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 |
|---|---|---|---|---|---|
| Voloridge Investment Management, LLC | 215,345 | $552.4 萬 | 0.02% | −132,536−38.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 216,523 | $555.4 萬 | 0.00% | +156,461+260.5% | 加碼 |
| Trexquant Investment LP | 226,197 | $580.2 萬 | 0.04% | +226,197 | 新進 |
| PEAK6 LLC | 242,030 | $620.8 萬 | 0.18% | +154,413+176.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 267,076 | $685.0 萬 | 0.01% | −6,411−2.3% | 減碼 |
| Bank of New York Mellon Corp | 267,341 | $685.7 萬 | 0.00% | −1,873−0.7% | 減碼 |
| HSBC Holdings PLC | 288,044 | $740.3 萬 | 0.00% | +77,899+37.1% | 加碼 |
| Susquehanna International Group, LLP | 326,106 | $836.5 萬 | 0.01% | −960,983−74.7% | 減碼 |
| Pathstone Holdings, LLC | 337,287 | $865.1 萬 | 0.03% | +1,101+0.3% | 加碼 |
| Catalytic Wealth RIA, LLC | 344,646 | $884.0 萬 | 0.37% | +95,172+38.1% | 加碼 |
| First Trust Advisors LP | 373,455 | $957.9 萬 | 0.01% | +54,908+17.2% | 加碼 |
| Bank of America Corp | 505,978 | $1,298 萬 | 0.00% | −2,032,448−80.1% | 減碼 |
| Squarepoint Ops LLC | 531,387 | $1,363 萬 | 0.03% | +531,387 | 新進 |
| Fred Alger Management, LLC | 559,525 | $1,435 萬 | 0.06% | −446,605−44.4% | 減碼 |
| Kadensa Capital Ltd | 589,871 | $1,513 萬 | 2.11% | +68,885+13.2% | 加碼 |
| Vanguard Fiduciary Trust Co | 597,310 | $1,532 萬 | 0.00% | +597,310 | 新進 |
| Citadel Advisors LLC | 631,162 | $1,619 萬 | 0.01% | −474,597−42.9% | 減碼 |
| Charles Schwab Investment Management Inc | 656,018 | $1,683 萬 | 0.00% | −89,818−12.0% | 減碼 |
| Millennium Management LLC | 668,064 | $1,714 萬 | 0.01% | +449,311+205.4% | 加碼 |
| Jane Street Group, LLC | 740,823 | $1,900 萬 | 0.02% | +552,339+293.0% | 加碼 |
| Point72 Asset Management, L.P. | 756,060 | $1,939 萬 | 0.03% | +385,881+104.2% | 加碼 |
| Northern Trust Corp | 758,887 | $1,947 萬 | 0.00% | +14,701+2.0% | 加碼 |
| Citigroup Inc | 806,341 | $2,068 萬 | 0.01% | +242,696+43.1% | 加碼 |
| Capital Fund Management S.A. | 846,779 | $2,172 萬 | 0.19% | +175,434+26.1% | 加碼 |
| Balyasny Asset Management LLC | 869,416 | $2,230 萬 | 0.04% | +849,704+4,310.6% | 加碼 |
| Coatue Management LLC大師Coatue | 870,947 | $2,234 萬 | 0.08% | +870,947 | 新進 |
| UBS Group AG | 881,867 | $2,262 萬 | 0.00% | +239,730+37.3% | 加碼 |
| Dimensional Fund Advisors LP | 1,022,780 | $2,623 萬 | 0.01% | +744,190+267.1% | 加碼 |
| Baillie Gifford & Co | 1,108,295 | $2,843 萬 | 0.03% | +349,366+46.0% | 加碼 |
| Barclays PLC | 1,272,286 | $3,263 萬 | 0.01% | +408,184+47.2% | 加碼 |
| Halter Ferguson Financial Inc. | 1,467,360 | $3,764 萬 | 8.32% | +1,052,039+253.3% | 加碼 |
| Clear Street Group Inc. | 1,555,206 | $3,989 萬 | 0.22% | −506,508−24.6% | 減碼 |
| Goldman Sachs Group Inc | 1,559,486 | $4,000 萬 | 0.01% | −93,138−5.6% | 減碼 |
| State Street Corp | 2,053,086 | $5,266 萬 | 0.00% | +52,033+2.6% | 加碼 |
| Geode Capital Management, LLC | 2,124,078 | $5,449 萬 | 0.00% | +55,563+2.7% | 加碼 |
| Marshall Wace, LLP | 3,280,110 | $8,413 萬 | 0.09% | +2,728,942+495.1% | 加碼 |
| Vanguard Portfolio Management LLC | 3,743,541 | $9,602 萬 | 0.01% | +3,743,541 | 新進 |
| Vanguard Capital Management LLC | 3,752,050 | $9,624 萬 | 0.00% | +3,752,050 | 新進 |
| Morgan Stanley | 3,975,059 | $1.02 億 | 0.01% | −231,556−5.5% | 減碼 |
| BlackRock, Inc. | 7,403,079 | $1.90 億 | 0.00% | +314,319+4.4% | 加碼 |
| Jericho Capital Asset Management L.P. | 0 | $0 | 0.00% | −5,011,809−100.0% | 清倉 |
| Azora Capital LP | 0 | $0 | 0.00% | −882,231−100.0% | 清倉 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −489,219−100.0% | 清倉 |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −487,060−100.0% | 清倉 |
| Annex Advisory Services, LLC | 0 | $0 | 0.00% | −421,373−100.0% | 清倉 |
| Hidden Lake Asset Management LP | 0 | $0 | 0.00% | −316,586−100.0% | 清倉 |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −238,163−100.0% | 清倉 |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −211,152−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −172,305−100.0% | 清倉 |
| Interval Partners, LP | 0 | $0 | 0.00% | −112,292−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −110,688−100.0% | 清倉 |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −74,700−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −69,020−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −66,393−100.0% | 清倉 |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −56,894−100.0% | 清倉 |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −48,545−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −48,172−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −39,950−100.0% | 清倉 |
| Zacks Investment Management | 0 | $0 | 0.00% | −36,446−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −33,000−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −31,817−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −30,520−100.0% | 清倉 |
| Omers Administration Corp | 0 | $0 | 0.00% | −26,841−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −25,756−100.0% | 清倉 |
| Main Management ETF Advisors, LLC | 0 | $0 | 0.00% | −23,490−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −23,450−100.0% | 清倉 |
| Campbell Newman Asset Management Inc | 0 | $0 | 0.00% | −21,045−100.0% | 清倉 |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −21,003−100.0% | 清倉 |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −17,189−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −12,318−100.0% | 清倉 |
| Truist Financial Corp | 0 | $0 | 0.00% | −10,719−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,068−100.0% | 清倉 |
| Firsthand Capital Management, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −9,390−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −9,376−100.0% | 清倉 |
| CTC LLC | 0 | $0 | 0.00% | −9,295−100.0% | 清倉 |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −8,889−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,622−100.0% | 清倉 |
| Wealthfront Advisers LLC | 0 | $0 | 0.00% | −8,032−100.0% | 清倉 |
| Anson Funds Management LP | 0 | $0 | 0.00% | −7,829−100.0% | 清倉 |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −7,719−100.0% | 清倉 |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −7,304−100.0% | 清倉 |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −7,217−100.0% | 清倉 |
| SLT Holdings LLC | 0 | $0 | 0.00% | −7,000−100.0% | 清倉 |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −6,767−100.0% | 清倉 |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −5,830−100.0% | 清倉 |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −6,740−100.0% | 清倉 |
| PCM Encore, LLC | 0 | $0 | 0.00% | −6,652−100.0% | 清倉 |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −6,532−100.0% | 清倉 |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −6,500−100.0% | 清倉 |
| Synergy Financial Group, LTD | 0 | $0 | 0.00% | −6,233−100.0% | 清倉 |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −6,007−100.0% | 清倉 |
| Keeler & Nadler Financial Planning & Wealth Management | 0 | $0 | 0.00% | −6,007−100.0% | 清倉 |
| Traynor Capital Management, Inc. | 0 | $0 | 0.00% | −5,961−100.0% | 清倉 |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −5,670−100.0% | 清倉 |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −5,550−100.0% | 清倉 |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −5,332−100.0% | 清倉 |
| KLCM Advisors, Inc. | 0 | $0 | 0.00% | −5,250−100.0% | 清倉 |
| Prakash Investment Advisors LLC | 0 | $0 | 0.00% | −5,235−100.0% | 清倉 |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −5,104−100.0% | 清倉 |