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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 12,781 | $51.1 萬 | 0.01% | −2,699−17.4% | 減碼 |
| Fiducient Advisors LLC | 14,000 | $56.0 萬 | 0.06% | −4,000−22.2% | 減碼 |
| ProShare Advisors LLC | 14,557 | $58.2 萬 | 0.00% | −5,337−26.8% | 減碼 |
| Prelude Capital Management, LLC | 14,660 | $58.7 萬 | 0.05% | +14,660 | 新進 |
| Janney Montgomery Scott LLC | 14,693 | $58.8 萬 | 0.00% | −80−0.5% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 14,430 | $58.9 萬 | 0.00% | −886−5.8% | 減碼 |
| Handelsbanken Fonder AB | 14,900 | $59.6 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 15,072 | $60.3 萬 | 0.02% | −106−0.7% | 減碼 |
| Prospera Financial Services Inc | 15,213 | $60.9 萬 | 0.02% | −2,934−16.2% | 減碼 |
| Apollon Wealth Management, LLC | 15,431 | $61.7 萬 | 0.02% | −347−2.2% | 減碼 |
| Private Advisor Group, LLC | 15,748 | $63.0 萬 | 0.00% | −956−5.7% | 減碼 |
| Ameriprise Financial Inc | 15,850 | $63.4 萬 | 0.00% | −1,621−9.3% | 減碼 |
| Occudo Quantitative Strategies LP | 16,263 | $65.1 萬 | 0.12% | +16,263 | 新進 |
| Zweig-DiMenna Associates LLC | 16,319 | $65.3 萬 | 0.07% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 16,352 | $65.4 萬 | 0.00% | +16,352 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,484 | $66.0 萬 | 0.00% | 00.0% | 不變 |
| Quadrature Capital Ltd | 16,905 | $67.6 萬 | 0.02% | +16,905 | 新進 |
| IMC-Chicago, LLC | 16,999 | $68.0 萬 | 0.02% | −109,578−86.6% | 減碼 |
| Landscape Capital Management, L.L.C. | 17,162 | $68.7 萬 | 0.07% | +17,162 | 新進 |
| Boothbay Fund Management, LLC | 17,238 | $69.0 萬 | 0.02% | +17,238 | 新進 |
| Altshuler Shaham Ltd | 17,400 | $69.6 萬 | 0.04% | +17,400 | 新進 |
| HAP Trading, LLC | 17,792 | $71.2 萬 | 0.36% | +17,792 | 新進 |
| PEAK6 Investments LLC | 18,043 | $72.2 萬 | 0.04% | +18,043 | 新進 |
| Edgestream Partners, L.P. | 18,159 | $72.7 萬 | 0.03% | +18,159 | 新進 |
| Gemmer Asset Management LLC | 18,461 | $73.9 萬 | 0.07% | 00.0% | 不變 |
| Algert Global LLC | 19,010 | $76.1 萬 | 0.02% | +8,194+75.8% | 加碼 |
| Jump Financial, LLC | 19,429 | $77.7 萬 | 0.02% | +19,429 | 新進 |
| Cetera Investment Advisers | 19,590 | $78.4 萬 | 0.00% | +1,048+5.7% | 加碼 |
| Shelton Capital Management | 20,000 | $80.0 萬 | 0.02% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 20,545 | $82.2 萬 | 0.00% | +50.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 20,576 | $82.3 萬 | 0.00% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 20,651 | $82.6 萬 | 0.01% | +20,651 | 新進 |
| Steel Peak Wealth Management LLC | 20,701 | $82.8 萬 | 0.04% | +20,701 | 新進 |
| Magnetar Financial LLC | 20,870 | $83.5 萬 | 0.02% | +1,906+10.1% | 加碼 |
| Arizona State Retirement System | 21,509 | $86.1 萬 | 0.01% | +942+4.6% | 加碼 |
| Cresset Asset Management, LLC | 21,544 | $86.2 萬 | 0.00% | +6,065+39.2% | 加碼 |
| Mariner, LLC | 22,420 | $89.8 萬 | 0.00% | −4,673−17.2% | 減碼 |
| Truist Financial Corp | 22,546 | $90.2 萬 | 0.00% | +13,361+145.5% | 加碼 |
| Qsemble Capital Management, LP | 22,637 | $90.6 萬 | 0.17% | +22,637 | 新進 |
| Creative Planning | 23,138 | $92.6 萬 | 0.00% | −3,031−11.6% | 減碼 |
| Intech Investment Management LLC | 23,468 | $93.9 萬 | 0.01% | +23,468 | 新進 |
| Maxi Investments CY Ltd | 24,400 | $97.6 萬 | 0.26% | −5,700−18.9% | 減碼 |
| Advisor Group Holdings, Inc. | 24,865 | $99.5 萬 | 0.00% | −2,142−7.9% | 減碼 |
| Voya Investment Management LLC | 24,935 | $99.8 萬 | 0.00% | −382−1.5% | 減碼 |
| Gryphon Financial Partners LLC | 25,000 | $100.0 萬 | 0.14% | −5,000−16.7% | 減碼 |
| Royal Bank of Canada | 25,024 | $100.1 萬 | 0.00% | +6,536+35.4% | 加碼 |
| Dimensional Fund Advisors LP | 25,255 | $101.0 萬 | 0.00% | −390−1.5% | 減碼 |
| BIT Capital GmbH | 25,871 | $103.5 萬 | 0.10% | −22,612−46.6% | 減碼 |
| Mercer Global Advisors Inc | 27,388 | $103.5 萬 | 0.00% | +339+1.3% | 加碼 |
| New York State Common Retirement Fund | 26,026 | $104.1 萬 | 0.00% | −8,000−23.5% | 減碼 |
| Janus Henderson Group PLC | 26,053 | $104.2 萬 | 0.00% | −6,174−19.2% | 減碼 |
| Entropy Technologies, LP | 27,774 | $111.1 萬 | 0.12% | +27,774 | 新進 |
| Ensign Peak Advisors, Inc | 31,100 | $124.4 萬 | 0.00% | +4,500+16.9% | 加碼 |
| Baader Bank INC | 34,229 | $133.3 萬 | 0.11% | −6,886−16.7% | 減碼 |
| Legacy Capital Group California, Inc. | 34,180 | $136.8 萬 | 0.45% | −186−0.5% | 減碼 |
| Coastal Bridge Advisors, LLC | 35,688 | $142.8 萬 | 0.35% | 00.0% | 不變 |
| Centiva Capital, LP | 36,123 | $144.5 萬 | 0.07% | +36,123 | 新進 |
| Bailard, Inc. | 38,547 | $154.2 萬 | 0.04% | −750−1.9% | 減碼 |
| AQR Capital Management LLC | 38,888 | $155.6 萬 | 0.00% | +38,888 | 新進 |
| Miracle Mile Advisors, LLC | 40,440 | $161.8 萬 | 0.04% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 40,486 | $162.0 萬 | 0.00% | −4,901−10.8% | 減碼 |
| Corebridge Financial, Inc. | 41,187 | $164.8 萬 | 0.01% | −254−0.6% | 減碼 |
| Manchester Capital Management LLC | 43,691 | $174.8 萬 | 0.20% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 43,901 | $175.6 萬 | 0.00% | −400−0.9% | 減碼 |
| MML Investors Services, LLC | 43,912 | $175.7 萬 | 0.01% | +3,133+7.7% | 加碼 |
| WMG Financial Advisors, LLC | 44,107 | $176.5 萬 | 0.80% | +375+0.9% | 加碼 |
| MetLife Investment Management | 44,713 | $178.9 萬 | 0.01% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 44,756 | $179.1 萬 | 0.15% | +2,732+6.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 45,969 | $183.9 萬 | 0.01% | +45,969 | 新進 |
| Jacobs Levy Equity Management, Inc | 47,318 | $189.3 萬 | 0.01% | +23,073+95.2% | 加碼 |
| Wells Fargo & Company | 48,006 | $192.1 萬 | 0.00% | +107+0.2% | 加碼 |
| Price T Rowe Associates Inc | 48,201 | $192.9 萬 | 0.00% | +2,339+5.1% | 加碼 |
| LifePro Asset Management | 50,179 | $200.8 萬 | 1.23% | +50,179 | 新進 |
| Aquatic Capital Management LLC | 51,200 | $204.9 萬 | 0.05% | +51,200 | 新進 |
| Envestnet Asset Management Inc | 54,385 | $217.6 萬 | 0.00% | +34,918+179.4% | 加碼 |
| Tyler-Stone Wealth Management | 55,534 | $222.2 萬 | 0.42% | +26,917+94.1% | 加碼 |
| Seven Eight Capital, LP | 56,233 | $225.0 萬 | 0.20% | −167,375−74.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 57,791 | $231.2 萬 | 0.01% | +27,746+92.3% | 加碼 |
| Atomi Financial Group, Inc. | 58,743 | $235.0 萬 | 0.15% | −266−0.5% | 減碼 |
| Two Sigma Securities, LLC | 59,174 | $236.8 萬 | 0.19% | −90,800−60.5% | 減碼 |
| LPL Financial LLC | 60,395 | $241.6 萬 | 0.00% | −4,158−6.4% | 減碼 |
| J. Goldman & Co LP | 64,519 | $258.1 萬 | 0.11% | +64,519 | 新進 |
| Wolverine Trading, LLC | 68,667 | $280.5 萬 | 0.07% | +15,708+29.7% | 加碼 |
| California State Teachers Retirement System | 70,827 | $283.4 萬 | 0.00% | −1,133−1.6% | 減碼 |
| Invesco Ltd. | 71,978 | $288.0 萬 | 0.00% | +640+0.9% | 加碼 |
| Robeco Institutional Asset Management B.V. | 75,000 | $300.1 萬 | 0.01% | 00.0% | 不變 |
| HRT Financial LP | 75,688 | $302.8 萬 | 0.02% | +75,688 | 新進 |
| Legal & General Group Plc | 77,005 | $308.1 萬 | 0.00% | +5,104+7.1% | 加碼 |
| Hidden Lake Asset Management LP | 78,260 | $313.1 萬 | 2.78% | +78,260 | 新進 |
| Quantinno Capital Management LP | 78,944 | $315.9 萬 | 0.04% | +6,083+8.3% | 加碼 |
| Brevan Howard Capital Management LP | 80,567 | $322.3 萬 | 0.16% | +41,904+108.4% | 加碼 |
| Headlands Technologies LLC | 82,472 | $330.0 萬 | 0.38% | +23,901+40.8% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 86,359 | $345.5 萬 | 0.00% | −9,358−9.8% | 減碼 |
| Deutsche Bank AG | 86,674 | $346.8 萬 | 0.00% | +40,960+89.6% | 加碼 |
| Walleye Capital LLC | 91,577 | $366.4 萬 | 0.04% | +91,577 | 新進 |
| Quantbot Technologies LP | 98,158 | $392.7 萬 | 0.15% | +79,146+416.3% | 加碼 |
| Alliancebernstein L.P. | 103,427 | $413.8 萬 | 0.00% | +15,447+17.6% | 加碼 |
| Citigroup Inc | 106,844 | $427.5 萬 | 0.00% | +59,822+127.2% | 加碼 |
| Rhumbline Advisers | 108,225 | $433.0 萬 | 0.00% | −5,472−4.8% | 減碼 |
| UBS Asset Management Americas Inc | 110,415 | $441.8 萬 | 0.00% | −20,240−15.5% | 減碼 |