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 |
|---|---|---|---|---|---|
| Elequin Capital LP | 473 | $2.07 萬 | 0.00% | +473 | 新進 |
| National Bank of Canada | 478 | $2.09 萬 | 0.00% | −90−15.8% | 減碼 |
| Geneos Wealth Management Inc. | 492 | $2.15 萬 | 0.00% | 00.0% | 不變 |
| CSS LLC | 497 | $2.17 萬 | 0.00% | −13,801−96.5% | 減碼 |
| Elyxium Wealth, LLC | 539 | $2.36 萬 | 0.01% | +539 | 新進 |
| Bayforest Capital Ltd | 562 | $2.46 萬 | 0.02% | +562 | 新進 |
| Sterling Capital Management LLC | 565 | $2.47 萬 | 0.00% | +361+177.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 580 | $2.54 萬 | 0.00% | −191−24.8% | 減碼 |
| Fifth Third Bancorp | 600 | $2.62 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 808 | $3.53 萬 | 0.00% | +808 | 新進 |
| Parallel Advisors, LLC | 947 | $4.14 萬 | 0.00% | +109+13.0% | 加碼 |
| Albion Financial Group | 1,000 | $4.37 萬 | 0.00% | 00.0% | 不變 |
| Shelton Wealth Management, LLC | 1,000 | $4.37 萬 | 0.02% | 00.0% | 不變 |
| Bogart Wealth, LLC | 1,000 | $4.37 萬 | 0.00% | +1,000 | 新進 |
| Steward Partners Investment Advisory, LLC | 1,019 | $4.46 萬 | 0.00% | −445−30.4% | 減碼 |
| Eurizon Capital SGR S.p.A. | 1,072 | $4.81 萬 | 0.00% | +1,072 | 新進 |
| Osbon Capital Management LLC | 1,129 | $4.94 萬 | 0.05% | +1,129 | 新進 |
| Signaturefd, LLC | 1,223 | $5.35 萬 | 0.00% | +428+53.8% | 加碼 |
| Daiwa Securities Group Inc. | 1,372 | $6.00 萬 | 0.00% | +397+40.7% | 加碼 |
| Anfield Capital Management, LLC | 1,416 | $6.19 萬 | 0.02% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 1,481 | $6.48 萬 | 0.00% | +1,471+14,710.0% | 加碼 |
| Clearstead Advisors, LLC | 1,500 | $6.56 萬 | 0.00% | +1,000+200.0% | 加碼 |
| Allworth Financial LP | 1,606 | $7.02 萬 | 0.00% | −26−1.6% | 減碼 |
| Farther Finance Advisors, LLC | 1,727 | $7.55 萬 | 0.00% | −317−15.5% | 減碼 |
| GAMMA Investing LLC | 1,812 | $7.92 萬 | 0.00% | +208+13.0% | 加碼 |
| Flagship Harbor Advisors, LLC | 1,851 | $8.09 萬 | 0.00% | +1,851 | 新進 |
| Asset Management One Co.,Ltd. | 1,764 | $8.21 萬 | 0.00% | −97−5.2% | 減碼 |
| Holos Integrated Wealth LLC | 2,041 | $9.36 萬 | 0.05% | +2,041 | 新進 |
| Federation des caisses Desjardins du Quebec | 2,185 | $9.55 萬 | 0.00% | −5,617−72.0% | 減碼 |
| Arbor Wealth Management LLC | 2,296 | $10.0 萬 | 0.08% | +2,296 | 新進 |
| KBC Group NV | 2,413 | $10.6 萬 | 0.00% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 2,500 | $11.3 萬 | 0.02% | −450−15.3% | 減碼 |
| Amalgamated Bank | 2,678 | $11.7 萬 | 0.00% | −81−2.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 2,699 | $11.8 萬 | 0.00% | +163+6.4% | 加碼 |
| Orion Capital Management LLC | 2,700 | $11.8 萬 | 0.04% | −50−1.8% | 減碼 |
| Caitong International Asset Management Co., Ltd | 2,875 | $12.6 萬 | 0.03% | −16,758−85.4% | 減碼 |
| CWM, LLC | 3,443 | $15.1 萬 | 0.00% | +1,047+43.7% | 加碼 |
| STRS Ohio | 3,900 | $17.1 萬 | 0.00% | −3,700−48.7% | 減碼 |
| Quest Partners LLC | 4,204 | $18.4 萬 | 0.01% | −11,693−73.6% | 減碼 |
| Rakuten Securities, Inc. | 4,204 | $18.4 萬 | 0.06% | −1,687−28.6% | 減碼 |
| Comerica Bank | 4,456 | $19.5 萬 | 0.00% | −16,892−79.1% | 減碼 |
| Inceptionr LLC | 4,609 | $20.2 萬 | 0.06% | −5,609−54.9% | 減碼 |
| State of Wisconsin Investment Board | 4,698 | $20.5 萬 | 0.00% | −3,498−42.7% | 減碼 |
| Merit Financial Group, LLC | 4,993 | $21.8 萬 | 0.00% | +547+12.3% | 加碼 |
| TCG Advisory Services, LLC | 5,002 | $21.9 萬 | 0.01% | −1,250−20.0% | 減碼 |
| Western Wealth Management, LLC | 5,032 | $22.0 萬 | 0.01% | +5,032 | 新進 |
| Principal Financial Group Inc | 5,035 | $22.0 萬 | 0.00% | −1,413−21.9% | 減碼 |
| Gotham Asset Management, LLC | 5,104 | $22.3 萬 | 0.00% | +283+5.9% | 加碼 |
| Ensign Peak Advisors, Inc | 5,150 | $22.5 萬 | 0.00% | −11,300−68.7% | 減碼 |
| Advisory Services Network, LLC | 5,207 | $22.8 萬 | 0.00% | −268−4.9% | 減碼 |
| Prakash Investment Advisors LLC | 5,235 | $22.9 萬 | 0.17% | −2,950−36.0% | 減碼 |
| KLCM Advisors, Inc. | 5,250 | $23.0 萬 | 0.02% | +5,250 | 新進 |
| Kercheville Advisors, LLC | 5,000 | $23.1 萬 | 0.06% | −10,000−66.7% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 5,332 | $23.3 萬 | 0.01% | +9+0.2% | 加碼 |
| Prudential Financial Inc | 5,345 | $23.4 萬 | 0.00% | −96,350−94.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 5,524 | $24.2 萬 | 0.00% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 5,550 | $24.3 萬 | 0.01% | +5,550 | 新進 |
| CIBC World Markets Corp | 5,640 | $24.7 萬 | 0.00% | +5,640 | 新進 |
| Virtus ETF Advisers LLC | 5,670 | $24.8 萬 | 0.12% | 00.0% | 不變 |
| Traynor Capital Management, Inc. | 5,961 | $26.1 萬 | 0.01% | +5,961 | 新進 |
| Keeler & Nadler Financial Planning & Wealth Management | 6,007 | $26.3 萬 | 0.09% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 6,007 | $26.3 萬 | 0.00% | +49+0.8% | 加碼 |
| State of Wyoming | 6,227 | $27.2 萬 | 0.03% | +5,314+582.0% | 加碼 |
| Synergy Financial Group, LTD | 6,233 | $27.3 萬 | 0.19% | +47+0.8% | 加碼 |
| Symmetry Partners, LLC | 6,500 | $28.4 萬 | 0.02% | −19−0.3% | 減碼 |
| Neuberger Berman Group LLC | 6,532 | $28.6 萬 | 0.00% | +266+4.2% | 加碼 |
| PCM Encore, LLC | 6,652 | $29.1 萬 | 0.06% | +6,652 | 新進 |
| Fieldview Capital Management, LLC | 6,740 | $29.5 萬 | 0.05% | +6,740 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 5,830 | $29.5 萬 | 0.00% | −1,618−21.7% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,450 | $29.6 萬 | 0.00% | +1,999+44.9% | 加碼 |
| Resources Investment Advisors, LLC. | 6,767 | $29.6 萬 | 0.00% | +35+0.5% | 加碼 |
| Xponance, Inc. | 6,769 | $29.6 萬 | 0.00% | +19+0.3% | 加碼 |
| Gsa Capital Partners LLP | 6,840 | $29.9 萬 | 0.03% | +6,840 | 新進 |
| SLT Holdings LLC | 7,000 | $30.6 萬 | 0.20% | +7,000 | 新進 |
| Ameritas Investment Partners, Inc. | 7,037 | $30.8 萬 | 0.01% | 00.0% | 不變 |
| Perbak Capital Partners LLP | 7,217 | $31.6 萬 | 0.10% | +7,217 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 7,304 | $31.9 萬 | 0.00% | −26,808−78.6% | 減碼 |
| Aigen Investment Management, LP | 7,485 | $32.7 萬 | 0.08% | +7,485 | 新進 |
| CAPROCK Group, Inc. | 7,719 | $33.8 萬 | 0.01% | +1,188+18.2% | 加碼 |
| Inspire Advisors, LLC | 7,742 | $33.9 萬 | 0.03% | +1,370+21.5% | 加碼 |
| Anson Funds Management LP | 7,829 | $34.2 萬 | 0.05% | 00.0% | 不變 |
| Prospera Financial Services Inc | 7,880 | $34.5 萬 | 0.01% | −1,074−12.0% | 減碼 |
| Wealthfront Advisers LLC | 8,032 | $35.1 萬 | 0.00% | +2,329+40.8% | 加碼 |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $35.7 萬 | 0.08% | 00.0% | 不變 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 8,232 | $36.0 萬 | 0.02% | +8,232 | 新進 |
| Phoenix Holdings Ltd. | 8,482 | $37.1 萬 | 0.00% | +730+9.4% | 加碼 |
| Dynamic Technology Lab Private Ltd | 8,622 | $37.7 萬 | 0.09% | +8,622 | 新進 |
| Beacon Pointe Advisors, LLC | 8,701 | $38.0 萬 | 0.00% | +8,701 | 新進 |
| Oppenheimer Asset Management Inc. | 8,765 | $38.3 萬 | 0.00% | −2,347−21.1% | 減碼 |
| Foundations Investment Advisors, LLC | 8,889 | $38.9 萬 | 0.01% | +8,889 | 新進 |
| Ami Asset Management Corp | 8,997 | $39.3 萬 | 0.02% | −99−1.1% | 減碼 |
| Holocene Advisors, LP | 9,042 | $39.5 萬 | 0.00% | +9,042 | 新進 |
| Portman Square Capital LLP | 9,100 | $39.8 萬 | 0.07% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 9,230 | $40.4 萬 | 0.01% | +1,553+20.2% | 加碼 |
| CTC LLC | 9,295 | $40.6 萬 | 0.04% | −6,200−40.0% | 減碼 |
| Blueshift Asset Management, LLC | 9,376 | $41.0 萬 | 0.12% | −3,268−25.8% | 減碼 |
| Boothbay Fund Management, LLC | 9,390 | $41.1 萬 | 0.01% | +9,390 | 新進 |
| Newbridge Financial Services Group, Inc. | 9,418 | $41.2 萬 | 0.06% | −2,131−18.5% | 減碼 |
| US Bancorp | 9,644 | $42.2 萬 | 0.00% | −28−0.3% | 減碼 |
| Nisa Investment Advisors, LLC | 9,745 | $42.6 萬 | 0.00% | −1,000−9.3% | 減碼 |