investment Management LLC | 29,076 | $118.8 萬 | 0.00% | +358+1.2% | 加碼 |
| HSBC Holdings PLC | 29,535 | $120.5 萬 | 0.00% | +2,226+8.2% | 加碼 |
| New York State Common Retirement Fund | 29,707 | $121.4 萬 | 0.00% | −881−2.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 29,873 | $122.1 萬 | 0.01% | +3,799+14.6% | 加碼 |
| Maxi Investments CY Ltd | 30,100 | $123.0 萬 | 0.35% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 30,280 | $123.7 萬 | 0.09% | +7,718+34.2% | 加碼 |
| Janus Henderson Group PLC | 32,594 | $133.1 萬 | 0.00% | −44−0.1% | 減碼 |
| SG Americas Securities, LLC | 33,794 | $138.1 萬 | 0.02% | +7,404+28.1% | 加碼 |
| TCI Wealth Advisors, Inc. | 33,883 | $138.4 萬 | 0.15% | +3,091+10.0% | 加碼 |
| Engineers Gate Manager LP | 34,574 | $141.3 萬 | 0.04% | +34,574 | 新進 |
| Nomura Holdings Inc | 35,080 | $143.3 萬 | 0.01% | +35,080 | 新進 |
| Susquehanna International Group, LLP | 35,185 | $143.8 萬 | 0.00% | −95,254−73.0% | 減碼 |
| MML Investors Services, LLC | 35,295 | $144.2 萬 | 0.01% | +2,307+7.0% | 加碼 |
| Manchester Capital Management LLC | 35,393 | $144.6 萬 | 0.19% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 35,654 | $145.7 萬 | 0.17% | −3,390−8.7% | 減碼 |
| Coastal Bridge Advisors, LLC | 35,688 | $145.8 萬 | 0.37% | 00.0% | 不變 |
| Royal Bank of Canada | 36,076 | $147.3 萬 | 0.00% | +6,167+20.6% | 加碼 |
| American International Group, Inc. | 36,406 | $148.8 萬 | 0.01% | +418+1.2% | 加碼 |
| Legacy Capital Group California, Inc. | 36,759 | $150.2 萬 | 0.58% | +3,001+8.9% | 加碼 |
| CTC LLC | 37,737 | $154.2 萬 | 0.02% | −34,900−48.0% | 減碼 |
| MetLife Investment Management | 38,182 | $156.0 萬 | 0.01% | 00.0% | 不變 |
| Bailard, Inc. | 39,531 | $161.5 萬 | 0.05% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 39,580 | $161.8 萬 | 0.00% | +1,880+5.0% | 加碼 |
| Manufacturers Life Insurance Company, The | 39,862 | $162.9 萬 | 0.00% | −65−0.2% | 減碼 |
| Miracle Mile Advisors, LLC | 40,305 | $164.7 萬 | 0.05% | 00.0% | 不變 |
| Mariner, LLC | 41,595 | $170.0 萬 | 0.00% | +3,685+9.7% | 加碼 |
| Seven Eight Capital, LP | 42,172 | $172.3 萬 | 0.20% | −63,511−60.1% | 減碼 |
| Pictet Asset Management Holding SA | 42,332 | $173.0 萬 | 0.00% | −51,731−55.0% | 減碼 |
| Occudo Quantitative Strategies LP | 42,388 | $173.2 萬 | 0.24% | +42,388 | 新進 |
| Wells Fargo & Company | 42,757 | $174.7 萬 | 0.00% | +2,947+7.4% | 加碼 |
| Commonwealth Equity Services, LLC | 47,189 | $192.8 萬 | 0.00% | +2,770+6.2% | 加碼 |
| Capital Impact Advisors, LLC | 48,632 | $198.7 萬 | 2.61% | +29,185+150.1% | 加碼 |
| Gryphon Financial Partners LLC | 50,000 | $204.3 萬 | 0.36% | 00.0% | 不變 |
| WMG Financial Advisors, LLC | 51,132 | $208.9 萬 | 1.36% | −3,365−6.2% | 減碼 |
| Hampton Road Capital Management LP | 52,350 | $213.9 萬 | 0.40% | +52,350 | 新進 |
| Boston Private Wealth LLC | 52,569 | $214.8 萬 | 0.05% | +26,133+98.9% | 加碼 |
| Robeco Institutional Asset Management B.V. | 57,356 | $234.4 萬 | 0.01% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 58,657 | $239.7 萬 | 0.33% | +58,657 | 新進 |
| LPL Financial LLC | 58,690 | $239.8 萬 | 0.00% | +2,542+4.5% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 58,899 | $240.7 萬 | 0.01% | +4,929+9.1% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 60,843 | $248.6 萬 | 0.01% | −18,407−23.2% | 減碼 |
| Citigroup Inc | 61,998 | $253.3 萬 | 0.00% | +19,911+47.3% | 加碼 |
| Optiver Holding B.V. | 66,305 | $270.9 萬 | 0.08% | −403,597−85.9% | 減碼 |
| Legal & General Group Plc | 71,562 | $292.4 萬 | 0.00% | +2,839+4.1% | 加碼 |
| Credit Suisse AG | 71,793 | $293.3 萬 | 0.00% | +4,652+6.9% | 加碼 |
| Banque Pictet & Cie SA | 72,000 | $294.2 萬 | 0.03% | −8,000−10.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 72,181 | $294.9 萬 | 0.04% | +71,201+7,265.4% | 加碼 |
| UBS Asset Management Americas Inc | 73,015 | $298.3 萬 | 0.00% | 00.0% | 不變 |
| California State Teachers Retirement System | 75,555 | $308.7 萬 | 0.00% | −2,534−3.2% | 減碼 |
| Deutsche Bank AG | 76,222 | $311.4 萬 | 0.00% | +3,085+4.2% | 加碼 |
| UBS Group AG | 83,466 | $341.0 萬 | 0.00% | +52,472+169.3% | 加碼 |
| Tudor Investment Corp Et Al | 86,534 | $353.6 萬 | 0.05% | +86,534 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 87,080 | $355.8 萬 | 0.01% | +7,145+8.9% | 加碼 |
| Alliancebernstein L.P. | 92,050 | $376.1 萬 | 0.00% | +700+0.8% | 加碼 |
| Rhumbline Advisers | 103,023 | $421.0 萬 | 0.00% | −128−0.1% | 減碼 |
| Invesco Ltd. | 110,583 | $451.8 萬 | 0.00% | +18,063+19.5% | 加碼 |
| FORA Capital, LLC | 115,740 | $472.9 萬 | 0.41% | +115,740 | 新進 |
| Twinbeech Capital LP | 118,081 | $482.5 萬 | 0.08% | +118,081 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 130,439 | $533.0 萬 | 0.09% | +130,439 | 新進 |