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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 33,997 | $219.9 萬 | 0.00% | −15,673−31.6% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 34,112 | $220.6 萬 | 0.05% | +34,112 | 新進 |
| Gillson Capital LP | 35,000 | $226.4 萬 | 0.17% | +35,000 | 新進 |
| Guided Capital Wealth Management, LLC | 36,437 | $235.7 萬 | 1.82% | +609+1.7% | 加碼 |
| Janus Henderson Group PLC | 36,427 | $235.7 萬 | 0.00% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 37,118 | $240.1 萬 | 0.01% | −2,321−5.9% | 減碼 |
| Zacks Investment Management | 38,353 | $248.1 萬 | 0.02% | −595−1.5% | 減碼 |
| Bailard, Inc. | 38,410 | $248.4 萬 | 0.06% | −349−0.9% | 減碼 |
| Coastal Bridge Advisors, LLC | 38,467 | $248.8 萬 | 0.21% | +79+0.2% | 加碼 |
| Tyler-Stone Wealth Management | 39,634 | $256.4 萬 | 0.41% | −15,200−27.7% | 減碼 |
| SCS Capital Management LLC | 40,000 | $258.7 萬 | 0.03% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 40,451 | $261.6 萬 | 0.04% | +110.0% | 加碼 |
| State of New Jersey Common Pension Fund D | 41,276 | $267.0 萬 | 0.01% | +12,617+44.0% | 加碼 |
| Mariner, LLC | 41,385 | $267.7 萬 | 0.00% | +10,776+35.2% | 加碼 |
| Main Management ETF Advisors, LLC | 41,781 | $270.2 萬 | 0.11% | +684+1.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 42,292 | $273.5 萬 | 0.01% | +22,444+113.1% | 加碼 |
| MML Investors Services, LLC | 42,518 | $275.0 萬 | 0.01% | +3,476+8.9% | 加碼 |
| Manchester Capital Management LLC | 43,123 | $278.9 萬 | 0.37% | −269−0.6% | 減碼 |
| BNP Paribas Arbitrage, SA | 43,854 | $283.6 萬 | 0.00% | −1,522,662−97.2% | 減碼 |
| Intech Investment Management LLC | 43,904 | $284.0 萬 | 0.03% | −30,230−40.8% | 減碼 |
| Bank of Nova Scotia | 44,789 | $289.7 萬 | 0.01% | −65,242−59.3% | 減碼 |
| Trexquant Investment LP | 45,143 | $292.0 萬 | 0.03% | −431,503−90.5% | 減碼 |
| Quadrature Capital Ltd | 45,904 | $297.0 萬 | 0.05% | +45,904 | 新進 |
| Manufacturers Life Insurance Company, The | 47,236 | $305.5 萬 | 0.00% | −594−1.2% | 減碼 |
| Schonfeld Strategic Advisors LLC | 47,469 | $307.0 萬 | 0.02% | −80,178−62.8% | 減碼 |
| Wolverine Trading, LLC | 50,019 | $317.3 萬 | 0.08% | +17,502+53.8% | 加碼 |
| Parallax Volatility Advisers, L.P. | 49,307 | $318.9 萬 | 0.13% | −50,091−50.4% | 減碼 |
| MetLife Investment Management | 50,291 | $325.3 萬 | 0.02% | +3,839+8.3% | 加碼 |
| ExodusPoint Capital Management, LP | 50,722 | $328.1 萬 | 0.04% | −45,358−47.2% | 減碼 |
| AQR Capital Management LLC | 50,906 | $329.3 萬 | 0.00% | −45,800−47.4% | 減碼 |
| Ameriprise Financial Inc | 52,793 | $341.5 萬 | 0.00% | −6,336−10.7% | 減碼 |
| Edgestream Partners, L.P. | 56,459 | $365.2 萬 | 0.10% | −17,618−23.8% | 減碼 |
| Algert Global LLC | 57,689 | $373.1 萬 | 0.08% | +505+0.9% | 加碼 |
| Commonwealth Equity Services, LLC | 58,233 | $376.6 萬 | 0.00% | +10,680+22.5% | 加碼 |
| Nebula Research & Development LLC | 60,689 | $392.5 萬 | 0.33% | +51,749+578.8% | 加碼 |
| Royal Fund Management, LLC | 64,926 | $419.9 萬 | 0.45% | −414−0.6% | 減碼 |
| G2 Investment Partners Management LLC | 67,500 | $436.6 萬 | 0.96% | +67,500 | 新進 |
| Deutsche Bank AG | 68,029 | $440.0 萬 | 0.00% | −5,787−7.8% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 70,160 | $453.8 萬 | 0.12% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 70,512 | $456.1 萬 | 0.00% | +9,984+16.5% | 加碼 |
| Nishkama Capital, LLC | 72,000 | $465.7 萬 | 0.76% | +72,000 | 新進 |
| LPL Financial LLC | 74,977 | $485.0 萬 | 0.00% | −18,653−19.9% | 減碼 |
| California State Teachers Retirement System | 76,368 | $493.9 萬 | 0.01% | +332+0.4% | 加碼 |
| SEI Investments Co | 78,649 | $508.7 萬 | 0.01% | +52,636+202.3% | 加碼 |
| Federated Hermes, Inc. | 81,598 | $527.8 萬 | 0.01% | +76,693+1,563.6% | 加碼 |
| SG Americas Securities, LLC | 83,766 | $541.8 萬 | 0.02% | +48,162+135.3% | 加碼 |
| HRT Financial LP | 88,599 | $573.0 萬 | 0.03% | +40,875+85.6% | 加碼 |
| Hillsdale Investment Management Inc. | 89,440 | $578.5 萬 | 0.21% | +21,140+31.0% | 加碼 |
| Prudential Financial Inc | 89,675 | $580.0 萬 | 0.01% | +82,305+1,116.8% | 加碼 |
| Quantinno Capital Management LP | 90,011 | $582.2 萬 | 0.03% | +23,487+35.3% | 加碼 |
| Brevan Howard Capital Management LP | 91,309 | $590.6 萬 | 0.06% | +48,176+111.7% | 加碼 |
| Liontrust Investment Partners LLP | 91,612 | $592.5 萬 | 0.08% | −69,790−43.2% | 減碼 |
| Legal & General Group Plc | 93,131 | $602.4 萬 | 0.00% | +11,046+13.5% | 加碼 |
| Metavasi Capital LP | 95,000 | $614.5 萬 | 2.73% | +95,000 | 新進 |
| Alliancebernstein L.P. | 98,680 | $638.3 萬 | 0.00% | +7,770+8.5% | 加碼 |
| Balyasny Asset Management LLC | 105,001 | $679.1 萬 | 0.02% | +105,001 | 新進 |
| Marshall Wace, LLP | 111,152 | $718.9 萬 | 0.01% | +111,152 | 新進 |
| Polar Asset Management Partners Inc. | 122,400 | $791.7 萬 | 0.20% | +122,400 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 122,681 | $793.5 萬 | 0.01% | −24,454−16.6% | 減碼 |
| Millennium Management LLC | 127,335 | $823.6 萬 | 0.01% | −1,505−1.2% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 128,377 | $830.3 萬 | 0.20% | +128,377 | 新進 |
| Rhumbline Advisers | 130,464 | $843.8 萬 | 0.01% | +13,157+11.2% | 加碼 |
| Twin Tree Management, LP | 132,147 | $854.7 萬 | 0.22% | −43,710−24.9% | 減碼 |
| Raymond James Financial Inc | 140,250 | $907.1 萬 | 0.00% | +21,572+18.2% | 加碼 |
| Landscape Capital Management, L.L.C. | 142,183 | $919.6 萬 | 0.72% | +72,066+102.8% | 加碼 |
| Jane Street Group, LLC | 161,234 | $1,043 萬 | 0.02% | +30,404+23.2% | 加碼 |
| Swiss National Bank | 163,400 | $1,057 萬 | 0.01% | +4,300+2.7% | 加碼 |
| J. Goldman & Co LP | 170,728 | $1,104 萬 | 0.35% | +165,228+3,004.1% | 加碼 |
| Q Fund Management (Hong Kong) Ltd | 173,700 | $1,123 萬 | 6.18% | +173,700 | 新進 |
| Marex Group plc | 182,740 | $1,182 萬 | 0.22% | +175,885+2,565.8% | 加碼 |
| Hidden Lake Asset Management LP | 187,345 | $1,212 萬 | 5.96% | +160,283+592.3% | 加碼 |
| Cubist Systematic Strategies, LLC | 194,854 | $1,260 萬 | 0.14% | +163,030+512.3% | 加碼 |
| Verition Fund Management LLC | 204,692 | $1,324 萬 | 0.08% | −22,191−9.8% | 減碼 |
| HSBC Holdings PLC | 214,202 | $1,393 萬 | 0.01% | +9,524+4.7% | 加碼 |
| Canada Pension Plan Investment Board | 219,100 | $1,417 萬 | 0.01% | +46,500+26.9% | 加碼 |
| Jump Financial, LLC | 238,972 | $1,546 萬 | 0.19% | −23,355−8.9% | 減碼 |
| First Trust Advisors LP | 244,409 | $1,581 萬 | 0.01% | +103,248+73.1% | 加碼 |
| Sepio Capital, LP | 256,102 | $1,656 萬 | 1.18% | +75,802+42.0% | 加碼 |
| Bank of New York Mellon Corp | 257,322 | $1,664 萬 | 0.00% | +16,111+6.7% | 加碼 |
| UBS Asset Management Americas Inc | 273,043 | $1,766 萬 | 0.00% | +100,026+57.8% | 加碼 |
| Aquatic Capital Management LLC | 274,884 | $1,778 萬 | 0.36% | +87,999+47.1% | 加碼 |
| Kadensa Capital Ltd | 294,031 | $1,902 萬 | 3.03% | −118,140−28.7% | 減碼 |
| Citigroup Inc | 350,823 | $2,269 萬 | 0.02% | −278−0.1% | 減碼 |
| Wells Fargo & Company | 364,190 | $2,356 萬 | 0.01% | +290,739+395.8% | 加碼 |
| Qube Research & Technologies Ltd | 370,004 | $2,393 萬 | 0.03% | −808,404−68.6% | 減碼 |
| Pathstone Holdings, LLC | 384,683 | $2,488 萬 | 0.10% | −2,685−0.7% | 減碼 |
| Rokos Capital Management LLP | 479,321 | $3,101 萬 | 0.52% | +479,321 | 新進 |
| Man Group plc | 511,868 | $3,311 萬 | 0.07% | −393,329−43.5% | 減碼 |
| Nuveen, LLC | 512,682 | $3,316 萬 | 0.01% | +97,789+23.6% | 加碼 |
| Voloridge Investment Management, LLC | 539,771 | $3,491 萬 | 0.13% | −412,930−43.3% | 減碼 |
| Summit Partners Public Asset Management, LLC | 583,000 | $3,771 萬 | 1.47% | −88,000−13.1% | 減碼 |
| Barclays PLC | 583,871 | $3,776 萬 | 0.01% | −148,080−20.2% | 減碼 |
| Toroso Investments, LLC | 629,285 | $4,070 萬 | 0.27% | +411,654+189.2% | 加碼 |
| JPMorgan Chase & Co | 649,435 | $4,201 萬 | 0.00% | −29,620−4.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 652,826 | $4,222 萬 | 0.04% | −571,097−46.7% | 減碼 |
| Mane Global Capital Management LP | 673,712 | $4,358 萬 | 1.98% | +673,712 | 新進 |
| Charles Schwab Investment Management Inc | 690,122 | $4,464 萬 | 0.01% | +32,267+4.9% | 加碼 |
| Two Sigma Advisers, LP | 700,000 | $4,528 萬 | 0.09% | −774,200−52.5% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 739,261 | $4,782 萬 | 0.17% | +62,212+9.2% | 加碼 |
| Northern Trust Corp | 784,719 | $5,076 萬 | 0.01% | +9,913+1.3% | 加碼 |