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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。

2024 年第 1 季與 2023 年第 4 季比較

持有 Upstart Holdings, Inc. 的機構從 2023 年第 4 季到 2024 年第 1 季的變化。

2024 年第 1 季全部持有人2023 年第 4 季全部持有人

UPST 的 13F 持有人：2023 年第 4 季與 2024 年第 1 季比較
項目2023 年第 4 季其中尚未申報 2024 年第 1 季2024 年第 1 季變化
持有家數3342278−54
股數4,161 萬4,3093,772 萬−388.8 萬 (−9.3%)
市值$17.0 億$17.6 萬$10.0 億−$7.02 億 (−41.2%)

2 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（33 家）

2024 年第 1 季季末持有 Upstart Holdings, Inc.、2023 年第 4 季季末沒有持有的機構。

2024 年第 1 季新進 UPST 的機構
機構股數市值佔組合 %
Point72 Asset Management, L.P.746,645$2,008 萬0.06%
Azora Capital LP210,241$565.3 萬0.41%
Capital Fund Management S.A.139,154$374.2 萬0.05%
Two Sigma Securities, LLC63,687$171.3 萬0.08%
Entropy Technologies, LP50,501$135.8 萬0.14%
Eschler Asset Management LLP50,000$134.4 萬0.87%
Verition Fund Management LLC33,670$90.5 萬0.01%
Harbor Capital Advisors, Inc.29,198$78.5 萬0.10%
Walleye Trading LLC27,701$74.5 萬0.01%
Quantbot Technologies LP24,457$65.8 萬0.04%
HRT Financial LP11,189$30.0 萬0.00%
Marathon Trading Investment Management LLC11,000$29.6 萬0.12%
Fiducient Advisors LLC11,000$29.6 萬0.06%
XTX Topco Ltd10,663$28.7 萬0.04%
Cresset Asset Management, LLC9,973$26.8 萬0.00%
Quantinno Capital Management LP9,715$26.1 萬0.01%
Capstone Investment Advisors, LLC8,438$22.7 萬0.00%
Graham Capital Management, L.P.7,808$21.0 萬0.01%
Plante Moran Financial Advisors, LLC470$1.26 萬0.00%
WR Wealth Planners, LLC246$6,6150.00%
Lazard Asset Management LLC241$6,0000.00%
T. Rowe Price Investment Management, Inc.151$5,0000.00%
Macroview Investment Management LLC100$2,6890.00%
CIBC Private Wealth Group, LLC100$2,6430.00%
Marquette Asset Management, LLC50$1,3450.00%
Montag A & Associates Inc34$9150.00%
LifeSteps Financial, Inc.27$7260.00%
Highline Wealth Partners LLC23$6180.00%
CoreCap Advisors, LLC22$5920.00%
Gen-Wealth Partners Inc15$4030.00%
Rothschild Investment LLC10$2690.00%
Elequin Capital LP1$270.00%
Continuum Advisory, LLC1$260.00%

清倉機構（87 家）

2023 年第 4 季季末持有 Upstart Holdings, Inc.、2024 年第 1 季有申報但已經沒有持有的機構。

2024 年第 1 季清倉 UPST 的機構
機構2023 年第 4 季股數2023 年第 4 季市值
Sculptor Capital LP178,700$730.2 萬
Carnegie Capital Asset Management, LLC171,558$701.0 萬
Millennium Management LLC150,502$615.0 萬
Susquehanna Portfolio Strategies, LLC130,439$533.0 萬
Twinbeech Capital LP118,081$482.5 萬
FORA Capital, LLC115,740$472.9 萬
Tudor Investment Corp Et Al86,534$353.6 萬
Banque Pictet & Cie SA72,000$294.2 萬
Hampton Road Capital Management LP52,350$213.9 萬
Occudo Quantitative Strategies LP42,388$173.2 萬
Nomura Holdings Inc35,080$143.3 萬
Engineers Gate Manager LP34,574$141.3 萬
IMC-Chicago, LLC26,444$108.1 萬
Schonfeld Strategic Advisors LLC25,900$105.8 萬
GTS Securities LLC24,150$98.7 萬
Algert Global LLC24,120$98.6 萬
Raymond James & Associates20,895$85.4 萬
AE Wealth Management LLC24,005$78.3 萬
Cipher Capital LP17,706$72.3 萬
Bayesian Capital Management, LP17,559$71.7 萬
AQR Capital Management LLC16,220$66.3 萬
Gsa Capital Partners LLP12,056$49.3 萬
Y-Intercept (Hong Kong) Ltd11,434$46.7 萬
J.W. Cole Advisors, Inc.11,425$46.7 萬
Connective Portfolio Management, LLC11,000$44.9 萬
Cetera Advisors LLC10,359$42.3 萬
Duality Advisers, LP9,861$40.3 萬
Qube Research & Technologies Ltd9,748$39.8 萬
Amundi11,099$38.7 萬
International Assets Investment Management, LLC8,070$33.0 萬
National Wealth Management Group, LLC7,979$32.6 萬
Valeo Financial Advisors, LLC7,431$30.4 萬
State of Wisconsin Investment Board7,363$30.1 萬
Atria Wealth Solutions, Inc.7,327$29.9 萬
Kingswood Wealth Advisors, LLC7,200$29.4 萬
Keeler & Nadler Financial Planning & Wealth Management7,147$29.2 萬
IPG Investment Advisors LLC6,775$27.7 萬
Mezzasalma Advisors, LLC6,705$27.4 萬
Sierra Summit Advisors LLC6,664$27.2 萬
Synergy Financial Group, LTD6,588$26.9 萬
Independent Advisor Alliance6,569$26.8 萬
Wolverine Asset Management LLC6,441$26.3 萬
CIBC World Markets Inc.6,423$26.2 萬
Ieq Capital, LLC6,394$26.1 萬
Independent Financial Group, LLC6,160$25.2 萬
Liberty One Investment Management, LLC6,013$24.6 萬
Captrust Financial Advisors5,766$23.6 萬
Prudential Financial Inc5,695$23.3 萬
Gotham Asset Management, LLC5,525$22.6 萬
QRG Capital Management, Inc.5,355$21.9 萬
Nwam LLC5,340$21.8 萬
Wealth Enhancement Advisory Services, LLC5,310$21.7 萬
Mandatum Life Insurance Co Ltd5,100$20.8 萬
HighTower Advisors, LLC5,095$20.6 萬
Oppenheimer Asset Management Inc.4,958$20.3 萬
Tradition Wealth Management, LLC4,693$19.2 萬
State of Wyoming2,805$11.5 萬
Harvest Fund Management Co., Ltd1,859$7.60 萬
Hollencrest Capital Management1,500$6.13 萬
BOCHK Asset Management Ltd1,500$6.13 萬
STRS Ohio1,400$5.70 萬
Itau Unibanco Holding S.A.688$2.81 萬
Principal Securities, Inc.553$2.26 萬
New Millennium Group LLC280$1.14 萬
CKW Financial Group273$1.10 萬
Ronald Blue Trust, Inc.322$9,000
Tennessee Valley Asset Management Partners220$8,989
Fortitude Family Office, LLC186$7,600
Cape Investment Advisory, Inc.104$4,249
Glassman Wealth Services103$4,209
Wolff Wiese Magana LLC100$4,086
Aspect Partners, LLC86$3,514
Bessemer Group Inc85$3,000
Cranbrook Wealth Management, LLC71$2,902
Valley National Advisers Inc65$2,000
Arlington Trust Co LLC35$1,430
Sunbelt Securities, Inc.31$1,267
Horrell Capital Management, Inc.15$1,000
North Star Investment Management Corp.24$981
Private Wealth Management Group, LLC24$981
Focused Wealth Management, Inc20$817
Assetmark, Inc15$613
Gables Capital Management Inc.10$409
American State Bank (Iowa)10$409
SJS Investment Consulting Inc.7$287
C M Bidwell & Associates Ltd2$82
O'Dell Group, LLC1$41

尚未申報 2024 年第 1 季的機構（2 家）

2023 年第 4 季季末持有 Upstart Holdings, Inc.、還沒有申報 2024 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 4 季持有 UPST、尚未申報 2024 年第 1 季的機構
機構2023 年第 4 季股數2023 年第 4 季市值
AtonRa Partners3,959$16.2 萬
Hobbs Group Advisors, LLC350$1.43 萬