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 4 季 13F 持有人
Upstart Holdings, Inc. 在 2025/12/31 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
- 393
- 較 2025 年第 3 季 −11 家
- 持有股數
- 6,466 萬
- 較 2025 年第 3 季 +41.2 萬 (+0.6%)
- 總市值
- $28.3 億
- 較 2025 年第 3 季 −$4.39 億 (−13.4%)
- 新進機構
- 78
- 另有 118 家加碼
- 清倉機構
- 89
- 另有 136 家減碼
另有 8 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,073,659 | $3.53 億 | 0.01% | −167,065−2.0% | 減碼 |
| BlackRock, Inc. | 7,088,760 | $3.10 億 | 0.01% | +232,722+3.4% | 加碼 |
| Jericho Capital Asset Management L.P. | 5,011,809 | $2.19 億 | 2.50% | +531,000+11.9% | 加碼 |
| Morgan Stanley | 4,206,615 | $1.84 億 | 0.01% | +2,554,591+154.6% | 加碼 |
| Bank of America Corp | 2,538,426 | $1.11 億 | 0.01% | +2,293,367+935.8% | 加碼 |
| Geode Capital Management, LLC | 2,068,515 | $9,047 萬 | 0.01% | +26,734+1.3% | 加碼 |
| Clear Street Group Inc. | 2,061,714 | $9,016 萬 | 0.47% | +1,490,502+260.9% | 加碼 |
| State Street Corp | 2,001,053 | $8,751 萬 | 0.00% | −50,299−2.5% | 減碼 |
| Goldman Sachs Group Inc | 1,652,624 | $7,227 萬 | 0.01% | +62,976+4.0% | 加碼 |
| Susquehanna International Group, LLP | 1,287,089 | $5,628 萬 | 0.08% | +324,209+33.7% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 1,208,201 | $5,284 萬 | 0.08% | +29,524+2.5% | 加碼 |
| Marex Group plc | 1,178,997 | $5,156 萬 | 0.56% | −125,486−9.6% | 減碼 |
| Norges Bank | 1,141,425 | $4,991 萬 | 0.01% | +1,141,425 | 新進 |
| Citadel Advisors LLC | 1,105,759 | $4,835 萬 | 0.03% | +809,601+273.4% | 加碼 |
| SG Americas Securities, LLC | 1,085,851 | $4,748 萬 | 0.06% | +878,429+423.5% | 加碼 |
| Fred Alger Management, LLC | 1,006,130 | $4,400 萬 | 0.17% | −121,438−10.8% | 減碼 |
| Azora Capital LP | 882,231 | $3,858 萬 | 2.43% | +882,231 | 新進 |
| Barclays PLC | 864,102 | $3,779 萬 | 0.02% | +144,692+20.1% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 850,839 | $3,721 萬 | 0.10% | −121,017−12.5% | 減碼 |
| Baillie Gifford & Co | 758,929 | $3,319 萬 | 0.03% | +758,929 | 新進 |
| Charles Schwab Investment Management Inc | 745,836 | $3,262 萬 | 0.01% | +4,406+0.6% | 加碼 |
| Northern Trust Corp | 744,186 | $3,254 萬 | 0.00% | −41,126−5.2% | 減碼 |
| Capital Fund Management S.A. | 671,345 | $2,936 萬 | 0.28% | +109,237+19.4% | 加碼 |
| UBS Group AG | 642,137 | $2,808 萬 | 0.01% | −183,211−22.2% | 減碼 |
| Citigroup Inc | 563,645 | $2,465 萬 | 0.02% | +13,507+2.5% | 加碼 |
| Marshall Wace, LLP | 551,168 | $2,410 萬 | 0.02% | +60,587+12.4% | 加碼 |
| Kadensa Capital Ltd | 520,986 | $2,278 萬 | 2.37% | +65,836+14.5% | 加碼 |
| Wellington Management Group LLP | 489,219 | $2,139 萬 | 0.00% | +361,696+283.6% | 加碼 |
| Nishkama Capital, LLC | 487,060 | $2,130 萬 | 2.88% | +487,060 | 新進 |
| Annex Advisory Services, LLC | 421,373 | $1,843 萬 | 0.35% | +214,279+103.5% | 加碼 |
| Halter Ferguson Financial Inc. | 415,321 | $1,816 萬 | 4.00% | +209,915+102.2% | 加碼 |
| JPMorgan Chase & Co | 410,608 | $1,796 萬 | 0.00% | −141,115−25.6% | 減碼 |
| Point72 Asset Management, L.P. | 370,179 | $1,619 萬 | 0.03% | +370,179 | 新進 |
| Divisadero Street Capital Management, LP | 370,000 | $1,618 萬 | 0.92% | +370,000 | 新進 |
| Voloridge Investment Management, LLC | 347,881 | $1,521 萬 | 0.05% | −622,425−64.1% | 減碼 |
| Pathstone Holdings, LLC | 336,186 | $1,470 萬 | 0.06% | −2,147−0.6% | 減碼 |
| First Trust Advisors LP | 318,547 | $1,393 萬 | 0.01% | +81,416+34.3% | 加碼 |
| Hidden Lake Asset Management LP | 316,586 | $1,384 萬 | 7.54% | +316,586 | 新進 |
| Dimensional Fund Advisors LP | 278,590 | $1,218 萬 | 0.00% | +220,829+382.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 273,487 | $1,196 萬 | 0.01% | +164,297+150.5% | 加碼 |
| Bank of New York Mellon Corp | 269,214 | $1,177 萬 | 0.00% | −3,570−1.3% | 減碼 |
| Catalytic Wealth RIA, LLC | 249,474 | $1,091 萬 | 0.40% | +19,402+8.4% | 加碼 |
| Carnegie Capital Asset Management, LLC | 238,163 | $1,041 萬 | 0.19% | +238,163 | 新進 |
| Schonfeld Strategic Advisors LLC | 220,051 | $962.3 萬 | 0.05% | +172,925+366.9% | 加碼 |
| Millennium Management LLC | 218,753 | $956.6 萬 | 0.01% | −237,498−52.1% | 減碼 |
| J. Goldman & Co LP | 211,152 | $923.4 萬 | 0.36% | +211,152 | 新進 |
| HSBC Holdings PLC | 210,145 | $920.6 萬 | 0.01% | −18,385−8.0% | 減碼 |
| Wells Fargo & Company | 210,164 | $919.0 萬 | 0.00% | −636,082−75.2% | 減碼 |
| Maxi Investments CY Ltd | 193,400 | $845.7 萬 | 1.54% | +193,400 | 新進 |
| Nuveen, LLC | 189,632 | $829.3 萬 | 0.00% | −246,283−56.5% | 減碼 |
| Jane Street Group, LLC | 188,484 | $824.2 萬 | 0.01% | −786,213−80.7% | 減碼 |
| Optiver Holding B.V. | 172,305 | $753.5 萬 | 0.14% | −195,229−53.1% | 減碼 |
| Swiss National Bank | 170,800 | $746.9 萬 | 0.00% | +4,800+2.9% | 加碼 |
| UBS Asset Management Americas Inc | 157,432 | $688.5 萬 | 0.00% | −3,001−1.9% | 減碼 |
| Walleye Capital LLC | 149,769 | $654.9 萬 | 0.04% | +88,262+143.5% | 加碼 |
| Bank of Nova Scotia | 141,558 | $619.0 萬 | 0.01% | +31,970+29.2% | 加碼 |
| Neo Ivy Capital Management | 140,275 | $613.4 萬 | 0.97% | +76,919+121.4% | 加碼 |
| Qube Research & Technologies Ltd | 128,199 | $560.6 萬 | 0.01% | −439,674−77.4% | 減碼 |
| Credit Agricole S A | 115,801 | $506.4 萬 | 0.01% | +72,889+169.9% | 加碼 |
| Interval Partners, LP | 112,292 | $491.1 萬 | 0.11% | +112,292 | 新進 |
| Landscape Capital Management, L.L.C. | 110,688 | $484.0 萬 | 0.32% | −171−0.2% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 109,636 | $479.5 萬 | 0.01% | +108,811+13,189.2% | 加碼 |
| Rhumbline Advisers | 109,010 | $476.7 萬 | 0.00% | −18,169−14.3% | 減碼 |
| LPL Financial LLC | 106,681 | $466.5 萬 | 0.00% | −4,875−4.4% | 減碼 |
| PDT Partners, LLC | 100,041 | $437.5 萬 | 0.28% | +100,041 | 新進 |
| Walleye Trading LLC | 98,970 | $432.8 萬 | 0.07% | −11,722−10.6% | 減碼 |
| Alliancebernstein L.P. | 98,810 | $432.1 萬 | 0.00% | −490−0.5% | 減碼 |
| Raymond James Financial Inc | 93,562 | $409.1 萬 | 0.00% | −28,723−23.5% | 減碼 |
| Invesco Ltd. | 90,987 | $397.9 萬 | 0.00% | −513,905−85.0% | 減碼 |
| Bank of Montreal | 90,652 | $396.4 萬 | 0.00% | +2,651+3.0% | 加碼 |
| Nordea Investment Management AB | 87,943 | $386.7 萬 | 0.00% | −10,450−10.6% | 減碼 |
| PEAK6 LLC | 87,617 | $383.1 萬 | 0.10% | +75,466+621.1% | 加碼 |
| SummitTX Capital, L.P. | 85,223 | $372.7 萬 | 0.11% | +66,752+361.4% | 加碼 |
| Legal & General Group Plc | 84,245 | $368.4 萬 | 0.00% | −6,449−7.1% | 減碼 |
| Dark Forest Capital Management LP | 84,080 | $367.7 萬 | 0.17% | +84,080 | 新進 |
| California State Teachers Retirement System | 83,018 | $363.0 萬 | 0.00% | −110.0% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 81,587 | $356.8 萬 | 0.01% | −7,012−7.9% | 減碼 |
| Price T Rowe Associates Inc | 80,379 | $351.5 萬 | 0.00% | −911,054−91.9% | 減碼 |
| Quantinno Capital Management LP | 79,368 | $347.1 萬 | 0.01% | −11,141−12.3% | 減碼 |
| Aquatic Capital Management LLC | 77,587 | $339.3 萬 | 0.10% | −48,895−38.7% | 減碼 |
| MML Investors Services, LLC | 75,690 | $331.0 萬 | 0.01% | +21,074+38.6% | 加碼 |
| Polar Asset Management Partners Inc. | 74,700 | $326.7 萬 | 0.06% | +74,700 | 新進 |
| Deutsche Bank AG | 74,003 | $323.6 萬 | 0.00% | +3,575+5.1% | 加碼 |
| Liontrust Investment Partners LLP | 71,524 | $312.8 萬 | 0.05% | −91,156−56.0% | 減碼 |
| Private Advisor Group, LLC | 71,323 | $311.9 萬 | 0.01% | +55,591+353.4% | 加碼 |
| Quantbot Technologies LP | 70,310 | $307.5 萬 | 0.10% | −77,006−52.3% | 減碼 |
| Man Group plc | 70,235 | $307.1 萬 | 0.01% | −402,009−85.1% | 減碼 |
| Verition Fund Management LLC | 69,020 | $301.8 萬 | 0.02% | −92,283−57.2% | 減碼 |
| Jump Financial, LLC | 66,393 | $290.3 萬 | 0.04% | −404,398−85.9% | 減碼 |
| AQR Capital Management LLC | 60,309 | $263.7 萬 | 0.00% | +15,076+33.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 60,062 | $262.7 萬 | 0.00% | +15,455+34.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 56,894 | $248.8 萬 | 0.01% | +23,407+69.9% | 加碼 |
| Atom Investors LP | 52,694 | $230.4 萬 | 0.18% | +52,694 | 新進 |
| Commonwealth Equity Services, LLC | 52,379 | $229.1 萬 | 0.00% | −12,919−19.8% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 50,382 | $225.5 萬 | 0.00% | +9,545+23.4% | 加碼 |
| Castle Hook Partners LP | 48,545 | $212.3 萬 | 0.03% | +48,545 | 新進 |
| Simplex Trading, LLC | 48,172 | $210.7 萬 | 0.06% | +48,172 | 新進 |
| MetLife Investment Management | 46,891 | $205.1 萬 | 0.01% | −2,557−5.2% | 減碼 |
| IMC-Chicago, LLC | 46,714 | $204.3 萬 | 0.04% | −131,649−73.8% | 減碼 |
| Creative Planning | 45,390 | $198.5 萬 | 0.00% | +17,435+62.4% | 加碼 |