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 2 季與 2025 年第 1 季比較

持有 Upstart Holdings, Inc. 的機構從 2025 年第 1 季到 2025 年第 2 季的變化。

2025 年第 2 季全部持有人 2025 年第 1 季全部持有人

UPST 的 13F 持有人：2025 年第 1 季與 2025 年第 2 季比較
項目	2025 年第 1 季	其中尚未申報 2025 年第 2 季	2025 年第 2 季	變化
持有家數	387	2	421	+36
股數	6,025 萬	2.86 萬	6,152 萬	+129.8 萬 (+2.2%)
市值	$27.7 億	$131.7 萬	$39.8 億	+$12.1 億 (+43.5%)

2 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（85 家）

2025 年第 2 季季末持有 Upstart Holdings, Inc.、2025 年第 1 季季末沒有持有的機構。

2025 年第 2 季新進 UPST 的機構
機構	股數	市值	佔組合 %
Jericho Capital Asset Management L.P.	3,653,835	$2.36 億	3.15%
Contour Asset Management LLC	1,387,200	$8,972 萬	2.93%
Mane Global Capital Management LP	673,712	$4,358 萬	1.98%
Rokos Capital Management LLP	479,321	$3,101 萬	0.52%
Q Fund Management (Hong Kong) Ltd	173,700	$1,123 萬	6.18%
Y-Intercept (Hong Kong) Ltd	128,377	$830.3 萬	0.20%
Polar Asset Management Partners Inc.	122,400	$791.7 萬	0.20%
Marshall Wace, LLP	111,152	$718.9 萬	0.01%
Balyasny Asset Management LLC	105,001	$679.1 萬	0.02%
Metavasi Capital LP	95,000	$614.5 萬	2.73%
Nishkama Capital, LLC	72,000	$465.7 萬	0.76%
G2 Investment Partners Management LLC	67,500	$436.6 萬	0.96%
Quadrature Capital Ltd	45,904	$297.0 萬	0.05%
Gillson Capital LP	35,000	$226.4 萬	0.17%
Susquehanna Portfolio Strategies, LLC	34,112	$220.6 萬	0.05%
Castleark Management LLC	33,200	$214.7 萬	0.06%
AXA S.A.	26,637	$172.3 萬	0.00%
Omers Administration Corp	23,200	$150.1 萬	0.01%
Legacy Capital Group California, Inc.	20,803	$134.6 萬	0.37%
Cadent Capital Advisors, LLC	15,625	$101.1 萬	0.33%
Sierra Summit Advisors LLC	15,318	$99.1 萬	0.18%
Boothbay Fund Management, LLC	13,791	$89.2 萬	0.03%
Polymer Capital Management (US) LLC	13,728	$88.8 萬	0.15%
Toronto Dominion Bank	13,369	$86.5 萬	0.00%
Vienna Asset Management LLC	12,855	$83.1 萬	0.57%
Catalytic Wealth RIA, LLC	12,243	$79.2 萬	0.06%
Picton Mahoney Asset Management	12,044	$77.9 萬	0.01%
Prosperity Wealth Management, Inc.	10,660	$68.9 萬	0.26%
Bridgefront Capital, LLC	9,921	$64.2 萬	0.17%
Sig Brokerage, LP	9,694	$62.7 萬	0.17%
Prospera Financial Services Inc	9,403	$60.8 萬	0.01%
Optiver Holding B.V.	9,266	$59.9 萬	0.02%
Diker Management LLC	9,000	$58.2 萬	0.55%
Icapital Wealth LLC	8,384	$54.2 萬	0.31%
Candriam Luxembourg S.C.A.	8,154	$52.7 萬	0.00%
Resources Investment Advisors, LLC.	8,033	$52.0 萬	0.01%
Arete Wealth Advisors, LLC	7,984	$51.6 萬	0.04%
American Century Companies Inc	7,086	$45.8 萬	0.00%
Summit Trail Advisors, LLC	5,925	$38.3 萬	0.01%
Integrated Financial Solutions, Inc.	14,635	$34.7 萬	0.29%
Inceptionr LLC	5,350	$34.6 萬	0.08%
Stifel Financial Corp	5,314	$34.4 萬	0.00%
Bramshill Investments, LLC	5,000	$32.3 萬	0.03%
J.W. Cole Advisors, Inc.	4,777	$30.9 萬	0.01%
R Squared Ltd	4,662	$30.2 萬	0.17%
Dynamic Technology Lab Private Ltd	4,332	$28.0 萬	0.04%
Capstone Investment Advisors, LLC	4,239	$27.4 萬	0.00%
Caxton Associates LLP	4,235	$27.4 萬	0.01%
Summit Financial Strategies, Inc.	4,210	$27.2 萬	0.03%
Avantax Advisory Services, Inc.	4,171	$27.0 萬	0.00%
Wealth Management Associates, Inc.	4,170	$27.0 萬	0.10%
Joel Isaacson & Co., LLC	4,000	$25.9 萬	0.01%
Worth Venture Partners, LLC	4,000	$25.9 萬	0.40%
Steel Peak Wealth Management LLC	3,964	$25.6 萬	0.01%
Sanctuary Advisors, LLC	3,907	$25.3 萬	0.00%
Wealthfront Advisers LLC	3,821	$24.7 萬	0.00%
Commerce Bank	3,675	$23.8 萬	0.00%
Blair William & Co	3,600	$23.3 萬	0.00%
Independent Financial Group, LLC	3,568	$23.1 萬	0.01%
Flagship Harbor Advisors, LLC	3,555	$23.0 萬	0.01%
Wealthcare Advisory Partners LLC	3,527	$22.8 萬	0.01%
GDS Wealth Management	3,453	$22.3 萬	0.02%
Keudell/Morrison Wealth Management	3,450	$22.3 萬	0.05%
Savvy Advisors, Inc.	3,358	$21.7 萬	0.01%
Brinker Capital Investments, LLC	3,354	$21.7 萬	0.00%
Captrust Financial Advisors	3,345	$21.6 萬	0.00%
Cornerstone Investment Partners, LLC	3,296	$21.3 萬	0.01%
Total Clarity Wealth Management, Inc.	3,250	$21.0 萬	0.06%
HighTower Advisors, LLC	3,197	$20.7 萬	0.00%
Twin Peaks Wealth Advisors, LLC	2,275	$14.4 萬	0.05%
Walleye Trading LLC	973	$6.29 萬	0.00%
State of Wyoming	948	$6.13 萬	0.01%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	816	$5.30 萬	0.00%
Ameritas Advisory Services, LLC	532	$3.44 萬	0.00%
MTM Investment Management, LLC	279	$1.80 萬	0.01%
GeoWealth Management, LLC	166	$1.07 萬	0.00%
Principal Securities, Inc.	62	$4,010	0.00%
Quarry LP	59	$3,816	0.00%
Essential Partners LLC	23	$1,488	0.00%
Hughes Financial Services, LLC	13	$873	0.00%
CVA Family Office, LLC	13	$841	0.00%
Strategic Wealth Partners, Ltd.	10	$647	0.00%
Bare Financial Services, Inc	9	$582	0.00%
Riggs Asset Managment Co. Inc.	7	$453	0.00%
Oliver Lagore Vanvalin Investment Group	1	$43	0.00%

清倉機構（49 家）

2025 年第 1 季季末持有 Upstart Holdings, Inc.、2025 年第 2 季有申報但已經沒有持有的機構。

2025 年第 2 季清倉 UPST 的機構
機構	2025 年第 1 季股數	2025 年第 1 季市值
Renaissance Technologies LLC	1,441,600	$6,636 萬
Healthcare of Ontario Pension Plan Trust Fund	262,000	$1,206 萬
Engineers Gate Manager LP	136,866	$630.0 萬
Magnetar Financial LLC	121,701	$560.2 萬
Macquarie Group Ltd	76,649	$352.8 萬
Robeco Institutional Asset Management B.V.	75,000	$345.2 萬
Tudor Investment Corp Et Al	63,294	$291.3 萬
EAM Global Investors LLC	61,551	$283.3 萬
EAM Investors, LLC	52,053	$239.6 萬
Walleye Capital LLC	40,686	$187.3 萬
Corebridge Financial, Inc.	39,207	$180.5 萬
Bayesian Capital Management, LP	38,100	$175.4 萬
Simplicity Wealth,LLC	37,197	$171.2 萬
Scientech Research LLC	34,958	$160.9 萬
PEAK6 LLC	32,850	$151.2 萬
Nomura Holdings Inc	28,399	$130.7 萬
IMC-Chicago, LLC	27,847	$128.2 萬
Maxi Investments CY Ltd	24,400	$112.3 萬
Jacobs Levy Equity Management, Inc	23,230	$106.9 萬
Boston Private Wealth LLC	21,224	$97.7 萬
Occudo Quantitative Strategies LP	19,698	$93.2 萬
Counterpoint Mutual Funds LLC	15,557	$71.6 萬
Virtu Financial LLC	15,238	$70.1 萬
Bristlecone Advisors, LLC	14,520	$66.8 萬
Ieq Capital, LLC	12,654	$58.2 萬
Centiva Capital, LP	11,122	$51.2 萬
Point72 Hong Kong Ltd	9,304	$42.8 萬
Bayforest Capital Ltd	9,081	$41.8 萬
Aigen Investment Management, LP	9,069	$41.7 萬
Mach-1 Financial Group, Inc.	5,274	$24.3 萬
XTX Topco Ltd	4,532	$20.9 萬
Acadian Asset Management LLC	4,541	$20.8 萬
Aster Capital Management (DIFC) Ltd	1,359	$9.06 萬
Coldstream Capital Management Inc	1,841	$8.47 萬
Quadrant Capital Group LLC	715	$3.29 萬
Quent Capital, LLC	391	$1.80 萬
Quest Partners LLC	236	$1.09 萬
Banque Cantonale Vaudoise	215	$1.00 萬
Flaharty Asset Management, LLC	200	$9,206
Accredited Wealth Management, LLC	154	$7,089
Ci Investments Inc.	58	$3,000
Continuum Advisory, LLC	54	$2,486
Wiser Advisor Group LLC	50	$2,302
Clearstead Advisors, LLC	35	$1,612
Carolina Wealth Advisors, LLC	25	$1,151
Stephens Consulting, LLC	25	$1,151
Amundi	23	$890
SJS Investment Consulting Inc.	3	$139
Capital Advisors, Ltd. LLC	3	$0

尚未申報 2025 年第 2 季的機構（2 家）

2025 年第 1 季季末持有 Upstart Holdings, Inc.、還沒有申報 2025 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 1 季持有 UPST、尚未申報 2025 年第 2 季的機構
機構	2025 年第 1 季股數	2025 年第 1 季市值
Credit Agricole S A	28,367	$130.6 萬
Lindbrook Capital, LLC	254	$1.17 萬