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 3 季 13F 持有人
Upstart Holdings, Inc. 在 2024/9/30 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
- 349
- 較 2024 年第 2 季 +77 家
- 持有股數
- 4,986 萬
- 較 2024 年第 2 季 +1,656 萬 (+49.7%)
- 總市值
- $19.9 億
- 較 2024 年第 2 季 +$12.0 億 (+152.8%)
- 新進機構
- 104
- 另有 82 家加碼
- 清倉機構
- 27
- 另有 86 家減碼
另有 3 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,423,812 | $2.97 億 | 0.01% | +124,495+1.7% | 加碼 |
| BlackRock, Inc. | 5,786,693 | $2.32 億 | 0.00% | +5,786,693 | 新進 |
| D. E. Shaw & Co., Inc. | 2,314,257 | $9,259 萬 | 0.12% | +1,424,730+160.2% | 加碼 |
| State Street Corp | 2,265,371 | $9,064 萬 | 0.00% | +1,949+0.1% | 加碼 |
| Susquehanna International Group, LLP | 1,911,549 | $7,648 萬 | 0.13% | +384,868+25.2% | 加碼 |
| Geode Capital Management, LLC | 1,816,774 | $7,270 萬 | 0.01% | +29,482+1.6% | 加碼 |
| Goldman Sachs Group Inc | 1,706,632 | $6,828 萬 | 0.01% | +298,707+21.2% | 加碼 |
| Two Sigma Investments, LP | 1,601,404 | $6,407 萬 | 0.14% | +1,196,561+295.6% | 加碼 |
| Morgan Stanley | 1,428,149 | $5,714 萬 | 0.00% | −51,709−3.5% | 減碼 |
| Voloridge Investment Management, LLC | 1,342,710 | $5,372 萬 | 0.20% | +267,332+24.9% | 加碼 |
| Fred Alger Management, LLC | 1,246,839 | $4,989 萬 | 0.24% | +754,416+153.2% | 加碼 |
| Barclays PLC | 1,209,723 | $4,840 萬 | 0.02% | +1,059,914+707.5% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 1,160,894 | $4,645 萬 | 0.10% | −88,390−7.1% | 減碼 |
| Renaissance Technologies LLC | 1,071,700 | $4,288 萬 | 0.06% | +1,071,700 | 新進 |
| Bank of America Corp | 940,518 | $3,763 萬 | 0.00% | −170,096−15.3% | 減碼 |
| Coatue Management LLC大師Coatue | 870,947 | $3,485 萬 | 0.13% | 00.0% | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 725,582 | $2,903 萬 | 0.14% | +282,481+63.8% | 加碼 |
| Northern Trust Corp | 673,393 | $2,694 萬 | 0.00% | +24,484+3.8% | 加碼 |
| Charles Schwab Investment Management Inc | 642,876 | $2,572 萬 | 0.00% | +32,052+5.2% | 加碼 |
| Two Sigma Advisers, LP | 589,000 | $2,357 萬 | 0.06% | +514,400+689.5% | 加碼 |
| JPMorgan Chase & Co | 559,199 | $2,237 萬 | 0.00% | +449,521+409.9% | 加碼 |
| Citadel Advisors LLC | 526,949 | $2,108 萬 | 0.02% | +29,742+6.0% | 加碼 |
| UBS Group AG | 469,264 | $1,878 萬 | 0.01% | +80,679+20.8% | 加碼 |
| Nuveen Asset Management, LLC | 466,736 | $1,867 萬 | 0.01% | +253,728+119.1% | 加碼 |
| Summit Partners Public Asset Management, LLC | 460,000 | $1,840 萬 | 0.83% | +460,000 | 新進 |
| Driehaus Capital Management LLC | 458,227 | $1,833 萬 | 0.16% | +458,227 | 新進 |
| Trexquant Investment LP | 416,185 | $1,665 萬 | 0.21% | +416,185 | 新進 |
| Millennium Management LLC | 408,505 | $1,634 萬 | 0.01% | +146,109+55.7% | 加碼 |
| Pathstone Holdings, LLC | 396,408 | $1,586 萬 | 0.07% | +1,119+0.3% | 加碼 |
| Cubist Systematic Strategies, LLC | 385,981 | $1,544 萬 | 0.23% | +385,981 | 新進 |
| Bank of Montreal | 373,723 | $1,527 萬 | 0.01% | −74,003−16.5% | 減碼 |
| Toroso Investments, LLC | 333,463 | $1,334 萬 | 0.15% | +311,434+1,413.7% | 加碼 |
| Azora Capital LP | 329,755 | $1,319 萬 | 0.71% | −41,553−11.2% | 減碼 |
| Qube Research & Technologies Ltd | 311,277 | $1,245 萬 | 0.02% | +311,277 | 新進 |
| Marshall Wace, LLP | 265,260 | $1,061 萬 | 0.01% | −93,199−26.0% | 減碼 |
| Simplex Trading, LLC | 264,883 | $1,060 萬 | 0.36% | +211,154+393.0% | 加碼 |
| Norges Bank | 252,085 | $1,009 萬 | 0.00% | −44,304−14.9% | 減碼 |
| Bank of New York Mellon Corp | 215,595 | $862.6 萬 | 0.00% | −56,835−20.9% | 減碼 |
| First Trust Advisors LP | 201,103 | $804.6 萬 | 0.01% | −169,999−45.8% | 減碼 |
| Kodai Capital Management LP | 182,126 | $728.7 萬 | 0.15% | −72,913−28.6% | 減碼 |
| Liontrust Investment Partners LLP | 290,000 | $684.1 萬 | 0.10% | 00.0% | 不變 |
| Twinbeech Capital LP | 160,348 | $641.6 萬 | 0.12% | +160,348 | 新進 |
| Engineers Gate Manager LP | 151,939 | $607.9 萬 | 0.12% | +151,939 | 新進 |
| Swiss National Bank | 145,900 | $583.7 萬 | 0.00% | +1,400+1.0% | 加碼 |
| International Assets Investment Management, LLC | 233,258 | $583.0 萬 | 0.03% | +227,688+4,087.8% | 加碼 |
| Verition Fund Management LLC | 132,442 | $529.9 萬 | 0.04% | +132,442 | 新進 |
| Capital Advantage, Inc. | 119,121 | $476.6 萬 | 0.91% | +104,875+736.2% | 加碼 |
| Jane Street Group, LLC | 112,683 | $450.8 萬 | 0.01% | −388,557−77.5% | 減碼 |
| UBS Asset Management Americas Inc | 110,415 | $441.8 萬 | 0.00% | −20,240−15.5% | 減碼 |
| Rhumbline Advisers | 108,225 | $433.0 萬 | 0.00% | −5,472−4.8% | 減碼 |
| Citigroup Inc | 106,844 | $427.5 萬 | 0.00% | +59,822+127.2% | 加碼 |
| Alliancebernstein L.P. | 103,427 | $413.8 萬 | 0.00% | +15,447+17.6% | 加碼 |
| Quantbot Technologies LP | 98,158 | $392.7 萬 | 0.15% | +79,146+416.3% | 加碼 |
| Walleye Capital LLC | 91,577 | $366.4 萬 | 0.04% | +91,577 | 新進 |
| Deutsche Bank AG | 86,674 | $346.8 萬 | 0.00% | +40,960+89.6% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 86,359 | $345.5 萬 | 0.00% | −9,358−9.8% | 減碼 |
| Headlands Technologies LLC | 82,472 | $330.0 萬 | 0.38% | +23,901+40.8% | 加碼 |
| Brevan Howard Capital Management LP | 80,567 | $322.3 萬 | 0.16% | +41,904+108.4% | 加碼 |
| Quantinno Capital Management LP | 78,944 | $315.9 萬 | 0.04% | +6,083+8.3% | 加碼 |
| Hidden Lake Asset Management LP | 78,260 | $313.1 萬 | 2.78% | +78,260 | 新進 |
| Legal & General Group Plc | 77,005 | $308.1 萬 | 0.00% | +5,104+7.1% | 加碼 |
| HRT Financial LP | 75,688 | $302.8 萬 | 0.02% | +75,688 | 新進 |
| Robeco Institutional Asset Management B.V. | 75,000 | $300.1 萬 | 0.01% | 00.0% | 不變 |
| Invesco Ltd. | 71,978 | $288.0 萬 | 0.00% | +640+0.9% | 加碼 |
| California State Teachers Retirement System | 70,827 | $283.4 萬 | 0.00% | −1,133−1.6% | 減碼 |
| Wolverine Trading, LLC | 68,667 | $280.5 萬 | 0.07% | +15,708+29.7% | 加碼 |
| J. Goldman & Co LP | 64,519 | $258.1 萬 | 0.11% | +64,519 | 新進 |
| LPL Financial LLC | 60,395 | $241.6 萬 | 0.00% | −4,158−6.4% | 減碼 |
| Two Sigma Securities, LLC | 59,174 | $236.8 萬 | 0.19% | −90,800−60.5% | 減碼 |
| Atomi Financial Group, Inc. | 58,743 | $235.0 萬 | 0.15% | −266−0.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 57,791 | $231.2 萬 | 0.01% | +27,746+92.3% | 加碼 |
| Seven Eight Capital, LP | 56,233 | $225.0 萬 | 0.20% | −167,375−74.9% | 減碼 |
| Tyler-Stone Wealth Management | 55,534 | $222.2 萬 | 0.42% | +26,917+94.1% | 加碼 |
| Envestnet Asset Management Inc | 54,385 | $217.6 萬 | 0.00% | +34,918+179.4% | 加碼 |
| Aquatic Capital Management LLC | 51,200 | $204.9 萬 | 0.05% | +51,200 | 新進 |
| LifePro Asset Management | 50,179 | $200.8 萬 | 1.23% | +50,179 | 新進 |
| Price T Rowe Associates Inc | 48,201 | $192.9 萬 | 0.00% | +2,339+5.1% | 加碼 |
| Wells Fargo & Company | 48,006 | $192.1 萬 | 0.00% | +107+0.2% | 加碼 |
| Jacobs Levy Equity Management, Inc | 47,318 | $189.3 萬 | 0.01% | +23,073+95.2% | 加碼 |
| State of New Jersey Common Pension Fund D | 45,969 | $183.9 萬 | 0.01% | +45,969 | 新進 |
| TCI Wealth Advisors, Inc. | 44,756 | $179.1 萬 | 0.15% | +2,732+6.5% | 加碼 |
| MetLife Investment Management | 44,713 | $178.9 萬 | 0.01% | 00.0% | 不變 |
| WMG Financial Advisors, LLC | 44,107 | $176.5 萬 | 0.80% | +375+0.9% | 加碼 |
| MML Investors Services, LLC | 43,912 | $175.7 萬 | 0.01% | +3,133+7.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 43,901 | $175.6 萬 | 0.00% | −400−0.9% | 減碼 |
| Manchester Capital Management LLC | 43,691 | $174.8 萬 | 0.20% | 00.0% | 不變 |
| Corebridge Financial, Inc. | 41,187 | $164.8 萬 | 0.01% | −254−0.6% | 減碼 |
| Commonwealth Equity Services, LLC | 40,486 | $162.0 萬 | 0.00% | −4,901−10.8% | 減碼 |
| Miracle Mile Advisors, LLC | 40,440 | $161.8 萬 | 0.04% | 00.0% | 不變 |
| AQR Capital Management LLC | 38,888 | $155.6 萬 | 0.00% | +38,888 | 新進 |
| Bailard, Inc. | 38,547 | $154.2 萬 | 0.04% | −750−1.9% | 減碼 |
| Centiva Capital, LP | 36,123 | $144.5 萬 | 0.07% | +36,123 | 新進 |
| Coastal Bridge Advisors, LLC | 35,688 | $142.8 萬 | 0.35% | 00.0% | 不變 |
| Legacy Capital Group California, Inc. | 34,180 | $136.8 萬 | 0.45% | −186−0.5% | 減碼 |
| Baader Bank INC | 34,229 | $133.3 萬 | 0.11% | −6,886−16.7% | 減碼 |
| Ensign Peak Advisors, Inc | 31,100 | $124.4 萬 | 0.00% | +4,500+16.9% | 加碼 |
| Entropy Technologies, LP | 27,774 | $111.1 萬 | 0.12% | +27,774 | 新進 |
| Janus Henderson Group PLC | 26,053 | $104.2 萬 | 0.00% | −6,174−19.2% | 減碼 |
| New York State Common Retirement Fund | 26,026 | $104.1 萬 | 0.00% | −8,000−23.5% | 減碼 |
| Mercer Global Advisors Inc | 27,388 | $103.5 萬 | 0.00% | +339+1.3% | 加碼 |