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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 9,753 | $42.6 萬 | 0.00% | +147+1.5% | 加碼 |
| Prime Capital Investment Advisors, LLC | 9,870 | $43.2 萬 | 0.01% | +126+1.3% | 加碼 |
| Pensionmark Financial Group, LLC | 9,926 | $43.4 萬 | 0.01% | +9,926 | 新進 |
| Firsthand Capital Management, Inc. | 10,000 | $43.7 萬 | 0.81% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 10,068 | $44.0 萬 | 0.06% | +3,120+44.9% | 加碼 |
| Harbour Investments, Inc. | 10,282 | $45.0 萬 | 0.01% | −566−5.2% | 減碼 |
| Truist Financial Corp | 10,719 | $46.9 萬 | 0.00% | −1,379−11.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 11,019 | $48.2 萬 | 0.01% | +7,407+205.1% | 加碼 |
| Independent Financial Group, LLC | 11,089 | $48.5 萬 | 0.01% | +1,981+21.8% | 加碼 |
| Canada Pension Plan Investment Board | 11,100 | $48.5 萬 | 0.00% | −11,900−51.7% | 減碼 |
| Capital Advantage, Inc. | 11,625 | $50.8 萬 | 0.07% | 00.0% | 不變 |
| Larson Financial Group LLC | 11,701 | $51.2 萬 | 0.02% | +6,659+132.1% | 加碼 |
| FMR LLC | 12,002 | $52.5 萬 | 0.00% | −1,949−14.0% | 減碼 |
| Kera Capital Partners, Inc. | 13,515 | $53.0 萬 | 0.07% | −6,411−32.2% | 減碼 |
| Mirabella Financial Services LLP | 12,318 | $53.9 萬 | 0.05% | +12,318 | 新進 |
| JustInvest LLC | 12,339 | $54.0 萬 | 0.01% | +1,983+19.1% | 加碼 |
| EMC Capital Management | 11,050 | $54.3 萬 | 0.24% | +1,200+12.2% | 加碼 |
| Fairbanks Capital Management, Inc. | 12,800 | $56.0 萬 | 0.31% | +2,000+18.5% | 加碼 |
| SEI Investments Co | 12,887 | $56.4 萬 | 0.00% | −38,827−75.1% | 減碼 |
| PFG Investments, LLC | 12,900 | $56.4 萬 | 0.03% | +5,100+65.4% | 加碼 |
| Janney Montgomery Scott LLC | 13,111 | $57.3 萬 | 0.00% | +2,084+18.9% | 加碼 |
| Advisors Asset Management, Inc. | 13,216 | $57.8 萬 | 0.01% | −104−0.8% | 減碼 |
| Pictet Asset Management Holding SA | 13,510 | $59.1 萬 | 0.00% | +1,349+11.1% | 加碼 |
| Russell Investments Group, Ltd. | 13,915 | $60.9 萬 | 0.00% | −963−6.5% | 減碼 |
| Jones Financial Companies LLLP | 14,009 | $61.3 萬 | 0.00% | +3,044+27.8% | 加碼 |
| Rare Wolf Capital LLC | 14,075 | $61.5 萬 | 0.38% | +14,075 | 新進 |
| Caption Management, LLC | 15,000 | $65.6 萬 | 0.03% | 00.0% | 不變 |
| Centiva Capital, LP | 15,187 | $66.4 萬 | 0.04% | +15,187 | 新進 |
| Voya Investment Management LLC | 15,249 | $66.7 萬 | 0.00% | 00.0% | 不變 |
| Integrated Financial Solutions, Inc. | 15,510 | $67.8 萬 | 0.48% | +1,425+10.1% | 加碼 |
| ProShare Advisors LLC | 15,580 | $68.1 萬 | 0.00% | +1,178+8.2% | 加碼 |
| Odyssean, LLC | 16,011 | $70.0 萬 | 0.50% | +16,011 | 新進 |
| Leonteq Securities AG | 16,369 | $71.6 萬 | 0.04% | +7,011+74.9% | 加碼 |
| Jefferies Financial Group Inc. | 16,531 | $72.3 萬 | 0.01% | +9,531+136.2% | 加碼 |
| Royal Fund Management, LLC | 16,740 | $73.2 萬 | 0.07% | −8,843−34.6% | 減碼 |
| Alpine Woods Capital Investors, LLC | 17,189 | $75.2 萬 | 0.18% | +17,189 | 新進 |
| Rockefeller Capital Management L.P. | 17,316 | $75.7 萬 | 0.00% | −1,077−5.9% | 減碼 |
| WMG Financial Advisors, LLC | 17,462 | $76.4 萬 | 0.31% | +1,600+10.1% | 加碼 |
| SBI Securities Co., Ltd. | 17,968 | $78.6 萬 | 0.02% | +950+5.6% | 加碼 |
| Shelton Capital Management | 18,000 | $78.7 萬 | 0.02% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 18,323 | $80.1 萬 | 0.00% | +1,543+9.2% | 加碼 |
| KLP Kapitalforvaltning AS | 18,500 | $80.9 萬 | 0.00% | +800+4.5% | 加碼 |
| Natixis Advisors, L.P. | 18,984 | $83.0 萬 | 0.00% | −58−0.3% | 減碼 |
| Balyasny Asset Management LLC | 19,712 | $86.2 萬 | 0.00% | −268,052−93.1% | 減碼 |
| Algert Global LLC | 19,787 | $86.5 萬 | 0.01% | −10,510−34.7% | 減碼 |
| Engineers Gate Manager LP | 20,110 | $87.9 萬 | 0.01% | −53,403−72.6% | 減碼 |
| International Assets Investment Management, LLC | 20,304 | $88.8 萬 | 0.06% | +7,375+57.0% | 加碼 |
| Lighthouse Investment Partners, LLC | 21,003 | $91.8 萬 | 0.03% | +21,003 | 新進 |
| Campbell Newman Asset Management Inc | 21,045 | $92.0 萬 | 0.07% | −898−4.1% | 減碼 |
| Vontobel Holding Ltd. | 21,255 | $92.9 萬 | 0.00% | +10,265+93.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 21,350 | $93.4 萬 | 0.00% | 00.0% | 不變 |
| Janus Henderson Group PLC | 21,481 | $93.9 萬 | 0.00% | −3,106−12.6% | 減碼 |
| Simplicity Wealth,LLC | 21,579 | $94.4 萬 | 0.06% | −6,388−22.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 22,858 | $100.0 萬 | 0.00% | −13,287−36.8% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 23,145 | $101.2 萬 | 0.01% | −369−1.6% | 減碼 |
| Lazard Asset Management LLC | 23,450 | $102.5 萬 | 0.00% | +18,068+335.7% | 加碼 |
| Main Management ETF Advisors, LLC | 23,490 | $102.7 萬 | 0.04% | +240+1.0% | 加碼 |
| Handelsbanken Fonder AB | 23,800 | $104.1 萬 | 0.00% | 00.0% | 不變 |
| Bailard, Inc. | 23,910 | $104.6 萬 | 0.02% | −14,500−37.8% | 減碼 |
| Gemmer Asset Management LLC | 24,018 | $105.0 萬 | 0.08% | −1,495−5.9% | 減碼 |
| Arizona State Retirement System | 24,355 | $106.5 萬 | 0.01% | −980−3.9% | 減碼 |
| Cetera Investment Advisers | 24,854 | $108.7 萬 | 0.00% | +8,871+55.5% | 加碼 |
| Mariner, LLC | 25,014 | $109.5 萬 | 0.00% | −2,296−8.4% | 減碼 |
| ExodusPoint Capital Management, LP | 25,756 | $112.6 萬 | 0.01% | +25,756 | 新進 |
| Intellectus Partners, LLC | 26,700 | $116.8 萬 | 0.23% | +1,250+4.9% | 加碼 |
| Omers Administration Corp | 26,841 | $117.4 萬 | 0.01% | +3,641+15.7% | 加碼 |
| Altshuler Shaham Ltd | 27,000 | $118.1 萬 | 0.02% | +17,350+179.8% | 加碼 |
| New York State Common Retirement Fund | 27,126 | $118.6 萬 | 0.00% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 27,805 | $121.6 萬 | 0.01% | +12,462+81.2% | 加碼 |
| Los Angeles Capital Management LLC | 27,168 | $122.1 萬 | 0.00% | +2,924+12.1% | 加碼 |
| Envestnet Asset Management Inc | 28,145 | $123.1 萬 | 0.00% | −3,841−12.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,211 | $132.1 萬 | 0.00% | +3,329+12.4% | 加碼 |
| Falcon Wealth Planning | 30,365 | $132.8 萬 | 0.11% | −996−3.2% | 減碼 |
| XTX Topco Ltd | 30,520 | $133.5 萬 | 0.04% | +20,046+191.4% | 加碼 |
| Twin Tree Management, LP | 31,817 | $139.1 萬 | 0.14% | −23,554−42.5% | 減碼 |
| Two Sigma Advisers, LP | 33,000 | $144.3 萬 | 0.00% | −269,900−89.1% | 減碼 |
| Mercer Global Advisors Inc | 45,167 | $145.7 萬 | 0.00% | +13,205+41.3% | 加碼 |
| Sepio Capital, LP | 33,405 | $146.1 萬 | 0.08% | +28,000+518.0% | 加碼 |
| Advisor Group Holdings, Inc. | 33,799 | $147.8 萬 | 0.00% | −7,635−18.4% | 減碼 |
| Apollon Wealth Management, LLC | 34,858 | $152.4 萬 | 0.03% | +12,077+53.0% | 加碼 |
| SCS Capital Management LLC | 35,140 | $153.7 萬 | 0.02% | 00.0% | 不變 |
| Royal Bank of Canada | 35,559 | $155.5 萬 | 0.00% | −2,534−6.7% | 減碼 |
| Zacks Investment Management | 36,446 | $159.4 萬 | 0.01% | −4,745−11.5% | 減碼 |
| Coastal Bridge Advisors, LLC | 37,688 | $164.8 萬 | 0.12% | −1,182−3.0% | 減碼 |
| Ameriprise Financial Inc | 37,708 | $164.9 萬 | 0.00% | −10,939−22.5% | 減碼 |
| Sciencast Management LP | 39,950 | $174.7 萬 | 0.24% | +39,950 | 新進 |
| Miracle Mile Advisors, LLC | 40,471 | $177.0 萬 | 0.03% | +200.0% | 加碼 |
| Banco Santander, S.A. | 40,523 | $177.2 萬 | 0.01% | +26,523+189.5% | 加碼 |
| Intech Investment Management LLC | 41,699 | $182.3 萬 | 0.02% | −5,087−10.9% | 減碼 |
| Manchester Capital Management LLC | 43,123 | $188.6 萬 | 0.26% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 43,853 | $191.8 萬 | 0.00% | −1,323−2.9% | 減碼 |
| TCI Wealth Advisors, Inc. | 44,389 | $194.1 萬 | 0.11% | +11,064+33.2% | 加碼 |
| Nomura Holdings Inc | 44,699 | $195.5 萬 | 0.01% | +8,925+24.9% | 加碼 |
| Creative Planning | 45,390 | $198.5 萬 | 0.00% | +17,435+62.4% | 加碼 |
| IMC-Chicago, LLC | 46,714 | $204.3 萬 | 0.04% | −131,649−73.8% | 減碼 |
| MetLife Investment Management | 46,891 | $205.1 萬 | 0.01% | −2,557−5.2% | 減碼 |
| Simplex Trading, LLC | 48,172 | $210.7 萬 | 0.06% | +48,172 | 新進 |
| Castle Hook Partners LP | 48,545 | $212.3 萬 | 0.03% | +48,545 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 50,382 | $225.5 萬 | 0.00% | +9,545+23.4% | 加碼 |
| Commonwealth Equity Services, LLC | 52,379 | $229.1 萬 | 0.00% | −12,919−19.8% | 減碼 |