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 13F 持有人
Upstart Holdings, Inc. 在 2026/3/31 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
- 340
- 較 2025 年第 4 季 −46 家
- 持有股數
- 5,658 萬
- 較 2025 年第 4 季 +115.8 萬 (+2.1%)
- 總市值
- $14.5 億
- 較 2025 年第 4 季 −$9.71 億 (−40.0%)
- 新進機構
- 52
- 另有 126 家加碼
- 清倉機構
- 98
- 另有 100 家減碼
另有 7 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Eurizon Capital SGR S.p.A. | 1,072 | $2.61 萬 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 1,061 | $2.72 萬 | 0.00% | +61+6.1% | 加碼 |
| Larson Financial Group LLC | 1,118 | $2.87 萬 | 0.00% | −10,583−90.4% | 減碼 |
| Osbon Capital Management LLC | 1,129 | $2.90 萬 | 0.02% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,135 | $2.91 萬 | 0.00% | +844+290.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 1,253 | $3.21 萬 | 0.00% | +673+116.0% | 加碼 |
| Anfield Capital Management, LLC | 1,416 | $3.63 萬 | 0.01% | 00.0% | 不變 |
| Signaturefd, LLC | 1,456 | $3.73 萬 | 0.00% | +233+19.1% | 加碼 |
| Clearstead Advisors, LLC | 1,500 | $3.85 萬 | 0.00% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 1,803 | $4.62 萬 | 0.00% | +39+2.2% | 加碼 |
| Allworth Financial LP | 1,821 | $4.67 萬 | 0.00% | +215+13.4% | 加碼 |
| Geneos Wealth Management Inc. | 1,842 | $4.72 萬 | 0.00% | +1,350+274.4% | 加碼 |
| Rakuten Securities, Inc. | 1,953 | $5.01 萬 | 0.02% | −2,251−53.5% | 減碼 |
| Hollencrest Capital Management | 2,000 | $5.13 萬 | 0.00% | +2,000 | 新進 |
| Holos Integrated Wealth LLC | 2,041 | $5.40 萬 | 0.03% | 00.0% | 不變 |
| GAMMA Investing LLC | 2,173 | $5.57 萬 | 0.00% | +361+19.9% | 加碼 |
| Versant Capital Management, Inc | 2,293 | $5.88 萬 | 0.01% | +1,886+463.4% | 加碼 |
| Kemnay Advisory Services Inc. | 2,359 | $6.05 萬 | 0.01% | +2,153+1,045.1% | 加碼 |
| Westside Investment Management, Inc. | 2,500 | $6.40 萬 | 0.01% | 00.0% | 不變 |
| Twin Peaks Wealth Advisors, LLC | 2,605 | $6.68 萬 | 0.02% | +2,605 | 新進 |
| Orion Capital Management LLC | 2,700 | $6.93 萬 | 0.02% | 00.0% | 不變 |
| CWM, LLC | 2,705 | $6.94 萬 | 0.00% | −738−21.4% | 減碼 |
| Nisa Investment Advisors, LLC | 2,886 | $7.40 萬 | 0.00% | −6,859−70.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 3,110 | $7.98 萬 | 0.00% | +925+42.3% | 加碼 |
| Acadian Asset Management LLC | 3,399 | $8.70 萬 | 0.00% | +3,399 | 新進 |
| KBC Group NV | 3,510 | $9.00 萬 | 0.00% | +1,097+45.5% | 加碼 |
| Farther Finance Advisors, LLC | 3,573 | $9.06 萬 | 0.00% | +1,846+106.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 3,885 | $9.97 萬 | 0.00% | +1,186+43.9% | 加碼 |
| Harbour Investments, Inc. | 4,341 | $11.1 萬 | 0.00% | −5,941−57.8% | 減碼 |
| Advisory Services Network, LLC | 4,654 | $11.9 萬 | 0.00% | −553−10.6% | 減碼 |
| Fifth Third Bancorp | 4,957 | $12.7 萬 | 0.00% | +4,357+726.2% | 加碼 |
| Ensign Peak Advisors, Inc | 5,150 | $13.2 萬 | 0.00% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 5,524 | $14.2 萬 | 0.00% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 6,325 | $16.2 萬 | 0.03% | +3,450+120.0% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,334 | $16.2 萬 | 0.00% | −116−1.8% | 減碼 |
| Royal Bank of Canada | 6,512 | $16.7 萬 | 0.00% | −29,047−81.7% | 減碼 |
| State of Wyoming | 6,901 | $17.7 萬 | 0.02% | +674+10.8% | 加碼 |
| Ameritas Investment Partners, Inc. | 7,037 | $18.0 萬 | 0.01% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 7,838 | $20.1 萬 | 0.00% | +2,836+56.7% | 加碼 |
| EP Wealth Advisors, LLC | 7,879 | $20.2 萬 | 0.00% | +7,879 | 新進 |
| Los Angeles Capital Management LLC | 7,946 | $20.4 萬 | 0.00% | −19,222−70.8% | 減碼 |
| Strategic Family Wealth Counselors, L.L.C. | 8,021 | $20.6 萬 | 0.05% | +29+0.4% | 加碼 |
| Xponance, Inc. | 8,084 | $20.7 萬 | 0.00% | +1,315+19.4% | 加碼 |
| Newbridge Financial Services Group, Inc. | 8,085 | $20.7 萬 | 0.03% | −1,333−14.2% | 減碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 8,232 | $21.1 萬 | 0.01% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 8,347 | $21.4 萬 | 0.01% | −69,240−89.2% | 減碼 |
| Beacon Pointe Advisors, LLC | 8,401 | $21.5 萬 | 0.00% | −300−3.4% | 減碼 |
| State of Wisconsin Investment Board | 8,559 | $22.0 萬 | 0.00% | +3,861+82.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 8,738 | $22.4 萬 | 0.01% | −2,281−20.7% | 減碼 |
| Ami Asset Management Corp | 8,787 | $22.5 萬 | 0.01% | −210−2.3% | 減碼 |
| Prime Capital Investment Advisors, LLC | 8,953 | $23.0 萬 | 0.00% | −917−9.3% | 減碼 |
| Oppenheimer Asset Management Inc. | 9,123 | $23.4 萬 | 0.00% | +358+4.1% | 加碼 |
| Galvin, Gaustad & Stein, LLC | 9,217 | $23.6 萬 | 0.02% | +9,217 | 新進 |
| nVerses Capital, LLC | 9,383 | $24.1 萬 | 0.22% | +9,383 | 新進 |
| Victory Capital Management Inc | 9,778 | $25.1 萬 | 0.00% | +25+0.3% | 加碼 |
| Inspire Advisors, LLC | 9,850 | $25.3 萬 | 0.02% | +2,108+27.2% | 加碼 |
| US Bancorp | 10,313 | $26.5 萬 | 0.00% | +669+6.9% | 加碼 |
| Independent Financial Group, LLC | 11,009 | $28.2 萬 | 0.01% | −80−0.7% | 減碼 |
| Pensionmark Financial Group, LLC | 11,184 | $28.7 萬 | 0.00% | +1,258+12.7% | 加碼 |
| Advisors Asset Management, Inc. | 11,486 | $29.5 萬 | 0.00% | −1,730−13.1% | 減碼 |
| Capital Advantage, Inc. | 11,625 | $29.8 萬 | 0.04% | 00.0% | 不變 |
| Portman Square Capital LLP | 11,810 | $30.3 萬 | 0.05% | +2,710+29.8% | 加碼 |
| Walleye Capital LLC | 11,815 | $30.3 萬 | 0.00% | −137,954−92.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 11,897 | $30.5 萬 | 0.00% | −10,961−48.0% | 減碼 |
| Phoenix Holdings Ltd. | 12,312 | $31.6 萬 | 0.00% | +3,830+45.2% | 加碼 |
| ProShare Advisors LLC | 12,495 | $32.0 萬 | 0.00% | −3,085−19.8% | 減碼 |
| Graham Capital Management, L.P. | 12,617 | $32.4 萬 | 0.01% | +3,387+36.7% | 加碼 |
| Fairbanks Capital Management, Inc. | 12,800 | $32.8 萬 | 0.21% | 00.0% | 不變 |
| PFG Investments, LLC | 12,900 | $33.1 萬 | 0.02% | 00.0% | 不變 |
| SEI Investments Co | 13,410 | $34.4 萬 | 0.00% | +523+4.1% | 加碼 |
| Tudor Investment Corp Et Al | 13,507 | $34.6 萬 | 0.00% | +13,507 | 新進 |
| Prudential Financial Inc | 13,630 | $35.0 萬 | 0.00% | +8,285+155.0% | 加碼 |
| Integrated Financial Solutions, Inc. | 14,510 | $37.2 萬 | 0.26% | −1,000−6.4% | 減碼 |
| Pictet Asset Management Holding SA | 14,528 | $37.3 萬 | 0.00% | +1,018+7.5% | 加碼 |
| Atom Investors LP | 14,546 | $37.3 萬 | 0.03% | −38,148−72.4% | 減碼 |
| Rockefeller Capital Management L.P. | 14,595 | $37.4 萬 | 0.00% | −2,721−15.7% | 減碼 |
| FMR LLC | 14,736 | $37.8 萬 | 0.00% | +2,734+22.8% | 加碼 |
| Voya Investment Management LLC | 14,791 | $37.9 萬 | 0.00% | −458−3.0% | 減碼 |
| Catalyst Funds Management Pty Ltd | 14,800 | $38.0 萬 | 0.06% | +14,800 | 新進 |
| JustInvest LLC | 14,939 | $38.3 萬 | 0.00% | +2,600+21.1% | 加碼 |
| Entropy Technologies, LP | 14,958 | $38.4 萬 | 0.02% | +14,958 | 新進 |
| Kercheville Advisors, LLC | 15,000 | $38.5 萬 | 0.12% | +10,000+200.0% | 加碼 |
| Russell Investments Group, Ltd. | 15,629 | $40.1 萬 | 0.00% | +1,714+12.3% | 加碼 |
| Royal Fund Management, LLC | 15,840 | $40.6 萬 | 0.04% | −900−5.4% | 減碼 |
| Prospera Financial Services Inc | 15,978 | $41.0 萬 | 0.01% | +8,098+102.8% | 加碼 |
| Aigen Investment Management, LP | 16,471 | $42.2 萬 | 0.11% | +8,986+120.1% | 加碼 |
| SBI Securities Co., Ltd. | 17,751 | $45.5 萬 | 0.01% | −217−1.2% | 減碼 |
| Shelton Capital Management | 18,000 | $46.2 萬 | 0.01% | 00.0% | 不變 |
| Simplicity Wealth,LLC | 18,209 | $46.7 萬 | 0.03% | −3,370−15.6% | 減碼 |
| Canada Pension Plan Investment Board | 18,300 | $46.9 萬 | 0.00% | +7,200+64.9% | 加碼 |
| Janney Montgomery Scott LLC | 18,643 | $47.8 萬 | 0.00% | +5,532+42.2% | 加碼 |
| Kestra Advisory Services, LLC | 18,763 | $48.1 萬 | 0.00% | −9,042−32.5% | 減碼 |
| KLP Kapitalforvaltning AS | 19,300 | $49.5 萬 | 0.00% | +800+4.3% | 加碼 |
| Leonteq Securities AG | 19,510 | $50.0 萬 | 0.03% | +3,141+19.2% | 加碼 |
| Ameriprise Financial Inc | 19,781 | $50.7 萬 | 0.00% | −17,927−47.5% | 減碼 |
| Gator Capital Management, LLC | 20,000 | $51.3 萬 | 0.11% | +20,000 | 新進 |
| Skopos Labs, Inc. | 20,339 | $52.2 萬 | 0.02% | +20,339 | 新進 |
| Vanguard Investments Australia, Ltd. | 20,915 | $53.6 萬 | 0.00% | +20,915 | 新進 |
| Envestnet Asset Management Inc | 21,291 | $54.6 萬 | 0.00% | −6,854−24.4% | 減碼 |
| State Board of Administration of Florida Retirement System | 21,350 | $54.8 萬 | 0.00% | 00.0% | 不變 |