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 |
|---|---|---|---|---|---|
| Kera Capital Partners, Inc. | 22,947 | $58.9 萬 | 0.07% | +9,432+69.8% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 23,145 | $59.4 萬 | 0.01% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 23,800 | $61.0 萬 | 0.00% | 00.0% | 不變 |
| Bailard, Inc. | 23,910 | $61.3 萬 | 0.01% | 00.0% | 不變 |
| Intech Investment Management LLC | 24,014 | $61.6 萬 | 0.01% | −17,685−42.4% | 減碼 |
| Arizona State Retirement System | 24,050 | $61.7 萬 | 0.00% | −305−1.3% | 減碼 |
| Natixis Advisors, L.P. | 24,119 | $61.9 萬 | 0.00% | +5,135+27.0% | 加碼 |
| Jain Global LLC | 24,542 | $63.0 萬 | 0.01% | +24,542 | 新進 |
| Janus Henderson Group PLC | 24,722 | $63.4 萬 | 0.00% | +3,241+15.1% | 加碼 |
| Vontobel Holding Ltd. | 24,935 | $64.0 萬 | 0.00% | +3,680+17.3% | 加碼 |
| Bridgefront Capital, LLC | 25,038 | $64.2 萬 | 0.16% | +25,038 | 新進 |
| Gemmer Asset Management LLC | 25,393 | $65.1 萬 | 0.05% | +1,375+5.7% | 加碼 |
| WMG Financial Advisors, LLC | 25,727 | $66.0 萬 | 0.28% | +8,265+47.3% | 加碼 |
| International Assets Investment Management, LLC | 26,059 | $66.1 萬 | 0.05% | +5,755+28.3% | 加碼 |
| Cetera Investment Advisers | 26,062 | $66.8 萬 | 0.00% | +1,208+4.9% | 加碼 |
| Centiva Capital, LP | 26,180 | $67.2 萬 | 0.03% | +10,993+72.4% | 加碼 |
| Allstate Corp | 26,700 | $68.5 萬 | 0.01% | +26,700 | 新進 |
| New York State Common Retirement Fund | 27,126 | $69.6 萬 | 0.00% | 00.0% | 不變 |
| Intellectus Partners, LLC | 27,250 | $69.9 萬 | 0.14% | +550+2.1% | 加碼 |
| Advisor Group Holdings, Inc. | 27,587 | $70.8 萬 | 0.00% | −6,212−18.4% | 減碼 |
| REX Advisers, LLC | 28,300 | $72.6 萬 | 4.24% | +28,300 | 新進 |
| Rare Wolf Capital LLC | 29,277 | $75.1 萬 | 0.49% | +15,202+108.0% | 加碼 |
| Caption Management, LLC | 30,000 | $77.0 萬 | 0.04% | +15,000+100.0% | 加碼 |
| Falcon Wealth Planning | 30,105 | $77.2 萬 | 0.05% | −260−0.9% | 減碼 |
| Apollon Wealth Management, LLC | 30,910 | $79.3 萬 | 0.01% | −3,948−11.3% | 減碼 |
| Sepio Capital, LP | 33,405 | $85.7 萬 | 0.05% | 00.0% | 不變 |
| SCS Capital Management LLC | 35,140 | $90.1 萬 | 0.01% | 00.0% | 不變 |
| Vanguard Global Advisers, LLC | 35,554 | $91.2 萬 | 0.00% | +35,554 | 新進 |
| Coastal Bridge Advisors, LLC | 35,688 | $91.5 萬 | 0.06% | −2,000−5.3% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,711 | $91.6 萬 | 0.00% | +5,500+18.2% | 加碼 |
| Odyssean, LLC | 35,883 | $92.0 萬 | 0.34% | +19,872+124.1% | 加碼 |
| Two Sigma Investments, LP | 35,991 | $92.3 萬 | 0.00% | +35,991 | 新進 |
| Jefferies Financial Group Inc. | 36,143 | $92.7 萬 | 0.01% | +19,612+118.6% | 加碼 |
| Mercer Global Advisors Inc | 36,803 | $94.4 萬 | 0.00% | −8,364−18.5% | 減碼 |
| Mariner, LLC | 36,899 | $94.6 萬 | 0.00% | +11,885+47.5% | 加碼 |
| Jones Financial Companies LLLP | 38,276 | $94.8 萬 | 0.00% | +24,267+173.2% | 加碼 |
| Altshuler Shaham Ltd | 37,800 | $97.0 萬 | 0.02% | +10,800+40.0% | 加碼 |
| Miracle Mile Advisors, LLC | 38,218 | $98.0 萬 | 0.01% | −2,253−5.6% | 減碼 |
| Manufacturers Life Insurance Company, The | 41,047 | $105.3 萬 | 0.00% | −2,806−6.4% | 減碼 |
| Walleye Trading LLC | 41,238 | $105.8 萬 | 0.02% | −57,732−58.3% | 減碼 |
| GMT Capital Corp | 42,000 | $107.7 萬 | 0.05% | +42,000 | 新進 |
| Gsa Capital Partners LLP | 44,760 | $114.8 萬 | 0.07% | +37,920+554.4% | 加碼 |
| Manchester Capital Management LLC | 44,934 | $115.3 萬 | 0.17% | +1,811+4.2% | 加碼 |
| Nomura Holdings Inc | 45,062 | $115.6 萬 | 0.01% | +363+0.8% | 加碼 |
| Dark Forest Capital Management LP | 45,836 | $117.6 萬 | 0.10% | −38,244−45.5% | 減碼 |
| MetLife Investment Management | 47,530 | $121.9 萬 | 0.01% | +639+1.4% | 加碼 |
| TCI Wealth Advisors, Inc. | 48,389 | $124.1 萬 | 0.07% | +4,000+9.0% | 加碼 |
| Engineers Gate Manager LP | 48,714 | $125.0 萬 | 0.02% | +28,604+142.2% | 加碼 |
| Liontrust Investment Partners LLP | 52,013 | $133.4 萬 | 0.02% | −19,511−27.3% | 減碼 |
| Creative Planning | 53,914 | $138.3 萬 | 0.00% | +8,524+18.8% | 加碼 |
| Commonwealth Equity Services, LLC | 54,168 | $138.9 萬 | 0.00% | +1,789+3.4% | 加碼 |
| IMC-Chicago, LLC | 54,840 | $140.7 萬 | 0.02% | +8,126+17.4% | 加碼 |
| Havemeyer Place LP | 59,216 | $151.9 萬 | 0.18% | +59,216 | 新進 |
| SummitTX Capital, L.P. | 59,503 | $152.6 萬 | 0.05% | −25,720−30.2% | 減碼 |
| MML Investors Services, LLC | 63,435 | $162.7 萬 | 0.00% | −12,255−16.2% | 減碼 |
| Schonfeld Strategic Advisors LLC | 67,525 | $173.2 萬 | 0.01% | −152,526−69.3% | 減碼 |
| Private Advisor Group, LLC | 68,054 | $174.6 萬 | 0.01% | −3,269−4.6% | 減碼 |
| Brevan Howard Capital Management LP | 69,342 | $177.9 萬 | 0.02% | +69,342 | 新進 |
| Legal & General Group Plc | 69,694 | $178.8 萬 | 0.00% | −14,551−17.3% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 70,797 | $181.6 萬 | 0.00% | +20,415+40.5% | 加碼 |
| Winton Group Ltd | 75,900 | $194.7 萬 | 0.07% | +75,900 | 新進 |
| Congress Asset Management Co | 76,407 | $196.0 萬 | 0.01% | +76,407 | 新進 |
| Headlands Technologies LLC | 79,501 | $203.9 萬 | 0.23% | +79,501 | 新進 |
| Vanguard Asset Management, Ltd | 79,691 | $204.4 萬 | 0.00% | +79,691 | 新進 |
| Nordea Investment Management AB | 83,501 | $206.4 萬 | 0.00% | −4,442−5.1% | 減碼 |
| Deutsche Bank AG | 80,987 | $207.7 萬 | 0.00% | +6,984+9.4% | 加碼 |
| Bank of Montreal | 81,488 | $209.0 萬 | 0.00% | −9,164−10.1% | 減碼 |
| Algert Global LLC | 81,800 | $209.8 萬 | 0.03% | +62,013+313.4% | 加碼 |
| HRT Financial LP | 83,447 | $214.0 萬 | 0.01% | +83,447 | 新進 |
| Bank Julius Baer & Co. Ltd, Zurich | 83,941 | $215.3 萬 | 0.01% | +2,354+2.9% | 加碼 |
| AQR Capital Management LLC | 86,669 | $222.3 萬 | 0.00% | +26,360+43.7% | 加碼 |
| Divisadero Street Capital Management, LP | 89,589 | $229.8 萬 | 0.11% | −280,411−75.8% | 減碼 |
| Raymond James Financial Inc | 93,020 | $238.6 萬 | 0.00% | −542−0.6% | 減碼 |
| Credit Agricole S A | 97,272 | $249.5 萬 | 0.01% | −18,529−16.0% | 減碼 |
| Price T Rowe Associates Inc | 97,604 | $250.4 萬 | 0.00% | +17,225+21.4% | 加碼 |
| PDT Partners, LLC | 100,041 | $256.6 萬 | 0.15% | 00.0% | 不變 |
| Man Group plc | 100,192 | $257.0 萬 | 0.01% | +29,957+42.7% | 加碼 |
| California State Teachers Retirement System | 100,693 | $258.3 萬 | 0.00% | +17,675+21.3% | 加碼 |
| LPL Financial LLC | 100,871 | $258.7 萬 | 0.00% | −5,810−5.4% | 減碼 |
| Neo Ivy Capital Management | 102,953 | $264.1 萬 | 0.70% | −37,322−26.6% | 減碼 |
| Quantinno Capital Management LP | 103,860 | $266.4 萬 | 0.00% | +24,492+30.9% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 105,393 | $270.3 萬 | 0.00% | −4,243−3.9% | 減碼 |
| Quantbot Technologies LP | 106,086 | $272.1 萬 | 0.11% | +35,776+50.9% | 加碼 |
| Invesco Ltd. | 107,290 | $275.2 萬 | 0.00% | +16,303+17.9% | 加碼 |
| Rhumbline Advisers | 108,065 | $277.2 萬 | 0.00% | −945−0.9% | 減碼 |
| Banco Santander, S.A. | 109,300 | $280.4 萬 | 0.02% | +68,777+169.7% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 115,008 | $294.9 萬 | 0.00% | −1,093,193−90.5% | 減碼 |
| Marex Group plc | 116,308 | $298.3 萬 | 0.03% | −1,062,689−90.1% | 減碼 |
| Holocene Advisors, LP | 134,934 | $346.1 萬 | 0.01% | +125,892+1,392.3% | 加碼 |
| JPMorgan Chase & Co | 152,062 | $368.3 萬 | 0.00% | −258,546−63.0% | 減碼 |
| Bank of Nova Scotia | 150,475 | $386.0 萬 | 0.01% | +8,917+6.3% | 加碼 |
| Wells Fargo & Company | 161,770 | $414.9 萬 | 0.00% | −48,394−23.0% | 減碼 |
| Qube Research & Technologies Ltd | 167,379 | $429.3 萬 | 0.01% | +39,180+30.6% | 加碼 |
| Alliancebernstein L.P. | 99,991 | $437.3 萬 | 0.00% | +1,181+1.2% | 加碼 |
| Swiss National Bank | 173,200 | $444.3 萬 | 0.00% | +2,400+1.4% | 加碼 |
| UBS Asset Management Americas Inc | 178,984 | $459.1 萬 | 0.00% | +21,552+13.7% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 180,606 | $463.3 萬 | 0.01% | −670,233−78.8% | 減碼 |
| SG Americas Securities, LLC | 183,637 | $471.0 萬 | 0.01% | −902,214−83.1% | 減碼 |
| Nuveen, LLC | 188,344 | $483.1 萬 | 0.00% | −1,288−0.7% | 減碼 |
| Maxi Investments CY Ltd | 193,400 | $496.1 萬 | 1.08% | 00.0% | 不變 |