跳到主要內容

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 季與 2025 年第 3 季比較

持有 Upstart Holdings, Inc. 的機構從 2025 年第 3 季到 2025 年第 4 季的變化。

2025 年第 4 季全部持有人2025 年第 3 季全部持有人

UPST 的 13F 持有人:2025 年第 3 季與 2025 年第 4 季比較
項目2025 年第 3 季其中尚未申報 2025 年第 4 季2025 年第 4 季變化
持有家數4128393−11
股數6,436 萬11.6 萬6,466 萬+41.2 萬 (+0.6%)
市值$32.7 億$590.1 萬$28.3 億−$4.39 億 (−13.4%)

8 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 季季末持有 Upstart Holdings, Inc.、2025 年第 3 季季末沒有持有的機構。

2025 年第 4 季新進 UPST 的機構
機構股數市值佔組合 %
Norges Bank1,141,425$4,991 萬0.01%
Azora Capital LP882,231$3,858 萬2.43%
Baillie Gifford & Co758,929$3,319 萬0.03%
Nishkama Capital, LLC487,060$2,130 萬2.88%
Point72 Asset Management, L.P.370,179$1,619 萬0.03%
Divisadero Street Capital Management, LP370,000$1,618 萬0.92%
Hidden Lake Asset Management LP316,586$1,384 萬7.54%
Carnegie Capital Asset Management, LLC238,163$1,041 萬0.19%
J. Goldman & Co LP211,152$923.4 萬0.36%
Maxi Investments CY Ltd193,400$845.7 萬1.54%
Interval Partners, LP112,292$491.1 萬0.11%
PDT Partners, LLC100,041$437.5 萬0.28%
Dark Forest Capital Management LP84,080$367.7 萬0.17%
Polar Asset Management Partners Inc.74,700$326.7 萬0.06%
Atom Investors LP52,694$230.4 萬0.18%
Castle Hook Partners LP48,545$212.3 萬0.03%
Simplex Trading, LLC48,172$210.7 萬0.06%
Sciencast Management LP39,950$174.7 萬0.24%
ExodusPoint Capital Management, LP25,756$112.6 萬0.01%
Lighthouse Investment Partners, LLC21,003$91.8 萬0.03%
Alpine Woods Capital Investors, LLC17,189$75.2 萬0.18%
Odyssean, LLC16,011$70.0 萬0.50%
Centiva Capital, LP15,187$66.4 萬0.04%
Rare Wolf Capital LLC14,075$61.5 萬0.38%
Mirabella Financial Services LLP12,318$53.9 萬0.05%
Pensionmark Financial Group, LLC9,926$43.4 萬0.01%
Boothbay Fund Management, LLC9,390$41.1 萬0.01%
Holocene Advisors, LP9,042$39.5 萬0.00%
Foundations Investment Advisors, LLC8,889$38.9 萬0.01%
Beacon Pointe Advisors, LLC8,701$38.0 萬0.00%
Dynamic Technology Lab Private Ltd8,622$37.7 萬0.09%
NLB Skladi, upravljanje premozenja, d.o.o.8,232$36.0 萬0.02%
Aigen Investment Management, LP7,485$32.7 萬0.08%
Perbak Capital Partners LLP7,217$31.6 萬0.10%
SLT Holdings LLC7,000$30.6 萬0.20%
Gsa Capital Partners LLP6,840$29.9 萬0.03%
Fieldview Capital Management, LLC6,740$29.5 萬0.05%
PCM Encore, LLC6,652$29.1 萬0.06%
Traynor Capital Management, Inc.5,961$26.1 萬0.01%
CIBC World Markets Corp5,640$24.7 萬0.00%
Evergreen Capital Management LLC5,550$24.3 萬0.01%
KLCM Advisors, Inc.5,250$23.0 萬0.02%
Western Wealth Management, LLC5,032$22.0 萬0.01%
Arbor Wealth Management LLC2,296$10.0 萬0.08%
Holos Integrated Wealth LLC2,041$9.36 萬0.05%
Flagship Harbor Advisors, LLC1,851$8.09 萬0.00%
Osbon Capital Management LLC1,129$4.94 萬0.05%
Eurizon Capital SGR S.p.A.1,072$4.81 萬0.00%
Bogart Wealth, LLC1,000$4.37 萬0.00%
Pinnacle Wealth Planning Services, Inc.808$3.53 萬0.00%
Bayforest Capital Ltd562$2.46 萬0.02%
Elyxium Wealth, LLC539$2.36 萬0.01%
Elequin Capital LP473$2.07 萬0.00%
SageView Advisory Group, LLC259$1.13 萬0.00%
Sound Income Strategies, LLC200$9,6240.00%
Triumph Capital Management212$9,2710.00%
Kemnay Advisory Services Inc.206$9,0080.00%
IFC & Insurance Marketing, Inc.200$9,0000.01%
Basecamp Wealth Advisors LLC201$8,7900.00%
Bank of Jackson Hole Trust156$6,8220.00%
Strive Financial Group ,LLC134$5,8600.00%
Centerpoint Advisors, LLC75$3,0000.00%
YANKCOM Partnership48$2,0990.00%
Kohmann Bosshard Financial Services, LLC34$1,4870.00%
Zions Bancorporation, National Association32$1,3990.00%
Vermillion & White Wealth Management Group, LLC31$1,3550.00%
Atlantic Union Bankshares Corp27$1,1810.00%
DV Trading LLC25$1,0930.00%
SHP Wealth Management17$7430.00%
IMA Wealth, Inc.16$6990.00%
Cornerstone Financial Management LLC13$5680.00%
Stone House Investment Management, LLC12$5250.00%
Curio Wealth, LLC6$2890.00%
Keating Financial Advisory Services, Inc.6$2620.00%
Signature Equity Partners, LLC5$2190.00%
Dunhill Financial, LLC2$800.00%
Huntington National Bank1$440.00%
Capital Advisors, Ltd. LLC5$00.00%

清倉機構(89 家)

2025 年第 3 季季末持有 Upstart Holdings, Inc.、2025 年第 4 季有申報但已經沒有持有的機構。

2025 年第 4 季清倉 UPST 的機構
機構2025 年第 3 季股數2025 年第 3 季市值
Slate Path Capital LP2,731,974$1.39 億
Squarepoint Ops LLC1,356,294$6,890 萬
Fuller & Thaler Asset Management, Inc.1,046,143$5,314 萬
Toroso Investments, LLC1,000,638$5,083 萬
Coatue Management LLC大師Coatue870,947$4,424 萬
Tudor Investment Corp Et Al370,901$1,884 萬
Rokos Capital Management LLP360,719$1,832 萬
Summit Partners Public Asset Management, LLC300,000$1,524 萬
Two Sigma Investments, LP277,144$1,408 萬
Virtu Financial LLC170,211$864.7 萬
HRT Financial LP100,797$512.0 萬
Hillsdale Investment Management Inc.98,410$499.9 萬
Erste Asset Management GmbH83,400$478.3 萬
Edgestream Partners, L.P.89,836$456.4 萬
Federated Hermes, Inc.73,441$373.1 萬
Bridgewater Associates, LP61,972$314.8 萬
Brevan Howard Capital Management LP55,494$281.9 萬
Trexquant Investment LP54,755$278.2 萬
Group One Trading, L.P.43,222$219.6 萬
Weiss Asset Management LP24,170$122.8 萬
Jackson Creek Investment Advisors LLC21,951$111.5 萬
Legacy Capital Group California, Inc.20,588$104.6 萬
Ardmore Road Asset Management LP20,000$101.6 萬
Old Mission Capital LLC17,255$87.7 萬
Fox Run Management, L.L.C.14,388$73.1 萬
Polymer Capital Management (US) LLC13,128$66.7 萬
Teacher Retirement System of Texas11,181$56.8 萬
Van Eck Associates Corp9,884$50.2 萬
Groupama Asset Managment–$46.1 萬
Diker Management LLC9,000$45.7 萬
American Century Companies Inc8,903$45.2 萬
New York Life Investment Management LLC8,487$43.1 萬
Jennison Associates LLC8,129$41.3 萬
Versor Investments LP7,987$40.6 萬
Icapital Wealth LLC7,727$39.3 萬
Virginia Retirement Systems Et Al7,500$38.1 萬
Bridgefront Capital, LLC6,867$34.9 萬
Sig Brokerage, LP6,848$34.8 萬
Oxford Asset Management LLP6,755$34.3 萬
Entropy Technologies, LP6,370$32.4 萬
Integrated Wealth Concepts LLC6,227$31.6 萬
O'Shaughnessy Asset Management, LLC5,865$29.8 萬
Counterpoint Mutual Funds LLC5,737$29.1 萬
Summit Trail Advisors, LLC5,688$28.9 萬
Tradition Wealth Management, LLC5,470$27.8 萬
Sanctuary Advisors, LLC5,014$25.5 萬
Cresset Asset Management, LLC4,638$23.6 萬
Perennial Investment Advisors, LLC4,590$23.3 萬
NorthRock Partners, LLC4,530$23.0 萬
Seros Financial, LLC4,512$22.9 萬
Stratos Wealth Partners, LTD.4,435$22.5 萬
Summit Financial Strategies, Inc.4,210$21.4 萬
QRG Capital Management, Inc.4,131$21.0 萬
Massar Capital Management, LP4,100$20.8 萬
Joel Isaacson & Co., LLC4,000$20.3 萬
Swiss Life Asset Management Ltd3,946$20.0 萬
Parallax Volatility Advisers, L.P.2,638$13.4 萬
Aster Capital Management (DIFC) Ltd1,739$8.83 萬
Wexford Capital LP1,521$7.73 萬
National Asset Management, Inc.1,047$5.32 萬
Groupe la Francaise850$3.82 萬
BI Asset Management Fondsmaeglerselskab A/S673$3.40 萬
Rise Advisors, LLC303$1.54 萬
TSFG, LLC300$1.50 萬
MTM Investment Management, LLC279$1.42 萬
Toth Financial Advisory Corp210$1.07 萬
Pine Valley Investments Ltd Liability Co162$8,230
Ameritas Advisory Services, LLC150$7,620
Private Trust Co NA144$7,315
Ci Investments Inc.139$7,000
Hopwood Financial Services, Inc.130$6,604
Clear Street Markets LLC101$5,131
Main Street Group, LTD100$5,080
Transce3nd, LLC59$4,212
Principal Securities, Inc.68$3,454
Wiser Advisor Group LLC50$2,540
Pacifica Partners Inc.44$2,293
Cheviot Value Management, LLC39$1,977
Gould Capital, LLC38$1,930
GPS Wealth Strategies Group, LLC31$1,575
UMA Financial Services, Inc.25$1,270
Atlantic Edge Private Wealth Management, LLC25$1,270
TD Private Client Wealth LLC18$914
Wealthspire Advisors, LLC16$813
Gen-Wealth Partners Inc15$762
CVA Family Office, LLC13$660
Tortoise Investment Management, LLC10$508
Financial Consulate, Inc10$508
Ronald Blue Trust, Inc.5$254

尚未申報 2025 年第 4 季的機構(8 家)

2025 年第 3 季季末持有 Upstart Holdings, Inc.、還沒有申報 2025 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 3 季持有 UPST、尚未申報 2025 年第 4 季的機構
機構2025 年第 3 季股數2025 年第 3 季市值
AXA Investment Managers S.A.92,466$469.7 萬
Wolverine Trading, LLC13,484$71.1 萬
CIBC Bancorp USA Inc.8,979$45.6 萬
Optimum Investment Advisors410$2.08 萬
Shell Asset Management Co228$1.20 萬
Hemington Wealth Management46$2,000
West Oak Capital, LLC25$1,300
Guerra Advisors Inc5$279