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 13F 持有人
Upstart Holdings, Inc. 在 2026/6/30 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
- 370
- 較 2026 年第 1 季 +34 家
- 持有股數
- 5,838 萬
- 較 2026 年第 1 季 +184.3 萬 (+3.3%)
- 總市值
- $20.7 億
- 較 2026 年第 1 季 +$6.17 億 (+42.5%)
- 新進機構
- 77
- 另有 121 家加碼
- 清倉機構
- 43
- 另有 100 家減碼
另有 4 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 743 | $2.63 萬 | 0.01% | +743 | 新進 |
| Schroder Investment Management Group | 756 | $2.65 萬 | 0.00% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 844 | $2.99 萬 | 0.00% | −7,102−89.4% | 減碼 |
| Signaturefd, LLC | 869 | $3.08 萬 | 0.00% | −587−40.3% | 減碼 |
| Parallel Advisors, LLC | 937 | $3.32 萬 | 0.00% | −78−7.7% | 減碼 |
| Eurizon Capital SGR S.p.A. | 1,072 | $3.76 萬 | 0.00% | 00.0% | 不變 |
| Osbon Capital Management LLC | 1,129 | $4.00 萬 | 0.03% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 1,300 | $4.61 萬 | 0.00% | +1,300 | 新進 |
| Asset Management One Co.,Ltd. | 1,344 | $4.76 萬 | 0.00% | −459−25.5% | 減碼 |
| Caitong International Asset Management Co., Ltd | 1,374 | $4.87 萬 | 0.01% | −4,951−78.3% | 減碼 |
| Bogart Wealth, LLC | 1,610 | $5.70 萬 | 0.00% | +549+51.7% | 加碼 |
| SRS Capital Advisors, Inc. | 1,622 | $5.75 萬 | 0.00% | +1,455+871.3% | 加碼 |
| Geneos Wealth Management Inc. | 1,842 | $6.53 萬 | 0.00% | 00.0% | 不變 |
| Rakuten Securities, Inc. | 1,886 | $6.68 萬 | 0.02% | −67−3.4% | 減碼 |
| Holos Integrated Wealth LLC | 2,041 | $6.75 萬 | 0.03% | 00.0% | 不變 |
| Hollencrest Capital Management | 2,000 | $7.09 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 2,096 | $7.43 萬 | 0.00% | +275+15.1% | 加碼 |
| FNY Investment Advisers, LLC | 2,199 | $7.70 萬 | 0.03% | +2,199 | 新進 |
| GAMMA Investing LLC | 2,174 | $7.70 萬 | 0.00% | +10.0% | 加碼 |
| Federation des caisses Desjardins du Quebec | 2,185 | $7.74 萬 | 0.00% | −925−29.7% | 減碼 |
| Westside Investment Management, Inc. | 2,450 | $8.68 萬 | 0.01% | −50−2.0% | 減碼 |
| Clearstead Advisors, LLC | 2,513 | $8.90 萬 | 0.00% | +1,013+67.5% | 加碼 |
| Orion Capital Management LLC | 2,700 | $9.57 萬 | 0.03% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 2,881 | $10.2 萬 | 0.00% | −5−0.2% | 減碼 |
| Versant Capital Management, Inc | 2,905 | $10.3 萬 | 0.01% | +612+26.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 2,951 | $10.5 萬 | 0.00% | −5,787−66.2% | 減碼 |
| Ameritas Advisory Services, LLC | 3,123 | $11.1 萬 | 0.00% | +3,123 | 新進 |
| Mosley Wealth Management | 3,176 | $11.3 萬 | 0.04% | +3,090+3,593.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 3,245 | $11.5 萬 | 0.00% | −640−16.5% | 減碼 |
| Harbour Investments, Inc. | 3,345 | $11.9 萬 | 0.00% | −996−22.9% | 減碼 |
| Farther Finance Advisors, LLC | 3,426 | $12.1 萬 | 0.00% | −147−4.1% | 減碼 |
| Nykredit A/S | 3,484 | $12.3 萬 | 0.00% | +3,484 | 新進 |
| KBC Group NV | 3,510 | $12.4 萬 | 0.00% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 3,920 | $13.9 萬 | 0.00% | +3,920 | 新進 |
| Advisory Services Network, LLC | 4,775 | $16.9 萬 | 0.00% | +121+2.6% | 加碼 |
| Fifth Third Bancorp | 4,974 | $17.6 萬 | 0.00% | +17+0.3% | 加碼 |
| Newbridge Financial Services Group, Inc. | 5,315 | $18.8 萬 | 0.02% | −2,770−34.3% | 減碼 |
| Ensign Peak Advisors, Inc | 5,400 | $19.1 萬 | 0.00% | +250+4.9% | 加碼 |
| EMC Capital Management | 6,600 | $19.4 萬 | 0.08% | +6,600 | 新進 |
| Public Employees Retirement Association of Colorado | 5,524 | $19.6 萬 | 0.00% | 00.0% | 不變 |
| FORA Capital, LLC | 5,716 | $20.3 萬 | 0.01% | +5,716 | 新進 |
| SG Americas Securities, LLC | 5,741 | $20.3 萬 | 0.00% | −177,896−96.9% | 減碼 |
| Traynor Capital Management, Inc. | 5,967 | $21.1 萬 | 0.01% | +5,967 | 新進 |
| Keeler & Nadler Financial Planning & Wealth Management | 6,007 | $21.3 萬 | 0.06% | +6,007 | 新進 |
| Occudo Quantitative Strategies LP | 6,011 | $21.3 萬 | 0.01% | +6,011 | 新進 |
| Swiss Life Asset Management Ltd | 6,185 | $21.9 萬 | 0.00% | +6,185 | 新進 |
| Abel Hall, LLC | 6,354 | $22.5 萬 | 0.04% | +6,354 | 新進 |
| CAPROCK Group, Inc. | 6,360 | $22.5 萬 | 0.00% | +6,360 | 新進 |
| Neuberger Berman Group LLC | 6,366 | $22.6 萬 | 0.00% | +6,366 | 新進 |
| Synergy Financial Group, LTD | 6,374 | $22.6 萬 | 0.16% | +6,374 | 新進 |
| Wealthfront Advisers LLC | 6,385 | $22.6 萬 | 0.00% | +6,385 | 新進 |
| Sanctuary Advisors, LLC | 6,418 | $22.7 萬 | 0.00% | +6,418 | 新進 |
| Jump Financial, LLC | 6,452 | $22.9 萬 | 0.00% | +6,452 | 新進 |
| Principal Financial Group Inc | 6,544 | $23.2 萬 | 0.00% | +6,544 | 新進 |
| PCM Encore, LLC | 6,648 | $23.6 萬 | 0.04% | +6,648 | 新進 |
| CWM Advisors, LLC | 6,722 | $23.8 萬 | 0.01% | +6,722 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 7,338 | $24.0 萬 | 0.00% | +7,338 | 新進 |
| Symmetry Partners, LLC | 6,793 | $24.1 萬 | 0.01% | +6,793 | 新進 |
| Truist Financial Corp | 6,905 | $24.5 萬 | 0.00% | +6,905 | 新進 |
| Sequoia Financial Advisors, LLC | 7,174 | $25.4 萬 | 0.00% | +7,174 | 新進 |
| Two Sigma Securities, LLC | 7,196 | $25.5 萬 | 0.02% | +7,196 | 新進 |
| Venture Visionary Partners LLC | 7,205 | $25.5 萬 | 0.01% | +7,205 | 新進 |
| State of Wyoming | 7,234 | $25.6 萬 | 0.03% | +333+4.8% | 加碼 |
| Engineers Gate Manager LP | 7,420 | $26.3 萬 | 0.00% | −41,294−84.8% | 減碼 |
| EP Wealth Advisors, LLC | 7,661 | $27.1 萬 | 0.00% | −218−2.8% | 減碼 |
| Ameritas Investment Partners, Inc. | 7,767 | $27.5 萬 | 0.01% | +730+10.4% | 加碼 |
| Merit Financial Group, LLC | 7,871 | $27.9 萬 | 0.00% | +7,871 | 新進 |
| Oppenheimer Asset Management Inc. | 7,929 | $28.1 萬 | 0.00% | −1,194−13.1% | 減碼 |
| Strategic Family Wealth Counselors, L.L.C. | 7,992 | $28.3 萬 | 0.07% | −29−0.4% | 減碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 8,232 | $29.2 萬 | 0.01% | 00.0% | 不變 |
| Ami Asset Management Corp | 8,330 | $29.5 萬 | 0.02% | −457−5.2% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 8,343 | $29.6 萬 | 0.00% | +2,009+31.7% | 加碼 |
| Beacon Pointe Advisors, LLC | 8,418 | $29.8 萬 | 0.00% | +17+0.2% | 加碼 |
| Pensionmark Financial Group, LLC | 8,435 | $29.9 萬 | 0.00% | −2,749−24.6% | 減碼 |
| Xponance, Inc. | 8,472 | $30.0 萬 | 0.00% | +388+4.8% | 加碼 |
| Freestone Grove Partners LP | 8,473 | $30.0 萬 | 0.00% | +8,473 | 新進 |
| Fox Run Management, L.L.C. | 8,575 | $30.4 萬 | 0.05% | +8,575 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 8,585 | $30.4 萬 | 0.00% | −3,312−27.8% | 減碼 |
| US Bancorp | 8,604 | $30.5 萬 | 0.00% | −1,709−16.6% | 減碼 |
| TCG Advisory Services, LLC | 8,864 | $31.4 萬 | 0.01% | +1,026+13.1% | 加碼 |
| Prime Capital Investment Advisors, LLC | 8,945 | $31.7 萬 | 0.00% | −8−0.1% | 減碼 |
| Greenwich Wealth Management LLC | 9,091 | $32.2 萬 | 0.01% | +9,091 | 新進 |
| Vontobel Holding Ltd. | 9,140 | $32.4 萬 | 0.00% | −15,795−63.3% | 減碼 |
| Victory Capital Management Inc | 9,471 | $33.6 萬 | 0.00% | −307−3.1% | 減碼 |
| SEI Investments Co | 9,767 | $34.6 萬 | 0.00% | −3,643−27.2% | 減碼 |
| Amundi | 9,831 | $34.8 萬 | 0.00% | +9,831 | 新進 |
| Independent Financial Group, LLC | 10,103 | $35.8 萬 | 0.01% | −906−8.2% | 減碼 |
| WMG Financial Advisors, LLC | 10,327 | $36.6 萬 | 0.14% | −15,400−59.9% | 減碼 |
| Simplicity Wealth,LLC | 10,745 | $38.1 萬 | 0.01% | −7,464−41.0% | 減碼 |
| Royal Bank of Canada | 10,829 | $38.3 萬 | 0.00% | +4,317+66.3% | 加碼 |
| State of Wisconsin Investment Board | 11,127 | $39.4 萬 | 0.00% | +2,568+30.0% | 加碼 |
| ProShare Advisors LLC | 11,206 | $39.7 萬 | 0.00% | −1,289−10.3% | 減碼 |
| Capital Advantage, Inc. | 11,625 | $41.2 萬 | 0.05% | 00.0% | 不變 |
| Optiver Holding B.V. | 11,888 | $42.1 萬 | 0.01% | +11,888 | 新進 |
| Virginia Retirement Systems Et Al | 12,000 | $42.5 萬 | 0.00% | +12,000 | 新進 |
| Jain Global LLC | 12,308 | $43.6 萬 | 0.01% | −12,234−49.8% | 減碼 |
| Two Sigma Investments, LP | 12,500 | $44.3 萬 | 0.00% | −23,491−65.3% | 減碼 |
| Phoenix Holdings Ltd. | 12,612 | $44.6 萬 | 0.00% | +300+2.4% | 加碼 |
| Fairbanks Capital Management, Inc. | 12,800 | $45.4 萬 | 0.27% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 12,984 | $46.0 萬 | 0.00% | −1,544−10.6% | 減碼 |