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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。

2026 年第 1 季與 2025 年第 4 季比較

持有 Upstart Holdings, Inc. 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人2025 年第 4 季全部持有人

UPST 的 13F 持有人:2025 年第 4 季與 2026 年第 1 季比較
項目2025 年第 4 季其中尚未申報 2026 年第 1 季2026 年第 1 季變化
持有家數3937340−46
股數6,466 萬923.6 萬5,658 萬+115.8 萬 (+2.1%)
市值$28.3 億$4.04 億$14.5 億−$9.71 億 (−40.0%)

7 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(52 家)

2026 年第 1 季季末持有 Upstart Holdings, Inc.、2025 年第 4 季季末沒有持有的機構。

2026 年第 1 季新進 UPST 的機構
機構股數市值佔組合 %
Vanguard Capital Management LLC3,752,050$9,624 萬0.00%
Vanguard Portfolio Management LLC3,743,541$9,602 萬0.01%
Coatue Management LLC大師Coatue870,947$2,234 萬0.08%
Vanguard Fiduciary Trust Co597,310$1,532 萬0.00%
Squarepoint Ops LLC531,387$1,363 萬0.03%
Trexquant Investment LP226,197$580.2 萬0.04%
HRT Financial LP83,447$214.0 萬0.01%
Vanguard Asset Management, Ltd79,691$204.4 萬0.00%
Headlands Technologies LLC79,501$203.9 萬0.23%
Congress Asset Management Co76,407$196.0 萬0.01%
Winton Group Ltd75,900$194.7 萬0.07%
Brevan Howard Capital Management LP69,342$177.9 萬0.02%
Havemeyer Place LP59,216$151.9 萬0.18%
GMT Capital Corp42,000$107.7 萬0.05%
Two Sigma Investments, LP35,991$92.3 萬0.00%
Vanguard Global Advisers, LLC35,554$91.2 萬0.00%
REX Advisers, LLC28,300$72.6 萬4.24%
Allstate Corp26,700$68.5 萬0.01%
Bridgefront Capital, LLC25,038$64.2 萬0.16%
Jain Global LLC24,542$63.0 萬0.01%
Vanguard Investments Australia, Ltd.20,915$53.6 萬0.00%
Skopos Labs, Inc.20,339$52.2 萬0.02%
Gator Capital Management, LLC20,000$51.3 萬0.11%
Entropy Technologies, LP14,958$38.4 萬0.02%
Catalyst Funds Management Pty Ltd14,800$38.0 萬0.06%
Tudor Investment Corp Et Al13,507$34.6 萬0.00%
nVerses Capital, LLC9,383$24.1 萬0.22%
Galvin, Gaustad & Stein, LLC9,217$23.6 萬0.02%
EP Wealth Advisors, LLC7,879$20.2 萬0.00%
Acadian Asset Management LLC3,399$8.70 萬0.00%
Twin Peaks Wealth Advisors, LLC2,605$6.68 萬0.02%
Hollencrest Capital Management2,000$5.13 萬0.00%
Schroder Investment Management Group756$1.83 萬0.00%
Mosley Wealth Management86$4,3690.00%
Golden State Equity Partners135$3,4620.00%
Hanson & Doremus Investment Management125$3,0000.00%
Main Street Group, LTD100$2,5650.00%
Wealth Enhancement Trust Services, Inc.99$2,5460.00%
Rossby Financial, LCC100$2,5360.00%
UMA Financial Services, Inc.93$2,3860.00%
Gill Capital Partners, LLC90$2,3090.00%
Key Capital Management, INC76$1,9490.00%
Vanguard National Trust Co68$1,7440.00%
Forum Finance Group S.A.50$1,0000.00%
Hilton Head Capital Partners, LLC25$6410.00%
Quaker Wealth Management, LLC14$3600.00%
NBT Bank N A11$2820.00%
Salem Investment Counselors Inc6$1540.00%
MBM Wealth Consultants, LLC5$1280.00%
Investors Research Corp4$1030.00%
Principia Wealth Advisory, LLC3$770.00%
GHP Investment Advisors, Inc.1$260.00%

清倉機構(98 家)

2025 年第 4 季季末持有 Upstart Holdings, Inc.、2026 年第 1 季有申報但已經沒有持有的機構。

2026 年第 1 季清倉 UPST 的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Jericho Capital Asset Management L.P.5,011,809$2.19 億
Azora Capital LP882,231$3,858 萬
Wellington Management Group LLP489,219$2,139 萬
Nishkama Capital, LLC487,060$2,130 萬
Annex Advisory Services, LLC421,373$1,843 萬
Hidden Lake Asset Management LP316,586$1,384 萬
Carnegie Capital Asset Management, LLC238,163$1,041 萬
J. Goldman & Co LP211,152$923.4 萬
Optiver Holding B.V.172,305$753.5 萬
Interval Partners, LP112,292$491.1 萬
Landscape Capital Management, L.L.C.110,688$484.0 萬
Polar Asset Management Partners Inc.74,700$326.7 萬
Verition Fund Management LLC69,020$301.8 萬
Jump Financial, LLC66,393$290.3 萬
State of New Jersey Common Pension Fund D56,894$248.8 萬
Castle Hook Partners LP48,545$212.3 萬
Simplex Trading, LLC48,172$210.7 萬
Sciencast Management LP39,950$174.7 萬
Zacks Investment Management36,446$159.4 萬
Two Sigma Advisers, LP33,000$144.3 萬
Twin Tree Management, LP31,817$139.1 萬
XTX Topco Ltd30,520$133.5 萬
Omers Administration Corp26,841$117.4 萬
ExodusPoint Capital Management, LP25,756$112.6 萬
Main Management ETF Advisors, LLC23,490$102.7 萬
Lazard Asset Management LLC23,450$102.5 萬
Campbell Newman Asset Management Inc21,045$92.0 萬
Lighthouse Investment Partners, LLC21,003$91.8 萬
Alpine Woods Capital Investors, LLC17,189$75.2 萬
Mirabella Financial Services LLP12,318$53.9 萬
Truist Financial Corp10,719$46.9 萬
Two Sigma Securities, LLC10,068$44.0 萬
Firsthand Capital Management, Inc.10,000$43.7 萬
Boothbay Fund Management, LLC9,390$41.1 萬
Blueshift Asset Management, LLC9,376$41.0 萬
CTC LLC9,295$40.6 萬
Foundations Investment Advisors, LLC8,889$38.9 萬
Dynamic Technology Lab Private Ltd8,622$37.7 萬
Wealthfront Advisers LLC8,032$35.1 萬
Anson Funds Management LP7,829$34.2 萬
CAPROCK Group, Inc.7,719$33.8 萬
Susquehanna Portfolio Strategies, LLC7,304$31.9 萬
Perbak Capital Partners LLP7,217$31.6 萬
SLT Holdings LLC7,000$30.6 萬
Resources Investment Advisors, LLC.6,767$29.6 萬
Wealth Enhancement Advisory Services, LLC5,830$29.5 萬
Fieldview Capital Management, LLC6,740$29.5 萬
PCM Encore, LLC6,652$29.1 萬
Neuberger Berman Group LLC6,532$28.6 萬
Symmetry Partners, LLC6,500$28.4 萬
Synergy Financial Group, LTD6,233$27.3 萬
Sequoia Financial Advisors, LLC6,007$26.3 萬
Keeler & Nadler Financial Planning & Wealth Management6,007$26.3 萬
Traynor Capital Management, Inc.5,961$26.1 萬
Virtus ETF Advisers LLC5,670$24.8 萬
Evergreen Capital Management LLC5,550$24.3 萬
Gerber Kawasaki Wealth & Investment Management5,332$23.3 萬
KLCM Advisors, Inc.5,250$23.0 萬
Prakash Investment Advisors LLC5,235$22.9 萬
Gotham Asset Management, LLC5,104$22.3 萬
Principal Financial Group Inc5,035$22.0 萬
Western Wealth Management, LLC5,032$22.0 萬
Merit Financial Group, LLC4,993$21.8 萬
Inceptionr LLC4,609$20.2 萬
Quest Partners LLC4,204$18.4 萬
STRS Ohio3,900$17.1 萬
Amalgamated Bank2,678$11.7 萬
Arbor Wealth Management LLC2,296$10.0 萬
Flagship Harbor Advisors, LLC1,851$8.09 萬
Daiwa Securities Group Inc.1,372$6.00 萬
Albion Financial Group1,000$4.37 萬
Shelton Wealth Management, LLC1,000$4.37 萬
Bayforest Capital Ltd562$2.46 萬
Elyxium Wealth, LLC539$2.36 萬
CSS LLC497$2.17 萬
SageView Advisory Group, LLC259$1.13 萬
IFC & Insurance Marketing, Inc.200$9,000
Basecamp Wealth Advisors LLC201$8,790
Danske Bank A/S200$8,746
Strive Financial Group ,LLC134$5,860
Quarry LP58$2,536
Bare Financial Services, Inc57$2,493
Inlight Wealth Management, LLC52$2,274
Private Wealth Management Group, LLC39$1,706
Kohmann Bosshard Financial Services, LLC34$1,487
Zions Bancorporation, National Association32$1,399
Vermillion & White Wealth Management Group, LLC31$1,355
Atlantic Union Bankshares Corp27$1,181
DV Trading LLC25$1,093
Strategic Advocates LLC21$944
Cornerstone Financial Management LLC13$568
Stone House Investment Management, LLC12$525
Sunbelt Securities, Inc.10$437
Murphy & Mullick Capital Management Corp10$437
Keating Financial Advisory Services, Inc.6$262
Carolina Wealth Advisors, LLC4$175
Hughes Financial Services, LLC4$175
Capital Advisors, Ltd. LLC5$0

尚未申報 2026 年第 1 季的機構(7 家)

2025 年第 4 季季末持有 Upstart Holdings, Inc.、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 4 季持有 UPST、尚未申報 2026 年第 1 季的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Vanguard Group Inc8,073,659$3.53 億
Norges Bank1,141,425$4,991 萬
EMC Capital Management11,050$54.3 萬
CIBC World Markets Corp5,640$24.7 萬
Comerica Bank4,456$19.5 萬
Global Retirement Partners, LLC114$4,985
CIBC Private Wealth Group, LLC31$1,356