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 13F 持有人
Upstart Holdings, Inc. 在 2024/6/30 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
- 275
- 較 2024 年第 1 季 0 家
- 持有股數
- 3,897 萬
- 較 2024 年第 1 季 +132.4 萬 (+3.5%)
- 總市值
- $9.19 億
- 較 2024 年第 1 季 −$8,162 萬 (−8.2%)
- 新進機構
- 44
- 另有 93 家加碼
- 清倉機構
- 44
- 另有 72 家減碼
另有 3 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Coastal Bridge Advisors, LLC | 35,688 | $84.2 萬 | 0.21% | 00.0% | 不變 |
| Brevan Howard Capital Management LP | 38,663 | $91.2 萬 | 0.06% | +17,597+83.5% | 加碼 |
| Bailard, Inc. | 39,297 | $92.7 萬 | 0.03% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 40,440 | $95.4 萬 | 0.02% | +70+0.2% | 加碼 |
| MML Investors Services, LLC | 40,779 | $96.2 萬 | 0.00% | +5,757+16.4% | 加碼 |
| Baader Bank INC | 41,115 | $96.9 萬 | 0.08% | +30,115+273.8% | 加碼 |
| Corebridge Financial, Inc. | 41,441 | $97.8 萬 | 0.01% | +41,441 | 新進 |
| TCI Wealth Advisors, Inc. | 42,024 | $99.1 萬 | 0.09% | +2,053+5.1% | 加碼 |
| Manchester Capital Management LLC | 43,691 | $103.1 萬 | 0.12% | +6,366+17.1% | 加碼 |
| WMG Financial Advisors, LLC | 43,732 | $103.2 萬 | 0.55% | −5,400−11.0% | 減碼 |
| Manufacturers Life Insurance Company, The | 44,301 | $104.5 萬 | 0.00% | +2,976+7.2% | 加碼 |
| MetLife Investment Management | 44,713 | $105.5 萬 | 0.01% | +6,531+17.1% | 加碼 |
| Commonwealth Equity Services, LLC | 45,387 | $107.1 萬 | 0.00% | +3,943+9.5% | 加碼 |
| Deutsche Bank AG | 45,714 | $107.8 萬 | 0.00% | −10,894−19.2% | 減碼 |
| Price T Rowe Associates Inc | 45,862 | $108.2 萬 | 0.00% | +3,512+8.3% | 加碼 |
| Citigroup Inc | 47,022 | $110.9 萬 | 0.00% | −7,945−14.5% | 減碼 |
| Wells Fargo & Company | 47,899 | $113.0 萬 | 0.00% | −2,661−5.3% | 減碼 |
| BIT Capital GmbH | 48,483 | $114.4 萬 | 0.10% | +48,483 | 新進 |
| Wolverine Trading, LLC | 52,959 | $124.9 萬 | 0.02% | +34,195+182.2% | 加碼 |
| Simplex Trading, LLC | 53,729 | $126.7 萬 | 0.04% | +53,729 | 新進 |
| Eschler Asset Management LLP | 50,000 | $134.4 萬 | 1.06% | 00.0% | 不變 |
| Headlands Technologies LLC | 58,571 | $138.2 萬 | 0.15% | +22,390+61.9% | 加碼 |
| Atomi Financial Group, Inc. | 59,009 | $139.2 萬 | 0.10% | +406+0.7% | 加碼 |
| LPL Financial LLC | 64,553 | $152.3 萬 | 0.00% | −457−0.7% | 減碼 |
| Invesco Ltd. | 71,338 | $168.3 萬 | 0.00% | +1,696+2.4% | 加碼 |
| Legal & General Group Plc | 71,901 | $169.6 萬 | 0.00% | −448−0.6% | 減碼 |
| California State Teachers Retirement System | 71,960 | $169.8 萬 | 0.00% | −531−0.7% | 減碼 |
| Quantinno Capital Management LP | 72,861 | $171.9 萬 | 0.03% | +63,146+650.0% | 加碼 |
| Two Sigma Advisers, LP | 74,600 | $176.0 萬 | 0.00% | +65,800+747.7% | 加碼 |
| Robeco Institutional Asset Management B.V. | 75,000 | $176.9 萬 | 0.00% | +17,644+30.8% | 加碼 |
| Optiver Holding B.V. | 75,327 | $177.7 萬 | 0.03% | −56,483−42.9% | 減碼 |
| Balyasny Asset Management LLC | 85,126 | $200.8 萬 | 0.01% | +38,502+82.6% | 加碼 |
| Alliancebernstein L.P. | 87,980 | $207.5 萬 | 0.00% | +11,830+15.5% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 95,717 | $225.8 萬 | 0.00% | +24,869+35.1% | 加碼 |
| JPMorgan Chase & Co | 109,678 | $258.7 萬 | 0.00% | +7,897+7.8% | 加碼 |
| Rhumbline Advisers | 113,697 | $268.2 萬 | 0.00% | +7,386+6.9% | 加碼 |
| IMC-Chicago, LLC | 126,577 | $298.6 萬 | 0.10% | +126,577 | 新進 |
| UBS Asset Management Americas Inc | 130,655 | $308.2 萬 | 0.00% | +60,193+85.4% | 加碼 |
| Swiss National Bank | 144,500 | $340.9 萬 | 0.00% | +1,800+1.3% | 加碼 |
| SG Americas Securities, LLC | 148,214 | $349.6 萬 | 0.02% | +120,871+442.1% | 加碼 |
| Barclays PLC | 149,809 | $353.4 萬 | 0.00% | −420,240−73.7% | 減碼 |
| Two Sigma Securities, LLC | 149,974 | $353.8 萬 | 0.17% | +86,287+135.5% | 加碼 |
| Nuveen Asset Management, LLC | 213,008 | $502.5 萬 | 0.00% | +8,951+4.4% | 加碼 |
| Seven Eight Capital, LP | 223,608 | $527.5 萬 | 0.55% | +34,223+18.1% | 加碼 |
| Capital Fund Management S.A. | 241,029 | $568.6 萬 | 0.06% | +101,875+73.2% | 加碼 |
| Kodai Capital Management LP | 255,039 | $601.6 萬 | 0.11% | +255,039 | 新進 |
| Millennium Management LLC | 262,396 | $619.0 萬 | 0.01% | +262,396 | 新進 |
| Bank of New York Mellon Corp | 272,430 | $642.7 萬 | 0.00% | +36,206+15.3% | 加碼 |
| Liontrust Investment Partners LLP | 290,000 | $684.1 萬 | 0.10% | +60,000+26.1% | 加碼 |
| Norges Bank | 296,389 | $699.2 萬 | 0.00% | +5,693+2.0% | 加碼 |
| Marshall Wace, LLP | 358,459 | $845.6 萬 | 0.01% | −98,644−21.6% | 減碼 |
| First Trust Advisors LP | 371,102 | $875.4 萬 | 0.01% | −87,595−19.1% | 減碼 |
| Azora Capital LP | 371,308 | $875.9 萬 | 0.50% | +161,067+76.6% | 加碼 |
| UBS Group AG | 388,585 | $916.7 萬 | 0.00% | +269,140+225.3% | 加碼 |
| Pathstone Holdings, LLC | 395,289 | $932.5 萬 | 0.04% | −476−0.1% | 減碼 |
| Two Sigma Investments, LP | 404,843 | $955.0 萬 | 0.02% | +367,543+985.4% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 443,101 | $1,045 萬 | 0.04% | +266,985+151.6% | 加碼 |
| Bank of Montreal | 447,726 | $1,057 萬 | 0.01% | −73,733−14.1% | 減碼 |
| Fred Alger Management, LLC | 492,423 | $1,162 萬 | 0.06% | −15,103−3.0% | 減碼 |
| Citadel Advisors LLC | 497,207 | $1,173 萬 | 0.01% | −305−0.1% | 減碼 |
| Jane Street Group, LLC | 501,240 | $1,182 萬 | 0.01% | −51,955−9.4% | 減碼 |
| Charles Schwab Investment Management Inc | 610,824 | $1,441 萬 | 0.00% | +28,222+4.8% | 加碼 |
| Northern Trust Corp | 648,909 | $1,531 萬 | 0.00% | −15,168−2.3% | 減碼 |
| Coatue Management LLC大師Coatue | 870,947 | $2,055 萬 | 0.08% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 889,527 | $2,098 萬 | 0.03% | −1,137,943−56.1% | 減碼 |
| Voloridge Investment Management, LLC | 1,075,378 | $2,537 萬 | 0.09% | +56,851+5.6% | 加碼 |
| Bank of America Corp | 1,110,614 | $2,620 萬 | 0.00% | +637,390+134.7% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 1,249,284 | $2,947 萬 | 0.07% | +1,249,284 | 新進 |
| Goldman Sachs Group Inc | 1,407,925 | $3,321 萬 | 0.01% | +571,739+68.4% | 加碼 |
| Morgan Stanley | 1,479,858 | $3,491 萬 | 0.00% | −776,509−34.4% | 減碼 |
| Susquehanna International Group, LLP | 1,526,681 | $3,601 萬 | 0.06% | +67,640+4.6% | 加碼 |
| Geode Capital Management, LLC | 1,787,292 | $4,217 萬 | 0.00% | +120,263+7.2% | 加碼 |
| State Street Corp | 2,263,422 | $5,339 萬 | 0.00% | +395,242+21.2% | 加碼 |
| BlackRock Inc. | 5,664,303 | $1.34 億 | 0.00% | +319,337+6.0% | 加碼 |
| Vanguard Group Inc | 7,299,317 | $1.72 億 | 0.00% | +170,342+2.4% | 加碼 |
| Proequities, Inc. | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −746,645−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −82,737−100.0% | 清倉 |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −78,399−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −54,243−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −50,501−100.0% | 清倉 |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −44,369−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −39,981−100.0% | 清倉 |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −25,763−100.0% | 清倉 |
| American International Group, Inc. | 0 | $0 | 0.00% | −36,599−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −33,670−100.0% | 清倉 |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −27,610−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −15,189−100.0% | 清倉 |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −13,605−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −11,189−100.0% | 清倉 |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −11,000−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −10,663−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −9,517−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −8,438−100.0% | 清倉 |
| Strategic Family Wealth Counselors, L.L.C. | 0 | $0 | 0.00% | −7,992−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −7,808−100.0% | 清倉 |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −4,021−100.0% | 清倉 |
| Gs Investments, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −850−100.0% | 清倉 |
| Custom Portfolio Group LLC | 0 | $0 | 0.00% | −482−100.0% | 清倉 |