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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 137,200 | $560.6 萬 | 0.01% | +137,200 | 新進 |
| Swiss National Bank | 140,500 | $574.1 萬 | 0.00% | −14,000−9.1% | 減碼 |
| Millennium Management LLC | 150,502 | $615.0 萬 | 0.01% | +125,150+493.6% | 加碼 |
| Liontrust Investment Partners LLP | 155,000 | $633.3 萬 | 0.09% | −70,000−31.1% | 減碼 |
| Carnegie Capital Asset Management, LLC | 171,558 | $701.0 萬 | 0.24% | +78,221+83.8% | 加碼 |
| Sculptor Capital LP | 178,700 | $730.2 萬 | 0.18% | +178,700 | 新進 |
| JPMorgan Chase & Co | 186,741 | $763.0 萬 | 0.00% | −181,057−49.2% | 減碼 |
| Zweig-DiMenna Associates LLC | 188,693 | $771.0 萬 | 0.89% | 00.0% | 不變 |
| Nuveen Asset Management, LLC | 204,956 | $837.5 萬 | 0.00% | +3,735+1.9% | 加碼 |
| Two Sigma Advisers, LP | 230,600 | $942.2 萬 | 0.02% | +230,600 | 新進 |
| Bank of New York Mellon Corp | 259,886 | $1,062 萬 | 0.00% | +11,796+4.8% | 加碼 |
| Squarepoint Ops LLC | 260,747 | $1,065 萬 | 0.04% | +230,199+753.6% | 加碼 |
| Fred Alger Management, LLC | 275,315 | $1,125 萬 | 0.06% | −232,735−45.8% | 減碼 |
| First Trust Advisors LP | 314,171 | $1,284 萬 | 0.01% | +78,863+33.5% | 加碼 |
| Pathstone Holdings, LLC | 395,545 | $1,616 萬 | 0.09% | +395,545 | 新進 |
| Barclays PLC | 421,575 | $1,723 萬 | 0.01% | +275,416+188.4% | 加碼 |
| Norges Bank | 465,418 | $1,902 萬 | 0.00% | +41,514+9.8% | 加碼 |
| Citadel Advisors LLC | 507,664 | $2,074 萬 | 0.02% | −153,453−23.2% | 減碼 |
| Charles Schwab Investment Management Inc | 573,176 | $2,342 萬 | 0.01% | +17,463+3.1% | 加碼 |
| Coatue Management LLC大師Coatue | 684,792 | $2,798 萬 | 0.12% | −980,051−58.9% | 減碼 |
| Northern Trust Corp | 711,831 | $2,909 萬 | 0.01% | −6,914−1.0% | 減碼 |
| Voloridge Investment Management, LLC | 1,014,365 | $4,145 萬 | 0.16% | −234,498−18.8% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,018,354 | $4,161 萬 | 0.08% | +5,875+0.6% | 加碼 |
| Two Sigma Investments, LP | 1,060,873 | $4,335 萬 | 0.10% | +760,573+253.3% | 加碼 |
| Goldman Sachs Group Inc | 1,208,817 | $4,939 萬 | 0.01% | −220,425−15.4% | 減碼 |
| Bank of America Corp | 1,352,341 | $5,526 萬 | 0.01% | +1,013,030+298.6% | 加碼 |
| Bank of Montreal | 1,392,198 | $6,186 萬 | 0.03% | +7,021+0.5% | 加碼 |
| Geode Capital Management, LLC | 1,603,464 | $6,552 萬 | 0.01% | +101,638+6.8% | 加碼 |
| State Street Corp | 1,835,469 | $7,500 萬 | 0.00% | +86,726+5.0% | 加碼 |
| Jane Street Group, LLC | 1,911,771 | $7,811 萬 | 0.09% | +1,683,385+737.1% | 加碼 |
| Morgan Stanley | 2,132,561 | $8,714 萬 | 0.01% | +217,628+11.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 3,324,441 | $1.36 億 | 0.20% | +507,366+18.0% | 加碼 |
| BlackRock Inc. | 5,532,383 | $2.26 億 | 0.01% | +509,530+10.1% | 加碼 |
| Vanguard Group Inc | 7,013,918 | $2.87 億 | 0.01% | +157,719+2.3% | 加碼 |
| Freshford Capital Management, LLC | 0 | $0 | 0.00% | −218,468−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −106,643−100.0% | 清倉 |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −88,794−100.0% | 清倉 |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −74,959−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −53,575−100.0% | 清倉 |
| Rollins Financial | 0 | $0 | 0.00% | −37,692−100.0% | 清倉 |
| American Century Companies Inc | 0 | $0 | 0.00% | −27,897−100.0% | 清倉 |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −21,957−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −18,745−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −16,457−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −15,200−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −13,084−100.0% | 清倉 |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −9,682−100.0% | 清倉 |
| Mitchell McLeod Pugh & Williams Inc | 0 | $0 | 0.00% | −7,375−100.0% | 清倉 |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −5,440−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,799−100.0% | 清倉 |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −1,799−100.0% | 清倉 |
| Founders Capital Management | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −429−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −371−100.0% | 清倉 |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −230−100.0% | 清倉 |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Central Trust Co | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| RE Dickinson Investment Advisors, LLC | 0 | $0 | 0.00% | −55−100.0% | 清倉 |
| Credit Agricole S A | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| Authentikos Wealth Advisory, LLC | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −44−100.0% | 清倉 |
| JJJ Advisors Inc. | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Robbins Farley LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Whittier Trust Co | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Investors Research Corp | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Your Advocates Ltd., LLP | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Pathstone Family Office, LLC | – | – | – | – | 本季未申報 |
| Column Capital Advisors, LLC | – | – | – | – | 本季未申報 |