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 |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 500 | $2.30 萬 | 0.00% | +500 | 新進 |
| Steward Partners Investment Advisory, LLC | 502 | $2.31 萬 | 0.00% | +17+3.5% | 加碼 |
| Optimum Investment Advisors | 510 | $2.35 萬 | 0.01% | +300+142.9% | 加碼 |
| Fifth Third Bancorp | 600 | $2.76 萬 | 0.00% | 00.0% | 不變 |
| BI Asset Management Fondsmaeglerselskab A/S | 673 | $3.10 萬 | 0.00% | −1,837−73.2% | 減碼 |
| Quadrant Capital Group LLC | 715 | $3.29 萬 | 0.00% | +10+1.4% | 加碼 |
| Shell Asset Management Co | 787 | $3.60 萬 | 0.00% | −31−3.8% | 減碼 |
| Daiwa Securities Group Inc. | 827 | $3.80 萬 | 0.00% | −30−3.5% | 減碼 |
| Farther Finance Advisors, LLC | 843 | $3.88 萬 | 0.00% | −39−4.4% | 減碼 |
| Plante Moran Financial Advisors, LLC | 869 | $4.00 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 908 | $4.18 萬 | 0.00% | −28−3.0% | 減碼 |
| Signaturefd, LLC | 974 | $4.48 萬 | 0.00% | +66+7.3% | 加碼 |
| Albion Financial Group | 1,000 | $4.60 萬 | 0.00% | 00.0% | 不變 |
| Anfield Capital Management, LLC | 1,416 | $6.52 萬 | 0.02% | 00.0% | 不變 |
| Ancora Advisors, LLC | 1,475 | $6.79 萬 | 0.00% | −100−6.3% | 減碼 |
| GAMMA Investing LLC | 1,662 | $7.65 萬 | 0.01% | +314+23.3% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,771 | $8.15 萬 | 0.00% | +166+10.3% | 加碼 |
| Coldstream Capital Management Inc | 1,841 | $8.47 萬 | 0.00% | +1,841 | 新進 |
| Wolverine Asset Management LLC | 1,866 | $8.59 萬 | 0.00% | 00.0% | 不變 |
| Point72 (DIFC) Ltd | 1,904 | $8.76 萬 | 0.01% | +1,394+273.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 1,950 | $8.98 萬 | 0.00% | +1,548+385.1% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 1,359 | $9.06 萬 | 0.02% | +1,359 | 新進 |
| GWM Advisors LLC | 1,997 | $9.19 萬 | 0.00% | +333+20.0% | 加碼 |
| Asset Management One Co.,Ltd. | 2,010 | $9.25 萬 | 0.00% | +836+71.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 2,241 | $10.3 萬 | 0.00% | −2,131−48.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 2,684 | $12.4 萬 | 0.00% | +413+18.2% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,699 | $12.4 萬 | 0.02% | +2,678+12,752.4% | 加碼 |
| Amalgamated Bank | 2,759 | $12.7 萬 | 0.00% | +152+5.8% | 加碼 |
| Orion Capital Management LLC | 2,760 | $12.7 萬 | 0.05% | −1,500−35.2% | 減碼 |
| Rakuten Securities, Inc. | 2,888 | $13.3 萬 | 0.07% | +2,392+482.3% | 加碼 |
| Westside Investment Management, Inc. | 3,050 | $14.0 萬 | 0.03% | 00.0% | 不變 |
| Leonteq Securities AG | 3,145 | $14.5 萬 | 0.01% | +131+4.3% | 加碼 |
| Virtus ETF Advisers LLC | 3,497 | $16.1 萬 | 0.10% | +3,497 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,518 | $16.2 萬 | 0.00% | +353+11.2% | 加碼 |
| KBC Group NV | 3,741 | $17.2 萬 | 0.00% | +653+21.1% | 加碼 |
| Russell Investments Group, Ltd. | 4,016 | $18.5 萬 | 0.00% | +3,045+313.6% | 加碼 |
| CWM, LLC | 4,152 | $19.1 萬 | 0.00% | +2,817+211.0% | 加碼 |
| Garden State Investment Advisory Services LLC | 4,401 | $20.3 萬 | 0.06% | +4,401 | 新進 |
| Acadian Asset Management LLC | 4,541 | $20.8 萬 | 0.00% | +4,541 | 新進 |
| XTX Topco Ltd | 4,532 | $20.9 萬 | 0.01% | −5,922−56.6% | 減碼 |
| Seros Financial, LLC | 4,589 | $21.1 萬 | 0.16% | +4,589 | 新進 |
| Perennial Investment Advisors, LLC | 4,620 | $21.3 萬 | 0.02% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 4,628 | $21.3 萬 | 0.00% | +563+13.8% | 加碼 |
| Atria Investments LLC | 4,677 | $21.5 萬 | 0.00% | +455+10.8% | 加碼 |
| Tradition Wealth Management, LLC | 4,713 | $21.7 萬 | 0.02% | −5−0.1% | 減碼 |
| CIBC World Markets Inc. | 4,727 | $21.8 萬 | 0.00% | −90−1.9% | 減碼 |
| Gotham Asset Management, LLC | 4,821 | $22.2 萬 | 0.00% | −261−5.1% | 減碼 |
| Federated Hermes, Inc. | 4,905 | $22.6 萬 | 0.00% | −2,621−34.8% | 減碼 |
| Cresset Asset Management, LLC | 5,072 | $23.3 萬 | 0.00% | −677−11.8% | 減碼 |
| Advisory Services Network, LLC | 5,127 | $23.6 萬 | 0.00% | +573+12.6% | 加碼 |
| AdvisorNet Financial, Inc | 5,150 | $23.7 萬 | 0.02% | −15−0.3% | 減碼 |
| EMC Capital Management | 5,100 | $23.9 萬 | 0.14% | 00.0% | 不變 |
| STRS Ohio | 5,200 | $23.9 萬 | 0.00% | −3,100−37.3% | 減碼 |
| Merit Financial Group, LLC | 5,263 | $24.2 萬 | 0.00% | +867+19.7% | 加碼 |
| Mach-1 Financial Group, Inc. | 5,274 | $24.3 萬 | 0.07% | +5,274 | 新進 |
| Independent Advisor Alliance | 5,425 | $25.0 萬 | 0.01% | +483+9.8% | 加碼 |
| J. Goldman & Co LP | 5,500 | $25.3 萬 | 0.01% | +5,500 | 新進 |
| Public Employees Retirement Association of Colorado | 5,524 | $25.4 萬 | 0.00% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 5,564 | $25.6 萬 | 0.00% | +345+6.6% | 加碼 |
| Symmetry Partners, LLC | 5,677 | $26.1 萬 | 0.04% | +577+11.3% | 加碼 |
| Stratos Wealth Partners, LTD. | 5,765 | $26.5 萬 | 0.00% | +102+1.8% | 加碼 |
| Vontobel Holding Ltd. | 5,769 | $26.6 萬 | 0.00% | +1,969+51.8% | 加碼 |
| Synergy Financial Group, LTD | 5,793 | $26.7 萬 | 0.24% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 5,920 | $27.2 萬 | 0.00% | −19−0.3% | 減碼 |
| JustInvest LLC | 5,930 | $27.3 萬 | 0.00% | +404+7.3% | 加碼 |
| QRG Capital Management, Inc. | 6,130 | $28.2 萬 | 0.00% | +47+0.8% | 加碼 |
| Xponance, Inc. | 6,171 | $28.4 萬 | 0.00% | +401+6.9% | 加碼 |
| Keeler & Nadler Financial Planning & Wealth Management | 6,007 | $28.4 萬 | 0.13% | 00.0% | 不變 |
| Cerity Partners LLC | 6,419 | $29.5 萬 | 0.00% | +2,779+76.3% | 加碼 |
| Intellectus Partners, LLC | 6,850 | $31.5 萬 | 0.08% | −200−2.8% | 減碼 |
| Marex Group plc | 6,855 | $31.6 萬 | 0.01% | −1,139−14.2% | 減碼 |
| Jones Financial Companies LLLP | 6,750 | $31.9 萬 | 0.00% | +1,239+22.5% | 加碼 |
| Quantitative Investment Management, LLC | 7,083 | $32.6 萬 | 0.03% | +7,083 | 新進 |
| Portman Square Capital LLP | 7,106 | $32.7 萬 | 0.05% | +7,106 | 新進 |
| Neuberger Berman Group LLC | 7,179 | $33.0 萬 | 0.00% | −207−2.8% | 減碼 |
| Prudential Financial Inc | 7,370 | $33.9 萬 | 0.00% | −3,433−31.8% | 減碼 |
| National Bank of Canada | 7,449 | $34.3 萬 | 0.00% | −128,260−94.5% | 減碼 |
| Inspire Advisors, LLC | 7,616 | $35.1 萬 | 0.04% | +419+5.8% | 加碼 |
| FMR LLC | 7,670 | $35.3 萬 | 0.00% | +1,407+22.5% | 加碼 |
| Versor Investments LP | 7,794 | $35.9 萬 | 0.06% | −2,606−25.1% | 減碼 |
| Atria Wealth Solutions, Inc. | 7,966 | $36.7 萬 | 0.00% | −11,043−58.1% | 減碼 |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $36.8 萬 | 0.12% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 8,000 | $36.8 萬 | 0.01% | −215−2.6% | 減碼 |
| Left Brain Wealth Management, LLC | 8,170 | $37.6 萬 | 0.16% | −3,500−30.0% | 減碼 |
| Kestra Advisory Services, LLC | 8,234 | $37.9 萬 | 0.00% | −953−10.4% | 減碼 |
| Prelude Capital Management, LLC | 8,479 | $39.0 萬 | 0.04% | +3,631+74.9% | 加碼 |
| Newbridge Financial Services Group, Inc. | 8,619 | $39.7 萬 | 0.10% | −43−0.5% | 減碼 |
| Nebula Research & Development LLC | 8,940 | $41.2 萬 | 0.04% | +5,681+174.3% | 加碼 |
| Aigen Investment Management, LP | 9,069 | $41.7 萬 | 0.07% | −7,165−44.1% | 減碼 |
| Bayforest Capital Ltd | 9,081 | $41.8 萬 | 0.18% | +3,118+52.3% | 加碼 |
| Point72 Hong Kong Ltd | 9,304 | $42.8 萬 | 0.03% | +9,304 | 新進 |
| US Bancorp | 9,567 | $44.0 萬 | 0.00% | −1,137−10.6% | 減碼 |
| Victory Capital Management Inc | 9,811 | $45.2 萬 | 0.00% | +41+0.4% | 加碼 |
| Prakash Investment Advisors LLC | 10,425 | $48.0 萬 | 0.53% | −1,050−9.2% | 減碼 |
| Altshuler Shaham Ltd | 10,500 | $48.3 萬 | 0.01% | +10,500 | 新進 |
| Nisa Investment Advisors, LLC | 10,745 | $49.5 萬 | 0.00% | −506−4.5% | 減碼 |
| Centiva Capital, LP | 11,122 | $51.2 萬 | 0.03% | +11,122 | 新進 |
| Jennison Associates LLC | 11,177 | $51.4 萬 | 0.00% | +2,078+22.8% | 加碼 |
| Prime Capital Investment Advisors, LLC | 11,494 | $52.9 萬 | 0.01% | +1,931+20.2% | 加碼 |
| Pictet Asset Management Holding SA | 11,668 | $53.7 萬 | 0.00% | +1,342+13.0% | 加碼 |