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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 季與 2025 年第 2 季比較

持有 Upstart Holdings, Inc. 的機構從 2025 年第 2 季到 2025 年第 3 季的變化。

2025 年第 3 季全部持有人2025 年第 2 季全部持有人

UPST 的 13F 持有人:2025 年第 2 季與 2025 年第 3 季比較
項目2025 年第 2 季其中尚未申報 2025 年第 3 季2025 年第 3 季變化
持有家數4218412−1
股數6,152 萬111.5 萬6,436 萬+396.1 萬 (+6.6%)
市值$39.8 億$7,213 萬$32.7 億−$6.34 億 (−16.2%)

8 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(78 家)

2025 年第 3 季季末持有 Upstart Holdings, Inc.、2025 年第 2 季季末沒有持有的機構。

2025 年第 3 季新進 UPST 的機構
機構股數市值佔組合 %
Slate Path Capital LP2,731,974$1.39 億2.15%
Clear Street Group Inc.571,212$2,902 萬0.14%
Tudor Investment Corp Et Al370,901$1,884 萬0.12%
Annex Advisory Services, LLC207,094$1,052 萬0.22%
Halter Ferguson Financial Inc.205,406$1,043 萬2.53%
IMC-Chicago, LLC178,363$906.1 萬0.16%
Virtu Financial LLC170,211$864.7 萬0.48%
Wellington Management Group LLP127,523$647.8 萬0.00%
Nordea Investment Management AB98,393$510.9 萬0.00%
Erste Asset Management GmbH83,400$478.3 萬0.05%
AXA Investment Managers S.A.92,466$469.7 萬0.01%
Engineers Gate Manager LP73,513$373.4 萬0.04%
Neo Ivy Capital Management63,356$321.8 萬0.78%
Bridgewater Associates, LP61,972$314.8 萬0.01%
Walleye Capital LLC61,507$312.5 萬0.03%
Credit Agricole S A42,912$218.0 萬0.01%
Nomura Holdings Inc35,774$181.7 萬0.01%
Falcon Wealth Planning31,361$159.3 萬0.14%
Simplicity Wealth,LLC27,967$142.1 萬0.08%
Weiss Asset Management LP24,170$122.8 萬0.02%
Campbell Newman Asset Management Inc21,943$111.5 萬0.08%
Ardmore Road Asset Management LP20,000$101.6 萬0.07%
Caitong International Asset Management Co., Ltd19,633$99.7 萬0.69%
SummitTX Capital, L.P.18,471$93.8 萬0.04%
Old Mission Capital LLC17,255$87.7 萬0.03%
Quest Partners LLC15,897$80.8 萬0.05%
CSS LLC14,298$72.6 萬0.04%
PEAK6 LLC12,151$61.7 萬0.02%
XTX Topco Ltd10,474$53.2 萬0.03%
Firsthand Capital Management, Inc.10,000$50.8 萬0.85%
Van Eck Associates Corp9,884$50.2 萬0.00%
CAPROCK Group, Inc.6,531$47.9 萬0.01%
Ami Asset Management Corp9,096$46.2 萬0.03%
Groupama Asset Managment–$46.1 萬0.01%
CIBC Bancorp USA Inc.8,979$45.6 萬0.00%
New York Life Investment Management LLC8,487$43.1 萬0.00%
Anson Funds Management LP7,829$39.8 萬0.04%
PFG Investments, LLC7,800$39.6 萬0.02%
Phoenix Holdings Ltd.7,752$39.4 萬0.00%
Graham Capital Management, L.P.7,677$39.0 萬0.01%
Two Sigma Securities, LLC6,948$35.3 萬0.05%
Oxford Asset Management LLP6,755$34.3 萬0.11%
Entropy Technologies, LP6,370$32.4 萬0.02%
TCG Advisory Services, LLC6,252$31.8 萬0.01%
Counterpoint Mutual Funds LLC5,737$29.1 萬0.02%
Gerber Kawasaki Wealth & Investment Management5,323$27.0 萬0.01%
NorthRock Partners, LLC4,530$23.0 萬0.00%
Massar Capital Management, LP4,100$20.8 萬0.07%
Swiss Life Asset Management Ltd3,946$20.0 萬0.00%
Aster Capital Management (DIFC) Ltd1,739$8.83 萬0.04%
Wexford Capital LP1,521$7.73 萬0.02%
National Asset Management, Inc.1,047$5.32 萬0.00%
Shelton Wealth Management, LLC1,000$5.08 萬0.02%
Groupe la Francaise850$3.82 萬0.00%
Clearstead Advisors, LLC500$2.54 萬0.00%
Root Financial Partners, LLC425$2.16 萬0.00%
Quent Capital, LLC334$1.70 萬0.00%
TSFG, LLC300$1.50 萬0.00%
Global Retirement Partners, LLC250$1.27 萬0.00%
Quadrant Capital Group LLC154$7,8240.00%
Ci Investments Inc.139$7,0000.00%
Kerr Financial Planning Corp150$5,6070.01%
Clear Street Markets LLC101$5,1310.00%
Steigerwald, Gordon & Koch Inc.70$3,5560.00%
Wiser Advisor Group LLC50$2,5400.00%
Cheviot Value Management, LLC39$1,9770.00%
Strategic Advocates LLC25$1,2700.00%
Atlantic Edge Private Wealth Management, LLC25$1,2700.00%
TD Private Client Wealth LLC18$9140.00%
Wealthspire Advisors, LLC16$8130.00%
Retirement Wealth Solutions LLC15$7620.00%
Tortoise Investment Management, LLC10$5080.00%
Financial Consulate, Inc10$5080.00%
Silicon Valley Capital Partners10$5080.00%
Guerra Advisors Inc5$2790.00%
Ronald Blue Trust, Inc.5$2540.00%
Carolina Wealth Advisors, LLC4$2030.00%
Transamerica Financial Advisors, Inc.2$1020.00%

清倉機構(79 家)

2025 年第 2 季季末持有 Upstart Holdings, Inc.、2025 年第 3 季有申報但已經沒有持有的機構。

2025 年第 3 季清倉 UPST 的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Contour Asset Management LLC1,387,200$8,972 萬
Driehaus Capital Management LLC1,271,891$8,227 萬
Mane Global Capital Management LP673,712$4,358 萬
Cubist Systematic Strategies, LLC194,854$1,260 萬
Hidden Lake Asset Management LP187,345$1,212 萬
Q Fund Management (Hong Kong) Ltd173,700$1,123 萬
J. Goldman & Co LP170,728$1,104 萬
Y-Intercept (Hong Kong) Ltd128,377$830.3 萬
Polar Asset Management Partners Inc.122,400$791.7 萬
Metavasi Capital LP95,000$614.5 萬
Nishkama Capital, LLC72,000$465.7 萬
Susquehanna Fundamental Investments, LLC70,160$453.8 萬
G2 Investment Partners Management LLC67,500$436.6 萬
Nebula Research & Development LLC60,689$392.5 萬
ExodusPoint Capital Management, LP50,722$328.1 萬
Quadrature Capital Ltd45,904$297.0 萬
Guided Capital Wealth Management, LLC36,437$235.7 萬
Gillson Capital LP35,000$226.4 萬
Castleark Management LLC33,200$214.7 萬
AXA S.A.26,637$172.3 萬
Headlands Technologies LLC22,892$148.1 萬
Arrowpoint Investment Partners (Singapore) Pte. Ltd.21,490$139.0 萬
Cadent Capital Advisors, LLC15,625$101.1 萬
Sierra Summit Advisors LLC15,318$99.1 萬
Boothbay Fund Management, LLC13,791$89.2 萬
Vienna Asset Management LLC12,855$83.1 萬
Atomi Financial Group, Inc.12,834$83.0 萬
Picton Mahoney Asset Management12,044$77.9 萬
Gryphon Financial Partners LLC12,000$77.6 萬
Prosperity Wealth Management, Inc.10,660$68.9 萬
Candriam Luxembourg S.C.A.8,154$52.7 萬
Arete Wealth Advisors, LLC7,984$51.6 萬
Quantitative Investment Management, LLC7,123$46.0 萬
Left Brain Wealth Management, LLC6,600$42.7 萬
Gsa Capital Partners LLP6,470$41.8 萬
CIBC World Markets Inc.5,683$36.8 萬
Stifel Financial Corp5,314$34.4 萬
Bramshill Investments, LLC5,000$32.3 萬
Point72 Asset Management, L.P.4,928$31.9 萬
Garden State Investment Advisory Services LLC4,817$31.2 萬
J.W. Cole Advisors, Inc.4,777$30.9 萬
R Squared Ltd4,662$30.2 萬
Prelude Capital Management, LLC4,465$28.9 萬
Dynamic Technology Lab Private Ltd4,332$28.0 萬
Capstone Investment Advisors, LLC4,239$27.4 萬
Caxton Associates LLP4,235$27.4 萬
Wealth Management Associates, Inc.4,170$27.0 萬
Worth Venture Partners, LLC4,000$25.9 萬
Steel Peak Wealth Management LLC3,964$25.6 萬
Independent Advisor Alliance3,783$24.5 萬
Commerce Bank3,675$23.8 萬
Blair William & Co3,600$23.3 萬
Flagship Harbor Advisors, LLC3,555$23.0 萬
Wealthcare Advisory Partners LLC3,527$22.8 萬
GDS Wealth Management3,453$22.3 萬
Cerity Partners LLC3,391$21.9 萬
Savvy Advisors, Inc.3,358$21.7 萬
Brinker Capital Investments, LLC3,354$21.7 萬
Captrust Financial Advisors3,345$21.6 萬
Cornerstone Investment Partners, LLC3,296$21.3 萬
Total Clarity Wealth Management, Inc.3,250$21.0 萬
Atria Investments LLC3,219$20.8 萬
HighTower Advisors, LLC3,197$20.7 萬
Twin Peaks Wealth Advisors, LLC2,275$14.4 萬
Gordian Capital Singapore Pte Ltd1,500$9.70 萬
Bogart Wealth, LLC1,200$7.76 萬
Point72 (DIFC) Ltd1,072$6.93 萬
Ridgewood Investments LLC300$1.94 萬
Wood Tarver Financial Group, LLC300$1.90 萬
Putney Financial Group LLC248$1.60 萬
GeoWealth Management, LLC166$1.07 萬
Thurston, Springer, Miller, Herd & Titak, Inc.153$9,895
South State Corp.80$5,175
Skopos Labs, Inc.68$4,399
Huntington National Bank24$1,552
Sound Income Strategies, LLC10$647
Riggs Asset Managment Co. Inc.7$453
DecisionPoint Financial, LLC5$341
Activest Wealth Management1$65

尚未申報 2025 年第 3 季的機構(8 家)

2025 年第 2 季季末持有 Upstart Holdings, Inc.、還沒有申報 2025 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 2 季持有 UPST、尚未申報 2025 年第 3 季的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Norges Bank1,047,875$6,778 萬
Tyler-Stone Wealth Management39,634$256.4 萬
CIBC World Markets Corp10,378$67.1 萬
Atria Wealth Solutions, Inc.8,930$60.4 萬
Avantax Advisory Services, Inc.4,171$27.0 萬
Keudell/Morrison Wealth Management3,450$22.3 萬
PrairieView Partners, LLC300$1.90 萬
Oliver Lagore Vanvalin Investment Group1$43