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 |
|---|---|---|---|---|---|
| Jaffetilchin Investment Partners, LLC | 504 | $2.02 萬 | 0.00% | +504 | 新進 |
| Northwestern Mutual Wealth Management Co | 557 | $2.23 萬 | 0.00% | +379+212.9% | 加碼 |
| Ronald Blue Trust, Inc. | 989 | $2.33 萬 | 0.00% | +550+125.3% | 加碼 |
| Fifth Third Bancorp | 600 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 664 | $2.66 萬 | 0.00% | −2,100−76.0% | 減碼 |
| Quadrant Capital Group LLC | 705 | $2.82 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 710 | $2.84 萬 | 0.00% | +21+3.0% | 加碼 |
| Venturi Wealth Management, LLC | 816 | $3.27 萬 | 0.00% | +176+27.5% | 加碼 |
| Shell Asset Management Co | 818 | $3.30 萬 | 0.00% | +818 | 新進 |
| Point72 Asia (Singapore) Pte. Ltd. | 865 | $3.46 萬 | 0.01% | +865 | 新進 |
| Plante Moran Financial Advisors, LLC | 869 | $3.48 萬 | 0.00% | +158+22.2% | 加碼 |
| Parallel Advisors, LLC | 891 | $3.56 萬 | 0.00% | −240−21.2% | 減碼 |
| Signaturefd, LLC | 893 | $3.57 萬 | 0.00% | +13+1.5% | 加碼 |
| BNP Paribas | 900 | $3.67 萬 | 0.00% | +900 | 新進 |
| Albion Financial Group | 1,000 | $4.00 萬 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 1,000 | $4.00 萬 | 0.00% | +1,000 | 新進 |
| Indiana Trust & Investment Management CO | 1,085 | $4.34 萬 | 0.01% | +1,085 | 新進 |
| GAMMA Investing LLC | 1,124 | $4.50 萬 | 0.00% | −1,080−49.0% | 減碼 |
| Reuter James Wealth Management, LLC | 1,171 | $4.69 萬 | 0.01% | +1,171 | 新進 |
| Ancora Advisors, LLC | 1,200 | $4.80 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 1,250 | $5.00 萬 | 0.00% | −369−22.8% | 減碼 |
| Danske Bank A/S | 1,300 | $5.20 萬 | 0.00% | +1,300 | 新進 |
| CWM, LLC | 1,333 | $5.30 萬 | 0.00% | +311+30.4% | 加碼 |
| STRS Ohio | 1,400 | $5.60 萬 | 0.00% | +1,400 | 新進 |
| Anfield Capital Management, LLC | 1,416 | $5.67 萬 | 0.02% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 1,506 | $6.03 萬 | 0.00% | −801−34.7% | 減碼 |
| Compagnie Lombard Odier SCmA | 1,600 | $6.40 萬 | 0.00% | 00.0% | 不變 |
| Quest Partners LLC | 1,723 | $6.89 萬 | 0.01% | +1,610+1,424.8% | 加碼 |
| West Tower Group, LLC | 2,000 | $8.00 萬 | 0.17% | +2,000 | 新進 |
| Comerica Bank | 2,150 | $8.60 萬 | 0.00% | −5−0.2% | 減碼 |
| Castleview Partners, LLC | 2,171 | $8.69 萬 | 0.05% | +2,161+21,610.0% | 加碼 |
| Leonteq Securities AG | 2,484 | $9.94 萬 | 0.01% | −6,986−73.8% | 減碼 |
| Daiwa Securities Group Inc. | 2,552 | $10.2 萬 | 0.00% | −105−4.0% | 減碼 |
| Point72 Hong Kong Ltd | 2,559 | $10.2 萬 | 0.01% | +2,559 | 新進 |
| Amalgamated Bank | 2,607 | $10.4 萬 | 0.00% | 00.0% | 不變 |
| KBC Group NV | 2,621 | $10.5 萬 | 0.00% | +103+4.1% | 加碼 |
| Westside Investment Management, Inc. | 3,650 | $12.3 萬 | 0.03% | −400−9.9% | 減碼 |
| Federation des caisses Desjardins du Quebec | 3,821 | $15.3 萬 | 0.00% | −345−8.3% | 減碼 |
| Acadian Asset Management LLC | 4,053 | $16.2 萬 | 0.00% | +4,053 | 新進 |
| SG Americas Securities, LLC | 4,134 | $16.5 萬 | 0.00% | −144,080−97.2% | 減碼 |
| Optiver Holding B.V. | 4,779 | $19.1 萬 | 0.00% | −70,548−93.7% | 減碼 |
| National Bank of Canada | 4,983 | $19.9 萬 | 0.00% | −817−14.1% | 減碼 |
| IPG Investment Advisors LLC | 5,000 | $20.0 萬 | 0.04% | +5,000 | 新進 |
| FORA Capital, LLC | 5,049 | $20.2 萬 | 0.02% | +5,049 | 新進 |
| Xponance, Inc. | 5,092 | $20.4 萬 | 0.00% | +5,092 | 新進 |
| Independent Advisor Alliance | 5,156 | $20.6 萬 | 0.01% | −24,299−82.5% | 減碼 |
| Gotham Asset Management, LLC | 5,163 | $20.7 萬 | 0.00% | +5,163 | 新進 |
| AdvisorNet Financial, Inc | 5,165 | $20.7 萬 | 0.02% | 00.0% | 不變 |
| Cassady Schiller Wealth Management, LLC | 5,202 | $20.8 萬 | 0.08% | +1,009+24.1% | 加碼 |
| Walleye Trading LLC | 5,266 | $21.1 萬 | 0.01% | −12,256−69.9% | 減碼 |
| Twin Peaks Wealth Advisors, LLC | 5,333 | $21.3 萬 | 0.10% | +5,333 | 新進 |
| JustInvest LLC | 5,395 | $21.6 萬 | 0.00% | +5,395 | 新進 |
| Jones Financial Companies LLLP | 5,344 | $21.8 萬 | 0.00% | +1,287+31.7% | 加碼 |
| Public Employees Retirement Association of Colorado | 5,524 | $22.1 萬 | 0.00% | 00.0% | 不變 |
| Orion Capital Management LLC | 5,560 | $22.2 萬 | 0.11% | +270+5.1% | 加碼 |
| Sequoia Financial Advisors, LLC | 5,875 | $23.5 萬 | 0.00% | +5,875 | 新進 |
| State of Wisconsin Investment Board | 5,961 | $23.9 萬 | 0.00% | +5,961 | 新進 |
| Nebula Research & Development LLC | 6,098 | $24.4 萬 | 0.03% | +6,098 | 新進 |
| Prudential Financial Inc | 6,115 | $24.5 萬 | 0.00% | +6,115 | 新進 |
| QRG Capital Management, Inc. | 6,304 | $25.2 萬 | 0.00% | +6,304 | 新進 |
| Synergy Financial Group, LTD | 6,444 | $25.8 萬 | 0.24% | +6,444 | 新進 |
| Bristlecone Advisors, LLC | 6,454 | $25.8 萬 | 0.02% | +6,454 | 新進 |
| Ieq Capital, LLC | 6,506 | $26.0 萬 | 0.00% | +6,506 | 新進 |
| Atria Wealth Solutions, Inc. | 6,631 | $26.5 萬 | 0.00% | +6,631 | 新進 |
| Raymond James & Associates | 6,727 | $26.9 萬 | 0.00% | +6,727 | 新進 |
| FMR LLC | 6,735 | $26.9 萬 | 0.00% | +1,792+36.3% | 加碼 |
| Point72 (DIFC) Ltd | 6,812 | $27.3 萬 | 0.02% | +6,812 | 新進 |
| Keeler & Nadler Financial Planning & Wealth Management | 7,007 | $28.0 萬 | 0.14% | +7,007 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 7,061 | $28.3 萬 | 0.00% | −175−2.4% | 減碼 |
| Principal Financial Group Inc | 7,157 | $28.6 萬 | 0.00% | −3,248−31.2% | 減碼 |
| Prosperity Wealth Management, Inc. | 7,170 | $28.7 萬 | 0.11% | +7,170 | 新進 |
| Kestra Advisory Services, LLC | 7,263 | $29.1 萬 | 0.00% | +7,263 | 新進 |
| Advisory Services Network, LLC | 12,412 | $29.3 萬 | 0.01% | 00.0% | 不變 |
| Inspire Advisors, LLC | 7,460 | $29.8 萬 | 0.04% | −9,163−55.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 7,582 | $30.3 萬 | 0.01% | 00.0% | 不變 |
| Intellectus Partners, LLC | 7,700 | $30.8 萬 | 0.08% | +7,700 | 新進 |
| PMC FIG Opportunities LLC | 7,762 | $31.1 萬 | 0.48% | +7,762 | 新進 |
| Neuberger Berman Group LLC | 7,799 | $31.2 萬 | 0.00% | +7,799 | 新進 |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $32.0 萬 | 0.11% | +7,992 | 新進 |
| Los Angeles Capital Management LLC | 8,352 | $33.4 萬 | 0.00% | +8,352 | 新進 |
| Stratos Wealth Partners, LTD. | 8,363 | $33.5 萬 | 0.00% | −1,436−14.7% | 減碼 |
| Newbridge Financial Services Group, Inc. | 8,519 | $34.1 萬 | 0.12% | −1,070−11.2% | 減碼 |
| Pictet Asset Management Holding SA | 8,577 | $34.3 萬 | 0.00% | 00.0% | 不變 |
| Keebeck Alpha, LP | 8,660 | $34.6 萬 | 0.23% | +8,660 | 新進 |
| Parallax Volatility Advisers, L.P. | 9,011 | $36.1 萬 | 0.01% | +1,895+26.6% | 加碼 |
| US Bancorp | 9,032 | $36.1 萬 | 0.00% | +835+10.2% | 加碼 |
| Prime Capital Investment Advisors, LLC | 9,374 | $37.5 萬 | 0.01% | −5−0.1% | 減碼 |
| HSBC Holdings PLC | 9,297 | $38.0 萬 | 0.00% | −25,086−73.0% | 減碼 |
| Crestline Management, LP | 9,640 | $38.6 萬 | 0.02% | +9,640 | 新進 |
| SEI Investments Co | 9,712 | $38.9 萬 | 0.00% | +9,712 | 新進 |
| Victory Capital Management Inc | 9,760 | $39.0 萬 | 0.00% | +14+0.1% | 加碼 |
| Kercheville Advisors, LLC | 10,050 | $40.2 萬 | 0.17% | +50+0.5% | 加碼 |
| Summit Financial Strategies, Inc. | 10,399 | $41.6 萬 | 0.05% | +1,223+13.3% | 加碼 |
| Harbor Capital Advisors, Inc. | 10,418 | $41.7 萬 | 0.02% | −623−5.6% | 減碼 |
| XTX Topco Ltd | 10,677 | $42.7 萬 | 0.03% | +10,677 | 新進 |
| Marex Group plc | 10,746 | $43.0 萬 | 0.01% | −1,633−13.2% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 10,759 | $43.0 萬 | 0.03% | +10,759 | 新進 |
| Graham Capital Management, L.P. | 10,778 | $43.1 萬 | 0.01% | +10,778 | 新進 |
| EMC Capital Management | 20,000 | $43.6 萬 | 0.36% | +13,700+217.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 12,260 | $49.1 萬 | 0.00% | +12,260 | 新進 |