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 |
|---|---|---|---|---|---|
| Algert Global LLC | 42,040 | $148.9 萬 | 0.02% | −39,760−48.6% | 減碼 |
| GMT Capital Corp | 42,000 | $148.8 萬 | 0.08% | 00.0% | 不變 |
| Ameriprise Financial Inc | 40,369 | $142.7 萬 | 0.00% | +20,588+104.1% | 加碼 |
| Jones Financial Companies LLLP | 40,997 | $138.0 萬 | 0.00% | +2,721+7.1% | 加碼 |
| Miracle Mile Advisors, LLC | 38,194 | $135.3 萬 | 0.02% | −24−0.1% | 減碼 |
| Janney Montgomery Scott LLC | 38,093 | $135.0 萬 | 0.00% | +19,450+104.3% | 加碼 |
| Mercer Global Advisors Inc | 37,897 | $134.3 萬 | 0.00% | +1,094+3.0% | 加碼 |
| State of New Jersey Common Pension Fund D | 37,587 | $133.2 萬 | 0.00% | +37,587 | 新進 |
| Kestra Advisory Services, LLC | 36,838 | $130.5 萬 | 0.00% | +18,075+96.3% | 加碼 |
| Russell Investments Group, Ltd. | 36,519 | $129.4 萬 | 0.00% | +20,890+133.7% | 加碼 |
| Jupiter Topco LLC | 36,427 | $129.1 萬 | 0.00% | +36,427 | 新進 |
| XTX Topco Ltd | 36,313 | $128.7 萬 | 0.02% | +36,313 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,711 | $126.5 萬 | 0.00% | 00.0% | 不變 |
| Coastal Bridge Advisors, LLC | 35,688 | $126.4 萬 | 0.08% | 00.0% | 不變 |
| SCS Capital Management LLC | 35,000 | $124.0 萬 | 0.01% | −140−0.4% | 減碼 |
| LuminArx Capital Management LP | – | $123.0 萬 | 0.57% | – | 新進 |
| Vanguard Global Advisers, LLC | 33,719 | $119.5 萬 | 0.00% | −1,835−5.2% | 減碼 |
| Kera Capital Partners, Inc. | 33,480 | $118.6 萬 | 0.11% | +10,533+45.9% | 加碼 |
| Quantbot Technologies LP | 32,631 | $115.6 萬 | 0.05% | −73,455−69.2% | 減碼 |
| Apollon Wealth Management, LLC | 31,968 | $113.3 萬 | 0.01% | +1,058+3.4% | 加碼 |
| Cetera Investment Advisers | 30,258 | $107.2 萬 | 0.00% | +4,196+16.1% | 加碼 |
| New York State Common Retirement Fund | 30,226 | $107.1 萬 | 0.00% | +3,100+11.4% | 加碼 |
| Falcon Wealth Planning | 30,067 | $106.5 萬 | 0.07% | −38−0.1% | 減碼 |
| Gemmer Asset Management LLC | 29,707 | $105.3 萬 | 0.07% | +4,314+17.0% | 加碼 |
| International Assets Investment Management, LLC | 28,120 | $100.5 萬 | 0.06% | +2,061+7.9% | 加碼 |
| Qsemble Capital Management, LP | 28,317 | $100.3 萬 | 0.13% | +28,317 | 新進 |
| Handelsbanken Fonder AB | 27,700 | $98.1 萬 | 0.00% | +3,900+16.4% | 加碼 |
| Intellectus Partners, LLC | 27,250 | $96.5 萬 | 0.17% | 00.0% | 不變 |
| Polymer Capital Management (US) LLC | 26,590 | $94.2 萬 | 0.14% | +26,590 | 新進 |
| Group One Trading, L.P. | 26,371 | $93.4 萬 | 0.03% | +26,371 | 新進 |
| Perigon Wealth Management, LLC | 26,276 | $93.1 萬 | 0.01% | +26,276 | 新進 |
| Centiva Capital, LP | 26,038 | $92.3 萬 | 0.03% | −142−0.5% | 減碼 |
| Rare Wolf Capital LLC | 25,925 | $91.9 萬 | 0.59% | −3,352−11.4% | 減碼 |
| Natixis Advisors, L.P. | 25,901 | $91.7 萬 | 0.00% | +1,782+7.4% | 加碼 |
| Advisor Group Holdings, Inc. | 25,795 | $91.4 萬 | 0.00% | −1,792−6.5% | 減碼 |
| Jane Street Group, LLC | 25,766 | $91.3 萬 | 0.00% | −715,057−96.5% | 減碼 |
| Nomura Holdings Inc | 25,536 | $90.5 萬 | 0.00% | −19,526−43.3% | 減碼 |
| Altshuler Shaham Ltd | 25,512 | $90.4 萬 | 0.01% | −12,288−32.5% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 25,242 | $89.4 萬 | 0.01% | +2,097+9.1% | 加碼 |
| Caption Management, LLC | 25,000 | $88.6 萬 | 0.03% | −5,000−16.7% | 減碼 |
| Bailard, Inc. | 23,910 | $84.7 萬 | 0.02% | 00.0% | 不變 |
| Sepio Capital, LP | 23,300 | $82.6 萬 | 0.04% | −10,105−30.2% | 減碼 |
| Rockefeller Capital Management L.P. | 23,177 | $82.1 萬 | 0.00% | +8,582+58.8% | 加碼 |
| Vanguard Investments Australia, Ltd. | 22,966 | $81.4 萬 | 0.00% | +2,051+9.8% | 加碼 |
| Arizona State Retirement System | 22,905 | $81.2 萬 | 0.00% | −1,145−4.8% | 減碼 |
| Mangrove Partners | 22,153 | $78.5 萬 | 0.05% | +22,153 | 新進 |
| Envestnet Asset Management Inc | 21,672 | $76.8 萬 | 0.00% | +381+1.8% | 加碼 |
| Inspire Advisors, LLC | 21,601 | $76.5 萬 | 0.05% | +11,751+119.3% | 加碼 |
| State Board of Administration of Florida Retirement System | 21,350 | $75.6 萬 | 0.00% | 00.0% | 不變 |
| J. Safra Sarasin Holding AG | 19,607 | $69.5 萬 | 0.01% | +19,607 | 新進 |
| Intech Investment Management LLC | 19,518 | $69.2 萬 | 0.01% | −4,496−18.7% | 減碼 |
| KLP Kapitalforvaltning AS | 19,300 | $68.4 萬 | 0.00% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 19,300 | $68.4 萬 | 0.00% | +1,000+5.5% | 加碼 |
| Portman Square Capital LLP | 19,036 | $67.4 萬 | 0.11% | +7,226+61.2% | 加碼 |
| Winton Group Ltd | 18,600 | $65.9 萬 | 0.02% | −57,300−75.5% | 減碼 |
| Simplex Trading, LLC | 18,575 | $65.8 萬 | 0.02% | +18,575 | 新進 |
| Shelton Capital Management | 18,000 | $63.8 萬 | 0.01% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 17,280 | $61.2 萬 | 0.04% | −28,556−62.3% | 減碼 |
| SBI Securities Co., Ltd. | 16,744 | $59.3 萬 | 0.01% | −1,007−5.7% | 減碼 |
| Voya Investment Management LLC | 16,164 | $57.3 萬 | 0.00% | +1,373+9.3% | 加碼 |
| Galvin, Gaustad & Stein, LLC | 15,943 | $56.5 萬 | 0.04% | +6,726+73.0% | 加碼 |
| Prospera Financial Services Inc | 15,718 | $55.7 萬 | 0.01% | −260−1.6% | 減碼 |
| Kercheville Advisors, LLC | 15,000 | $53.1 萬 | 0.16% | 00.0% | 不變 |
| PFG Investments, LLC | 14,900 | $52.8 萬 | 0.02% | +2,000+15.5% | 加碼 |
| Royal Fund Management, LLC | 14,540 | $51.5 萬 | 0.04% | −1,300−8.2% | 減碼 |
| Prudential Financial Inc | 14,335 | $50.8 萬 | 0.00% | +705+5.2% | 加碼 |
| Allstate Corp | 14,318 | $50.7 萬 | 0.01% | −12,382−46.4% | 減碼 |
| Leonteq Securities AG | 14,240 | $50.5 萬 | 0.03% | −5,270−27.0% | 減碼 |
| JustInvest LLC | 13,766 | $48.8 萬 | 0.00% | −1,173−7.9% | 減碼 |
| Mirabella Financial Services LLP | 13,563 | $48.1 萬 | 0.05% | +13,563 | 新進 |
| Pictet Asset Management Holding SA | 12,984 | $46.0 萬 | 0.00% | −1,544−10.6% | 減碼 |
| Fairbanks Capital Management, Inc. | 12,800 | $45.4 萬 | 0.27% | 00.0% | 不變 |
| Phoenix Holdings Ltd. | 12,612 | $44.6 萬 | 0.00% | +300+2.4% | 加碼 |
| Two Sigma Investments, LP | 12,500 | $44.3 萬 | 0.00% | −23,491−65.3% | 減碼 |
| Jain Global LLC | 12,308 | $43.6 萬 | 0.01% | −12,234−49.8% | 減碼 |
| Virginia Retirement Systems Et Al | 12,000 | $42.5 萬 | 0.00% | +12,000 | 新進 |
| Optiver Holding B.V. | 11,888 | $42.1 萬 | 0.01% | +11,888 | 新進 |
| Capital Advantage, Inc. | 11,625 | $41.2 萬 | 0.05% | 00.0% | 不變 |
| ProShare Advisors LLC | 11,206 | $39.7 萬 | 0.00% | −1,289−10.3% | 減碼 |
| State of Wisconsin Investment Board | 11,127 | $39.4 萬 | 0.00% | +2,568+30.0% | 加碼 |
| Royal Bank of Canada | 10,829 | $38.3 萬 | 0.00% | +4,317+66.3% | 加碼 |
| Simplicity Wealth,LLC | 10,745 | $38.1 萬 | 0.01% | −7,464−41.0% | 減碼 |
| WMG Financial Advisors, LLC | 10,327 | $36.6 萬 | 0.14% | −15,400−59.9% | 減碼 |
| Independent Financial Group, LLC | 10,103 | $35.8 萬 | 0.01% | −906−8.2% | 減碼 |
| Amundi | 9,831 | $34.8 萬 | 0.00% | +9,831 | 新進 |
| SEI Investments Co | 9,767 | $34.6 萬 | 0.00% | −3,643−27.2% | 減碼 |
| Victory Capital Management Inc | 9,471 | $33.6 萬 | 0.00% | −307−3.1% | 減碼 |
| Vontobel Holding Ltd. | 9,140 | $32.4 萬 | 0.00% | −15,795−63.3% | 減碼 |
| Greenwich Wealth Management LLC | 9,091 | $32.2 萬 | 0.01% | +9,091 | 新進 |
| Prime Capital Investment Advisors, LLC | 8,945 | $31.7 萬 | 0.00% | −8−0.1% | 減碼 |
| TCG Advisory Services, LLC | 8,864 | $31.4 萬 | 0.01% | +1,026+13.1% | 加碼 |
| US Bancorp | 8,604 | $30.5 萬 | 0.00% | −1,709−16.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 8,585 | $30.4 萬 | 0.00% | −3,312−27.8% | 減碼 |
| Fox Run Management, L.L.C. | 8,575 | $30.4 萬 | 0.05% | +8,575 | 新進 |
| Freestone Grove Partners LP | 8,473 | $30.0 萬 | 0.00% | +8,473 | 新進 |
| Xponance, Inc. | 8,472 | $30.0 萬 | 0.00% | +388+4.8% | 加碼 |
| Pensionmark Financial Group, LLC | 8,435 | $29.9 萬 | 0.00% | −2,749−24.6% | 減碼 |
| Beacon Pointe Advisors, LLC | 8,418 | $29.8 萬 | 0.00% | +17+0.2% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 8,343 | $29.6 萬 | 0.00% | +2,009+31.7% | 加碼 |
| Ami Asset Management Corp | 8,330 | $29.5 萬 | 0.02% | −457−5.2% | 減碼 |