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 |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 32,396 | $199.3 萬 | 0.00% | +6,343+24.3% | 加碼 |
| Los Angeles Capital Management LLC | 31,298 | $192.7 萬 | 0.01% | +22,946+274.7% | 加碼 |
| TCI Wealth Advisors, Inc. | 31,195 | $192.1 萬 | 0.16% | −13,561−30.3% | 減碼 |
| Ensign Peak Advisors, Inc | 31,100 | $191.5 萬 | 0.00% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 30,173 | $185.8 萬 | 0.02% | +30,173 | 新進 |
| Maxi Investments CY Ltd | 29,600 | $182.2 萬 | 0.35% | +5,200+21.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 29,552 | $182.0 萬 | 0.01% | −16,417−35.7% | 減碼 |
| Nomura Holdings Inc | 27,986 | $172.3 萬 | 0.01% | +27,986 | 新進 |
| Truist Financial Corp | 27,113 | $166.9 萬 | 0.00% | +4,567+20.3% | 加碼 |
| Zacks Investment Management | 26,742 | $164.7 萬 | 0.02% | +26,742 | 新進 |
| Jacobs Levy Equity Management, Inc | 26,417 | $162.6 萬 | 0.01% | −20,901−44.2% | 減碼 |
| Wolverine Trading, LLC | 24,545 | $155.4 萬 | 0.03% | −44,122−64.3% | 減碼 |
| New York State Common Retirement Fund | 24,522 | $151.0 萬 | 0.00% | −1,504−5.8% | 減碼 |
| Gryphon Financial Partners LLC | 24,504 | $150.9 萬 | 0.22% | −496−2.0% | 減碼 |
| Mercer Global Advisors Inc | 24,399 | $150.2 萬 | 0.00% | −2,989−10.9% | 減碼 |
| CTC LLC | 24,151 | $148.7 萬 | 0.15% | +24,151 | 新進 |
| Oppenheimer Asset Management Inc. | 24,030 | $148.0 萬 | 0.02% | +3,379+16.4% | 加碼 |
| Voleon Capital Management LP | 23,706 | $146.0 萬 | 0.11% | +23,706 | 新進 |
| Advisor Group Holdings, Inc. | 23,619 | $145.4 萬 | 0.00% | −1,246−5.0% | 減碼 |
| Voya Investment Management LLC | 23,067 | $142.0 萬 | 0.00% | −1,868−7.5% | 減碼 |
| Mariner, LLC | 22,440 | $138.2 萬 | 0.00% | +20+0.1% | 加碼 |
| ProShare Advisors LLC | 22,114 | $136.2 萬 | 0.00% | +7,557+51.9% | 加碼 |
| Arizona State Retirement System | 22,061 | $135.8 萬 | 0.01% | +552+2.6% | 加碼 |
| Landscape Capital Management, L.L.C. | 21,775 | $134.1 萬 | 0.14% | +4,613+26.9% | 加碼 |
| SEI Investments Co | 21,694 | $133.6 萬 | 0.00% | +11,982+123.4% | 加碼 |
| WMG Financial Advisors, LLC | 21,212 | $130.6 萬 | 0.56% | −22,895−51.9% | 減碼 |
| Boston Private Wealth LLC | 21,210 | $130.6 萬 | 0.02% | +21,210 | 新進 |
| Comerica Bank | 21,196 | $130.5 萬 | 0.01% | +19,046+885.9% | 加碼 |
| Natixis Advisors, L.P. | 20,703 | $127.5 萬 | 0.00% | +4,351+26.6% | 加碼 |
| State Board of Administration of Florida Retirement System | 20,496 | $126.2 萬 | 0.00% | −80−0.4% | 減碼 |
| Twin Tree Management, LP | 20,304 | $125.0 萬 | 0.03% | +20,304 | 新進 |
| Royal Bank of Canada | 19,999 | $123.0 萬 | 0.00% | −5,025−20.1% | 減碼 |
| Bayesian Capital Management, LP | 19,900 | $122.5 萬 | 0.15% | +19,900 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,693 | $121.2 萬 | 0.00% | +3,209+19.5% | 加碼 |
| Handelsbanken Fonder AB | 19,400 | $119.4 萬 | 0.00% | +4,500+30.2% | 加碼 |
| Headlands Technologies LLC | 19,250 | $118.5 萬 | 0.12% | −63,222−76.7% | 減碼 |
| Atria Wealth Solutions, Inc. | 19,009 | $117.0 萬 | 0.01% | +12,378+186.7% | 加碼 |
| Bank of Montreal | 18,072 | $111.3 萬 | 0.00% | −355,651−95.2% | 減碼 |
| Gemmer Asset Management LLC | 18,015 | $110.9 萬 | 0.11% | −446−2.4% | 減碼 |
| Shelton Capital Management | 18,000 | $110.8 萬 | 0.03% | −2,000−10.0% | 減碼 |
| Creative Planning | 17,932 | $110.4 萬 | 0.00% | −5,206−22.5% | 減碼 |
| Dimensional Fund Advisors LP | 17,067 | $105.1 萬 | 0.00% | −8,188−32.4% | 減碼 |
| Apollon Wealth Management, LLC | 16,978 | $104.5 萬 | 0.02% | +1,547+10.0% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 16,912 | $104.1 萬 | 0.01% | +16,912 | 新進 |
| Dynamic Technology Lab Private Ltd | 16,640 | $102.4 萬 | 0.16% | +16,640 | 新進 |
| SBI Securities Co., Ltd. | 16,482 | $101.5 萬 | 0.03% | +16,482 | 新進 |
| Zweig-DiMenna Associates LLC | 16,319 | $100.5 萬 | 0.08% | 00.0% | 不變 |
| Aigen Investment Management, LP | 16,234 | $100.0 萬 | 0.18% | +16,234 | 新進 |
| KLP Kapitalforvaltning AS | 15,900 | $97.9 萬 | 0.00% | +15,900 | 新進 |
| Steel Peak Wealth Management LLC | 15,637 | $96.3 萬 | 0.04% | −5,064−24.5% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 14,093 | $95.6 萬 | 0.00% | −337−2.3% | 減碼 |
| Fieldview Capital Management, LLC | 15,425 | $95.0 萬 | 0.15% | +15,425 | 新進 |
| Kercheville Advisors, LLC | 15,050 | $92.7 萬 | 0.36% | +5,000+49.8% | 加碼 |
| Banco Santander, S.A. | 15,000 | $92.4 萬 | 0.01% | +15,000 | 新進 |
| Harbour Investments, Inc. | 14,979 | $92.2 萬 | 0.03% | −93−0.6% | 減碼 |
| Janney Montgomery Scott LLC | 14,725 | $90.7 萬 | 0.00% | +32+0.2% | 加碼 |
| Cetera Investment Advisers | 14,550 | $89.6 萬 | 0.00% | −5,040−25.7% | 減碼 |
| Bristlecone Advisors, LLC | 14,520 | $89.4 萬 | 0.07% | +8,066+125.0% | 加碼 |
| Caption Management, LLC | 14,500 | $89.3 萬 | 0.04% | +14,500 | 新進 |
| Atomi Financial Group, Inc. | 12,333 | $75.9 萬 | 0.04% | −46,410−79.0% | 減碼 |
| Harbor Capital Advisors, Inc. | 11,721 | $72.2 萬 | 0.03% | +1,303+12.5% | 加碼 |
| Left Brain Wealth Management, LLC | 11,670 | $71.9 萬 | 0.27% | +11,670 | 新進 |
| Capital Advantage, Inc. | 11,625 | $71.6 萬 | 0.13% | −107,496−90.2% | 減碼 |
| Magnetar Financial LLC | 11,602 | $71.4 萬 | 0.02% | −9,268−44.4% | 減碼 |
| Prakash Investment Advisors LLC | 11,475 | $70.7 萬 | 0.70% | +11,475 | 新進 |
| Private Advisor Group, LLC | 11,332 | $69.8 萬 | 0.00% | −4,416−28.0% | 減碼 |
| State of Wisconsin Investment Board | 11,301 | $69.6 萬 | 0.00% | +5,340+89.6% | 加碼 |
| Nisa Investment Advisors, LLC | 11,251 | $69.3 萬 | 0.00% | −9,294−45.2% | 減碼 |
| Prudential Financial Inc | 10,803 | $66.5 萬 | 0.00% | +4,688+76.7% | 加碼 |
| US Bancorp | 10,704 | $65.9 萬 | 0.00% | +1,672+18.5% | 加碼 |
| XTX Topco Ltd | 10,454 | $64.4 萬 | 0.05% | −223−2.1% | 減碼 |
| Versor Investments LP | 10,400 | $64.0 萬 | 0.11% | +10,400 | 新進 |
| Counterpoint Mutual Funds LLC | 10,339 | $63.7 萬 | 0.08% | +10,339 | 新進 |
| Pictet Asset Management Holding SA | 10,326 | $63.6 萬 | 0.00% | +1,749+20.4% | 加碼 |
| Crestline Management, LP | 10,004 | $61.6 萬 | 0.02% | +364+3.8% | 加碼 |
| Victory Capital Management Inc | 9,770 | $60.2 萬 | 0.00% | +10+0.1% | 加碼 |
| Prime Capital Investment Advisors, LLC | 9,563 | $58.9 萬 | 0.01% | +189+2.0% | 加碼 |
| Kestra Advisory Services, LLC | 9,187 | $56.6 萬 | 0.00% | +1,924+26.5% | 加碼 |
| Jennison Associates LLC | 9,099 | $56.0 萬 | 0.00% | +9,099 | 新進 |
| Newbridge Financial Services Group, Inc. | 8,662 | $53.3 萬 | 0.14% | +143+1.7% | 加碼 |
| Oxford Asset Management LLP | 8,412 | $51.8 萬 | 0.23% | +8,412 | 新進 |
| STRS Ohio | 8,300 | $51.1 萬 | 0.00% | +6,900+492.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 8,215 | $50.6 萬 | 0.02% | +633+8.3% | 加碼 |
| Neo Ivy Capital Management | 8,019 | $49.3 萬 | 0.10% | +8,019 | 新進 |
| Marex Group plc | 7,994 | $49.2 萬 | 0.01% | −2,752−25.6% | 減碼 |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $49.2 萬 | 0.16% | 00.0% | 不變 |
| American Century Companies Inc | 7,950 | $48.9 萬 | 0.00% | +7,950 | 新進 |
| Virtu Financial LLC | 7,895 | $48.6 萬 | 0.03% | +7,895 | 新進 |
| Federated Hermes, Inc. | 7,526 | $46.3 萬 | 0.00% | +7,526 | 新進 |
| Neuberger Berman Group LLC | 7,386 | $45.5 萬 | 0.00% | −413−5.3% | 減碼 |
| CIBC World Markets Corp | 7,348 | $45.2 萬 | 0.00% | +7,348 | 新進 |
| Ieq Capital, LLC | 7,213 | $44.4 萬 | 0.00% | +707+10.9% | 加碼 |
| Inspire Advisors, LLC | 7,197 | $44.3 萬 | 0.05% | −263−3.5% | 減碼 |
| Intellectus Partners, LLC | 7,050 | $43.4 萬 | 0.10% | −650−8.4% | 減碼 |
| Prosperity Wealth Management, Inc. | 6,965 | $42.9 萬 | 0.18% | −205−2.9% | 減碼 |
| Sherbrooke Park Advisers LLC | 6,701 | $41.3 萬 | 0.13% | +6,701 | 新進 |
| Principal Financial Group Inc | 6,685 | $41.2 萬 | 0.00% | −472−6.6% | 減碼 |
| FMR LLC | 6,263 | $38.6 萬 | 0.00% | −472−7.0% | 減碼 |
| QRG Capital Management, Inc. | 6,083 | $37.5 萬 | 0.00% | −221−3.5% | 減碼 |
| Mandatum Life Insurance Co Ltd | 6,050 | $37.2 萬 | 0.11% | +6,050 | 新進 |