Upstart Holdings, Inc.

UPST

交易所: Nasdaq
產業: Finance Services
SEC CIK: 0001647639

SEC 申報列表（在新分頁開啟）

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 季與 2024 年第 2 季比較

持有 Upstart Holdings, Inc. 的機構從 2024 年第 2 季到 2024 年第 3 季的變化。

2024 年第 3 季全部持有人 2024 年第 2 季全部持有人

UPST 的 13F 持有人：2024 年第 2 季與 2024 年第 3 季比較
項目	2024 年第 2 季	其中尚未申報 2024 年第 3 季	2024 年第 3 季	變化
持有家數	275	3	349	+77
股數	3,897 萬	566.8 萬	4,986 萬	+1,656 萬 (+49.7%)
市值	$9.19 億	$1.34 億	$19.9 億	+$12.0 億 (+152.8%)

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

新進機構（104 家）

2024 年第 3 季季末持有 Upstart Holdings, Inc.、2024 年第 2 季季末沒有持有的機構。

依市值列出前 100 家，共 104 家。

2024 年第 3 季新進 UPST 的機構
機構	股數	市值	佔組合 %
BlackRock, Inc.	5,786,693	$2.32 億	0.00%
Renaissance Technologies LLC	1,071,700	$4,288 萬	0.06%
Summit Partners Public Asset Management, LLC	460,000	$1,840 萬	0.83%
Driehaus Capital Management LLC	458,227	$1,833 萬	0.16%
Trexquant Investment LP	416,185	$1,665 萬	0.21%
Cubist Systematic Strategies, LLC	385,981	$1,544 萬	0.23%
Qube Research & Technologies Ltd	311,277	$1,245 萬	0.02%
Twinbeech Capital LP	160,348	$641.6 萬	0.12%
Engineers Gate Manager LP	151,939	$607.9 萬	0.12%
Verition Fund Management LLC	132,442	$529.9 萬	0.04%
Walleye Capital LLC	91,577	$366.4 萬	0.04%
Hidden Lake Asset Management LP	78,260	$313.1 萬	2.78%
HRT Financial LP	75,688	$302.8 萬	0.02%
J. Goldman & Co LP	64,519	$258.1 萬	0.11%
Aquatic Capital Management LLC	51,200	$204.9 萬	0.05%
LifePro Asset Management	50,179	$200.8 萬	1.23%
State of New Jersey Common Pension Fund D	45,969	$183.9 萬	0.01%
AQR Capital Management LLC	38,888	$155.6 萬	0.00%
Centiva Capital, LP	36,123	$144.5 萬	0.07%
Entropy Technologies, LP	27,774	$111.1 萬	0.12%
Intech Investment Management LLC	23,468	$93.9 萬	0.01%
Qsemble Capital Management, LP	22,637	$90.6 萬	0.17%
Steel Peak Wealth Management LLC	20,701	$82.8 萬	0.04%
Oppenheimer Asset Management Inc.	20,651	$82.6 萬	0.01%
Jump Financial, LLC	19,429	$77.7 萬	0.02%
Edgestream Partners, L.P.	18,159	$72.7 萬	0.03%
PEAK6 Investments LLC	18,043	$72.2 萬	0.04%
HAP Trading, LLC	17,792	$71.2 萬	0.36%
Altshuler Shaham Ltd	17,400	$69.6 萬	0.04%
Boothbay Fund Management, LLC	17,238	$69.0 萬	0.02%
Landscape Capital Management, L.L.C.	17,162	$68.7 萬	0.07%
Quadrature Capital Ltd	16,905	$67.6 萬	0.02%
Natixis Advisors, L.P.	16,352	$65.4 萬	0.00%
Occudo Quantitative Strategies LP	16,263	$65.1 萬	0.12%
Prelude Capital Management, LLC	14,660	$58.7 萬	0.05%
Schonfeld Strategic Advisors LLC	12,260	$49.1 萬	0.00%
Graham Capital Management, L.P.	10,778	$43.1 萬	0.01%
Y-Intercept (Hong Kong) Ltd	10,759	$43.0 萬	0.03%
XTX Topco Ltd	10,677	$42.7 萬	0.03%
SEI Investments Co	9,712	$38.9 萬	0.00%
Crestline Management, LP	9,640	$38.6 萬	0.02%
Keebeck Alpha, LP	8,660	$34.6 萬	0.23%
Los Angeles Capital Management LLC	8,352	$33.4 萬	0.00%
Strategic Family Wealth Counselors, L.L.C.	7,992	$32.0 萬	0.11%
Neuberger Berman Group LLC	7,799	$31.2 萬	0.00%
PMC FIG Opportunities LLC	7,762	$31.1 萬	0.48%
Intellectus Partners, LLC	7,700	$30.8 萬	0.08%
Kestra Advisory Services, LLC	7,263	$29.1 萬	0.00%
Prosperity Wealth Management, Inc.	7,170	$28.7 萬	0.11%
Keeler & Nadler Financial Planning & Wealth Management	7,007	$28.0 萬	0.14%
Point72 (DIFC) Ltd	6,812	$27.3 萬	0.02%
Raymond James & Associates	6,727	$26.9 萬	0.00%
Atria Wealth Solutions, Inc.	6,631	$26.5 萬	0.00%
Ieq Capital, LLC	6,506	$26.0 萬	0.00%
Bristlecone Advisors, LLC	6,454	$25.8 萬	0.02%
Synergy Financial Group, LTD	6,444	$25.8 萬	0.24%
QRG Capital Management, Inc.	6,304	$25.2 萬	0.00%
Prudential Financial Inc	6,115	$24.5 萬	0.00%
Nebula Research & Development LLC	6,098	$24.4 萬	0.03%
State of Wisconsin Investment Board	5,961	$23.9 萬	0.00%
Sequoia Financial Advisors, LLC	5,875	$23.5 萬	0.00%
JustInvest LLC	5,395	$21.6 萬	0.00%
Twin Peaks Wealth Advisors, LLC	5,333	$21.3 萬	0.10%
Gotham Asset Management, LLC	5,163	$20.7 萬	0.00%
Xponance, Inc.	5,092	$20.4 萬	0.00%
FORA Capital, LLC	5,049	$20.2 萬	0.02%
IPG Investment Advisors LLC	5,000	$20.0 萬	0.04%
Acadian Asset Management LLC	4,053	$16.2 萬	0.00%
Point72 Hong Kong Ltd	2,559	$10.2 萬	0.01%
West Tower Group, LLC	2,000	$8.00 萬	0.17%
STRS Ohio	1,400	$5.60 萬	0.00%
Danske Bank A/S	1,300	$5.20 萬	0.00%
Reuter James Wealth Management, LLC	1,171	$4.69 萬	0.01%
Indiana Trust & Investment Management CO	1,085	$4.34 萬	0.01%
Hollencrest Capital Management	1,000	$4.00 萬	0.00%
BNP Paribas	900	$3.67 萬	0.00%
Point72 Asia (Singapore) Pte. Ltd.	865	$3.46 萬	0.01%
Shell Asset Management Co	818	$3.30 萬	0.00%
Jaffetilchin Investment Partners, LLC	504	$2.02 萬	0.00%
Raelipskie Partnership	315	$1.26 萬	0.01%
Aster Capital Management (DIFC) Ltd	308	$1.23 萬	0.00%
Kayne Anderson Rudnick Investment Management LLC	300	$1.20 萬	0.00%
PrairieView Partners, LLC	300	$1.20 萬	0.00%
Elequin Capital LP	267	$1.07 萬	0.00%
Bryn Mawr Trust Co	200	$8,002	0.00%
Flaharty Asset Management, LLC	200	$8,002	0.00%
GeoWealth Management, LLC	190	$7,602	0.00%
Cedar Mountain Advisors, LLC	150	$6,002	0.00%
Trust Co of Vermont	100	$4,001	0.00%
Sterling Capital Management LLC	79	$3,161	0.00%
Bessemer Group Inc	70	$3,000	0.00%
Capital Performance Advisors LLP	62	$2,481	0.00%
True Wealth Design, LLC	55	$2,201	0.00%
Hemington Wealth Management	47	$2,000	0.00%
Global Wealth Strategies & Associates	40	$1,600	0.00%
Private Wealth Management Group, LLC	39	$1,561	0.00%
Cornerstone Planning Group LLC	11	$555	0.00%
JFS Wealth Advisors, LLC	13	$521	0.00%
Abound Wealth Management	10	$401	0.00%
Assetmark, Inc	10	$400	0.00%

清倉機構（27 家）

2024 年第 2 季季末持有 Upstart Holdings, Inc.、2024 年第 3 季有申報但已經沒有持有的機構。

2024 年第 3 季清倉 UPST 的機構
機構	2024 年第 2 季股數	2024 年第 2 季市值
Capital Fund Management S.A.	241,029	$568.6 萬
Balyasny Asset Management LLC	85,126	$200.8 萬
Eschler Asset Management LLP	50,000	$134.4 萬
Winton Group Ltd	35,661	$84.1 萬
Boston Private Wealth LLC	26,300	$62.0 萬
Rafferty Asset Management, LLC	17,747	$41.9 萬
CTC LLC	15,555	$36.7 萬
Nomura Holdings Inc	10,844	$25.6 萬
Independent Financial Group, LLC	9,440	$22.3 萬
Gsa Capital Partners LLP	8,554	$20.2 萬
Bogart Wealth, LLC	3,500	$8.26 萬
Skandinaviska Enskilda Banken AB (publ)	911	$2.15 萬
Itau Unibanco Holding S.A.	654	$1.54 萬
Quarry LP	220	$5,190
Ashton Thomas Private Wealth, LLC	195	$4,600
Mather Group, LLC.	165	$4,437
Kelly Financial Services LLC	90	$2,123
Spire Wealth Management	55	$1,297
Cullen/Frost Bankers, Inc.	54	$1,274
Redwood Wealth Management Group, LLC	50	$1,180
Twin Tree Management, LP	49	$1,156
TSFG, LLC	35	$1,000
Householder Group Estate & Retirement Specialist, LLC	72	$1,000
Highline Wealth Partners LLC	23	$543
Gradient Investments LLC	19	$448
Carmichael Hill & Associates, Inc.	18	$425
Proffitt & Goodson Inc	3	$71

尚未申報 2024 年第 3 季的機構（3 家）

2024 年第 2 季季末持有 Upstart Holdings, Inc.、還沒有申報 2024 年第 3 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 2 季持有 UPST、尚未申報 2024 年第 3 季的機構
機構	2024 年第 2 季股數	2024 年第 2 季市值
BlackRock Inc.	5,664,303	$1.34 億
Benjamin F. Edwards & Company, Inc.	3,420	$8.10 萬
ICA Group Wealth Management, LLC	90	$2,123