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 13F 持有人
Upstart Holdings, Inc. 在 2024/3/31 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
- 278
- 較 2023 年第 4 季 −54 家
- 持有股數
- 3,772 萬
- 較 2023 年第 4 季 −388.8 萬 (−9.3%)
- 總市值
- $10.0 億
- 較 2023 年第 4 季 −$7.02 億 (−41.2%)
- 新進機構
- 33
- 另有 81 家加碼
- 清倉機構
- 87
- 另有 97 家減碼
另有 2 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Legacy Capital Group California, Inc. | 35,831 | $96.3 萬 | 0.36% | −928−2.5% | 減碼 |
| Headlands Technologies LLC | 36,181 | $97.3 萬 | 0.23% | +31,002+598.6% | 加碼 |
| American International Group, Inc. | 36,599 | $98.4 萬 | 0.00% | +193+0.5% | 加碼 |
| Two Sigma Investments, LP | 37,300 | $100.3 萬 | 0.00% | −1,023,573−96.5% | 減碼 |
| Manchester Capital Management LLC | 37,325 | $100.4 萬 | 0.12% | +1,932+5.5% | 加碼 |
| MetLife Investment Management | 38,182 | $102.7 萬 | 0.01% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 25,763 | $105.3 萬 | 0.06% | 00.0% | 不變 |
| Bailard, Inc. | 39,297 | $105.7 萬 | 0.03% | −234−0.6% | 減碼 |
| TCI Wealth Advisors, Inc. | 39,971 | $107.5 萬 | 0.11% | +6,088+18.0% | 加碼 |
| Cubist Systematic Strategies, LLC | 39,981 | $107.5 萬 | 0.01% | +28,317+242.8% | 加碼 |
| Gryphon Financial Partners LLC | 40,000 | $107.6 萬 | 0.18% | −10,000−20.0% | 減碼 |
| Miracle Mile Advisors, LLC | 40,370 | $108.6 萬 | 0.03% | +65+0.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 41,325 | $111.1 萬 | 0.00% | +1,463+3.7% | 加碼 |
| Commonwealth Equity Services, LLC | 41,444 | $111.4 萬 | 0.00% | −5,745−12.2% | 減碼 |
| Price T Rowe Associates Inc | 42,350 | $113.9 萬 | 0.00% | +2,770+7.0% | 加碼 |
| Mariner, LLC | 42,601 | $114.6 萬 | 0.00% | +1,006+2.4% | 加碼 |
| Capital Impact Advisors, LLC | 44,369 | $119.3 萬 | 1.55% | −4,263−8.8% | 減碼 |
| Balyasny Asset Management LLC | 46,624 | $125.4 萬 | 0.00% | +26,161+127.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 79,922 | $127.0 萬 | 0.00% | +59,346+288.4% | 加碼 |
| WMG Financial Advisors, LLC | 49,132 | $132.1 萬 | 0.76% | −2,000−3.9% | 減碼 |
| CTC LLC | 49,697 | $133.6 萬 | 0.02% | +11,960+31.7% | 加碼 |
| Eschler Asset Management LLP | 50,000 | $134.4 萬 | 0.87% | +50,000 | 新進 |
| Entropy Technologies, LP | 50,501 | $135.8 萬 | 0.14% | +50,501 | 新進 |
| Wells Fargo & Company | 50,560 | $136.0 萬 | 0.00% | +7,803+18.2% | 加碼 |
| Squarepoint Ops LLC | 54,243 | $145.9 萬 | 0.01% | −206,504−79.2% | 減碼 |
| Citigroup Inc | 54,967 | $147.8 萬 | 0.00% | −7,031−11.3% | 減碼 |
| Deutsche Bank AG | 56,608 | $152.2 萬 | 0.00% | −19,614−25.7% | 減碼 |
| Robeco Institutional Asset Management B.V. | 57,356 | $154.2 萬 | 0.00% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 58,603 | $157.6 萬 | 0.15% | −54−0.1% | 減碼 |
| Two Sigma Securities, LLC | 63,687 | $171.3 萬 | 0.08% | +63,687 | 新進 |
| LPL Financial LLC | 65,010 | $174.8 萬 | 0.00% | +6,320+10.8% | 加碼 |
| Invesco Ltd. | 69,642 | $187.3 萬 | 0.00% | −40,941−37.0% | 減碼 |
| UBS Asset Management Americas Inc | 70,462 | $189.5 萬 | 0.00% | −2,553−3.5% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 70,848 | $190.5 萬 | 0.00% | −16,232−18.6% | 減碼 |
| Credit Suisse AG | 71,570 | $192.5 萬 | 0.00% | −223−0.3% | 減碼 |
| Legal & General Group Plc | 72,349 | $194.5 萬 | 0.00% | +787+1.1% | 加碼 |
| California State Teachers Retirement System | 72,491 | $194.9 萬 | 0.00% | −3,064−4.1% | 減碼 |
| Alliancebernstein L.P. | 76,150 | $204.8 萬 | 0.00% | −15,900−17.3% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 78,399 | $210.8 萬 | 0.01% | +19,500+33.1% | 加碼 |
| Edgestream Partners, L.P. | 82,737 | $222.5 萬 | 0.11% | +52,457+173.2% | 加碼 |
| Magnetar Financial LLC | 97,281 | $261.6 萬 | 0.06% | +89,219+1,106.7% | 加碼 |
| JPMorgan Chase & Co | 101,781 | $273.7 萬 | 0.00% | −84,960−45.5% | 減碼 |
| Rhumbline Advisers | 106,311 | $285.9 萬 | 0.00% | +3,288+3.2% | 加碼 |
| UBS Group AG | 119,445 | $321.2 萬 | 0.00% | +35,979+43.1% | 加碼 |
| Optiver Holding B.V. | 131,810 | $354.4 萬 | 0.15% | +65,505+98.8% | 加碼 |
| Capital Fund Management S.A. | 139,154 | $374.2 萬 | 0.05% | +139,154 | 新進 |
| Swiss National Bank | 142,700 | $383.7 萬 | 0.00% | +2,200+1.6% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 176,116 | $473.6 萬 | 0.02% | +115,273+189.5% | 加碼 |
| Zweig-DiMenna Associates LLC | 188,693 | $507.4 萬 | 0.45% | 00.0% | 不變 |
| Seven Eight Capital, LP | 189,385 | $509.3 萬 | 0.53% | +147,213+349.1% | 加碼 |
| Nuveen Asset Management, LLC | 204,057 | $548.7 萬 | 0.00% | −899−0.4% | 減碼 |
| Azora Capital LP | 210,241 | $565.3 萬 | 0.41% | +210,241 | 新進 |
| Liontrust Investment Partners LLP | 230,000 | $618.5 萬 | 0.09% | +75,000+48.4% | 加碼 |
| Bank of New York Mellon Corp | 236,224 | $635.2 萬 | 0.00% | −23,662−9.1% | 減碼 |
| Norges Bank | 290,696 | $781.7 萬 | 0.00% | −174,722−37.5% | 減碼 |
| Pathstone Holdings, LLC | 395,765 | $1,064 萬 | 0.05% | +220+0.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 805,240 | $1,094 萬 | 0.02% | −213,114−20.9% | 減碼 |
| Marshall Wace, LLP | 457,103 | $1,229 萬 | 0.02% | +319,903+233.2% | 加碼 |
| First Trust Advisors LP | 458,697 | $1,233 萬 | 0.01% | +144,526+46.0% | 加碼 |
| Bank of America Corp | 473,224 | $1,272 萬 | 0.00% | −879,117−65.0% | 減碼 |
| Citadel Advisors LLC | 497,512 | $1,338 萬 | 0.01% | −10,152−2.0% | 減碼 |
| Fred Alger Management, LLC | 507,526 | $1,365 萬 | 0.07% | +232,211+84.3% | 加碼 |
| Bank of Montreal | 521,459 | $1,403 萬 | 0.01% | −870,739−62.5% | 減碼 |
| Jane Street Group, LLC | 553,195 | $1,488 萬 | 0.02% | −1,358,576−71.1% | 減碼 |
| Barclays PLC | 570,049 | $1,533 萬 | 0.01% | +148,474+35.2% | 加碼 |
| Charles Schwab Investment Management Inc | 582,602 | $1,567 萬 | 0.00% | +9,426+1.6% | 加碼 |
| Northern Trust Corp | 664,077 | $1,786 萬 | 0.00% | −47,754−6.7% | 減碼 |
| Point72 Asset Management, L.P. | 746,645 | $2,008 萬 | 0.06% | +746,645 | 新進 |
| Goldman Sachs Group Inc | 836,186 | $2,249 萬 | 0.00% | −372,631−30.8% | 減碼 |
| Coatue Management LLC大師Coatue | 870,947 | $2,342 萬 | 0.09% | +186,155+27.2% | 加碼 |
| Voloridge Investment Management, LLC | 1,018,527 | $2,739 萬 | 0.10% | +4,162+0.4% | 加碼 |
| Susquehanna International Group, LLP | 1,459,041 | $3,923 萬 | 0.06% | +1,423,856+4,046.8% | 加碼 |
| Geode Capital Management, LLC | 1,667,029 | $4,483 萬 | 0.00% | +63,565+4.0% | 加碼 |
| State Street Corp | 1,868,180 | $5,024 萬 | 0.00% | +32,711+1.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,027,470 | $5,452 萬 | 0.07% | −1,296,971−39.0% | 減碼 |
| Morgan Stanley | 2,256,367 | $6,067 萬 | 0.00% | +123,806+5.8% | 加碼 |
| BlackRock Inc. | 5,344,966 | $1.44 億 | 0.00% | −187,417−3.4% | 減碼 |
| Vanguard Group Inc | 7,128,975 | $1.92 億 | 0.00% | +115,057+1.6% | 加碼 |
| Sculptor Capital LP | 0 | $0 | 0.00% | −178,700−100.0% | 清倉 |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −171,558−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −150,502−100.0% | 清倉 |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −130,439−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −118,081−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −115,740−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −86,534−100.0% | 清倉 |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −72,000−100.0% | 清倉 |
| Hampton Road Capital Management LP | 0 | $0 | 0.00% | −52,350−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −42,388−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −35,080−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −34,574−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −26,444−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −25,900−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −24,150−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −24,120−100.0% | 清倉 |
| Raymond James & Associates | 0 | $0 | 0.00% | −20,895−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −24,005−100.0% | 清倉 |
| Cipher Capital LP | 0 | $0 | 0.00% | −17,706−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −17,559−100.0% | 清倉 |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −16,220−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −12,056−100.0% | 清倉 |