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。
2025 年第 1 季 13F 持有人
Upstart Holdings, Inc. 在 2025/3/31 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
- 387
- 較 2024 年第 4 季 +3 家
- 持有股數
- 6,025 萬
- 較 2024 年第 4 季 +240.4 萬 (+4.2%)
- 總市值
- $27.7 億
- 較 2024 年第 4 季 −$7.90 億 (−22.2%)
- 新進機構
- 58
- 另有 158 家加碼
- 清倉機構
- 55
- 另有 99 家減碼
另有 7 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,014,656 | $3.69 億 | 0.01% | +221,204+2.8% | 加碼 |
| BlackRock, Inc. | 6,510,168 | $3.00 億 | 0.01% | +198,579+3.1% | 加碼 |
| State Street Corp | 2,008,749 | $9,246 萬 | 0.00% | −22,755−1.1% | 減碼 |
| Geode Capital Management, LLC | 1,935,534 | $8,911 萬 | 0.01% | +89,096+4.8% | 加碼 |
| Goldman Sachs Group Inc | 1,829,422 | $8,421 萬 | 0.02% | −583,932−24.2% | 減碼 |
| Fred Alger Management, LLC | 1,764,136 | $8,120 萬 | 0.46% | −150,985−7.9% | 減碼 |
| Morgan Stanley | 1,587,727 | $7,308 萬 | 0.01% | −1,045,082−39.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 1,566,516 | $7,211 萬 | 0.06% | −6,695−0.4% | 減碼 |
| Two Sigma Investments, LP | 1,499,186 | $6,901 萬 | 0.15% | −423,584−22.0% | 減碼 |
| Two Sigma Advisers, LP | 1,474,200 | $6,786 萬 | 0.15% | −235,100−13.8% | 減碼 |
| Renaissance Technologies LLC | 1,441,600 | $6,636 萬 | 0.10% | +61,700+4.5% | 加碼 |
| Invesco Ltd. | 1,270,352 | $5,847 萬 | 0.01% | +560,668+79.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,223,923 | $5,634 萬 | 0.07% | −2,063,836−62.8% | 減碼 |
| Driehaus Capital Management LLC | 1,215,237 | $5,594 萬 | 0.54% | +506,787+71.5% | 加碼 |
| Bank of America Corp | 1,198,187 | $5,515 萬 | 0.00% | +237,433+24.7% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 1,197,966 | $5,514 萬 | 0.12% | +44,635+3.9% | 加碼 |
| Qube Research & Technologies Ltd | 1,178,408 | $5,424 萬 | 0.08% | +573,386+94.8% | 加碼 |
| Susquehanna International Group, LLP | 987,638 | $4,546 萬 | 0.07% | +455,509+85.6% | 加碼 |
| Norges Bank | 986,037 | $4,539 萬 | 0.01% | +577,425+141.3% | 加碼 |
| Voloridge Investment Management, LLC | 952,701 | $4,385 萬 | 0.16% | −74,159−7.2% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 907,581 | $4,178 萬 | 0.16% | +197,876+27.9% | 加碼 |
| Man Group plc | 905,197 | $4,167 萬 | 0.12% | +312,954+52.8% | 加碼 |
| Coatue Management LLC大師Coatue | 870,947 | $4,009 萬 | 0.18% | +521,887+149.5% | 加碼 |
| Capital Fund Management S.A. | 854,152 | $3,932 萬 | 0.50% | +765,134+859.5% | 加碼 |
| Northern Trust Corp | 774,806 | $3,566 萬 | 0.01% | −7,751−1.0% | 減碼 |
| UBS Group AG | 757,925 | $3,489 萬 | 0.01% | +195,881+34.9% | 加碼 |
| Barclays PLC | 731,951 | $3,369 萬 | 0.02% | +332,326+83.2% | 加碼 |
| JPMorgan Chase & Co | 679,055 | $3,126 萬 | 0.00% | −44,251−6.1% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 677,049 | $3,116 萬 | 0.14% | +221,881+48.7% | 加碼 |
| Summit Partners Public Asset Management, LLC | 671,000 | $3,089 萬 | 1.48% | −312,000−31.7% | 減碼 |
| Charles Schwab Investment Management Inc | 657,855 | $3,028 萬 | 0.01% | +737+0.1% | 加碼 |
| Trexquant Investment LP | 476,646 | $2,194 萬 | 0.26% | −119,743−20.1% | 減碼 |
| Squarepoint Ops LLC | 426,077 | $1,961 萬 | 0.05% | −32,888−7.2% | 減碼 |
| Nuveen, LLC | 414,893 | $1,910 萬 | 0.01% | +414,893 | 新進 |
| Kadensa Capital Ltd | 412,171 | $1,897 萬 | 2.35% | +412,171 | 新進 |
| Pathstone Holdings, LLC | 387,368 | $1,783 萬 | 0.08% | −8,728−2.2% | 減碼 |
| Citigroup Inc | 351,101 | $1,616 萬 | 0.01% | −5,539−1.6% | 減碼 |
| Jump Financial, LLC | 262,327 | $1,207 萬 | 0.18% | +95,290+57.0% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 262,000 | $1,206 萬 | 0.03% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 241,211 | $1,110 萬 | 0.00% | −33,271−12.1% | 減碼 |
| Citadel Advisors LLC | 234,794 | $1,081 萬 | 0.01% | +202,094+618.0% | 加碼 |
| Verition Fund Management LLC | 226,883 | $1,044 萬 | 0.06% | +121,269+114.8% | 加碼 |
| Toroso Investments, LLC | 217,631 | $1,002 萬 | 0.08% | +76,926+54.7% | 加碼 |
| HSBC Holdings PLC | 204,678 | $936.8 萬 | 0.01% | +14,385+7.6% | 加碼 |
| Aquatic Capital Management LLC | 186,885 | $860.2 萬 | 0.22% | +186,885 | 新進 |
| Sepio Capital, LP | 180,300 | $829.9 萬 | 0.66% | +180,300 | 新進 |
| Quantbot Technologies LP | 180,035 | $828.7 萬 | 0.26% | +147,582+454.8% | 加碼 |
| Twin Tree Management, LP | 175,857 | $809.5 萬 | 0.18% | +155,553+766.1% | 加碼 |
| UBS Asset Management Americas Inc | 173,017 | $796.4 萬 | 0.00% | +27,287+18.7% | 加碼 |
| Canada Pension Plan Investment Board | 172,600 | $794.5 萬 | 0.01% | +172,600 | 新進 |
| Liontrust Investment Partners LLP | 161,402 | $742.9 萬 | 0.12% | +97,836+153.9% | 加碼 |
| Swiss National Bank | 159,100 | $732.3 萬 | 0.01% | +9,400+6.3% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 147,135 | $677.3 萬 | 0.01% | +35,070+31.3% | 加碼 |
| First Trust Advisors LP | 141,161 | $649.8 萬 | 0.01% | +7,879+5.9% | 加碼 |
| Engineers Gate Manager LP | 136,866 | $630.0 萬 | 0.11% | −143,143−51.1% | 減碼 |
| Jane Street Group, LLC | 130,830 | $602.2 萬 | 0.01% | −148,197−53.1% | 減碼 |
| Millennium Management LLC | 128,840 | $593.1 萬 | 0.01% | −89,467−41.0% | 減碼 |
| Schonfeld Strategic Advisors LLC | 127,647 | $587.6 萬 | 0.04% | +81,922+179.2% | 加碼 |
| Magnetar Financial LLC | 121,701 | $560.2 萬 | 0.07% | +110,099+949.0% | 加碼 |
| Principal Financial Group Inc | 118,687 | $546.3 萬 | 0.00% | +112,002+1,675.4% | 加碼 |
| Raymond James Financial Inc | 118,678 | $546.3 萬 | 0.00% | −3,062−2.5% | 減碼 |
| Rhumbline Advisers | 117,307 | $540.0 萬 | 0.01% | +5,160+4.6% | 加碼 |
| Bank of Nova Scotia | 110,031 | $506.5 萬 | 0.01% | −13,160−10.7% | 減碼 |
| Parallax Volatility Advisers, L.P. | 99,398 | $457.5 萬 | 0.15% | +99,398 | 新進 |
| AQR Capital Management LLC | 96,706 | $445.1 萬 | 0.00% | +45,664+89.5% | 加碼 |
| ExodusPoint Capital Management, LP | 96,080 | $442.3 萬 | 0.06% | +30,088+45.6% | 加碼 |
| Group One Trading, L.P. | 94,690 | $435.9 萬 | 0.18% | +94,690 | 新進 |
| LPL Financial LLC | 93,630 | $431.0 萬 | 0.00% | +9,911+11.8% | 加碼 |
| Alliancebernstein L.P. | 90,910 | $418.5 萬 | 0.00% | 00.0% | 不變 |
| Legal & General Group Plc | 82,085 | $377.8 萬 | 0.00% | +4,465+5.8% | 加碼 |
| Macquarie Group Ltd | 76,649 | $352.8 萬 | 0.00% | +76,649 | 新進 |
| California State Teachers Retirement System | 76,036 | $350.0 萬 | 0.00% | +4,706+6.6% | 加碼 |
| Robeco Institutional Asset Management B.V. | 75,000 | $345.2 萬 | 0.01% | 00.0% | 不變 |
| Intech Investment Management LLC | 74,134 | $341.2 萬 | 0.04% | +30,739+70.8% | 加碼 |
| Edgestream Partners, L.P. | 74,077 | $341.0 萬 | 0.12% | +74,077 | 新進 |
| Deutsche Bank AG | 73,816 | $339.8 萬 | 0.00% | −13,774−15.7% | 減碼 |
| Wells Fargo & Company | 73,451 | $338.1 萬 | 0.00% | +12,683+20.9% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 70,160 | $322.9 萬 | 0.05% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 70,117 | $322.7 萬 | 0.29% | +48,342+222.0% | 加碼 |
| Hillsdale Investment Management Inc. | 68,300 | $314.4 萬 | 0.16% | +5,700+9.1% | 加碼 |
| Quantinno Capital Management LP | 66,524 | $306.2 萬 | 0.02% | −11,499−14.7% | 減碼 |
| Royal Fund Management, LLC | 65,340 | $300.8 萬 | 0.36% | +65,340 | 新進 |
| Tudor Investment Corp Et Al | 63,294 | $291.3 萬 | 0.03% | +13,729+27.7% | 加碼 |
| EAM Global Investors LLC | 61,551 | $283.3 萬 | 0.77% | +61,551 | 新進 |
| Price T Rowe Associates Inc | 60,528 | $278.7 萬 | 0.00% | +4,172+7.4% | 加碼 |
| Ameriprise Financial Inc | 59,129 | $272.2 萬 | 0.00% | −5,148−8.0% | 減碼 |
| Algert Global LLC | 57,184 | $263.2 萬 | 0.07% | +6,578+13.0% | 加碼 |
| Tyler-Stone Wealth Management | 54,834 | $252.4 萬 | 0.45% | 00.0% | 不變 |
| EAM Investors, LLC | 52,053 | $239.6 萬 | 0.41% | −33,503−39.2% | 減碼 |
| Fox Run Management, L.L.C. | 49,684 | $228.7 萬 | 0.35% | +44,508+859.9% | 加碼 |
| Envestnet Asset Management Inc | 49,670 | $228.6 萬 | 0.00% | −9,541−16.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 47,830 | $220.2 萬 | 0.00% | +4,583+10.6% | 加碼 |
| HRT Financial LP | 47,724 | $219.6 萬 | 0.01% | +47,724 | 新進 |
| Commonwealth Equity Services, LLC | 47,553 | $218.9 萬 | 0.00% | +3,974+9.1% | 加碼 |
| MetLife Investment Management | 46,452 | $213.8 萬 | 0.01% | −709−1.5% | 減碼 |
| Manchester Capital Management LLC | 43,392 | $199.7 萬 | 0.25% | 00.0% | 不變 |
| Brevan Howard Capital Management LP | 43,133 | $198.5 萬 | 0.06% | −25,924−37.5% | 減碼 |
| Jefferies Financial Group Inc. | 42,415 | $195.2 萬 | 0.03% | +12,242+40.6% | 加碼 |
| Main Management ETF Advisors, LLC | 41,097 | $189.2 萬 | 0.12% | +41,097 | 新進 |
| Walleye Capital LLC | 40,686 | $187.3 萬 | 0.02% | +5,362+15.2% | 加碼 |