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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 2 季與 2024 年第 1 季比較

持有 Upstart Holdings, Inc. 的機構從 2024 年第 1 季到 2024 年第 2 季的變化。

2024 年第 2 季全部持有人2024 年第 1 季全部持有人

UPST 的 13F 持有人：2024 年第 1 季與 2024 年第 2 季比較
項目2024 年第 1 季其中尚未申報 2024 年第 2 季2024 年第 2 季變化
持有家數27832750
股數3,772 萬7.33 萬3,897 萬+132.4 萬 (+3.5%)
市值$10.0 億$196.7 萬$9.19 億−$8,162 萬 (−8.2%)

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

新進機構（44 家）

2024 年第 2 季季末持有 Upstart Holdings, Inc.、2024 年第 1 季季末沒有持有的機構。

2024 年第 2 季新進 UPST 的機構
機構股數市值佔組合 %
Mirae Asset Global ETFs Holdings Ltd.1,249,284$2,947 萬0.07%
Millennium Management LLC262,396$619.0 萬0.01%
Kodai Capital Management LP255,039$601.6 萬0.11%
IMC-Chicago, LLC126,577$298.6 萬0.10%
Simplex Trading, LLC53,729$126.7 萬0.04%
BIT Capital GmbH48,483$114.4 萬0.10%
Corebridge Financial, Inc.41,441$97.8 萬0.01%
Winton Group Ltd35,661$84.1 萬0.06%
Independent Advisor Alliance29,455$69.5 萬0.02%
Jacobs Levy Equity Management, Inc24,245$57.2 萬0.00%
Toroso Investments, LLC22,029$52.0 萬0.01%
Janney Montgomery Scott LLC14,773$34.8 萬0.00%
Nomura Holdings Inc10,844$25.6 萬0.00%
Algert Global LLC10,816$25.5 萬0.01%
Independent Financial Group, LLC9,440$22.3 萬0.01%
Gsa Capital Partners LLP8,554$20.2 萬0.01%
International Assets Investment Management, LLC5,570$13.1 萬0.01%
Jones Financial Companies LLLP4,057$9.57 萬0.00%
Bogart Wealth, LLC3,500$8.26 萬0.00%
Anfield Capital Management, LLC1,416$3.34 萬0.02%
Itau Unibanco Holding S.A.654$1.54 萬0.00%
Ronald Blue Trust, Inc.439$1.18 萬0.00%
Fortitude Family Office, LLC414$9,7660.01%
Hobbs Group Advisors, LLC350$8,2570.00%
McMahon Financial Advisors, LLC300$7,0770.00%
Ridgewood Investments LLC300$7,0770.00%
New Millennium Group LLC280$6,6050.00%
Quarry LP220$5,1900.00%
Allspring Global Investments Holdings, LLC200$4,7180.00%
Ashton Thomas Private Wealth, LLC195$4,6000.00%
Mather Group, LLC.165$4,4370.00%
Flputnam Investment Management Co125$2,9490.00%
Brown, Lisle/Cummings, Inc.90$2,1230.00%
Painted Porch Advisors LLC68$1,6040.00%
SRS Capital Advisors, Inc.63$1,4870.00%
Cullen/Frost Bankers, Inc.54$1,2740.00%
Redwood Wealth Management Group, LLC50$1,1800.00%
Twin Tree Management, LP49$1,1560.00%
Fairscale Capital, LLC16$5110.00%
Smartleaf Asset Management LLC21$4950.00%
Creekmur Asset Management LLC4$940.00%
Proffitt & Goodson Inc3$710.00%
Activest Wealth Management1$240.00%
DiNuzzo Private Wealth, Inc.1$240.00%

清倉機構（44 家）

2024 年第 1 季季末持有 Upstart Holdings, Inc.、2024 年第 2 季有申報但已經沒有持有的機構。

2024 年第 2 季清倉 UPST 的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Point72 Asset Management, L.P.746,645$2,008 萬
Edgestream Partners, L.P.82,737$222.5 萬
Bank Julius Baer & Co. Ltd, Zurich78,399$210.8 萬
Squarepoint Ops LLC54,243$145.9 萬
Entropy Technologies, LP50,501$135.8 萬
Capital Impact Advisors, LLC44,369$119.3 萬
Cubist Systematic Strategies, LLC39,981$107.5 萬
Level Four Advisory Services, LLC25,763$105.3 萬
American International Group, Inc.36,599$98.4 萬
Verition Fund Management LLC33,670$90.5 萬
Hilltop Holdings Inc.27,610$74.2 萬
Rockefeller Capital Management L.P.15,189$40.8 萬
Wedbush Securities Inc13,605$36.6 萬
HRT Financial LP11,189$30.0 萬
Marathon Trading Investment Management LLC11,000$29.6 萬
XTX Topco Ltd10,663$28.7 萬
Walleye Capital LLC9,517$25.6 萬
Capstone Investment Advisors, LLC8,438$22.7 萬
Strategic Family Wealth Counselors, L.L.C.7,992$21.5 萬
Graham Capital Management, L.P.7,808$21.0 萬
Metropolitan Life Insurance Co4,021$10.8 萬
Gs Investments, Inc.2,000$5.38 萬
Brown Brothers Harriman & Co850$2.29 萬
Custom Portfolio Group LLC482$1.30 萬
Bear Mountain Capital, Inc.369$8,280
Armstrong Advisory Group, Inc150$6,129
T. Rowe Price Investment Management, Inc.151$5,000
Vima LLC188$2,987
Macroview Investment Management LLC100$2,689
Marquette Asset Management, LLC50$1,345
Bruce G. Allen Investments, LLC50$1,345
Sandy Spring Bank40$1,076
Montag A & Associates Inc34$915
Archer Investment Corp34$914
LifeSteps Financial, Inc.27$726
REAP Financial Group, LLC20$538
Nelson, Van Denburg & Campbell Wealth Management Group, LLC14$376
Huntington National Bank13$350
Sofos Investments, Inc.5$204
Proequities, Inc.4$107
Financial Synergies Wealth Advisors, Inc.3$81
Pathway Financial Advisers, LLC2$53
Elequin Capital LP1$27
Impact Partnership Wealth, LLC1$15

尚未申報 2024 年第 2 季的機構（3 家）

2024 年第 1 季季末持有 Upstart Holdings, Inc.、還沒有申報 2024 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 1 季持有 UPST、尚未申報 2024 年第 2 季的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Credit Suisse AG71,570$192.5 萬
Shell Asset Management Co877$2.10 萬
Cutler Group LP813$2.10 萬