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 4 季與 2024 年第 3 季比較

持有 Upstart Holdings, Inc. 的機構從 2024 年第 3 季到 2024 年第 4 季的變化。

2024 年第 4 季全部持有人 2024 年第 3 季全部持有人

UPST 的 13F 持有人：2024 年第 3 季與 2024 年第 4 季比較
項目	2024 年第 3 季	其中尚未申報 2024 年第 4 季	2024 年第 4 季	變化
持有家數	349	5	391	+47
股數	4,986 萬	16.2 萬	5,829 萬	+859.3 萬 (+17.3%)
市值	$19.9 億	$646.3 萬	$35.9 億	+$16.1 億 (+81.3%)

5 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 季：沒申報不算清倉，所以變化不計入它們。

新進機構（105 家）

2024 年第 4 季季末持有 Upstart Holdings, Inc.、2024 年第 3 季季末沒有持有的機構。

依市值列出前 100 家，共 105 家。

2024 年第 4 季新進 UPST 的機構
機構	股數	市值	佔組合 %
BNP Paribas Arbitrage, SA	1,573,211	$9,686 萬	0.07%
Fuller & Thaler Asset Management, Inc.	709,705	$4,370 萬	0.17%
Man Group plc	592,243	$3,646 萬	0.11%
Squarepoint Ops LLC	458,965	$2,826 萬	0.07%
Healthcare of Ontario Pension Plan Trust Fund	262,000	$1,613 萬	0.03%
Bank of Nova Scotia	123,191	$758.5 萬	0.01%
Raymond James Financial Inc	121,740	$749.6 萬	0.00%
Universal- Beteiligungs- und Servicegesellschaft mbH	112,065	$690.0 萬	0.01%
Agf Management Ltd	93,126	$573.4 萬	0.03%
Capital Fund Management S.A.	89,018	$548.1 萬	0.05%
EAM Investors, LLC	85,556	$526.8 萬	0.75%
Susquehanna Fundamental Investments, LLC	70,160	$432.0 萬	0.07%
ExodusPoint Capital Management, LP	65,992	$406.3 萬	0.04%
Hillsdale Investment Management Inc.	62,600	$385.4 萬	0.19%
Aristeia Capital LLC	56,700	$349.1 萬	0.13%
Hel Ved Capital Management Ltd	51,940	$319.8 萬	0.98%
Tudor Investment Corp Et Al	49,565	$305.2 萬	0.03%
Union Bancaire Privee, UBP SA	32,842	$205.7 萬	0.04%
Jefferies Financial Group Inc.	30,173	$185.8 萬	0.02%
Nomura Holdings Inc	27,986	$172.3 萬	0.01%
Zacks Investment Management	26,742	$164.7 萬	0.02%
CTC LLC	24,151	$148.7 萬	0.15%
Voleon Capital Management LP	23,706	$146.0 萬	0.11%
Boston Private Wealth LLC	21,210	$130.6 萬	0.02%
Twin Tree Management, LP	20,304	$125.0 萬	0.03%
Bayesian Capital Management, LP	19,900	$122.5 萬	0.15%
Police & Firemen's Retirement System of New Jersey	16,912	$104.1 萬	0.01%
Dynamic Technology Lab Private Ltd	16,640	$102.4 萬	0.16%
SBI Securities Co., Ltd.	16,482	$101.5 萬	0.03%
Aigen Investment Management, LP	16,234	$100.0 萬	0.18%
KLP Kapitalforvaltning AS	15,900	$97.9 萬	0.00%
Fieldview Capital Management, LLC	15,425	$95.0 萬	0.15%
Banco Santander, S.A.	15,000	$92.4 萬	0.01%
Caption Management, LLC	14,500	$89.3 萬	0.04%
Left Brain Wealth Management, LLC	11,670	$71.9 萬	0.27%
Prakash Investment Advisors LLC	11,475	$70.7 萬	0.70%
Versor Investments LP	10,400	$64.0 萬	0.11%
Counterpoint Mutual Funds LLC	10,339	$63.7 萬	0.08%
Jennison Associates LLC	9,099	$56.0 萬	0.00%
Oxford Asset Management LLP	8,412	$51.8 萬	0.23%
Neo Ivy Capital Management	8,019	$49.3 萬	0.10%
American Century Companies Inc	7,950	$48.9 萬	0.00%
Virtu Financial LLC	7,895	$48.6 萬	0.03%
Federated Hermes, Inc.	7,526	$46.3 萬	0.00%
CIBC World Markets Corp	7,348	$45.2 萬	0.00%
Sherbrooke Park Advisers LLC	6,701	$41.3 萬	0.13%
Mandatum Life Insurance Co Ltd	6,050	$37.2 萬	0.11%
Bayforest Capital Ltd	5,963	$36.7 萬	0.46%
Virtus Investment Advisers, Inc.	5,400	$33.2 萬	0.26%
O'Shaughnessy Asset Management, LLC	5,219	$32.1 萬	0.00%
Fox Run Management, L.L.C.	5,176	$31.9 萬	0.06%
Symmetry Partners, LLC	5,100	$31.4 萬	0.04%
CIBC World Markets Inc.	4,817	$29.7 萬	0.00%
GTS Securities LLC	4,753	$29.3 萬	0.01%
Credit Agricole S A	4,726	$29.1 萬	0.00%
Tradition Wealth Management, LLC	4,718	$29.0 萬	0.03%
Perennial Investment Advisors, LLC	4,620	$28.4 萬	0.03%
Wealth Enhancement Advisory Services, LLC	4,614	$28.4 萬	0.00%
Merit Financial Group, LLC	4,396	$27.1 萬	0.00%
Atria Investments LLC	4,222	$26.0 萬	0.00%
Integrated Wealth Concepts LLC	4,065	$25.0 萬	0.00%
Vontobel Holding Ltd.	3,800	$23.4 萬	0.00%
Commerce Bank	3,675	$22.6 萬	0.00%
Mitsubishi UFJ Trust & Banking Corp	3,642	$22.4 萬	0.00%
Blair William & Co	3,600	$22.2 萬	0.00%
Wealthcare Advisory Partners LLC	3,552	$21.9 萬	0.01%
Keudell/Morrison Wealth Management	3,450	$21.2 萬	0.06%
Cerity Partners LLC	3,640	$20.9 萬	0.00%
Blueshift Asset Management, LLC	3,389	$20.9 萬	0.08%
Foundations Investment Advisors, LLC	3,368	$20.7 萬	0.00%
GWN Securities Inc.	3,110	$20.5 萬	0.05%
Bridgefront Capital, LLC	3,259	$20.1 萬	0.07%
SLT Holdings LLC	3,250	$20.0 萬	0.19%
BI Asset Management Fondsmaeglerselskab A/S	2,510	$15.5 萬	0.00%
Wolverine Asset Management LLC	1,866	$11.5 萬	0.00%
Bank Julius Baer & Co. Ltd, Zurich	1,605	$10.9 萬	0.00%
R Squared Ltd	1,560	$9.60 萬	0.09%
Advisors Asset Management, Inc.	1,520	$9.36 萬	0.00%
Caitong International Asset Management Co., Ltd	943	$5.81 萬	0.06%
Virtus Fund Advisers, LLC	518	$3.19 萬	0.10%
Rakuten Securities, Inc.	496	$3.05 萬	0.01%
Y.D. More Investments Ltd	370	$2.28 萬	0.00%
Quest 10 Wealth Builders, Inc.	350	$2.15 萬	0.02%
Wood Tarver Financial Group, LLC	300	$1.80 萬	0.01%
Transce3nd, LLC	224	$1.41 萬	0.00%
MAI Capital Management	204	$1.26 萬	0.00%
Dogwood Wealth Management LLC	165	$1.02 萬	0.01%
Hopwood Financial Services, Inc.	163	$1.00 萬	0.01%
Private Trust Co NA	129	$7,943	0.00%
Cullen/Frost Bankers, Inc.	122	$7,512	0.00%
New Wave Wealth Advisors LLC	93	$5,726	0.00%
UMA Financial Services, Inc.	90	$5,542	0.00%
Hanseatic Management Services Inc	88	$5,418	0.01%
Sunbelt Securities, Inc.	60	$3,799	0.00%
Skopos Labs, Inc.	50	$3,079	0.00%
Carolina Wealth Advisors, LLC	25	$1,539	0.00%
Thurston, Springer, Miller, Herd & Titak, Inc.	21	$1,292	0.00%
Spire Wealth Management	15	$924	0.00%
JNBA Financial Advisors	10	$616	0.00%
Murphy & Mullick Capital Management Corp	10	$616	0.00%

清倉機構（58 家）

2024 年第 3 季季末持有 Upstart Holdings, Inc.、2024 年第 4 季有申報但已經沒有持有的機構。

2024 年第 4 季清倉 UPST 的機構
機構	2024 年第 3 季股數	2024 年第 3 季市值
Simplex Trading, LLC	264,883	$1,060 萬
Kodai Capital Management LP	182,126	$728.7 萬
HRT Financial LP	75,688	$302.8 萬
J. Goldman & Co LP	64,519	$258.1 萬
Two Sigma Securities, LLC	59,174	$236.8 萬
Seven Eight Capital, LP	56,233	$225.0 萬
Aquatic Capital Management LLC	51,200	$204.9 萬
Centiva Capital, LP	36,123	$144.5 萬
Baader Bank INC	34,229	$133.3 萬
BIT Capital GmbH	25,871	$103.5 萬
Qsemble Capital Management, LP	22,637	$90.6 萬
Edgestream Partners, L.P.	18,159	$72.7 萬
HAP Trading, LLC	17,792	$71.2 萬
Altshuler Shaham Ltd	17,400	$69.6 萬
Boothbay Fund Management, LLC	17,238	$69.0 萬
Quadrature Capital Ltd	16,905	$67.6 萬
Occudo Quantitative Strategies LP	16,263	$65.1 萬
Prospera Financial Services Inc	15,213	$60.9 萬
Fiducient Advisors LLC	14,000	$56.0 萬
Graham Capital Management, L.P.	10,778	$43.1 萬
Y-Intercept (Hong Kong) Ltd	10,759	$43.0 萬
Parallax Volatility Advisers, L.P.	9,011	$36.1 萬
Keebeck Alpha, LP	8,660	$34.6 萬
PMC FIG Opportunities LLC	7,762	$31.1 萬
Twin Peaks Wealth Advisors, LLC	5,333	$21.3 萬
Walleye Trading LLC	5,266	$21.1 萬
FORA Capital, LLC	5,049	$20.2 萬
IPG Investment Advisors LLC	5,000	$20.0 萬
SG Americas Securities, LLC	4,134	$16.5 萬
Acadian Asset Management LLC	4,053	$16.2 萬
Point72 Hong Kong Ltd	2,559	$10.2 萬
West Tower Group, LLC	2,000	$8.00 萬
Compagnie Lombard Odier SCmA	1,600	$6.40 萬
Reuter James Wealth Management, LLC	1,171	$4.69 萬
Indiana Trust & Investment Management CO	1,085	$4.34 萬
Hollencrest Capital Management	1,000	$4.00 萬
BNP Paribas	900	$3.67 萬
Ronald Blue Trust, Inc.	989	$2.33 萬
Jaffetilchin Investment Partners, LLC	504	$2.02 萬
Storebrand Asset Management AS	465	$1.86 萬
Hobbs Group Advisors, LLC	350	$1.40 萬
Aster Capital Management (DIFC) Ltd	308	$1.23 萬
McMahon Financial Advisors, LLC	300	$1.20 萬
Flaharty Asset Management, LLC	200	$8,002
Allspring Global Investments Holdings, LLC	189	$7,561
Colonial Trust Advisors	178	$7,122
Trust Co of Vermont	100	$4,001
Brown, Lisle/Cummings, Inc.	90	$3,601
Arcadia Investment Management Corp	65	$2,601
Capital Performance Advisors LLP	62	$2,481
Global Wealth Strategies & Associates	40	$1,600
St Germain D J Co Inc	30	$1,200
Nemes Rush Group LLC	31	$834
Global Financial Private Client, LLC	15	$600
Abound Wealth Management	10	$401
Parkside Financial Bank & Trust	7	$281
Natixis	6	$240
Flputnam Investment Management Co	950	–

尚未申報 2024 年第 4 季的機構（5 家）

2024 年第 3 季季末持有 Upstart Holdings, Inc.、還沒有申報 2024 年第 4 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 3 季持有 UPST、尚未申報 2024 年第 4 季的機構
機構	2024 年第 3 季股數	2024 年第 3 季市值
Raymond James Financial Services Advisors, Inc.	86,359	$345.5 萬
LifePro Asset Management	50,179	$200.8 萬
PEAK6 Investments LLC	18,043	$72.2 萬
Raymond James & Associates	6,727	$26.9 萬
Banque Cantonale Vaudoise	215	$9,000