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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 8,903 | $45.2 萬 | 0.00% | +1,817+25.6% | 加碼 |
| Prospera Financial Services Inc | 8,954 | $45.5 萬 | 0.01% | −449−4.8% | 減碼 |
| CIBC Bancorp USA Inc. | 8,979 | $45.6 萬 | 0.00% | +8,979 | 新進 |
| Diker Management LLC | 9,000 | $45.7 萬 | 0.37% | 00.0% | 不變 |
| Groupama Asset Managment | – | $46.1 萬 | 0.01% | – | 新進 |
| Ami Asset Management Corp | 9,096 | $46.2 萬 | 0.03% | +9,096 | 新進 |
| Portman Square Capital LLP | 9,100 | $46.2 萬 | 0.06% | +4,887+116.0% | 加碼 |
| Independent Financial Group, LLC | 9,108 | $46.3 萬 | 0.01% | +5,540+155.3% | 加碼 |
| Leonteq Securities AG | 9,358 | $47.5 萬 | 0.03% | +6,469+223.9% | 加碼 |
| CAPROCK Group, Inc. | 6,531 | $47.9 萬 | 0.01% | +6,531 | 新進 |
| Victory Capital Management Inc | 9,606 | $48.8 萬 | 0.00% | −231−2.3% | 減碼 |
| Altshuler Shaham Ltd | 9,650 | $49.0 萬 | 0.01% | −3,350−25.8% | 減碼 |
| US Bancorp | 9,672 | $49.1 萬 | 0.00% | +60+0.6% | 加碼 |
| Prime Capital Investment Advisors, LLC | 9,744 | $49.5 萬 | 0.01% | +152+1.6% | 加碼 |
| EMC Capital Management | 9,850 | $50.0 萬 | 0.24% | +1,250+14.5% | 加碼 |
| Van Eck Associates Corp | 9,884 | $50.2 萬 | 0.00% | +9,884 | 新進 |
| Firsthand Capital Management, Inc. | 10,000 | $50.8 萬 | 0.85% | +10,000 | 新進 |
| Inceptionr LLC | 10,218 | $51.9 萬 | 0.13% | +4,868+91.0% | 加碼 |
| JustInvest LLC | 10,356 | $52.6 萬 | 0.01% | +3,169+44.1% | 加碼 |
| XTX Topco Ltd | 10,474 | $53.2 萬 | 0.03% | +10,474 | 新進 |
| Nisa Investment Advisors, LLC | 10,745 | $54.6 萬 | 0.00% | 00.0% | 不變 |
| Fairbanks Capital Management, Inc. | 10,800 | $54.9 萬 | 0.30% | 00.0% | 不變 |
| Harbour Investments, Inc. | 10,848 | $55.1 萬 | 0.01% | +18+0.2% | 加碼 |
| Vontobel Holding Ltd. | 10,990 | $55.8 萬 | 0.00% | +5,728+108.9% | 加碼 |
| Janney Montgomery Scott LLC | 11,027 | $56.0 萬 | 0.00% | +1,697+18.2% | 加碼 |
| Oppenheimer Asset Management Inc. | 11,112 | $56.4 萬 | 0.01% | +411+3.8% | 加碼 |
| Teacher Retirement System of Texas | 11,181 | $56.8 萬 | 0.00% | −5,404−32.6% | 減碼 |
| Newbridge Financial Services Group, Inc. | 11,549 | $58.7 萬 | 0.09% | +1,485+14.8% | 加碼 |
| Capital Advantage, Inc. | 11,625 | $59.1 萬 | 0.09% | 00.0% | 不變 |
| Truist Financial Corp | 12,098 | $61.5 萬 | 0.00% | −1,334−9.9% | 減碼 |
| PEAK6 LLC | 12,151 | $61.7 萬 | 0.02% | +12,151 | 新進 |
| Pictet Asset Management Holding SA | 12,161 | $61.8 萬 | 0.00% | +464+4.0% | 加碼 |
| Jones Financial Companies LLLP | 10,965 | $62.9 萬 | 0.00% | +2,168+24.6% | 加碼 |
| Blueshift Asset Management, LLC | 12,644 | $64.2 萬 | 0.20% | +371+3.0% | 加碼 |
| Polymer Capital Management (US) LLC | 13,128 | $66.7 萬 | 0.09% | −600−4.4% | 減碼 |
| Advisors Asset Management, Inc. | 13,320 | $67.7 萬 | 0.01% | −180−1.3% | 減碼 |
| FMR LLC | 13,951 | $70.9 萬 | 0.00% | +2,288+19.6% | 加碼 |
| Wolverine Trading, LLC | 13,484 | $71.1 萬 | 0.01% | −36,535−73.0% | 減碼 |
| Banco Santander, S.A. | 14,000 | $71.1 萬 | 0.01% | −1,463−9.5% | 減碼 |
| Integrated Financial Solutions, Inc. | 14,085 | $71.6 萬 | 0.49% | −550−3.8% | 減碼 |
| CSS LLC | 14,298 | $72.6 萬 | 0.04% | +14,298 | 新進 |
| Fox Run Management, L.L.C. | 14,388 | $73.1 萬 | 0.11% | −7,820−35.2% | 減碼 |
| ProShare Advisors LLC | 14,402 | $73.2 萬 | 0.00% | −2,870−16.6% | 減碼 |
| Russell Investments Group, Ltd. | 14,878 | $75.6 萬 | 0.00% | +6,841+85.1% | 加碼 |
| Kercheville Advisors, LLC | 15,000 | $76.2 萬 | 0.23% | 00.0% | 不變 |
| Caption Management, LLC | 15,000 | $76.2 萬 | 0.04% | +2,000+15.4% | 加碼 |
| Voya Investment Management LLC | 15,249 | $77.5 萬 | 0.00% | −7,679−33.5% | 減碼 |
| Kestra Advisory Services, LLC | 15,343 | $77.9 萬 | 0.00% | −5,605−26.8% | 減碼 |
| CTC LLC | 15,495 | $78.7 萬 | 0.03% | +380+2.5% | 加碼 |
| Private Advisor Group, LLC | 15,732 | $79.9 萬 | 0.00% | +1,344+9.3% | 加碼 |
| WMG Financial Advisors, LLC | 15,862 | $80.6 萬 | 0.27% | −2,650−14.3% | 減碼 |
| Quest Partners LLC | 15,897 | $80.8 萬 | 0.05% | +15,897 | 新進 |
| Cetera Investment Advisers | 15,983 | $81.2 萬 | 0.00% | −257−1.6% | 減碼 |
| Ensign Peak Advisors, Inc | 16,450 | $83.6 萬 | 0.00% | −12,500−43.2% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 16,780 | $85.2 萬 | 0.00% | +360+2.2% | 加碼 |
| SBI Securities Co., Ltd. | 17,018 | $86.5 萬 | 0.02% | −6,308−27.0% | 減碼 |
| Old Mission Capital LLC | 17,255 | $87.7 萬 | 0.03% | +17,255 | 新進 |
| International Assets Investment Management, LLC | 12,929 | $88.1 萬 | 0.07% | 00.0% | 不變 |
| KLP Kapitalforvaltning AS | 17,700 | $89.9 萬 | 0.00% | 00.0% | 不變 |
| Shelton Capital Management | 18,000 | $91.4 萬 | 0.02% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 18,393 | $93.4 萬 | 0.00% | −358−1.9% | 減碼 |
| SummitTX Capital, L.P. | 18,471 | $93.8 萬 | 0.04% | +18,471 | 新進 |
| Natixis Advisors, L.P. | 19,042 | $96.7 萬 | 0.00% | −6,483−25.4% | 減碼 |
| Caitong International Asset Management Co., Ltd | 19,633 | $99.7 萬 | 0.69% | +19,633 | 新進 |
| Kera Capital Partners, Inc. | 19,926 | $101.2 萬 | 0.15% | −484−2.4% | 減碼 |
| Ardmore Road Asset Management LP | 20,000 | $101.6 萬 | 0.07% | +20,000 | 新進 |
| Legacy Capital Group California, Inc. | 20,588 | $104.6 萬 | 0.27% | −215−1.0% | 減碼 |
| Comerica Bank | 21,348 | $108.4 萬 | 0.00% | −603−2.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 21,350 | $108.5 萬 | 0.00% | −26−0.1% | 減碼 |
| Campbell Newman Asset Management Inc | 21,943 | $111.5 萬 | 0.08% | +21,943 | 新進 |
| Jackson Creek Investment Advisors LLC | 21,951 | $111.5 萬 | 0.32% | −100.0% | 減碼 |
| Apollon Wealth Management, LLC | 22,781 | $115.7 萬 | 0.02% | −278−1.2% | 減碼 |
| Canada Pension Plan Investment Board | 23,000 | $116.8 萬 | 0.00% | −196,100−89.5% | 減碼 |
| Omers Administration Corp | 23,200 | $117.9 萬 | 0.01% | 00.0% | 不變 |
| Main Management ETF Advisors, LLC | 23,250 | $118.1 萬 | 0.04% | −18,531−44.4% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 23,514 | $119.5 萬 | 0.01% | +4,457+23.4% | 加碼 |
| Handelsbanken Fonder AB | 23,800 | $120.9 萬 | 0.00% | +3,600+17.8% | 加碼 |
| Weiss Asset Management LP | 24,170 | $122.8 萬 | 0.02% | +24,170 | 新進 |
| Los Angeles Capital Management LLC | 24,244 | $123.2 萬 | 0.00% | −12,874−34.7% | 減碼 |
| Janus Henderson Group PLC | 24,587 | $124.9 萬 | 0.00% | −11,840−32.5% | 減碼 |
| Arizona State Retirement System | 25,335 | $128.7 萬 | 0.01% | +370+1.5% | 加碼 |
| Intellectus Partners, LLC | 25,450 | $129.3 萬 | 0.25% | +17,988+241.1% | 加碼 |
| Gemmer Asset Management LLC | 25,513 | $129.6 萬 | 0.11% | −500−1.9% | 減碼 |
| Royal Fund Management, LLC | 25,583 | $130.0 萬 | 0.16% | −39,343−60.6% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,882 | $136.6 萬 | 0.00% | +2,024+8.1% | 加碼 |
| New York State Common Retirement Fund | 27,126 | $137.8 萬 | 0.00% | 00.0% | 不變 |
| Mariner, LLC | 27,310 | $138.7 萬 | 0.00% | −14,075−34.0% | 減碼 |
| Creative Planning | 27,955 | $142.0 萬 | 0.00% | +8,374+42.8% | 加碼 |
| Simplicity Wealth,LLC | 27,967 | $142.1 萬 | 0.08% | +27,967 | 新進 |
| Algert Global LLC | 30,297 | $153.9 萬 | 0.03% | −27,392−47.5% | 減碼 |
| Falcon Wealth Planning | 31,361 | $159.3 萬 | 0.14% | +31,361 | 新進 |
| Mercer Global Advisors Inc | 31,962 | $162.4 萬 | 0.00% | +7,907+32.9% | 加碼 |
| Envestnet Asset Management Inc | 31,986 | $162.5 萬 | 0.00% | −2,011−5.9% | 減碼 |
| TCI Wealth Advisors, Inc. | 33,325 | $169.3 萬 | 0.10% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 33,487 | $170.1 萬 | 0.01% | −7,789−18.9% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 34,112 | $173.3 萬 | 0.03% | 00.0% | 不變 |
| SCS Capital Management LLC | 35,140 | $178.5 萬 | 0.02% | −4,860−12.2% | 減碼 |
| Nomura Holdings Inc | 35,774 | $181.7 萬 | 0.01% | +35,774 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 36,145 | $183.6 萬 | 0.01% | −6,147−14.5% | 減碼 |
| Royal Bank of Canada | 38,093 | $193.5 萬 | 0.00% | +21,091+124.1% | 加碼 |