UPST
Upstart Holdings, Inc. · Financial Services · Financial - Credit Services
Señales de momentum (gestores comparables):
amplitud de titulares +5.6% ·
flujo de acciones +2.3% ·
nuevas posiciones netas 0.0%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 108 | +5 | 48.35M | $1.57B | +11 | −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 | The Vanguard Group ✦ (pasivo) | 8.24M | -0.2% | $418.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (pasivo) | 6.86M | +1.3% | $348.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×16 |
| 3 | State Street Global Advisors ✦ (pasivo) | 2.05M | -1.2% | $104.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 2.04M | +1.6% | $103.74M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 1.65M | — | $83.92M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 6 | Goldman Sachs Group ✦ | 1.59M | — | $80.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | JPMorgan Chase ✦ | 1.10M | — | $56.06M | 0.0% | n/c | 1 | SEC ↗ ×18 |
| 8 | T. Rowe Price ✦ | 991.43K | +1306.0% | $50.37M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 9 | Coatue Management ✦ | 870.95K | 0.0% | $44.24M | 0.1% | Held | 6 | SEC ↗ |
| 10 | Marshall Wace ✦ | 490.58K | +341.4% | $24.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Millennium Management ✦ | 456.25K | +258.3% | $23.18M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 12 | Citadel Advisors ✦ | 296.16K | +1460.7% | $15.04M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 277.14K | -78.4% | $14.08M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 14 | Wellington Management ✦ | 127.52K | Nuevo | $6.48M | 0.0% | New | 1 | SEC ↗ ×3 |
| 15 | D. E. Shaw & Co. ✦ | 109.19K | -83.3% | $5.55M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 16 | Bridgewater Associates ✦ | 61.97K | Nuevo | $3.15M | 0.0% | New | 1 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 45.23K | -11.1% | $2.30M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 18 | Fidelity (FMR) ✦ | 13.95K | +19.6% | $708,687 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 19 | Gotham Asset Management ✦ | 4.82K | 0.0% | $244,907 | 0.0% | Held | 5 | 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
| Wellington Management | $6.48M | 0.0% |
| Bridgewater Associates | $3.15M | 0.0% |
Posición cerrada
| Norges Bank | $67.78M | era 0.0% |
| Point72 Asset Management | $318,713 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 338 tenedores, 56.45M acciones, $1.43B 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)
Officer, Director · Chief Executive… · 50.00K acc. @ 25.55 · $1.28M
Ventas en mercado abierto (S)
Officer · 116.00K acc. · $3.17M
Officer · 913 acc. · $27,417
Officer · 7.70K acc. · $216,216
Officer · 8.95K acc. · $251,298
Officer · 586 acc. · $16,461
Officer · 10.00K acc. · $314,633
Officer · 3.00K acc. · $87,990
Officer · 2.03K acc. · $59,683
Officer · 814 acc. · $23,898
Officer · 7.17K acc. · $210,646
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología