证券记录 · 已归档季度
UPST
Upstart Holdings, Inc. · Financial Services · Financial - Credit Services
19被追踪持有人
+1Δ持有人
27.28M持有股份
$1.39B报告持仓市值
+2新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +5.6% ·
股份流向 +2.3% ·
净新建仓位 0.0%
· 公式
广泛增持：持股数量上升，持有人数量增加
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q3 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 14.55K | $351,894 | n/a | n/a |
| 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 | n/a | n/a |
| Q3 2024 | 12 | +3 | 9.22M | $368.91M | +3 | n/a |
| Q2 2024 | 9 | n/a | 5.41M | $127.70M | n/a | n/a |
持有人 · Q3 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (被动) | 8.24M | -0.2% | $418.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (被动) | 6.86M | +1.3% | $348.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×16 |
| 3 | State Street Global Advisors ✦ (被动) | 2.05M | -1.2% | $104.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (被动) | 2.04M | +1.6% | $103.74M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 1.65M | n/a | $83.92M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 6 | Goldman Sachs Group ✦ | 1.59M | n/a | $80.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | JPMorgan Chase ✦ | 1.10M | n/a | $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 | 新增 | $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 | 新增 | $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 ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Wellington Management | $6.48M | 0.0% |
| Bridgewater Associates | $3.15M | 0.0% |
已清仓
| Norges Bank | $67.78M | 曾为 0.0% |
| Point72 Asset Management | $318,713 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 338 持有人, 56.45M 股份, $1.43B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
公开市场买入 (P)
Sep 10
Gu Paul
Officer, Director · Chief Executive… · 50.00K 股 @ 25.55 · $1.28M
公开市场卖出 (S)
Sep 08
Datta Sanjay
Officer · 116.00K 股 · $3.17M
Aug 25
Mirgorodskaya Natalia
Officer · 913 股 · $27,417
Aug 20
Darling Scott
Officer · 7.70K 股 · $216,216
Aug 20
Datta Sanjay
Officer · 8.95K 股 · $251,298
Aug 20
Mirgorodskaya Natalia
Officer · 586 股 · $16,461
Aug 19
Datta Sanjay
Officer · 10.00K 股 · $314,633
Aug 19
Blankmeyer Andrea
Officer · 3.00K 股 · $87,990
Aug 17
Datta Sanjay
Officer · 2.03K 股 · $59,683
Aug 17
Darling Scott
Officer · 814 股 · $23,898
Aug 17
Blankmeyer Andrea
Officer · 7.17K 股 · $210,646
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
Jul 13
SC 13G/A: Jericho Capital Asset Management L.P.
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q3 2025 ·
方法论 ·
通过API获取此数据