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 |
|---|---|---|---|---|---|
| BIT Capital GmbH | 25,871 | $103.5 萬 | 0.10% | −22,612−46.6% | 減碼 |
| Dimensional Fund Advisors LP | 25,255 | $101.0 萬 | 0.00% | −390−1.5% | 減碼 |
| Royal Bank of Canada | 25,024 | $100.1 萬 | 0.00% | +6,536+35.4% | 加碼 |
| Gryphon Financial Partners LLC | 25,000 | $100.0 萬 | 0.14% | −5,000−16.7% | 減碼 |
| Voya Investment Management LLC | 24,935 | $99.8 萬 | 0.00% | −382−1.5% | 減碼 |
| Advisor Group Holdings, Inc. | 24,865 | $99.5 萬 | 0.00% | −2,142−7.9% | 減碼 |
| Maxi Investments CY Ltd | 24,400 | $97.6 萬 | 0.26% | −5,700−18.9% | 減碼 |
| Intech Investment Management LLC | 23,468 | $93.9 萬 | 0.01% | +23,468 | 新進 |
| Creative Planning | 23,138 | $92.6 萬 | 0.00% | −3,031−11.6% | 減碼 |
| Qsemble Capital Management, LP | 22,637 | $90.6 萬 | 0.17% | +22,637 | 新進 |
| Truist Financial Corp | 22,546 | $90.2 萬 | 0.00% | +13,361+145.5% | 加碼 |
| Mariner, LLC | 22,420 | $89.8 萬 | 0.00% | −4,673−17.2% | 減碼 |
| Cresset Asset Management, LLC | 21,544 | $86.2 萬 | 0.00% | +6,065+39.2% | 加碼 |
| Arizona State Retirement System | 21,509 | $86.1 萬 | 0.01% | +942+4.6% | 加碼 |
| Magnetar Financial LLC | 20,870 | $83.5 萬 | 0.02% | +1,906+10.1% | 加碼 |
| Steel Peak Wealth Management LLC | 20,701 | $82.8 萬 | 0.04% | +20,701 | 新進 |
| Oppenheimer Asset Management Inc. | 20,651 | $82.6 萬 | 0.01% | +20,651 | 新進 |
| State Board of Administration of Florida Retirement System | 20,576 | $82.3 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 20,545 | $82.2 萬 | 0.00% | +50.0% | 加碼 |
| Shelton Capital Management | 20,000 | $80.0 萬 | 0.02% | 00.0% | 不變 |
| Cetera Investment Advisers | 19,590 | $78.4 萬 | 0.00% | +1,048+5.7% | 加碼 |
| Jump Financial, LLC | 19,429 | $77.7 萬 | 0.02% | +19,429 | 新進 |
| Algert Global LLC | 19,010 | $76.1 萬 | 0.02% | +8,194+75.8% | 加碼 |
| Gemmer Asset Management LLC | 18,461 | $73.9 萬 | 0.07% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 18,159 | $72.7 萬 | 0.03% | +18,159 | 新進 |
| PEAK6 Investments LLC | 18,043 | $72.2 萬 | 0.04% | +18,043 | 新進 |
| HAP Trading, LLC | 17,792 | $71.2 萬 | 0.36% | +17,792 | 新進 |
| Altshuler Shaham Ltd | 17,400 | $69.6 萬 | 0.04% | +17,400 | 新進 |
| Boothbay Fund Management, LLC | 17,238 | $69.0 萬 | 0.02% | +17,238 | 新進 |
| Landscape Capital Management, L.L.C. | 17,162 | $68.7 萬 | 0.07% | +17,162 | 新進 |
| IMC-Chicago, LLC | 16,999 | $68.0 萬 | 0.02% | −109,578−86.6% | 減碼 |
| Quadrature Capital Ltd | 16,905 | $67.6 萬 | 0.02% | +16,905 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,484 | $66.0 萬 | 0.00% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 16,352 | $65.4 萬 | 0.00% | +16,352 | 新進 |
| Zweig-DiMenna Associates LLC | 16,319 | $65.3 萬 | 0.07% | 00.0% | 不變 |
| Occudo Quantitative Strategies LP | 16,263 | $65.1 萬 | 0.12% | +16,263 | 新進 |
| Ameriprise Financial Inc | 15,850 | $63.4 萬 | 0.00% | −1,621−9.3% | 減碼 |
| Private Advisor Group, LLC | 15,748 | $63.0 萬 | 0.00% | −956−5.7% | 減碼 |
| Apollon Wealth Management, LLC | 15,431 | $61.7 萬 | 0.02% | −347−2.2% | 減碼 |
| Prospera Financial Services Inc | 15,213 | $60.9 萬 | 0.02% | −2,934−16.2% | 減碼 |
| Harbour Investments, Inc. | 15,072 | $60.3 萬 | 0.02% | −106−0.7% | 減碼 |
| Handelsbanken Fonder AB | 14,900 | $59.6 萬 | 0.00% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 14,430 | $58.9 萬 | 0.00% | −886−5.8% | 減碼 |
| Janney Montgomery Scott LLC | 14,693 | $58.8 萬 | 0.00% | −80−0.5% | 減碼 |
| Prelude Capital Management, LLC | 14,660 | $58.7 萬 | 0.05% | +14,660 | 新進 |
| ProShare Advisors LLC | 14,557 | $58.2 萬 | 0.00% | −5,337−26.8% | 減碼 |
| Fiducient Advisors LLC | 14,000 | $56.0 萬 | 0.06% | −4,000−22.2% | 減碼 |
| Tower Research Capital LLC (TRC) | 12,781 | $51.1 萬 | 0.01% | −2,699−17.4% | 減碼 |
| Schonfeld Strategic Advisors LLC | 12,260 | $49.1 萬 | 0.00% | +12,260 | 新進 |
| EMC Capital Management | 20,000 | $43.6 萬 | 0.36% | +13,700+217.5% | 加碼 |
| Graham Capital Management, L.P. | 10,778 | $43.1 萬 | 0.01% | +10,778 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 10,759 | $43.0 萬 | 0.03% | +10,759 | 新進 |
| Marex Group plc | 10,746 | $43.0 萬 | 0.01% | −1,633−13.2% | 減碼 |
| XTX Topco Ltd | 10,677 | $42.7 萬 | 0.03% | +10,677 | 新進 |
| Harbor Capital Advisors, Inc. | 10,418 | $41.7 萬 | 0.02% | −623−5.6% | 減碼 |
| Summit Financial Strategies, Inc. | 10,399 | $41.6 萬 | 0.05% | +1,223+13.3% | 加碼 |
| Kercheville Advisors, LLC | 10,050 | $40.2 萬 | 0.17% | +50+0.5% | 加碼 |
| Victory Capital Management Inc | 9,760 | $39.0 萬 | 0.00% | +14+0.1% | 加碼 |
| SEI Investments Co | 9,712 | $38.9 萬 | 0.00% | +9,712 | 新進 |
| Crestline Management, LP | 9,640 | $38.6 萬 | 0.02% | +9,640 | 新進 |
| HSBC Holdings PLC | 9,297 | $38.0 萬 | 0.00% | −25,086−73.0% | 減碼 |
| Prime Capital Investment Advisors, LLC | 9,374 | $37.5 萬 | 0.01% | −5−0.1% | 減碼 |
| US Bancorp | 9,032 | $36.1 萬 | 0.00% | +835+10.2% | 加碼 |
| Parallax Volatility Advisers, L.P. | 9,011 | $36.1 萬 | 0.01% | +1,895+26.6% | 加碼 |
| Keebeck Alpha, LP | 8,660 | $34.6 萬 | 0.23% | +8,660 | 新進 |
| Pictet Asset Management Holding SA | 8,577 | $34.3 萬 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 8,519 | $34.1 萬 | 0.12% | −1,070−11.2% | 減碼 |
| Stratos Wealth Partners, LTD. | 8,363 | $33.5 萬 | 0.00% | −1,436−14.7% | 減碼 |
| Los Angeles Capital Management LLC | 8,352 | $33.4 萬 | 0.00% | +8,352 | 新進 |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $32.0 萬 | 0.11% | +7,992 | 新進 |
| Neuberger Berman Group LLC | 7,799 | $31.2 萬 | 0.00% | +7,799 | 新進 |
| PMC FIG Opportunities LLC | 7,762 | $31.1 萬 | 0.48% | +7,762 | 新進 |
| Intellectus Partners, LLC | 7,700 | $30.8 萬 | 0.08% | +7,700 | 新進 |
| Ameritas Investment Partners, Inc. | 7,582 | $30.3 萬 | 0.01% | 00.0% | 不變 |
| Inspire Advisors, LLC | 7,460 | $29.8 萬 | 0.04% | −9,163−55.1% | 減碼 |
| Advisory Services Network, LLC | 12,412 | $29.3 萬 | 0.01% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 7,263 | $29.1 萬 | 0.00% | +7,263 | 新進 |
| Prosperity Wealth Management, Inc. | 7,170 | $28.7 萬 | 0.11% | +7,170 | 新進 |
| Principal Financial Group Inc | 7,157 | $28.6 萬 | 0.00% | −3,248−31.2% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 7,061 | $28.3 萬 | 0.00% | −175−2.4% | 減碼 |
| Keeler & Nadler Financial Planning & Wealth Management | 7,007 | $28.0 萬 | 0.14% | +7,007 | 新進 |
| Point72 (DIFC) Ltd | 6,812 | $27.3 萬 | 0.02% | +6,812 | 新進 |
| FMR LLC | 6,735 | $26.9 萬 | 0.00% | +1,792+36.3% | 加碼 |
| Raymond James & Associates | 6,727 | $26.9 萬 | 0.00% | +6,727 | 新進 |
| Atria Wealth Solutions, Inc. | 6,631 | $26.5 萬 | 0.00% | +6,631 | 新進 |
| Ieq Capital, LLC | 6,506 | $26.0 萬 | 0.00% | +6,506 | 新進 |
| Bristlecone Advisors, LLC | 6,454 | $25.8 萬 | 0.02% | +6,454 | 新進 |
| Synergy Financial Group, LTD | 6,444 | $25.8 萬 | 0.24% | +6,444 | 新進 |
| QRG Capital Management, Inc. | 6,304 | $25.2 萬 | 0.00% | +6,304 | 新進 |
| Prudential Financial Inc | 6,115 | $24.5 萬 | 0.00% | +6,115 | 新進 |
| Nebula Research & Development LLC | 6,098 | $24.4 萬 | 0.03% | +6,098 | 新進 |
| State of Wisconsin Investment Board | 5,961 | $23.9 萬 | 0.00% | +5,961 | 新進 |
| Sequoia Financial Advisors, LLC | 5,875 | $23.5 萬 | 0.00% | +5,875 | 新進 |
| Orion Capital Management LLC | 5,560 | $22.2 萬 | 0.11% | +270+5.1% | 加碼 |
| Public Employees Retirement Association of Colorado | 5,524 | $22.1 萬 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 5,344 | $21.8 萬 | 0.00% | +1,287+31.7% | 加碼 |
| JustInvest LLC | 5,395 | $21.6 萬 | 0.00% | +5,395 | 新進 |
| Twin Peaks Wealth Advisors, LLC | 5,333 | $21.3 萬 | 0.10% | +5,333 | 新進 |
| Walleye Trading LLC | 5,266 | $21.1 萬 | 0.01% | −12,256−69.9% | 減碼 |
| Cassady Schiller Wealth Management, LLC | 5,202 | $20.8 萬 | 0.08% | +1,009+24.1% | 加碼 |