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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 2 季與 2026 年第 1 季比較

持有 Upstart Holdings, Inc. 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人2026 年第 1 季全部持有人

UPST 的 13F 持有人:2026 年第 1 季與 2026 年第 2 季比較
項目2026 年第 1 季其中尚未申報 2026 年第 2 季2026 年第 2 季變化
持有家數3404370+34
股數5,658 萬4.92 萬5,838 萬+184.3 萬 (+3.3%)
市值$14.5 億$126.1 萬$20.7 億+$6.17 億 (+42.5%)

4 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(77 家)

2026 年第 2 季季末持有 Upstart Holdings, Inc.、2026 年第 1 季季末沒有持有的機構。

2026 年第 2 季新進 UPST 的機構
機構股數市值佔組合 %
Hidden Lake Asset Management LP281,614$997.8 萬6.80%
Alberta Investment Management Corp238,800$846.1 萬0.05%
Blue Jean Financial LLC103,049$365.1 萬2.54%
Norges Bank93,959$332.9 萬0.00%
Edgestream Partners, L.P.82,146$291.0 萬0.09%
Quadrature Capital Ltd76,342$270.5 萬0.02%
ExodusPoint Capital Management, LP75,579$267.8 萬0.02%
Lighthouse Investment Partners, LLC69,043$244.6 萬0.08%
CenterBook Partners LP67,318$238.5 萬0.12%
CI Private Wealth, LLC58,528$207.4 萬0.00%
State of New Jersey Common Pension Fund D37,587$133.2 萬0.00%
Jupiter Topco LLC36,427$129.1 萬0.00%
XTX Topco Ltd36,313$128.7 萬0.02%
LuminArx Capital Management LP–$123.0 萬0.57%
Qsemble Capital Management, LP28,317$100.3 萬0.13%
Polymer Capital Management (US) LLC26,590$94.2 萬0.14%
Group One Trading, L.P.26,371$93.4 萬0.03%
Perigon Wealth Management, LLC26,276$93.1 萬0.01%
Mangrove Partners22,153$78.5 萬0.05%
J. Safra Sarasin Holding AG19,607$69.5 萬0.01%
Simplex Trading, LLC18,575$65.8 萬0.02%
Mirabella Financial Services LLP13,563$48.1 萬0.05%
Virginia Retirement Systems Et Al12,000$42.5 萬0.00%
Optiver Holding B.V.11,888$42.1 萬0.01%
Amundi9,831$34.8 萬0.00%
Greenwich Wealth Management LLC9,091$32.2 萬0.01%
Fox Run Management, L.L.C.8,575$30.4 萬0.05%
Freestone Grove Partners LP8,473$30.0 萬0.00%
Merit Financial Group, LLC7,871$27.9 萬0.00%
Venture Visionary Partners LLC7,205$25.5 萬0.01%
Two Sigma Securities, LLC7,196$25.5 萬0.02%
Sequoia Financial Advisors, LLC7,174$25.4 萬0.00%
Truist Financial Corp6,905$24.5 萬0.00%
Symmetry Partners, LLC6,793$24.1 萬0.01%
Wealth Enhancement Advisory Services, LLC7,338$24.0 萬0.00%
CWM Advisors, LLC6,722$23.8 萬0.01%
PCM Encore, LLC6,648$23.6 萬0.04%
Principal Financial Group Inc6,544$23.2 萬0.00%
Jump Financial, LLC6,452$22.9 萬0.00%
Sanctuary Advisors, LLC6,418$22.7 萬0.00%
Wealthfront Advisers LLC6,385$22.6 萬0.00%
Synergy Financial Group, LTD6,374$22.6 萬0.16%
Neuberger Berman Group LLC6,366$22.6 萬0.00%
CAPROCK Group, Inc.6,360$22.5 萬0.00%
Abel Hall, LLC6,354$22.5 萬0.04%
Swiss Life Asset Management Ltd6,185$21.9 萬0.00%
Occudo Quantitative Strategies LP6,011$21.3 萬0.01%
Keeler & Nadler Financial Planning & Wealth Management6,007$21.3 萬0.06%
Traynor Capital Management, Inc.5,967$21.1 萬0.01%
FORA Capital, LLC5,716$20.3 萬0.01%
EMC Capital Management6,600$19.4 萬0.08%
Mitsubishi UFJ Trust & Banking Corp3,920$13.9 萬0.00%
Nykredit A/S3,484$12.3 萬0.00%
Ameritas Advisory Services, LLC3,123$11.1 萬0.00%
FNY Investment Advisers, LLC2,199$7.70 萬0.03%
Compagnie Lombard Odier SCmA1,300$4.61 萬0.00%
Clear Street Markets LLC743$2.63 萬0.01%
NBH Bank234$8,2910.00%
Quarry LP223$7,9010.00%
Fulcrum Asset Management LLP176$6,1650.00%
Allied Private Wealth LLC175$5,5660.00%
POM Investment Strategies, LLC105$3,7200.00%
Spire Wealth Management100$3,5430.00%
Global Retirement Partners, LLC87$3,0820.00%
West Financial Advisors, LLC28$9930.00%
Silver Grove Financial Group, Inc.23$8150.00%
South State Corp.20$7090.00%
Cornerstone Financial Management LLC20$7090.00%
Manning & Napier Advisors LLC16$5600.00%
Planning Strategies Inc.8$2830.00%
McDonald Partners LLC6$2130.00%
Stone House Investment Management, LLC5$1770.00%
NorthAvenue LLC4$1420.00%
JPL Wealth Management, LLC3$1070.00%
Strive Financial Group ,LLC2$710.00%
Continuum Advisory, LLC1$350.00%
Action Point Financial Planning, LLC1$350.00%

清倉機構(43 家)

2026 年第 1 季季末持有 Upstart Holdings, Inc.、2026 年第 2 季有申報但已經沒有持有的機構。

2026 年第 2 季清倉 UPST 的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Kadensa Capital Ltd589,871$1,513 萬
Catalytic Wealth RIA, LLC344,646$884.0 萬
D. E. Shaw & Co., Inc.267,076$685.0 萬
Voloridge Investment Management, LLC215,345$552.4 萬
Connor, Clark & Lunn Investment Management Ltd.180,606$463.3 萬
Qube Research & Technologies Ltd167,379$429.3 萬
Neo Ivy Capital Management102,953$264.1 萬
PDT Partners, LLC100,041$256.6 萬
Nordea Investment Management AB83,501$206.4 萬
Congress Asset Management Co76,407$196.0 萬
Liontrust Investment Partners LLP52,013$133.4 萬
REX Advisers, LLC28,300$72.6 萬
Bridgefront Capital, LLC25,038$64.2 萬
Aigen Investment Management, LP16,471$42.2 萬
Catalyst Funds Management Pty Ltd14,800$38.0 萬
Atom Investors LP14,546$37.3 萬
Integrated Financial Solutions, Inc.14,510$37.2 萬
Tudor Investment Corp Et Al13,507$34.6 萬
Graham Capital Management, L.P.12,617$32.4 萬
Advisors Asset Management, Inc.11,486$29.5 萬
nVerses Capital, LLC9,383$24.1 萬
Acadian Asset Management LLC3,399$8.70 萬
Twin Peaks Wealth Advisors, LLC2,605$6.68 萬
Quadrant Capital Group LLC1,135$2.91 萬
Bank of Jackson Hole Trust414$1.06 萬
Broadwater Capital Management LLC200$8,746
Root Financial Partners, LLC329$8,439
Sound Income Strategies, LLC200$5,072
MAI Capital Management137$3,517
Golden State Equity Partners135$3,462
Hanson & Doremus Investment Management125$3,000
Rossby Financial, LCC100$2,536
Gill Capital Partners, LLC90$2,309
Centerpoint Advisors, LLC75$2,000
Vanguard National Trust Co68$1,744
Financial Freedom, LLC50$1,283
YANKCOM Partnership48$1,231
Cullen/Frost Bankers, Inc.37$949
Missouri Trust & Investment Co22$564
Silicon Valley Capital Partners10$257
Curio Wealth, LLC6$154
MBM Wealth Consultants, LLC5$128
Dunhill Financial, LLC1$47

尚未申報 2026 年第 2 季的機構(4 家)

2026 年第 1 季季末持有 Upstart Holdings, Inc.、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2026 年第 1 季持有 UPST、尚未申報 2026 年第 2 季的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Janus Henderson Group PLC24,722$63.4 萬
Skopos Labs, Inc.20,339$52.2 萬
CWM, LLC2,705$6.94 萬
Anfield Capital Management, LLC1,416$3.63 萬