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 3 季 13F 持有人
Upstart Holdings, Inc. 在 2025/9/30 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
- 412
- 較 2025 年第 2 季 −1 家
- 持有股數
- 6,436 萬
- 較 2025 年第 2 季 +396.1 萬 (+6.6%)
- 總市值
- $32.7 億
- 較 2025 年第 2 季 −$6.34 億 (−16.2%)
- 新進機構
- 78
- 另有 127 家加碼
- 清倉機構
- 79
- 另有 121 家減碼
另有 8 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,240,724 | $4.19 億 | 0.01% | −18,384−0.2% | 減碼 |
| BlackRock, Inc. | 6,856,038 | $3.48 億 | 0.01% | +87,459+1.3% | 加碼 |
| Jericho Capital Asset Management L.P. | 4,480,809 | $2.28 億 | 2.37% | +826,974+22.6% | 加碼 |
| Slate Path Capital LP | 2,731,974 | $1.39 億 | 2.15% | +2,731,974 | 新進 |
| State Street Corp | 2,051,352 | $1.04 億 | 0.00% | −24,667−1.2% | 減碼 |
| Geode Capital Management, LLC | 2,041,781 | $1.04 億 | 0.01% | +32,665+1.6% | 加碼 |
| Morgan Stanley | 1,652,024 | $8,392 萬 | 0.01% | −20,679−1.2% | 減碼 |
| Goldman Sachs Group Inc | 1,589,648 | $8,075 萬 | 0.01% | +274,017+20.8% | 加碼 |
| Squarepoint Ops LLC | 1,356,294 | $6,890 萬 | 0.15% | +345,127+34.1% | 加碼 |
| Marex Group plc | 1,304,483 | $6,627 萬 | 0.82% | +1,121,743+613.8% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 1,178,677 | $5,988 萬 | 0.10% | −17,025−1.4% | 減碼 |
| Fred Alger Management, LLC | 1,127,568 | $5,728 萬 | 0.22% | −92,132−7.6% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 1,046,143 | $5,314 萬 | 0.18% | +34,029+3.4% | 加碼 |
| Toroso Investments, LLC | 1,000,638 | $5,083 萬 | 0.22% | +371,353+59.0% | 加碼 |
| Price T Rowe Associates Inc | 991,433 | $5,037 萬 | 0.01% | +920,921+1,306.0% | 加碼 |
| Jane Street Group, LLC | 974,697 | $4,951 萬 | 0.06% | +813,463+504.5% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 971,856 | $4,937 萬 | 0.16% | +232,595+31.5% | 加碼 |
| Voloridge Investment Management, LLC | 970,306 | $4,929 萬 | 0.17% | +430,535+79.8% | 加碼 |
| Susquehanna International Group, LLP | 962,880 | $4,891 萬 | 0.07% | −302,102−23.9% | 減碼 |
| Coatue Management LLC大師Coatue | 870,947 | $4,424 萬 | 0.11% | 00.0% | 不變 |
| Wells Fargo & Company | 846,246 | $4,299 萬 | 0.01% | +482,056+132.4% | 加碼 |
| UBS Group AG | 825,348 | $4,193 萬 | 0.01% | +5,286+0.6% | 加碼 |
| Northern Trust Corp | 785,312 | $3,989 萬 | 0.01% | +593+0.1% | 加碼 |
| Charles Schwab Investment Management Inc | 741,430 | $3,766 萬 | 0.01% | +51,308+7.4% | 加碼 |
| Barclays PLC | 719,410 | $3,655 萬 | 0.01% | +135,539+23.2% | 加碼 |
| Invesco Ltd. | 604,892 | $3,073 萬 | 0.00% | −259,672−30.0% | 減碼 |
| Clear Street Group Inc. | 571,212 | $2,902 萬 | 0.14% | +571,212 | 新進 |
| Qube Research & Technologies Ltd | 567,873 | $2,885 萬 | 0.04% | +197,869+53.5% | 加碼 |
| Capital Fund Management S.A. | 562,108 | $2,856 萬 | 0.29% | −331,986−37.1% | 減碼 |
| JPMorgan Chase & Co | 551,723 | $2,803 萬 | 0.00% | −97,712−15.0% | 減碼 |
| Citigroup Inc | 550,138 | $2,795 萬 | 0.02% | +199,315+56.8% | 加碼 |
| Marshall Wace, LLP | 490,581 | $2,492 萬 | 0.03% | +379,429+341.4% | 加碼 |
| Man Group plc | 472,244 | $2,399 萬 | 0.05% | −39,624−7.7% | 減碼 |
| Jump Financial, LLC | 470,791 | $2,392 萬 | 0.30% | +231,819+97.0% | 加碼 |
| Millennium Management LLC | 456,251 | $2,318 萬 | 0.02% | +328,916+258.3% | 加碼 |
| Kadensa Capital Ltd | 455,150 | $2,312 萬 | 2.38% | +161,119+54.8% | 加碼 |
| Nuveen, LLC | 435,915 | $2,214 萬 | 0.01% | −76,767−15.0% | 減碼 |
| Tudor Investment Corp Et Al | 370,901 | $1,884 萬 | 0.12% | +370,901 | 新進 |
| Optiver Holding B.V. | 367,534 | $1,867 萬 | 0.30% | +358,268+3,866.5% | 加碼 |
| Rokos Capital Management LLP | 360,719 | $1,832 萬 | 0.23% | −118,602−24.7% | 減碼 |
| Pathstone Holdings, LLC | 338,333 | $1,719 萬 | 0.07% | −46,350−12.0% | 減碼 |
| Two Sigma Advisers, LP | 302,900 | $1,539 萬 | 0.03% | −397,100−56.7% | 減碼 |
| Summit Partners Public Asset Management, LLC | 300,000 | $1,524 萬 | 0.50% | −283,000−48.5% | 減碼 |
| Citadel Advisors LLC | 296,158 | $1,504 萬 | 0.01% | +277,182+1,460.7% | 加碼 |
| Balyasny Asset Management LLC | 287,764 | $1,462 萬 | 0.03% | +182,763+174.1% | 加碼 |
| Two Sigma Investments, LP | 277,144 | $1,408 萬 | 0.02% | −1,008,008−78.4% | 減碼 |
| Bank of New York Mellon Corp | 272,784 | $1,386 萬 | 0.00% | +15,462+6.0% | 加碼 |
| Bank of America Corp | 245,059 | $1,245 萬 | 0.00% | −1,009,985−80.5% | 減碼 |
| First Trust Advisors LP | 237,131 | $1,205 萬 | 0.01% | −7,278−3.0% | 減碼 |
| Catalytic Wealth RIA, LLC | 230,072 | $1,169 萬 | 0.38% | +217,829+1,779.2% | 加碼 |
| HSBC Holdings PLC | 228,530 | $1,165 萬 | 0.01% | +14,328+6.7% | 加碼 |
| SG Americas Securities, LLC | 207,422 | $1,054 萬 | 0.04% | +123,656+147.6% | 加碼 |
| Annex Advisory Services, LLC | 207,094 | $1,052 萬 | 0.22% | +207,094 | 新進 |
| Halter Ferguson Financial Inc. | 205,406 | $1,043 萬 | 2.53% | +205,406 | 新進 |
| IMC-Chicago, LLC | 178,363 | $906.1 萬 | 0.16% | +178,363 | 新進 |
| Virtu Financial LLC | 170,211 | $864.7 萬 | 0.48% | +170,211 | 新進 |
| Swiss National Bank | 166,000 | $843.3 萬 | 0.00% | +2,600+1.6% | 加碼 |
| Liontrust Investment Partners LLP | 162,680 | $826.4 萬 | 0.12% | +71,068+77.6% | 加碼 |
| Verition Fund Management LLC | 161,303 | $819.4 萬 | 0.05% | −43,389−21.2% | 減碼 |
| UBS Asset Management Americas Inc | 160,433 | $815.0 萬 | 0.00% | −112,610−41.2% | 減碼 |
| Quantbot Technologies LP | 147,316 | $748.4 萬 | 0.20% | +134,686+1,066.4% | 加碼 |
| Wellington Management Group LLP | 127,523 | $647.8 萬 | 0.00% | +127,523 | 新進 |
| Rhumbline Advisers | 127,179 | $646.1 萬 | 0.01% | −3,285−2.5% | 減碼 |
| Aquatic Capital Management LLC | 126,482 | $642.5 萬 | 0.12% | −148,402−54.0% | 減碼 |
| Raymond James Financial Inc | 122,285 | $621.2 萬 | 0.00% | −17,965−12.8% | 減碼 |
| LPL Financial LLC | 111,556 | $566.7 萬 | 0.00% | +36,579+48.8% | 加碼 |
| Landscape Capital Management, L.L.C. | 110,859 | $563.2 萬 | 0.36% | −31,324−22.0% | 減碼 |
| Walleye Trading LLC | 110,692 | $562.3 萬 | 0.09% | +109,719+11,276.4% | 加碼 |
| Bank of Nova Scotia | 109,588 | $556.7 萬 | 0.01% | +64,799+144.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 109,190 | $554.7 萬 | 0.00% | −543,636−83.3% | 減碼 |
| Prudential Financial Inc | 101,695 | $516.6 萬 | 0.01% | +12,020+13.4% | 加碼 |
| HRT Financial LP | 100,797 | $512.0 萬 | 0.02% | +12,198+13.8% | 加碼 |
| Nordea Investment Management AB | 98,393 | $510.9 萬 | 0.00% | +98,393 | 新進 |
| Alliancebernstein L.P. | 99,300 | $504.4 萬 | 0.00% | +620+0.6% | 加碼 |
| Hillsdale Investment Management Inc. | 98,410 | $499.9 萬 | 0.15% | +8,970+10.0% | 加碼 |
| Erste Asset Management GmbH | 83,400 | $478.3 萬 | 0.05% | +83,400 | 新進 |
| AXA Investment Managers S.A. | 92,466 | $469.7 萬 | 0.01% | +92,466 | 新進 |
| Legal & General Group Plc | 90,694 | $460.7 萬 | 0.00% | −2,437−2.6% | 減碼 |
| Quantinno Capital Management LP | 90,509 | $459.8 萬 | 0.01% | +498+0.6% | 加碼 |
| Edgestream Partners, L.P. | 89,836 | $456.4 萬 | 0.13% | +33,377+59.1% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 88,599 | $450.1 萬 | 0.01% | +85,328+2,608.6% | 加碼 |
| Bank of Montreal | 88,001 | $447.0 萬 | 0.00% | +72,070+452.4% | 加碼 |
| California State Teachers Retirement System | 83,029 | $421.8 萬 | 0.00% | +6,661+8.7% | 加碼 |
| Engineers Gate Manager LP | 73,513 | $373.4 萬 | 0.04% | +73,513 | 新進 |
| Federated Hermes, Inc. | 73,441 | $373.1 萬 | 0.01% | −8,157−10.0% | 減碼 |
| Deutsche Bank AG | 70,428 | $357.8 萬 | 0.00% | +2,399+3.5% | 加碼 |
| Commonwealth Equity Services, LLC | 65,298 | $331.7 萬 | 0.00% | +7,065+12.1% | 加碼 |
| Neo Ivy Capital Management | 63,356 | $321.8 萬 | 0.78% | +63,356 | 新進 |
| Bridgewater Associates, LP | 61,972 | $314.8 萬 | 0.01% | +61,972 | 新進 |
| Walleye Capital LLC | 61,507 | $312.5 萬 | 0.03% | +61,507 | 新進 |
| Dimensional Fund Advisors LP | 57,761 | $293.4 萬 | 0.00% | +25,377+78.4% | 加碼 |
| Brevan Howard Capital Management LP | 55,494 | $281.9 萬 | 0.04% | −35,815−39.2% | 減碼 |
| Twin Tree Management, LP | 55,371 | $281.3 萬 | 0.13% | −76,776−58.1% | 減碼 |
| Advisor Group Holdings, Inc. | 41,434 | $279.3 萬 | 0.00% | +13,165+46.6% | 加碼 |
| Trexquant Investment LP | 54,755 | $278.2 萬 | 0.03% | +9,612+21.3% | 加碼 |
| MML Investors Services, LLC | 54,616 | $277.4 萬 | 0.01% | +12,098+28.5% | 加碼 |
| SEI Investments Co | 51,714 | $262.7 萬 | 0.00% | −26,935−34.2% | 減碼 |
| MetLife Investment Management | 49,448 | $251.2 萬 | 0.01% | −843−1.7% | 減碼 |
| Ameriprise Financial Inc | 48,647 | $247.1 萬 | 0.00% | −4,146−7.9% | 減碼 |
| Schonfeld Strategic Advisors LLC | 47,126 | $239.4 萬 | 0.02% | −343−0.7% | 減碼 |