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 4 季 13F 持有人
Upstart Holdings, Inc. 在 2024/12/31 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
- 391
- 較 2024 年第 3 季 +47 家
- 持有股數
- 5,829 萬
- 較 2024 年第 3 季 +859.3 萬 (+17.3%)
- 總市值
- $35.9 億
- 較 2024 年第 3 季 +$16.1 億 (+81.3%)
- 新進機構
- 105
- 另有 116 家加碼
- 清倉機構
- 58
- 另有 109 家減碼
另有 5 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,793,452 | $4.80 億 | 0.01% | +369,640+5.0% | 加碼 |
| BlackRock, Inc. | 6,311,589 | $3.89 億 | 0.01% | +524,896+9.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 3,287,759 | $2.02 億 | 0.22% | +973,502+42.1% | 加碼 |
| Morgan Stanley | 2,632,809 | $1.62 億 | 0.01% | +1,204,660+84.4% | 加碼 |
| Goldman Sachs Group Inc | 2,413,354 | $1.49 億 | 0.03% | +706,722+41.4% | 加碼 |
| State Street Corp | 2,031,504 | $1.25 億 | 0.00% | −233,867−10.3% | 減碼 |
| Two Sigma Investments, LP | 1,922,770 | $1.18 億 | 0.27% | +321,366+20.1% | 加碼 |
| Fred Alger Management, LLC | 1,915,121 | $1.18 億 | 0.56% | +668,282+53.6% | 加碼 |
| Geode Capital Management, LLC | 1,846,438 | $1.14 億 | 0.01% | +29,664+1.6% | 加碼 |
| Two Sigma Advisers, LP | 1,709,300 | $1.05 億 | 0.24% | +1,120,300+190.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,573,211 | $9,686 萬 | 0.07% | +1,573,211 | 新進 |
| Renaissance Technologies LLC | 1,379,900 | $8,496 萬 | 0.13% | +308,200+28.8% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 1,153,331 | $7,101 萬 | 0.15% | −7,563−0.7% | 減碼 |
| Marshall Wace, LLP | 1,061,512 | $6,536 萬 | 0.08% | +796,252+300.2% | 加碼 |
| Voloridge Investment Management, LLC | 1,026,860 | $6,322 萬 | 0.22% | −315,850−23.5% | 減碼 |
| Summit Partners Public Asset Management, LLC | 983,000 | $6,052 萬 | 2.03% | +523,000+113.7% | 加碼 |
| Bank of America Corp | 960,754 | $5,915 萬 | 0.01% | +20,236+2.2% | 加碼 |
| Northern Trust Corp | 782,557 | $4,818 萬 | 0.01% | +109,164+16.2% | 加碼 |
| JPMorgan Chase & Co | 723,306 | $4,453 萬 | 0.00% | +164,107+29.3% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 709,705 | $4,370 萬 | 0.17% | +709,705 | 新進 |
| Invesco Ltd. | 709,684 | $4,370 萬 | 0.01% | +637,706+886.0% | 加碼 |
| Driehaus Capital Management LLC | 708,450 | $4,362 萬 | 0.36% | +250,223+54.6% | 加碼 |
| Charles Schwab Investment Management Inc | 657,118 | $4,046 萬 | 0.01% | +14,242+2.2% | 加碼 |
| Qube Research & Technologies Ltd | 605,022 | $3,725 萬 | 0.06% | +293,745+94.4% | 加碼 |
| Trexquant Investment LP | 596,389 | $3,672 萬 | 0.43% | +180,204+43.3% | 加碼 |
| Man Group plc | 592,243 | $3,646 萬 | 0.11% | +592,243 | 新進 |
| UBS Group AG | 562,044 | $3,461 萬 | 0.01% | +92,780+19.8% | 加碼 |
| Susquehanna International Group, LLP | 532,129 | $3,276 萬 | 0.05% | −1,379,420−72.2% | 減碼 |
| Squarepoint Ops LLC | 458,965 | $2,826 萬 | 0.07% | +458,965 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 455,168 | $2,802 萬 | 0.13% | −270,414−37.3% | 減碼 |
| Nuveen Asset Management, LLC | 440,294 | $2,711 萬 | 0.01% | −26,442−5.7% | 減碼 |
| Norges Bank | 408,612 | $2,516 萬 | 0.00% | +156,527+62.1% | 加碼 |
| Pathstone Holdings, LLC | 396,096 | $2,493 萬 | 0.11% | −312−0.1% | 減碼 |
| Barclays PLC | 399,625 | $2,460 萬 | 0.01% | −810,098−67.0% | 減碼 |
| Citigroup Inc | 356,640 | $2,196 萬 | 0.02% | +249,796+233.8% | 加碼 |
| Coatue Management LLC大師Coatue | 349,060 | $2,149 萬 | 0.07% | −521,887−59.9% | 減碼 |
| Engineers Gate Manager LP | 280,009 | $1,724 萬 | 0.30% | +128,070+84.3% | 加碼 |
| Jane Street Group, LLC | 279,027 | $1,718 萬 | 0.03% | +166,344+147.6% | 加碼 |
| Bank of New York Mellon Corp | 274,482 | $1,690 萬 | 0.00% | +58,887+27.3% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 262,000 | $1,613 萬 | 0.03% | +262,000 | 新進 |
| Azora Capital LP | 221,480 | $1,364 萬 | 0.61% | −108,275−32.8% | 減碼 |
| Millennium Management LLC | 218,307 | $1,344 萬 | 0.01% | −190,198−46.6% | 減碼 |
| HSBC Holdings PLC | 190,293 | $1,193 萬 | 0.01% | +180,996+1,946.8% | 加碼 |
| Jump Financial, LLC | 167,037 | $1,028 萬 | 0.22% | +147,608+759.7% | 加碼 |
| Hidden Lake Asset Management LP | 161,830 | $996.4 萬 | 6.80% | +83,570+106.8% | 加碼 |
| Swiss National Bank | 149,700 | $921.7 萬 | 0.01% | +3,800+2.6% | 加碼 |
| UBS Asset Management Americas Inc | 145,730 | $897.3 萬 | 0.00% | +35,315+32.0% | 加碼 |
| Toroso Investments, LLC | 140,705 | $866.3 萬 | 0.07% | −192,758−57.8% | 減碼 |
| IMC-Chicago, LLC | 137,242 | $845.0 萬 | 0.23% | +120,243+707.4% | 加碼 |
| National Bank of Canada | 135,709 | $835.6 萬 | 0.01% | +130,726+2,623.4% | 加碼 |
| First Trust Advisors LP | 133,282 | $820.6 萬 | 0.01% | −67,821−33.7% | 減碼 |
| Bank of Nova Scotia | 123,191 | $758.5 萬 | 0.01% | +123,191 | 新進 |
| Raymond James Financial Inc | 121,740 | $749.6 萬 | 0.00% | +121,740 | 新進 |
| Rhumbline Advisers | 112,147 | $690.5 萬 | 0.01% | +3,922+3.6% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 112,065 | $690.0 萬 | 0.01% | +112,065 | 新進 |
| Verition Fund Management LLC | 105,614 | $650.3 萬 | 0.03% | −26,828−20.3% | 減碼 |
| Agf Management Ltd | 93,126 | $573.4 萬 | 0.03% | +93,126 | 新進 |
| Alliancebernstein L.P. | 90,910 | $559.7 萬 | 0.00% | −12,517−12.1% | 減碼 |
| Capital Fund Management S.A. | 89,018 | $548.1 萬 | 0.05% | +89,018 | 新進 |
| Deutsche Bank AG | 87,590 | $539.3 萬 | 0.00% | +916+1.1% | 加碼 |
| EAM Investors, LLC | 85,556 | $526.8 萬 | 0.75% | +85,556 | 新進 |
| LPL Financial LLC | 83,719 | $515.5 萬 | 0.00% | +23,324+38.6% | 加碼 |
| Quantinno Capital Management LP | 78,023 | $480.4 萬 | 0.05% | −921−1.2% | 減碼 |
| Legal & General Group Plc | 77,620 | $477.9 萬 | 0.00% | +615+0.8% | 加碼 |
| Robeco Institutional Asset Management B.V. | 75,000 | $461.8 萬 | 0.01% | 00.0% | 不變 |
| California State Teachers Retirement System | 71,330 | $439.2 萬 | 0.01% | +503+0.7% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 70,160 | $432.0 萬 | 0.07% | +70,160 | 新進 |
| Brevan Howard Capital Management LP | 69,057 | $425.2 萬 | 0.11% | −11,510−14.3% | 減碼 |
| ExodusPoint Capital Management, LP | 65,992 | $406.3 萬 | 0.04% | +65,992 | 新進 |
| Ameriprise Financial Inc | 64,277 | $395.8 萬 | 0.00% | +48,427+305.5% | 加碼 |
| Liontrust Investment Partners LLP | 63,566 | $391.4 萬 | 0.06% | −226,434−78.1% | 減碼 |
| Hillsdale Investment Management Inc. | 62,600 | $385.4 萬 | 0.19% | +62,600 | 新進 |
| Wells Fargo & Company | 60,768 | $374.2 萬 | 0.00% | +12,762+26.6% | 加碼 |
| Envestnet Asset Management Inc | 59,211 | $364.6 萬 | 0.00% | +4,826+8.9% | 加碼 |
| Aristeia Capital LLC | 56,700 | $349.1 萬 | 0.13% | +56,700 | 新進 |
| Price T Rowe Associates Inc | 56,356 | $347.0 萬 | 0.00% | +8,155+16.9% | 加碼 |
| Tyler-Stone Wealth Management | 54,834 | $337.6 萬 | 0.60% | −700−1.3% | 減碼 |
| Hel Ved Capital Management Ltd | 51,940 | $319.8 萬 | 0.98% | +51,940 | 新進 |
| Twinbeech Capital LP | 51,425 | $316.6 萬 | 0.05% | −108,923−67.9% | 減碼 |
| AQR Capital Management LLC | 51,042 | $314.3 萬 | 0.00% | +12,154+31.3% | 加碼 |
| Algert Global LLC | 50,606 | $311.6 萬 | 0.07% | +31,596+166.2% | 加碼 |
| Tudor Investment Corp Et Al | 49,565 | $305.2 萬 | 0.03% | +49,565 | 新進 |
| MetLife Investment Management | 47,161 | $290.4 萬 | 0.02% | +2,448+5.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 45,725 | $281.5 萬 | 0.02% | +33,465+273.0% | 加碼 |
| Commonwealth Equity Services, LLC | 43,579 | $268.3 萬 | 0.00% | +3,093+7.6% | 加碼 |
| Intech Investment Management LLC | 43,395 | $267.2 萬 | 0.03% | +19,927+84.9% | 加碼 |
| Manchester Capital Management LLC | 43,392 | $267.2 萬 | 0.31% | −299−0.7% | 減碼 |
| Manufacturers Life Insurance Company, The | 43,247 | $266.3 萬 | 0.00% | −654−1.5% | 減碼 |
| MML Investors Services, LLC | 41,986 | $258.5 萬 | 0.01% | −1,926−4.4% | 減碼 |
| Miracle Mile Advisors, LLC | 40,440 | $249.0 萬 | 0.05% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 39,455 | $242.9 萬 | 0.01% | −18,336−31.7% | 減碼 |
| Corebridge Financial, Inc. | 39,041 | $240.4 萬 | 0.01% | −2,146−5.2% | 減碼 |
| Bailard, Inc. | 38,759 | $238.6 萬 | 0.06% | +212+0.5% | 加碼 |
| Coastal Bridge Advisors, LLC | 35,588 | $219.1 萬 | 0.55% | −100−0.3% | 減碼 |
| Walleye Capital LLC | 35,324 | $217.5 萬 | 0.02% | −56,253−61.4% | 減碼 |
| Legacy Capital Group California, Inc. | 33,704 | $207.5 萬 | 0.63% | −476−1.4% | 減碼 |
| Union Bancaire Privee, UBP SA | 32,842 | $205.7 萬 | 0.04% | +32,842 | 新進 |
| Cubist Systematic Strategies, LLC | 32,842 | $202.2 萬 | 0.03% | −353,139−91.5% | 減碼 |
| Citadel Advisors LLC | 32,700 | $201.3 萬 | 0.00% | −494,249−93.8% | 減碼 |
| Quantbot Technologies LP | 32,453 | $199.8 萬 | 0.07% | −65,705−66.9% | 減碼 |