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。

2025 年第 1 季與 2024 年第 4 季比較

持有 Upstart Holdings, Inc. 的機構從 2024 年第 4 季到 2025 年第 1 季的變化。

2025 年第 1 季全部持有人 2024 年第 4 季全部持有人

UPST 的 13F 持有人：2024 年第 4 季與 2025 年第 1 季比較
項目	2024 年第 4 季	其中尚未申報 2025 年第 1 季	2025 年第 1 季	變化
持有家數	391	7	387	+3
股數	5,829 萬	44.6 萬	6,025 萬	+240.4 萬 (+4.2%)
市值	$35.9 億	$2,746 萬	$27.7 億	−$7.90 億 (−22.2%)

7 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（58 家）

2025 年第 1 季季末持有 Upstart Holdings, Inc.、2024 年第 4 季季末沒有持有的機構。

2025 年第 1 季新進 UPST 的機構
機構	股數	市值	佔組合 %
Nuveen, LLC	414,893	$1,910 萬	0.01%
Kadensa Capital Ltd	412,171	$1,897 萬	2.35%
Aquatic Capital Management LLC	186,885	$860.2 萬	0.22%
Sepio Capital, LP	180,300	$829.9 萬	0.66%
Canada Pension Plan Investment Board	172,600	$794.5 萬	0.01%
Parallax Volatility Advisers, L.P.	99,398	$457.5 萬	0.15%
Group One Trading, L.P.	94,690	$435.9 萬	0.18%
Macquarie Group Ltd	76,649	$352.8 萬	0.00%
Edgestream Partners, L.P.	74,077	$341.0 萬	0.12%
Royal Fund Management, LLC	65,340	$300.8 萬	0.36%
EAM Global Investors LLC	61,551	$283.3 萬	0.77%
HRT Financial LP	47,724	$219.6 萬	0.01%
Main Management ETF Advisors, LLC	41,097	$189.2 萬	0.12%
SCS Capital Management LLC	40,000	$184.1 萬	0.02%
Simplicity Wealth,LLC	37,197	$171.2 萬	0.13%
Guided Capital Wealth Management, LLC	35,828	$164.9 萬	1.38%
SG Americas Securities, LLC	35,604	$163.9 萬	0.01%
Scientech Research LLC	34,958	$160.9 萬	0.43%
PEAK6 LLC	32,850	$151.2 萬	0.06%
Point72 Asset Management, L.P.	28,911	$133.1 萬	0.00%
Arrowpoint Investment Partners (Singapore) Pte. Ltd.	25,214	$116.1 萬	0.54%
Rockefeller Capital Management L.P.	21,404	$98.5 萬	0.00%
Occudo Quantitative Strategies LP	19,698	$93.2 萬	0.12%
Jackson Creek Investment Advisors LLC	19,049	$87.7 萬	0.28%
Kera Capital Partners, Inc.	18,371	$84.6 萬	0.25%
Virginia Retirement Systems Et Al	16,800	$77.3 萬	0.01%
Gsa Capital Partners LLP	14,927	$68.7 萬	0.06%
Teacher Retirement System of Texas	11,947	$55.0 萬	0.00%
Fairbanks Capital Management, Inc.	11,800	$54.3 萬	0.35%
Centiva Capital, LP	11,122	$51.2 萬	0.03%
Altshuler Shaham Ltd	10,500	$48.3 萬	0.01%
Point72 Hong Kong Ltd	9,304	$42.8 萬	0.03%
Portman Square Capital LLP	7,106	$32.7 萬	0.05%
Quantitative Investment Management, LLC	7,083	$32.6 萬	0.03%
J. Goldman & Co LP	5,500	$25.3 萬	0.01%
Mach-1 Financial Group, Inc.	5,274	$24.3 萬	0.07%
Seros Financial, LLC	4,589	$21.1 萬	0.16%
Acadian Asset Management LLC	4,541	$20.8 萬	0.00%
Garden State Investment Advisory Services LLC	4,401	$20.3 萬	0.06%
Virtus ETF Advisers LLC	3,497	$16.1 萬	0.10%
Aster Capital Management (DIFC) Ltd	1,359	$9.06 萬	0.02%
Coldstream Capital Management Inc	1,841	$8.47 萬	0.00%
Bogart Wealth, LLC	500	$2.30 萬	0.00%
Banque Cantonale Vaudoise	215	$1.00 萬	0.00%
Flaharty Asset Management, LLC	200	$9,206	0.00%
N.E.W. Advisory Services LLC	200	$9,206	0.00%
South State Corp.	180	$8,286	0.00%
Accredited Wealth Management, LLC	154	$7,089	0.01%
Putney Financial Group LLC	118	$5,432	0.01%
Pine Valley Investments Ltd Liability Co	117	$5,386	0.00%
Ci Investments Inc.	58	$3,000	0.00%
Inlight Wealth Management, LLC	52	$2,394	0.00%
Wiser Advisor Group LLC	50	$2,302	0.00%
DecisionPoint Financial, LLC	47	$2,164	0.00%
Parkside Financial Bank & Trust	40	$1,842	0.00%
Huntington National Bank	30	$1,381	0.00%
Stephens Consulting, LLC	25	$1,151	0.00%
Asset Dedication, LLC	8	$369	0.00%

清倉機構（55 家）

2024 年第 4 季季末持有 Upstart Holdings, Inc.、2025 年第 1 季有申報但已經沒有持有的機構。

2025 年第 1 季清倉 UPST 的機構
機構	2024 年第 4 季股數	2024 年第 4 季市值
Marshall Wace, LLP	1,061,512	$6,536 萬
Azora Capital LP	221,480	$1,364 萬
Agf Management Ltd	93,126	$573.4 萬
Aristeia Capital LLC	56,700	$349.1 萬
Hel Ved Capital Management Ltd	51,940	$319.8 萬
Twinbeech Capital LP	51,425	$316.6 萬
Legacy Capital Group California, Inc.	33,704	$207.5 萬
Union Bancaire Privee, UBP SA	32,842	$205.7 萬
Voleon Capital Management LP	23,706	$146.0 萬
Dynamic Technology Lab Private Ltd	16,640	$102.4 萬
Zweig-DiMenna Associates LLC	16,319	$100.5 萬
Steel Peak Wealth Management LLC	15,637	$96.3 萬
Fieldview Capital Management, LLC	15,425	$95.0 萬
Harbor Capital Advisors, Inc.	11,721	$72.2 萬
Crestline Management, LP	10,004	$61.6 萬
Oxford Asset Management LLP	8,412	$51.8 萬
Neo Ivy Capital Management	8,019	$49.3 萬
American Century Companies Inc	7,950	$48.9 萬
Prosperity Wealth Management, Inc.	6,965	$42.9 萬
Sherbrooke Park Advisers LLC	6,701	$41.3 萬
Mandatum Life Insurance Co Ltd	6,050	$37.2 萬
Virtus Investment Advisers, Inc.	5,400	$33.2 萬
GTS Securities LLC	4,753	$29.3 萬
Entropy Technologies, LP	4,617	$28.4 萬
Summit Financial Strategies, Inc.	4,561	$28.1 萬
Commerce Bank	3,675	$22.6 萬
Mitsubishi UFJ Trust & Banking Corp	3,642	$22.4 萬
Blair William & Co	3,600	$22.2 萬
Wealthcare Advisory Partners LLC	3,552	$21.9 萬
Keudell/Morrison Wealth Management	3,450	$21.2 萬
Foundations Investment Advisors, LLC	3,368	$20.7 萬
GWN Securities Inc.	3,110	$20.5 萬
Bridgefront Capital, LLC	3,259	$20.1 萬
SLT Holdings LLC	3,250	$20.0 萬
Castleview Partners, LLC	1,914	$11.6 萬
R Squared Ltd	1,560	$9.60 萬
Caitong International Asset Management Co., Ltd	943	$5.81 萬
Venturi Wealth Management, LLC	809	$4.98 萬
Elequin Capital LP	390	$2.40 萬
Quest 10 Wealth Builders, Inc.	350	$2.15 萬
Point72 Asia (Singapore) Pte. Ltd.	348	$2.14 萬
Raelipskie Partnership	315	$1.94 萬
New Millennium Group LLC	280	$1.72 萬
GeoWealth Management, LLC	188	$1.16 萬
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	167	$1.03 萬
New Wave Wealth Advisors LLC	93	$5,726
POM Investment Strategies, LLC	73	$4,495
Painted Porch Advisors LLC	60	$3,694
Caldwell Sutter Capital, Inc.	25	$1,539
Spire Wealth Management	15	$924
Decker Retirement Planning Inc.	6	$369
Quarry LP	5	$308
Creekmur Asset Management LLC	4	$246
Optiver Holding B.V.	3	$185
Strategic Investment Solutions, Inc.	203	$0

尚未申報 2025 年第 1 季的機構（7 家）

2024 年第 4 季季末持有 Upstart Holdings, Inc.、還沒有申報 2025 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 4 季持有 UPST、尚未申報 2025 年第 1 季的機構
機構	2024 年第 4 季股數	2024 年第 4 季市值
Nuveen Asset Management, LLC	440,294	$2,711 萬
Cassady Schiller Wealth Management, LLC	5,013	$30.9 萬
Virtus Fund Advisers, LLC	518	$3.19 萬
Hanseatic Management Services Inc	88	$5,418
WR Wealth Planners, LLC	27	$1,662
Global Retirement Partners, LLC	10	$616
Oliver Lagore Vanvalin Investment Group	1	$57