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 2 季 13F 持有人
Upstart Holdings, Inc. 在 2025/6/30 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
- 421
- 較 2025 年第 1 季 +36 家
- 持有股數
- 6,152 萬
- 較 2025 年第 1 季 +129.8 萬 (+2.2%)
- 總市值
- $39.8 億
- 較 2025 年第 1 季 +$12.1 億 (+43.5%)
- 新進機構
- 85
- 另有 143 家加碼
- 清倉機構
- 49
- 另有 122 家減碼
另有 2 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 7,777 | $50.3 萬 | 0.01% | +3,149+68.0% | 加碼 |
| Arete Wealth Advisors, LLC | 7,984 | $51.6 萬 | 0.04% | +7,984 | 新進 |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $51.7 萬 | 0.15% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 8,033 | $52.0 萬 | 0.01% | +8,033 | 新進 |
| Russell Investments Group, Ltd. | 8,037 | $52.0 萬 | 0.00% | +4,021+100.1% | 加碼 |
| Neuberger Berman Group LLC | 8,107 | $52.4 萬 | 0.00% | +928+12.9% | 加碼 |
| State of Wisconsin Investment Board | 8,143 | $52.7 萬 | 0.00% | −5,403−39.9% | 減碼 |
| Candriam Luxembourg S.C.A. | 8,154 | $52.7 萬 | 0.00% | +8,154 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 7,230 | $53.4 萬 | 0.00% | −5,482−43.1% | 減碼 |
| Icapital Wealth LLC | 8,384 | $54.2 萬 | 0.31% | +8,384 | 新進 |
| STRS Ohio | 8,400 | $54.3 萬 | 0.00% | +3,200+61.5% | 加碼 |
| EMC Capital Management | 8,600 | $55.6 萬 | 0.30% | +3,500+68.6% | 加碼 |
| Ameritas Investment Partners, Inc. | 8,600 | $55.6 萬 | 0.02% | +600+7.5% | 加碼 |
| Jones Financial Companies LLLP | 8,797 | $55.8 萬 | 0.00% | +2,047+30.3% | 加碼 |
| QRG Capital Management, Inc. | 8,760 | $56.7 萬 | 0.00% | +2,630+42.9% | 加碼 |
| Diker Management LLC | 9,000 | $58.2 萬 | 0.55% | +9,000 | 新進 |
| Optiver Holding B.V. | 9,266 | $59.9 萬 | 0.02% | +9,266 | 新進 |
| Janney Montgomery Scott LLC | 9,330 | $60.3 萬 | 0.00% | −5,295−36.2% | 減碼 |
| Atria Wealth Solutions, Inc. | 8,930 | $60.4 萬 | 0.01% | +964+12.1% | 加碼 |
| Prospera Financial Services Inc | 9,403 | $60.8 萬 | 0.01% | +9,403 | 新進 |
| Prime Capital Investment Advisors, LLC | 9,592 | $62.0 萬 | 0.01% | −1,902−16.5% | 減碼 |
| US Bancorp | 9,612 | $62.2 萬 | 0.00% | +45+0.5% | 加碼 |
| Sig Brokerage, LP | 9,694 | $62.7 萬 | 0.17% | +9,694 | 新進 |
| Victory Capital Management Inc | 9,837 | $63.6 萬 | 0.00% | +26+0.3% | 加碼 |
| Bridgefront Capital, LLC | 9,921 | $64.2 萬 | 0.17% | +9,921 | 新進 |
| Newbridge Financial Services Group, Inc. | 10,064 | $65.1 萬 | 0.11% | +1,445+16.8% | 加碼 |
| CIBC World Markets Corp | 10,378 | $67.1 萬 | 0.00% | −7,380−41.6% | 減碼 |
| Prosperity Wealth Management, Inc. | 10,660 | $68.9 萬 | 0.26% | +10,660 | 新進 |
| Oppenheimer Asset Management Inc. | 10,701 | $69.2 萬 | 0.01% | −13,651−56.1% | 減碼 |
| Nisa Investment Advisors, LLC | 10,745 | $69.5 萬 | 0.00% | 00.0% | 不變 |
| Fairbanks Capital Management, Inc. | 10,800 | $69.9 萬 | 0.40% | −1,000−8.5% | 減碼 |
| Harbour Investments, Inc. | 10,830 | $70.0 萬 | 0.02% | −2,792−20.5% | 減碼 |
| Jennison Associates LLC | 11,382 | $73.6 萬 | 0.00% | +205+1.8% | 加碼 |
| Capital Advantage, Inc. | 11,625 | $75.2 萬 | 0.12% | 00.0% | 不變 |
| FMR LLC | 11,663 | $75.4 萬 | 0.00% | +3,993+52.1% | 加碼 |
| Pictet Asset Management Holding SA | 11,697 | $75.7 萬 | 0.00% | +29+0.2% | 加碼 |
| Gryphon Financial Partners LLC | 12,000 | $77.6 萬 | 0.10% | −7,721−39.2% | 減碼 |
| Picton Mahoney Asset Management | 12,044 | $77.9 萬 | 0.01% | +12,044 | 新進 |
| Catalytic Wealth RIA, LLC | 12,243 | $79.2 萬 | 0.06% | +12,243 | 新進 |
| Blueshift Asset Management, LLC | 12,273 | $79.4 萬 | 0.24% | −1,541−11.2% | 減碼 |
| Tower Research Capital LLC (TRC) | 12,394 | $80.2 萬 | 0.02% | +10,153+453.1% | 加碼 |
| Quantbot Technologies LP | 12,630 | $81.7 萬 | 0.02% | −167,405−93.0% | 減碼 |
| Atomi Financial Group, Inc. | 12,834 | $83.0 萬 | 0.03% | +127+1.0% | 加碼 |
| Vienna Asset Management LLC | 12,855 | $83.1 萬 | 0.57% | +12,855 | 新進 |
| International Assets Investment Management, LLC | 12,929 | $83.6 萬 | 0.07% | +299+2.4% | 加碼 |
| Caption Management, LLC | 13,000 | $84.1 萬 | 0.08% | 00.0% | 不變 |
| Toronto Dominion Bank | 13,369 | $86.5 萬 | 0.00% | +13,369 | 新進 |
| Truist Financial Corp | 13,432 | $86.9 萬 | 0.00% | −6,330−32.0% | 減碼 |
| Advisors Asset Management, Inc. | 13,500 | $87.3 萬 | 0.02% | +520+4.0% | 加碼 |
| Polymer Capital Management (US) LLC | 13,728 | $88.8 萬 | 0.15% | +13,728 | 新進 |
| Boothbay Fund Management, LLC | 13,791 | $89.2 萬 | 0.03% | +13,791 | 新進 |
| Private Advisor Group, LLC | 14,388 | $93.1 萬 | 0.01% | +70+0.5% | 加碼 |
| Kercheville Advisors, LLC | 15,000 | $97.0 萬 | 0.33% | 00.0% | 不變 |
| CTC LLC | 15,115 | $97.8 萬 | 0.06% | −10,266−40.4% | 減碼 |
| Sierra Summit Advisors LLC | 15,318 | $99.1 萬 | 0.18% | +15,318 | 新進 |
| Banco Santander, S.A. | 15,463 | $100.0 萬 | 0.01% | +1,463+10.5% | 加碼 |
| Versor Investments LP | 15,480 | $100.1 萬 | 0.18% | +7,686+98.6% | 加碼 |
| Cadent Capital Advisors, LLC | 15,625 | $101.1 萬 | 0.33% | +15,625 | 新進 |
| Bank of Montreal | 15,931 | $103.0 萬 | 0.00% | +3,697+30.2% | 加碼 |
| Cetera Investment Advisers | 16,240 | $105.0 萬 | 0.00% | +2,093+14.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 16,420 | $106.2 萬 | 0.00% | −12,718−43.6% | 減碼 |
| Teacher Retirement System of Texas | 16,585 | $107.3 萬 | 0.00% | +4,638+38.8% | 加碼 |
| Royal Bank of Canada | 17,002 | $110.0 萬 | 0.00% | −2,099−11.0% | 減碼 |
| ProShare Advisors LLC | 17,272 | $111.7 萬 | 0.00% | −54−0.3% | 減碼 |
| KLP Kapitalforvaltning AS | 17,700 | $114.5 萬 | 0.00% | −500−2.7% | 減碼 |
| Shelton Capital Management | 18,000 | $116.4 萬 | 0.03% | 00.0% | 不變 |
| WMG Financial Advisors, LLC | 18,512 | $119.7 萬 | 0.44% | −650−3.4% | 減碼 |
| Rockefeller Capital Management L.P. | 18,751 | $121.3 萬 | 0.00% | −2,653−12.4% | 減碼 |
| Citadel Advisors LLC | 18,976 | $122.7 萬 | 0.00% | −215,818−91.9% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 19,057 | $123.3 萬 | 0.01% | +1,608+9.2% | 加碼 |
| Creative Planning | 19,581 | $126.7 萬 | 0.00% | −11,667−37.3% | 減碼 |
| Handelsbanken Fonder AB | 20,200 | $130.7 萬 | 0.00% | +1,100+5.8% | 加碼 |
| Kera Capital Partners, Inc. | 20,410 | $132.0 萬 | 0.26% | +2,039+11.1% | 加碼 |
| Legacy Capital Group California, Inc. | 20,803 | $134.6 萬 | 0.37% | +20,803 | 新進 |
| Kestra Advisory Services, LLC | 20,948 | $135.5 萬 | 0.01% | +12,714+154.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 21,376 | $138.3 萬 | 0.00% | 00.0% | 不變 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 21,490 | $139.0 萬 | 2.45% | −3,724−14.8% | 減碼 |
| Comerica Bank | 21,951 | $142.0 萬 | 0.01% | +2,163+10.9% | 加碼 |
| Jackson Creek Investment Advisors LLC | 21,961 | $142.0 萬 | 0.38% | +2,912+15.3% | 加碼 |
| Fox Run Management, L.L.C. | 22,208 | $143.6 萬 | 0.24% | −27,476−55.3% | 減碼 |
| Virginia Retirement Systems Et Al | 22,500 | $145.5 萬 | 0.01% | +5,700+33.9% | 加碼 |
| Headlands Technologies LLC | 22,892 | $148.1 萬 | 0.18% | +4,744+26.1% | 加碼 |
| Voya Investment Management LLC | 22,928 | $148.3 萬 | 0.00% | +1,775+8.4% | 加碼 |
| Apollon Wealth Management, LLC | 23,059 | $149.1 萬 | 0.03% | +4,548+24.6% | 加碼 |
| Omers Administration Corp | 23,200 | $150.1 萬 | 0.01% | +23,200 | 新進 |
| SBI Securities Co., Ltd. | 23,326 | $150.9 萬 | 0.04% | −4,545−16.3% | 減碼 |
| Mercer Global Advisors Inc | 24,055 | $155.6 萬 | 0.00% | −1,606−6.3% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,858 | $160.8 萬 | 0.00% | +3,033+13.9% | 加碼 |
| Group One Trading, L.P. | 24,959 | $161.4 萬 | 0.05% | −69,731−73.6% | 減碼 |
| Arizona State Retirement System | 24,965 | $161.5 萬 | 0.01% | +1,435+6.1% | 加碼 |
| Natixis Advisors, L.P. | 25,525 | $165.1 萬 | 0.00% | −5,124−16.7% | 減碼 |
| Gemmer Asset Management LLC | 26,013 | $168.3 萬 | 0.15% | +7,857+43.3% | 加碼 |
| AXA S.A. | 26,637 | $172.3 萬 | 0.00% | +26,637 | 新進 |
| New York State Common Retirement Fund | 27,126 | $175.5 萬 | 0.00% | +1,600+6.3% | 加碼 |
| Altshuler Shaham Ltd | 13,000 | $182.8 萬 | 0.06% | +2,500+23.8% | 加碼 |
| Advisor Group Holdings, Inc. | 28,269 | $182.8 萬 | 0.00% | +168+0.6% | 加碼 |
| Ensign Peak Advisors, Inc | 28,950 | $187.2 萬 | 0.00% | −8,586−22.9% | 減碼 |
| Dimensional Fund Advisors LP | 32,384 | $209.5 萬 | 0.00% | +87+0.3% | 加碼 |
| Castleark Management LLC | 33,200 | $214.7 萬 | 0.06% | +33,200 | 新進 |
| TCI Wealth Advisors, Inc. | 33,325 | $215.5 萬 | 0.15% | −4,265−11.3% | 減碼 |