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 |
|---|---|---|---|---|---|
| Bank Julius Baer & Co. Ltd, Zurich | 85,480 | $302.9 萬 | 0.01% | +1,539+1.8% | 加碼 |
| Vanguard Asset Management, Ltd | 86,987 | $308.2 萬 | 0.00% | +7,296+9.2% | 加碼 |
| Creative Planning | 88,554 | $313.7 萬 | 0.00% | +34,640+64.3% | 加碼 |
| Bank of Montreal | 88,698 | $314.3 萬 | 0.00% | +7,210+8.8% | 加碼 |
| Banco Santander, S.A. | 92,280 | $326.9 萬 | 0.02% | −17,020−15.6% | 減碼 |
| Norges Bank | 93,959 | $332.9 萬 | 0.00% | +93,959 | 新進 |
| California State Teachers Retirement System | 95,138 | $337.1 萬 | 0.00% | −5,555−5.5% | 減碼 |
| Deutsche Bank AG | 95,554 | $338.5 萬 | 0.00% | +14,567+18.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 95,836 | $339.5 萬 | 0.00% | −9,557−9.1% | 減碼 |
| Walleye Trading LLC | 101,926 | $361.1 萬 | 0.05% | +60,688+147.2% | 加碼 |
| Blue Jean Financial LLC | 103,049 | $365.1 萬 | 2.54% | +103,049 | 新進 |
| MML Investors Services, LLC | 106,965 | $379.0 萬 | 0.01% | +43,530+68.6% | 加碼 |
| AQR Capital Management LLC | 110,446 | $391.3 萬 | 0.00% | +23,777+27.4% | 加碼 |
| Rhumbline Advisers | 110,510 | $391.5 萬 | 0.00% | +2,445+2.3% | 加碼 |
| Headlands Technologies LLC | 113,300 | $401.4 萬 | 0.43% | +33,799+42.5% | 加碼 |
| Invesco Ltd. | 114,816 | $406.8 萬 | 0.00% | +7,526+7.0% | 加碼 |
| Schonfeld Strategic Advisors LLC | 114,975 | $407.4 萬 | 0.02% | +47,450+70.3% | 加碼 |
| Price T Rowe Associates Inc | 118,603 | $420.3 萬 | 0.00% | +20,999+21.5% | 加碼 |
| Bank of Nova Scotia | 119,894 | $424.8 萬 | 0.01% | −30,581−20.3% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 120,137 | $425.6 萬 | 0.01% | +5,129+4.5% | 加碼 |
| JPMorgan Chase & Co | 121,448 | $439.0 萬 | 0.00% | −30,614−20.1% | 減碼 |
| Raymond James Financial Inc | 133,840 | $474.2 萬 | 0.00% | +40,820+43.9% | 加碼 |
| UBS Asset Management Americas Inc | 138,692 | $491.4 萬 | 0.00% | −40,292−22.5% | 減碼 |
| LPL Financial LLC | 141,638 | $501.8 萬 | 0.00% | +40,767+40.4% | 加碼 |
| Credit Agricole S A | 142,075 | $503.4 萬 | 0.01% | +44,803+46.1% | 加碼 |
| Quantinno Capital Management LP | 149,415 | $529.4 萬 | 0.01% | +45,555+43.9% | 加碼 |
| Gator Capital Management, LLC | 161,490 | $572.2 萬 | 1.23% | +141,490+707.4% | 加碼 |
| Swiss National Bank | 166,600 | $590.3 萬 | 0.00% | −6,600−3.8% | 減碼 |
| Wells Fargo & Company | 180,219 | $638.5 萬 | 0.00% | +18,449+11.4% | 加碼 |
| Maxi Investments CY Ltd | 193,400 | $685.2 萬 | 1.39% | 00.0% | 不變 |
| IMC-Chicago, LLC | 194,041 | $687.5 萬 | 0.06% | +139,201+253.8% | 加碼 |
| HSBC Holdings PLC | 199,978 | $719.1 萬 | 0.00% | −88,066−30.6% | 減碼 |
| BNP Paribas Arbitrage, SA | 236,584 | $838.2 萬 | 0.00% | +20,061+9.3% | 加碼 |
| Alberta Investment Management Corp | 238,800 | $846.1 萬 | 0.05% | +238,800 | 新進 |
| Nuveen, LLC | 268,547 | $951.5 萬 | 0.00% | +80,203+42.6% | 加碼 |
| Bank of New York Mellon Corp | 273,245 | $968.1 萬 | 0.00% | +5,904+2.2% | 加碼 |
| Hidden Lake Asset Management LP | 281,614 | $997.8 萬 | 6.80% | +281,614 | 新進 |
| Fred Alger Management, LLC | 303,325 | $1,075 萬 | 0.04% | −256,200−45.8% | 減碼 |
| Squarepoint Ops LLC | 330,114 | $1,170 萬 | 0.02% | −201,273−37.9% | 減碼 |
| Pathstone Holdings, LLC | 335,278 | $1,188 萬 | 0.03% | −2,009−0.6% | 減碼 |
| First Trust Advisors LP | 379,056 | $1,343 萬 | 0.01% | +5,601+1.5% | 加碼 |
| Walleye Capital LLC | 449,131 | $1,591 萬 | 0.08% | +437,316+3,701.4% | 加碼 |
| HRT Financial LP | 458,072 | $1,623 萬 | 0.03% | +374,625+448.9% | 加碼 |
| Balyasny Asset Management LLC | 556,759 | $1,973 萬 | 0.04% | −312,657−36.0% | 減碼 |
| Vanguard Fiduciary Trust Co | 603,257 | $2,137 萬 | 0.00% | +5,947+1.0% | 加碼 |
| FMR LLC | 706,548 | $2,503 萬 | 0.00% | +691,812+4,694.7% | 加碼 |
| Millennium Management LLC | 764,847 | $2,710 萬 | 0.02% | +96,783+14.5% | 加碼 |
| Charles Schwab Investment Management Inc | 765,281 | $2,711 萬 | 0.00% | +109,263+16.7% | 加碼 |
| Northern Trust Corp | 785,102 | $2,782 萬 | 0.00% | +26,215+3.5% | 加碼 |
| Capital Fund Management S.A. | 800,994 | $2,838 萬 | 0.20% | −45,785−5.4% | 減碼 |
| Coatue Management LLC大師Coatue | 870,947 | $3,086 萬 | 0.06% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 885,159 | $3,136 萬 | 0.05% | +129,099+17.1% | 加碼 |
| Susquehanna International Group, LLP | 920,253 | $3,260 萬 | 0.03% | +594,147+182.2% | 加碼 |
| Citadel Advisors LLC | 955,585 | $3,386 萬 | 0.02% | +324,423+51.4% | 加碼 |
| Dimensional Fund Advisors LP | 1,059,769 | $3,755 萬 | 0.01% | +36,989+3.6% | 加碼 |
| Baillie Gifford & Co | 1,083,157 | $3,838 萬 | 0.03% | −25,138−2.3% | 減碼 |
| Barclays PLC | 1,128,975 | $4,000 萬 | 0.01% | −143,311−11.3% | 減碼 |
| Citigroup Inc | 1,135,682 | $4,024 萬 | 0.02% | +329,341+40.8% | 加碼 |
| UBS Group AG | 1,503,436 | $5,327 萬 | 0.01% | +621,569+70.5% | 加碼 |
| Bank of America Corp | 1,512,356 | $5,358 萬 | 0.00% | +1,006,378+198.9% | 加碼 |
| Halter Ferguson Financial Inc. | 1,748,119 | $6,194 萬 | 10.08% | +280,759+19.1% | 加碼 |
| Clear Street Group Inc. | 1,829,063 | $6,480 萬 | 0.21% | +273,857+17.6% | 加碼 |
| State Street Corp | 2,118,467 | $7,506 萬 | 0.00% | +65,381+3.2% | 加碼 |
| Geode Capital Management, LLC | 2,228,631 | $7,897 萬 | 0.00% | +104,553+4.9% | 加碼 |
| Marshall Wace, LLP | 2,370,690 | $8,399 萬 | 0.07% | −909,420−27.7% | 減碼 |
| Goldman Sachs Group Inc | 2,395,222 | $8,486 萬 | 0.01% | +835,736+53.6% | 加碼 |
| Morgan Stanley | 2,414,712 | $8,555 萬 | 0.00% | −1,560,347−39.3% | 減碼 |
| Vanguard Capital Management LLC | 3,698,553 | $1.31 億 | 0.00% | −53,497−1.4% | 減碼 |
| Vanguard Portfolio Management LLC | 3,739,758 | $1.32 億 | 0.01% | −3,783−0.1% | 減碼 |
| BlackRock, Inc. | 7,878,717 | $2.79 億 | 0.00% | +475,638+6.4% | 加碼 |
| Kadensa Capital Ltd | 0 | $0 | 0.00% | −589,871−100.0% | 清倉 |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −344,646−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −267,076−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −215,345−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −180,606−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −167,379−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −102,953−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −100,041−100.0% | 清倉 |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −83,501−100.0% | 清倉 |
| Congress Asset Management Co | 0 | $0 | 0.00% | −76,407−100.0% | 清倉 |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −52,013−100.0% | 清倉 |
| REX Advisers, LLC | 0 | $0 | 0.00% | −28,300−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −25,038−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −16,471−100.0% | 清倉 |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −14,800−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −14,546−100.0% | 清倉 |
| Integrated Financial Solutions, Inc. | 0 | $0 | 0.00% | −14,510−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −13,507−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −12,617−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −11,486−100.0% | 清倉 |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −9,383−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −3,399−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,605−100.0% | 清倉 |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,135−100.0% | 清倉 |
| Bank of Jackson Hole Trust | 0 | $0 | 0.00% | −414−100.0% | 清倉 |
| Broadwater Capital Management LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −329−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −137−100.0% | 清倉 |
| Golden State Equity Partners | 0 | $0 | 0.00% | −135−100.0% | 清倉 |