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 |
|---|---|---|---|---|---|
| Fairbanks Capital Management, Inc. | 11,800 | $54.3 萬 | 0.35% | +11,800 | 新進 |
| Teacher Retirement System of Texas | 11,947 | $55.0 萬 | 0.00% | +11,947 | 新進 |
| Bank of Montreal | 12,234 | $56.3 萬 | 0.00% | −5,838−32.3% | 減碼 |
| International Assets Investment Management, LLC | 12,630 | $58.1 萬 | 0.05% | +7,076+127.4% | 加碼 |
| Ieq Capital, LLC | 12,654 | $58.2 萬 | 0.00% | +5,441+75.4% | 加碼 |
| Atomi Financial Group, Inc. | 12,707 | $58.5 萬 | 0.03% | +374+3.0% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 12,712 | $58.5 萬 | 0.00% | +8,098+175.5% | 加碼 |
| Advisors Asset Management, Inc. | 12,980 | $59.7 萬 | 0.01% | +11,460+753.9% | 加碼 |
| Caption Management, LLC | 13,000 | $59.8 萬 | 0.03% | −1,500−10.3% | 減碼 |
| State of Wisconsin Investment Board | 13,546 | $62.4 萬 | 0.00% | +2,245+19.9% | 加碼 |
| Harbour Investments, Inc. | 13,622 | $62.7 萬 | 0.02% | −1,357−9.1% | 減碼 |
| Blueshift Asset Management, LLC | 13,814 | $63.6 萬 | 0.25% | +10,425+307.6% | 加碼 |
| Banco Santander, S.A. | 14,000 | $64.4 萬 | 0.01% | −1,000−6.7% | 減碼 |
| Cetera Investment Advisers | 14,147 | $65.1 萬 | 0.00% | −403−2.8% | 減碼 |
| Private Advisor Group, LLC | 14,318 | $65.9 萬 | 0.00% | +2,986+26.4% | 加碼 |
| Bristlecone Advisors, LLC | 14,520 | $66.8 萬 | 0.05% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 14,625 | $67.3 萬 | 0.00% | −100−0.7% | 減碼 |
| Gsa Capital Partners LLP | 14,927 | $68.7 萬 | 0.06% | +14,927 | 新進 |
| Kercheville Advisors, LLC | 15,000 | $69.0 萬 | 0.28% | −50−0.3% | 減碼 |
| Virtu Financial LLC | 15,238 | $70.1 萬 | 0.04% | +7,343+93.0% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 29,138 | $71.0 萬 | 0.00% | +15,045+106.8% | 加碼 |
| Capital Advantage, Inc. | 11,625 | $71.6 萬 | 0.13% | 00.0% | 不變 |
| Counterpoint Mutual Funds LLC | 15,557 | $71.6 萬 | 0.10% | +5,218+50.5% | 加碼 |
| Virginia Retirement Systems Et Al | 16,800 | $77.3 萬 | 0.01% | +16,800 | 新進 |
| ProShare Advisors LLC | 17,326 | $79.8 萬 | 0.00% | −4,788−21.7% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 17,449 | $80.3 萬 | 0.01% | +537+3.2% | 加碼 |
| CIBC World Markets Corp | 17,758 | $81.7 萬 | 0.01% | +10,410+141.7% | 加碼 |
| Shelton Capital Management | 18,000 | $82.9 萬 | 0.02% | 00.0% | 不變 |
| Headlands Technologies LLC | 18,148 | $83.5 萬 | 0.10% | −1,102−5.7% | 減碼 |
| Gemmer Asset Management LLC | 18,156 | $83.6 萬 | 0.08% | +141+0.8% | 加碼 |
| KLP Kapitalforvaltning AS | 18,200 | $83.8 萬 | 0.00% | +2,300+14.5% | 加碼 |
| Kera Capital Partners, Inc. | 18,371 | $84.6 萬 | 0.25% | +18,371 | 新進 |
| Apollon Wealth Management, LLC | 18,511 | $85.2 萬 | 0.02% | +1,533+9.0% | 加碼 |
| Jackson Creek Investment Advisors LLC | 19,049 | $87.7 萬 | 0.28% | +19,049 | 新進 |
| Handelsbanken Fonder AB | 19,100 | $87.9 萬 | 0.00% | −300−1.5% | 減碼 |
| Royal Bank of Canada | 19,101 | $88.0 萬 | 0.00% | −898−4.5% | 減碼 |
| WMG Financial Advisors, LLC | 19,162 | $88.2 萬 | 0.38% | −2,050−9.7% | 減碼 |
| Gryphon Financial Partners LLC | 19,721 | $90.8 萬 | 0.13% | −4,783−19.5% | 減碼 |
| Truist Financial Corp | 19,762 | $91.0 萬 | 0.00% | −7,351−27.1% | 減碼 |
| Comerica Bank | 19,788 | $91.1 萬 | 0.00% | −1,408−6.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 19,848 | $91.4 萬 | 0.00% | −19,607−49.7% | 減碼 |
| Occudo Quantitative Strategies LP | 19,698 | $93.2 萬 | 0.12% | +19,698 | 新進 |
| Voya Investment Management LLC | 21,153 | $97.4 萬 | 0.00% | −1,914−8.3% | 減碼 |
| Boston Private Wealth LLC | 21,224 | $97.7 萬 | 0.04% | +14+0.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 21,376 | $98.4 萬 | 0.00% | +880+4.3% | 加碼 |
| Rockefeller Capital Management L.P. | 21,404 | $98.5 萬 | 0.00% | +21,404 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,825 | $100.5 萬 | 0.00% | +2,132+10.8% | 加碼 |
| Jacobs Levy Equity Management, Inc | 23,230 | $106.9 萬 | 0.00% | −3,187−12.1% | 減碼 |
| Arizona State Retirement System | 23,530 | $108.3 萬 | 0.01% | +1,469+6.7% | 加碼 |
| Oppenheimer Asset Management Inc. | 24,352 | $112.1 萬 | 0.01% | +322+1.3% | 加碼 |
| Maxi Investments CY Ltd | 24,400 | $112.3 萬 | 0.22% | −5,200−17.6% | 減碼 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 25,214 | $116.1 萬 | 0.54% | +25,214 | 新進 |
| CTC LLC | 25,381 | $116.8 萬 | 0.19% | +1,230+5.1% | 加碼 |
| New York State Common Retirement Fund | 25,526 | $117.5 萬 | 0.00% | +1,004+4.1% | 加碼 |
| Mercer Global Advisors Inc | 25,661 | $118.1 萬 | 0.00% | +1,262+5.2% | 加碼 |
| SEI Investments Co | 26,013 | $119.7 萬 | 0.00% | +4,319+19.9% | 加碼 |
| Hidden Lake Asset Management LP | 27,062 | $124.6 萬 | 1.23% | −134,768−83.3% | 減碼 |
| IMC-Chicago, LLC | 27,847 | $128.2 萬 | 0.05% | −109,395−79.7% | 減碼 |
| SBI Securities Co., Ltd. | 27,871 | $128.3 萬 | 0.04% | +11,389+69.1% | 加碼 |
| Advisor Group Holdings, Inc. | 28,101 | $129.3 萬 | 0.00% | +4,482+19.0% | 加碼 |
| Credit Agricole S A | 28,367 | $130.6 萬 | 0.00% | +23,641+500.2% | 加碼 |
| Nomura Holdings Inc | 28,399 | $130.7 萬 | 0.01% | +413+1.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 28,659 | $131.9 萬 | 0.01% | −893−3.0% | 減碼 |
| Point72 Asset Management, L.P. | 28,911 | $133.1 萬 | 0.00% | +28,911 | 新進 |
| Mariner, LLC | 30,609 | $140.9 萬 | 0.00% | +8,169+36.4% | 加碼 |
| Natixis Advisors, L.P. | 30,649 | $141.1 萬 | 0.00% | +9,946+48.0% | 加碼 |
| Creative Planning | 31,248 | $143.8 萬 | 0.00% | +13,316+74.3% | 加碼 |
| Cubist Systematic Strategies, LLC | 31,824 | $146.5 萬 | 0.02% | −1,018−3.1% | 減碼 |
| Dimensional Fund Advisors LP | 32,297 | $148.7 萬 | 0.00% | +15,230+89.2% | 加碼 |
| PEAK6 LLC | 32,850 | $151.2 萬 | 0.06% | +32,850 | 新進 |
| Wolverine Trading, LLC | 32,517 | $153.8 萬 | 0.05% | +7,972+32.5% | 加碼 |
| Scientech Research LLC | 34,958 | $160.9 萬 | 0.43% | +34,958 | 新進 |
| SG Americas Securities, LLC | 35,604 | $163.9 萬 | 0.01% | +35,604 | 新進 |
| Guided Capital Wealth Management, LLC | 35,828 | $164.9 萬 | 1.38% | +35,828 | 新進 |
| Simplicity Wealth,LLC | 37,197 | $171.2 萬 | 0.13% | +37,197 | 新進 |
| Janus Henderson Group PLC | 36,427 | $172.2 萬 | 0.00% | +4,031+12.4% | 加碼 |
| Ensign Peak Advisors, Inc | 37,536 | $172.8 萬 | 0.00% | +6,436+20.7% | 加碼 |
| TCI Wealth Advisors, Inc. | 37,590 | $173.0 萬 | 0.14% | +6,395+20.5% | 加碼 |
| Bayesian Capital Management, LP | 38,100 | $175.4 萬 | 0.29% | +18,200+91.5% | 加碼 |
| Coastal Bridge Advisors, LLC | 38,388 | $176.7 萬 | 0.25% | +2,800+7.9% | 加碼 |
| Bailard, Inc. | 38,759 | $178.4 萬 | 0.05% | 00.0% | 不變 |
| Zacks Investment Management | 38,948 | $179.3 萬 | 0.02% | +12,206+45.6% | 加碼 |
| MML Investors Services, LLC | 39,042 | $179.7 萬 | 0.01% | −2,944−7.0% | 減碼 |
| Corebridge Financial, Inc. | 39,207 | $180.5 萬 | 0.01% | +166+0.4% | 加碼 |
| Los Angeles Capital Management LLC | 39,439 | $181.5 萬 | 0.01% | +8,141+26.0% | 加碼 |
| SCS Capital Management LLC | 40,000 | $184.1 萬 | 0.02% | +40,000 | 新進 |
| Miracle Mile Advisors, LLC | 40,440 | $186.1 萬 | 0.04% | 00.0% | 不變 |
| Walleye Capital LLC | 40,686 | $187.3 萬 | 0.02% | +5,362+15.2% | 加碼 |
| Main Management ETF Advisors, LLC | 41,097 | $189.2 萬 | 0.12% | +41,097 | 新進 |
| Jefferies Financial Group Inc. | 42,415 | $195.2 萬 | 0.03% | +12,242+40.6% | 加碼 |
| Brevan Howard Capital Management LP | 43,133 | $198.5 萬 | 0.06% | −25,924−37.5% | 減碼 |
| Manchester Capital Management LLC | 43,392 | $199.7 萬 | 0.25% | 00.0% | 不變 |
| MetLife Investment Management | 46,452 | $213.8 萬 | 0.01% | −709−1.5% | 減碼 |
| Commonwealth Equity Services, LLC | 47,553 | $218.9 萬 | 0.00% | +3,974+9.1% | 加碼 |
| HRT Financial LP | 47,724 | $219.6 萬 | 0.01% | +47,724 | 新進 |
| Manufacturers Life Insurance Company, The | 47,830 | $220.2 萬 | 0.00% | +4,583+10.6% | 加碼 |
| Envestnet Asset Management Inc | 49,670 | $228.6 萬 | 0.00% | −9,541−16.1% | 減碼 |
| Fox Run Management, L.L.C. | 49,684 | $228.7 萬 | 0.35% | +44,508+859.9% | 加碼 |
| EAM Investors, LLC | 52,053 | $239.6 萬 | 0.41% | −33,503−39.2% | 減碼 |
| Tyler-Stone Wealth Management | 54,834 | $252.4 萬 | 0.45% | 00.0% | 不變 |