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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 19,467 | $45.9 萬 | 0.00% | +1,735+9.8% | 加碼 |
| Quantbot Technologies LP | 19,012 | $44.8 萬 | 0.02% | −5,445−22.3% | 減碼 |
| Magnetar Financial LLC | 18,964 | $44.7 萬 | 0.01% | −78,317−80.5% | 減碼 |
| Cetera Investment Advisers | 18,542 | $43.7 萬 | 0.00% | −2,181−10.5% | 減碼 |
| Royal Bank of Canada | 18,488 | $43.6 萬 | 0.00% | +2,380+14.8% | 加碼 |
| Gemmer Asset Management LLC | 18,461 | $43.5 萬 | 0.05% | +9,669+110.0% | 加碼 |
| Prospera Financial Services Inc | 18,147 | $42.8 萬 | 0.01% | −3,697−16.9% | 減碼 |
| Fiducient Advisors LLC | 18,000 | $42.5 萬 | 0.06% | +7,000+63.6% | 加碼 |
| Rafferty Asset Management, LLC | 17,747 | $41.9 萬 | 0.00% | +2,388+15.5% | 加碼 |
| Walleye Trading LLC | 17,522 | $41.3 萬 | 0.01% | −10,179−36.7% | 減碼 |
| Ameriprise Financial Inc | 17,471 | $41.2 萬 | 0.00% | +193+1.1% | 加碼 |
| Private Advisor Group, LLC | 16,704 | $39.4 萬 | 0.00% | −1,232−6.9% | 減碼 |
| Inspire Advisors, LLC | 16,623 | $39.2 萬 | 0.05% | +480+3.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,484 | $38.9 萬 | 0.00% | +1,084+7.0% | 加碼 |
| Zweig-DiMenna Associates LLC | 16,319 | $38.5 萬 | 0.04% | −172,374−91.4% | 減碼 |
| Apollon Wealth Management, LLC | 15,778 | $37.2 萬 | 0.01% | +925+6.2% | 加碼 |
| CTC LLC | 15,555 | $36.7 萬 | 0.03% | −34,142−68.7% | 減碼 |
| Tower Research Capital LLC (TRC) | 15,480 | $36.5 萬 | 0.01% | +12,611+439.6% | 加碼 |
| Cresset Asset Management, LLC | 15,479 | $36.5 萬 | 0.00% | +5,506+55.2% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 15,316 | $36.2 萬 | 0.00% | −789,924−98.1% | 減碼 |
| Harbour Investments, Inc. | 15,178 | $35.8 萬 | 0.01% | +17+0.1% | 加碼 |
| Handelsbanken Fonder AB | 14,900 | $35.1 萬 | 0.00% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 14,773 | $34.8 萬 | 0.00% | +14,773 | 新進 |
| Capital Advantage, Inc. | 14,246 | $33.1 萬 | 0.07% | +1,881+15.2% | 加碼 |
| Advisory Services Network, LLC | 12,412 | $29.3 萬 | 0.01% | −138−1.1% | 減碼 |
| Marex Group plc | 12,379 | $29.2 萬 | 0.01% | +1,000+8.8% | 加碼 |
| Harbor Capital Advisors, Inc. | 11,041 | $26.0 萬 | 0.02% | −18,157−62.2% | 減碼 |
| Nomura Holdings Inc | 10,844 | $25.6 萬 | 0.00% | +10,844 | 新進 |
| Algert Global LLC | 10,816 | $25.5 萬 | 0.01% | +10,816 | 新進 |
| Principal Financial Group Inc | 10,405 | $24.5 萬 | 0.00% | +422+4.2% | 加碼 |
| Kercheville Advisors, LLC | 10,000 | $23.6 萬 | 0.10% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 9,799 | $23.1 萬 | 0.00% | −1,962−16.7% | 減碼 |
| Victory Capital Management Inc | 9,746 | $23.0 萬 | 0.00% | −9−0.1% | 減碼 |
| Newbridge Financial Services Group, Inc. | 9,589 | $22.6 萬 | 0.08% | +900+10.4% | 加碼 |
| Leonteq Securities AG | 9,470 | $22.3 萬 | 0.03% | +7,736+446.1% | 加碼 |
| Independent Financial Group, LLC | 9,440 | $22.3 萬 | 0.01% | +9,440 | 新進 |
| Prime Capital Investment Advisors, LLC | 9,379 | $22.1 萬 | 0.00% | −1,208−11.4% | 減碼 |
| Truist Financial Corp | 9,185 | $21.7 萬 | 0.00% | −674−6.8% | 減碼 |
| Summit Financial Strategies, Inc. | 9,176 | $21.6 萬 | 0.03% | +1,260+15.9% | 加碼 |
| Pictet Asset Management Holding SA | 8,577 | $20.2 萬 | 0.00% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 8,554 | $20.2 萬 | 0.01% | +8,554 | 新進 |
| US Bancorp | 8,197 | $19.3 萬 | 0.00% | −333−3.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 7,582 | $17.9 萬 | 0.01% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 7,236 | $17.1 萬 | 0.00% | +2,241+44.9% | 加碼 |
| Parallax Volatility Advisers, L.P. | 7,116 | $16.8 萬 | 0.00% | −1,201−14.4% | 減碼 |
| EMC Capital Management | 6,300 | $14.5 萬 | 0.08% | +2,000+46.5% | 加碼 |
| National Bank of Canada | 5,800 | $13.3 萬 | 0.00% | +350+6.4% | 加碼 |
| International Assets Investment Management, LLC | 5,570 | $13.1 萬 | 0.01% | +5,570 | 新進 |
| Public Employees Retirement Association of Colorado | 5,524 | $13.0 萬 | 0.00% | 00.0% | 不變 |
| Orion Capital Management LLC | 5,290 | $12.5 萬 | 0.07% | −1,910−26.5% | 減碼 |
| AdvisorNet Financial, Inc | 5,165 | $12.2 萬 | 0.01% | 00.0% | 不變 |
| FMR LLC | 4,943 | $11.7 萬 | 0.00% | −2,115−30.0% | 減碼 |
| Cassady Schiller Wealth Management, LLC | 4,193 | $9.89 萬 | 0.04% | +957+29.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 4,166 | $9.83 萬 | 0.00% | −400−8.8% | 減碼 |
| Jones Financial Companies LLLP | 4,057 | $9.57 萬 | 0.00% | +4,057 | 新進 |
| Westside Investment Management, Inc. | 4,050 | $9.55 萬 | 0.02% | 00.0% | 不變 |
| Bogart Wealth, LLC | 3,500 | $8.26 萬 | 0.00% | +3,500 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 3,420 | $8.10 萬 | 0.00% | +1,677+96.2% | 加碼 |
| GWM Advisors LLC | 2,764 | $6.52 萬 | 0.00% | −381−12.1% | 減碼 |
| Daiwa Securities Group Inc. | 2,657 | $6.30 萬 | 0.00% | +409+18.2% | 加碼 |
| Amalgamated Bank | 2,607 | $6.10 萬 | 0.00% | +179+7.4% | 加碼 |
| KBC Group NV | 2,518 | $5.90 萬 | 0.00% | +872+53.0% | 加碼 |
| Asset Management One Co.,Ltd. | 2,307 | $5.44 萬 | 0.00% | −3−0.1% | 減碼 |
| GAMMA Investing LLC | 2,204 | $5.20 萬 | 0.01% | +1,590+259.0% | 加碼 |
| Comerica Bank | 2,155 | $5.08 萬 | 0.00% | −158−6.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 1,619 | $3.82 萬 | 0.00% | −328−16.8% | 減碼 |
| Compagnie Lombard Odier SCmA | 1,600 | $3.77 萬 | 0.00% | 00.0% | 不變 |
| Anfield Capital Management, LLC | 1,416 | $3.34 萬 | 0.02% | +1,416 | 新進 |
| Ancora Advisors, LLC | 1,200 | $2.83 萬 | 0.00% | 00.0% | 不變 |
| Storebrand Asset Management AS | 1,135 | $2.68 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,131 | $2.67 萬 | 0.00% | −116−9.3% | 減碼 |
| CWM, LLC | 1,022 | $2.40 萬 | 0.00% | +117+12.9% | 加碼 |
| Albion Financial Group | 1,000 | $2.36 萬 | 0.00% | 00.0% | 不變 |
| Skandinaviska Enskilda Banken AB (publ) | 911 | $2.15 萬 | 0.00% | −79−8.0% | 減碼 |
| Signaturefd, LLC | 880 | $2.08 萬 | 0.00% | −17−1.9% | 減碼 |
| Plante Moran Financial Advisors, LLC | 711 | $1.68 萬 | 0.00% | +241+51.3% | 加碼 |
| Quadrant Capital Group LLC | 705 | $1.66 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 689 | $1.58 萬 | 0.00% | −608−46.9% | 減碼 |
| Itau Unibanco Holding S.A. | 654 | $1.54 萬 | 0.00% | +654 | 新進 |
| GPS Wealth Strategies Group, LLC | 653 | $1.54 萬 | 0.00% | −365−35.9% | 減碼 |
| Venturi Wealth Management, LLC | 640 | $1.51 萬 | 0.00% | +516+416.1% | 加碼 |
| Fifth Third Bancorp | 600 | $1.42 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 565 | $1.33 萬 | 0.00% | −1,139−66.8% | 減碼 |
| Ronald Blue Trust, Inc. | 439 | $1.18 萬 | 0.00% | +439 | 新進 |
| IFP Advisors, Inc | 490 | $1.16 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 452 | $1.07 萬 | 0.00% | +115+34.1% | 加碼 |
| Fortitude Family Office, LLC | 414 | $9,766 | 0.01% | +414 | 新進 |
| Hobbs Group Advisors, LLC | 350 | $8,257 | 0.00% | +350 | 新進 |
| Lazard Asset Management LLC | 353 | $8,000 | 0.00% | +112+46.5% | 加碼 |
| Quent Capital, LLC | 335 | $7,903 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 319 | $7,525 | 0.00% | +108+51.2% | 加碼 |
| Optimum Investment Advisors | 310 | $7,313 | 0.00% | 00.0% | 不變 |
| McMahon Financial Advisors, LLC | 300 | $7,077 | 0.00% | +300 | 新進 |
| Ridgewood Investments LLC | 300 | $7,077 | 0.00% | +300 | 新進 |
| Covestor Ltd | 307 | $7,000 | 0.00% | +1+0.3% | 加碼 |
| Rosenberg Matthew Hamilton | 300 | $6,870 | 0.00% | 00.0% | 不變 |
| New Millennium Group LLC | 280 | $6,605 | 0.00% | +280 | 新進 |
| Larson Financial Group LLC | 255 | $6,015 | 0.00% | 00.0% | 不變 |
| WR Wealth Planners, LLC | 221 | $5,213 | 0.00% | −25−10.2% | 減碼 |
| Quarry LP | 220 | $5,190 | 0.00% | +220 | 新進 |