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 |
|---|---|---|---|---|---|
| Brevan Howard Capital Management LP | 21,066 | $56.6 萬 | 0.05% | +5,098+31.9% | 加碼 |
| Cetera Investment Advisers | 20,723 | $55.7 萬 | 0.00% | +13,575+189.9% | 加碼 |
| Shelton Capital Management | 20,000 | $53.8 萬 | 0.02% | −200−1.0% | 減碼 |
| Arizona State Retirement System | 19,869 | $53.4 萬 | 0.00% | −64−0.3% | 減碼 |
| Advisor Group Holdings, Inc. | 18,924 | $50.9 萬 | 0.00% | −8,694−31.5% | 減碼 |
| Wolverine Trading, LLC | 18,764 | $50.5 萬 | 0.01% | +10,255+120.5% | 加碼 |
| Private Advisor Group, LLC | 17,936 | $48.2 萬 | 0.00% | +2,149+13.6% | 加碼 |
| Envestnet Asset Management Inc | 17,732 | $47.7 萬 | 0.00% | −5,983−25.2% | 減碼 |
| Ameriprise Financial Inc | 17,278 | $46.5 萬 | 0.00% | −4,885−22.0% | 減碼 |
| Inspire Advisors, LLC | 16,143 | $43.4 萬 | 0.06% | +890+5.8% | 加碼 |
| Royal Bank of Canada | 16,108 | $43.3 萬 | 0.00% | −19,968−55.3% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,400 | $41.4 萬 | 0.00% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 15,359 | $41.3 萬 | 0.00% | −1,803−10.5% | 減碼 |
| Rockefeller Capital Management L.P. | 15,189 | $40.8 萬 | 0.00% | −3,171−17.3% | 減碼 |
| Harbour Investments, Inc. | 15,161 | $40.8 萬 | 0.01% | −40.0% | 減碼 |
| Handelsbanken Fonder AB | 14,900 | $40.1 萬 | 0.00% | +2,900+24.2% | 加碼 |
| Apollon Wealth Management, LLC | 14,853 | $39.9 萬 | 0.01% | +2,263+18.0% | 加碼 |
| Wedbush Securities Inc | 13,605 | $36.6 萬 | 0.01% | +8,201+151.8% | 加碼 |
| ProShare Advisors LLC | 13,342 | $35.9 萬 | 0.00% | +1,219+10.1% | 加碼 |
| Capital Advantage, Inc. | 12,365 | $33.9 萬 | 0.07% | −50.0% | 減碼 |
| Advisory Services Network, LLC | 12,550 | $33.7 萬 | 0.01% | −77−0.6% | 減碼 |
| Stratos Wealth Partners, LTD. | 11,761 | $31.6 萬 | 0.01% | −44−0.4% | 減碼 |
| Marex Group plc | 11,379 | $30.6 萬 | 0.01% | −1,003−8.1% | 減碼 |
| HRT Financial LP | 11,189 | $30.0 萬 | 0.00% | +11,189 | 新進 |
| Baader Bank INC | 11,000 | $29.6 萬 | 0.02% | −266−2.4% | 減碼 |
| Marathon Trading Investment Management LLC | 11,000 | $29.6 萬 | 0.12% | +11,000 | 新進 |
| Fiducient Advisors LLC | 11,000 | $29.6 萬 | 0.06% | +11,000 | 新進 |
| XTX Topco Ltd | 10,663 | $28.7 萬 | 0.04% | +10,663 | 新進 |
| Prime Capital Investment Advisors, LLC | 10,587 | $28.5 萬 | 0.00% | −168−1.6% | 減碼 |
| Kercheville Advisors, LLC | 10,000 | $26.9 萬 | 0.13% | 00.0% | 不變 |
| Principal Financial Group Inc | 9,983 | $26.8 萬 | 0.00% | +1,533+18.1% | 加碼 |
| Cresset Asset Management, LLC | 9,973 | $26.8 萬 | 0.00% | +9,973 | 新進 |
| Truist Financial Corp | 9,859 | $26.5 萬 | 0.00% | −2,179−18.1% | 減碼 |
| Victory Capital Management Inc | 9,755 | $26.2 萬 | 0.00% | +10.0% | 加碼 |
| Quantinno Capital Management LP | 9,715 | $26.1 萬 | 0.01% | +9,715 | 新進 |
| Walleye Capital LLC | 9,517 | $25.6 萬 | 0.00% | −16,124−62.9% | 減碼 |
| Two Sigma Advisers, LP | 8,800 | $23.7 萬 | 0.00% | −221,800−96.2% | 減碼 |
| Gemmer Asset Management LLC | 8,792 | $23.6 萬 | 0.03% | +666+8.2% | 加碼 |
| Newbridge Financial Services Group, Inc. | 8,689 | $23.4 萬 | 0.10% | +3,938+82.9% | 加碼 |
| Pictet Asset Management Holding SA | 8,577 | $23.1 萬 | 0.00% | −33,755−79.7% | 減碼 |
| US Bancorp | 8,530 | $22.9 萬 | 0.00% | +4,662+120.5% | 加碼 |
| Capstone Investment Advisors, LLC | 8,438 | $22.7 萬 | 0.00% | +8,438 | 新進 |
| Parallax Volatility Advisers, L.P. | 8,317 | $22.4 萬 | 0.01% | −11,549−58.1% | 減碼 |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $21.5 萬 | 0.08% | 00.0% | 不變 |
| Summit Financial Strategies, Inc. | 7,916 | $21.3 萬 | 0.03% | +1,136+16.8% | 加碼 |
| Graham Capital Management, L.P. | 7,808 | $21.0 萬 | 0.01% | +7,808 | 新進 |
| Ameritas Investment Partners, Inc. | 7,582 | $20.4 萬 | 0.01% | 00.0% | 不變 |
| Orion Capital Management LLC | 7,200 | $19.4 萬 | 0.10% | +1,500+26.3% | 加碼 |
| FMR LLC | 7,058 | $19.0 萬 | 0.00% | −6,292−47.1% | 減碼 |
| Arcadia Investment Management Corp | 6,515 | $17.5 萬 | 0.03% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 5,524 | $14.9 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 5,165 | $13.9 萬 | 0.01% | 00.0% | 不變 |
| National Bank of Canada | 5,450 | $13.8 萬 | 0.00% | +520+10.5% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,995 | $13.4 萬 | 0.00% | −479−8.8% | 減碼 |
| Federation des caisses Desjardins du Quebec | 4,566 | $12.3 萬 | 0.00% | −175−3.7% | 減碼 |
| EMC Capital Management | 4,300 | $10.9 萬 | 0.07% | +600+16.2% | 加碼 |
| Westside Investment Management, Inc. | 4,050 | $10.8 萬 | 0.03% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 4,021 | $10.8 萬 | 0.00% | −142−3.4% | 減碼 |
| Cassady Schiller Wealth Management, LLC | 3,236 | $8.70 萬 | 0.04% | +488+17.8% | 加碼 |
| GWM Advisors LLC | 3,145 | $8.46 萬 | 0.00% | −340−9.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 2,869 | $7.71 萬 | 0.00% | −69,312−96.0% | 減碼 |
| Amalgamated Bank | 2,428 | $6.50 萬 | 0.00% | −7,916−76.5% | 減碼 |
| Comerica Bank | 2,313 | $6.22 萬 | 0.00% | +1,365+144.0% | 加碼 |
| Asset Management One Co.,Ltd. | 2,310 | $6.21 萬 | 0.00% | +976+73.2% | 加碼 |
| Daiwa Securities Group Inc. | 2,248 | $6.00 萬 | 0.00% | −147−6.1% | 減碼 |
| Gs Investments, Inc. | 2,000 | $5.38 萬 | 0.03% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 1,947 | $5.24 萬 | 0.00% | +134+7.4% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 1,743 | $4.70 萬 | 0.00% | +778+80.6% | 加碼 |
| Leonteq Securities AG | 1,734 | $4.66 萬 | 0.01% | −545−23.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 1,704 | $4.58 萬 | 0.00% | +1,185+228.3% | 加碼 |
| KBC Group NV | 1,646 | $4.40 萬 | 0.00% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 1,600 | $4.30 萬 | 0.00% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 1,536 | $4.13 萬 | 0.01% | +50+3.4% | 加碼 |
| Natixis | 1,441 | $3.87 萬 | 0.00% | −4,297−74.9% | 減碼 |
| Farther Finance Advisors, LLC | 1,297 | $3.43 萬 | 0.00% | +172+15.3% | 加碼 |
| Parallel Advisors, LLC | 1,247 | $3.35 萬 | 0.00% | +154+14.1% | 加碼 |
| Ancora Advisors, LLC | 1,200 | $3.23 萬 | 0.00% | 00.0% | 不變 |
| Storebrand Asset Management AS | 1,135 | $3.05 萬 | 0.00% | −378−25.0% | 減碼 |
| GPS Wealth Strategies Group, LLC | 1,018 | $2.74 萬 | 0.00% | −220−17.8% | 減碼 |
| Albion Financial Group | 1,000 | $2.69 萬 | 0.00% | 00.0% | 不變 |
| Skandinaviska Enskilda Banken AB (publ) | 990 | $2.66 萬 | 0.00% | −822−45.4% | 減碼 |
| Signaturefd, LLC | 897 | $2.41 萬 | 0.00% | −204−18.5% | 減碼 |
| CWM, LLC | 905 | $2.40 萬 | 0.00% | −226−20.0% | 減碼 |
| Brown Brothers Harriman & Co | 850 | $2.29 萬 | 0.00% | 00.0% | 不變 |
| Shell Asset Management Co | 877 | $2.10 萬 | 0.00% | −52−5.6% | 減碼 |
| Cutler Group LP | 813 | $2.10 萬 | 0.01% | +713+713.0% | 加碼 |
| Quadrant Capital Group LLC | 705 | $1.90 萬 | 0.00% | −31−4.2% | 減碼 |
| GAMMA Investing LLC | 614 | $1.65 萬 | 0.00% | +9+1.5% | 加碼 |
| Fifth Third Bancorp | 600 | $1.61 萬 | 0.00% | 00.0% | 不變 |
| Quest Partners LLC | 568 | $1.53 萬 | 0.00% | +480+545.5% | 加碼 |
| Broadwater Capital Management LLC | 500 | $1.34 萬 | 0.01% | 00.0% | 不變 |
| IFP Advisors, Inc | 490 | $1.32 萬 | 0.00% | −20−3.9% | 減碼 |
| Custom Portfolio Group LLC | 482 | $1.30 萬 | 0.01% | +241+100.0% | 加碼 |
| Plante Moran Financial Advisors, LLC | 470 | $1.26 萬 | 0.00% | +470 | 新進 |
| Versant Capital Management, Inc | 428 | $1.15 萬 | 0.00% | −81−15.9% | 減碼 |
| Geneos Wealth Management Inc. | 337 | $9,062 | 0.00% | −68−16.8% | 減碼 |
| Quent Capital, LLC | 335 | $9,008 | 0.00% | −2−0.6% | 減碼 |
| Optimum Investment Advisors | 310 | $8,336 | 0.00% | −250−44.6% | 減碼 |
| Bear Mountain Capital, Inc. | 369 | $8,280 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 306 | $8,000 | 0.01% | −1−0.3% | 減碼 |