UPST
Upstart Holdings, Inc. · Financial Services · Financial - Credit Services
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -16.8% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 109 | +6 | 48.36M | $1.57B | +12 | −5 |
| Q1 2026 | 105 | -9 | 45.83M | $1.10B | +4 | −14 |
| Q4 2025 | 114 | -1 | 49.88M | $1.99B | +3 | −3 |
| Q3 2025 | 19 | +1 | 27.28M | $1.39B | +2 | −2 |
| Q2 2025 | 16 | 0 | 23.37M | $1.51B | +1 | −1 |
| Q1 2025 | 13 | 0 | 10.52M | $484.28M | +1 | −1 |
| Q4 2024 | 13 | 0 | 12.65M | $778.95M | — | — |
| Q3 2024 | 12 | +3 | 9.22M | $368.91M | +3 | — |
| Q2 2024 | 9 | — | 5.41M | $127.70M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 2.01M | -1.1% | $92.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (pasivo) | 2.01M | -1.1% | $92.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 1.94M | +4.8% | $89.11M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 1.94M | +4.8% | $89.11M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Two Sigma Investments ✦ | 1.50M | -22.0% | $69.01M | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 6 | Renaissance Technologies ✦ | 1.44M | +4.5% | $66.36M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | D. E. Shaw & Co. ✦ | 1.22M | -62.8% | $56.34M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 8 | Norges Bank ✦ (pasivo) | 986.04K | +141.3% | $45.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Coatue Management ✦ | 870.95K | +149.5% | $40.09M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 234.79K | +618.0% | $10.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 234.79K | +618.0% | $10.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Millennium Management ✦ | 128.84K | -41.0% | $5.93M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Millennium Management ✦ | 128.84K | -41.0% | $5.93M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 96.71K | +89.5% | $4.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 96.71K | +89.5% | $4.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 96.71K | +89.5% | $4.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 96.71K | +89.5% | $4.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 96.71K | +89.5% | $4.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | T. Rowe Price ✦ | 60.53K | +7.4% | $2.79M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Point72 Asset Management ✦ | 28.91K | Nuevo | $1.33M | 0.0% | New | 1 | SEC ↗ |
| 21 | Gotham Asset Management ✦ | 4.82K | -5.1% | $221,911 | 0.0% | ▼ Trim | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Point72 Asset Management | $1.33M | 0.0% |
Posición cerrada
| Marshall Wace | $65.36M | era 0.1% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 73.90K acciones, $1,895 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 8.95K acc. · $251,298
Officer · 7.70K acc. · $216,216
Officer · 586 acc. · $16,461
Officer · 10.00K acc. · $314,633
Officer · 3.00K acc. · $87,990
Officer · 2.03K acc. · $59,683
Officer · 7.17K acc. · $210,646
Officer · 814 acc. · $23,898
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología