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Catatan efek · kuartal yang diarsipkan

UPST

Upstart Holdings, Inc. · Financial Services · Financial - Credit Services

22.74 -4.6% kapitalisasi pasar $2.18B kuotasi tertunda (FMP) · per Oct 14 22:09 UTC — terpisah dari data pengajuan di bawah

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
114Pemegang yang dilacak
-1Δ pemegang
49.88MSaham yang dipegang
$1.99BNilai yang dilaporkan
+3Posisi baru
−3Keluar
Stable Skor keyakinan 52/100 3 kuartal dengan peningkatan saham yang dilacak ●●●○○○ Cara penghitungan ini dilakukan → Jelaskan ini di Meja Riset →

Input momentum (manajer yang sebanding): keluasan pemegang -0.9% · aliran saham +4.5% · posisi baru bersih 0.0% — formula
Akumulasi terkonsentrasi — peningkatan saham di antara lebih sedikit pemegang

Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025

Kepemilikan dari waktu ke waktu
KuartalPemegangΔSahamNilai yang dilaporkanBaruKeluar
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 — —
Jumlah pemegang
Siapa yang memegangnya · Q4 2025
#ManajerSahamΔ sahamNilaiBobotnyaDipegang
1 The Vanguard Group ✦ (pasif) 8.07M -2.0% $353.06M 0.0% ▼ Trim 3 SEC ↗ ×6
2 BlackRock ✦ (pasif) 7.09M +3.4% $309.99M 0.0% ▲ Add 3 SEC ↗ ×20
3 Morgan Stanley ✦ 4.21M +154.6% $183.96M 0.0% ▲ Add 2 SEC ↗ ×7
4 Bank Of America Corp /De/ 2.54M — $111.01M 0.0% n/c 1 SEC ↗ ×8
5 Geode Capital Management ✦ (pasif) 2.07M +1.3% $90.47M 0.0% ▲ Add 7 SEC ↗ ×2
6 State Street Global Advisors ✦ (pasif) 2.00M -2.5% $87.51M 0.0% ▼ Trim 5 SEC ↗ ×3
7 Goldman Sachs Group ✦ 1.65M +4.0% $72.27M 0.0% ▲ Add 2 SEC ↗ ×2
8 Susquehanna International Group, Llp 1.29M — $56.28M 0.1% n/c 1 SEC ↗ ×2
9 MIRAE ASSET GLOBAL ETFS HOLDINGS… 1.21M — $52.84M 0.1% n/c 1 SEC ↗ ×3
10 Norges Bank ✦ (pasif) 1.14M Baru $49.91M 0.0% New 1 SEC ↗
11 Citadel Advisors ✦ 1.11M +273.4% $48.35M 0.0% ▲ Add 7 SEC ↗ ×2
12 Barclays Plc 864.10K — $37.79M 0.0% n/c 1 SEC ↗ ×3
13 Connor, Clark & Lunn Investment… 850.84K — $37.21M 0.1% n/c 1 SEC ↗
14 Baillie Gifford ✦ 758.93K Baru $33.19M 0.0% New 1 SEC ↗ ×4
15 Charles Schwab Investment… 745.84K — $32.62M 0.0% n/c 1 SEC ↗
16 Northern Trust Corp 744.19K — $32.54M 0.0% n/c 1 SEC ↗ ×6
17 UBS Group AG 642.14K — $28.08M 0.0% n/c 1 SEC ↗ ×5
18 Citigroup Inc 563.64K — $24.65M 0.0% n/c 1 SEC ↗ ×4
19 Marshall Wace ✦ 551.17K +12.3% $24.10M 0.0% ▲ Add 3 SEC ↗ ×2
20 Wellington Management ✦ 489.22K +283.6% $21.39M 0.0% ▲ Add 2 SEC ↗ ×7
21 Hsbc Holdings Plc 420.29K — $18.41M 0.0% n/c 1 SEC ↗ ×6
22 JPMorgan Chase ✦ 410.61K -62.8% $17.96M 0.0% ▼ Trim 2 SEC ↗ ×10
23 Point72 Asset Management ✦ 370.18K Baru $16.19M 0.0% New 1 SEC ↗
24 First Trust Advisors Lp 318.55K — $13.93M 0.0% n/c 1 SEC ↗
25 Dimensional Fund Advisors Lp 278.59K — $12.18M 0.0% n/c 1 SEC ↗ ×2
26 D. E. Shaw & Co. ✦ 273.49K +150.5% $11.96M 0.0% ▲ Add 7 SEC ↗ ×3
27 Bank of New York Mellon Corp 269.21K — $11.77M 0.0% n/c 1 SEC ↗ ×7
28 Millennium Management ✦ 218.75K -52.0% $9.57M 0.0% ▼ Trim 7 SEC ↗ ×3
29 Wells Fargo & Company/Mn 210.16K — $9.19M 0.0% n/c 1 SEC ↗ ×4
30 Nuveen, LLC 189.63K — $8.29M 0.0% n/c 1 SEC ↗ ×4
31 Jane Street Group, Llc 188.48K — $8.24M 0.0% n/c 1 SEC ↗ ×4
32 Peak6 Llc 175.23K — $7.66M 0.1% n/c 1 SEC ↗ ×2
33 Optiver Holding B.V. 172.31K — $7.53M 0.1% n/c 1 SEC ↗
34 Swiss National Bank 170.80K — $7.47M 0.0% n/c 1 SEC ↗
35 UBS AM, a distinct business unit of… 157.43K — $6.88M 0.0% n/c 1 SEC ↗ ×9
36 Bank Of Nova Scotia 141.56K — $6.19M 0.0% n/c 1 SEC ↗
37 BNP Paribas Asset Management… 1.26M — $5.81M 0.0% n/c 1 SEC ↗ ×3
38 Qube Research & Technologies Ltd 128.20K — $5.61M 0.0% n/c 1 SEC ↗
39 Hrt Financial Lp 117.10K — $5.12M 0.0% n/c 1 SEC ↗
40 Credit Agricole S A 115.80K — $5.06M 0.0% n/c 1 SEC ↗
41 Rhumbline Advisers 109.01K — $4.77M 0.0% n/c 1 SEC ↗
42 LPL Financial LLC 106.68K — $4.67M 0.0% n/c 1 SEC ↗
43 Walleye Trading LLC 98.97K — $4.33M 0.1% n/c 1 SEC ↗
44 Alliancebernstein L.P. 98.81K — $4.32M 0.0% n/c 1 SEC ↗
45 Raymond James Financial Inc 93.56K — $4.09M 0.0% n/c 1 SEC ↗ ×3
46 Invesco Ltd. 90.99K — $3.98M 0.0% n/c 1 SEC ↗ ×6
47 Bank Of Montreal /Can/ 90.65K — $3.96M 0.0% n/c 1 SEC ↗ ×4
48 Nordea Investment Management Ab 87.94K — $3.87M 0.0% n/c 1 SEC ↗ ×2
49 Legal & General Group Plc 84.25K — $3.68M 0.0% n/c 1 SEC ↗ ×3
50 California State Teachers… 83.02K — $3.63M 0.0% n/c 1 SEC ↗
51 Bank Julius Baer & Co. Ltd, Zurich 81.59K — $3.57M 0.0% n/c 1 SEC ↗
52 T. Rowe Price ✦ 80.38K -91.9% $3.52M 0.0% ▼ Trim 7 SEC ↗
53 Quantinno Capital Management LP 79.37K — $3.47M 0.0% n/c 1 SEC ↗
54 Mml Investors Services, Llc 75.69K — $3.31M 0.0% n/c 1 SEC ↗
55 Deutsche Bank Ag\ 74.00K — $3.24M 0.0% n/c 1 SEC ↗ ×5
56 Man Group plc 70.23K — $3.07M 0.0% n/c 1 SEC ↗ ×4
57 State Of Wisconsin Investment Board 3.00M — $2.82M 0.0% n/c 1 SEC ↗ ×2
58 AQR Capital Management ✦ 60.31K +33.3% $2.64M 0.0% ▲ Add 6 SEC ↗ ×5
59 Bnp Paribas Financial Markets 60.06K — $2.63M 0.0% n/c 1 SEC ↗ ×3
60 Commonwealth Equity Services, Llc 52.38K — $2.29M 0.0% n/c 1 SEC ↗
61 Universal- Beteiligungs- und… 50.38K — $2.25M 0.0% n/c 1 SEC ↗ ×4
62 Simplex Trading, Llc 48.17K — $2.11M 0.1% n/c 1 SEC ↗
63 IMC-Chicago, LLC 46.71K — $2.04M 0.0% n/c 1 SEC ↗
64 Creative Planning 45.39K — $1.98M 0.0% n/c 1 SEC ↗
65 Nomura Holdings Inc 44.70K — $1.95M 0.0% n/c 1 SEC ↗
66 Manufacturers Life Insurance… 43.85K — $1.92M 0.0% n/c 1 SEC ↗
67 Ameriprise Financial Inc 37.71K — $1.65M 0.0% n/c 1 SEC ↗ ×2
68 Royal Bank Of Canada 35.56K — $1.55M 0.0% n/c 1 SEC ↗ ×7
69 Osaic Holdings, Inc. 33.80K — $1.48M 0.0% n/c 1 SEC ↗ ×3
70 Mercer Global Advisors Inc /Adv 45.17K — $1.46M 0.0% n/c 1 SEC ↗
71 Zurcher Kantonalbank (Zurich… 30.21K — $1.32M 0.0% n/c 1 SEC ↗ ×2
72 Envestnet Asset Management Inc 28.14K — $1.23M 0.0% n/c 1 SEC ↗
73 New York State Common Retirement… 27.13K — $1.19M 0.0% n/c 1 SEC ↗
74 Mariner, LLC 25.01K — $1.09M 0.0% n/c 1 SEC ↗ ×2
75 Cetera Investment Advisers 24.85K — $1.09M 0.0% n/c 1 SEC ↗
76 Lazard Asset Management Llc 23.45K — $1.03M 0.0% n/c 1 SEC ↗ ×3
77 Janus Henderson Group Plc 21.48K — $939,149 0.0% n/c 1 SEC ↗
78 State Board Of Administration Of… 21.35K — $933,636 0.0% n/c 1 SEC ↗
79 Balyasny Asset Management L.P. 19.71K — $862,006 0.0% n/c 1 SEC ↗
80 Mirae Asset Global Investments Co.… 18.32K — $801,265 0.0% n/c 1 SEC ↗ ×2
81 Rockefeller Capital Management L.P. 17.32K — $757,229 0.0% n/c 1 SEC ↗ ×2
82 Sei Investments Co 233.89K — $756,055 0.0% n/c 1 SEC ↗ ×3
83 ProShare Advisors LLC 15.58K — $681,313 0.0% n/c 1 SEC ↗
84 Voya Investment Management Llc 15.25K — $666,839 0.0% n/c 1 SEC ↗
85 Jones Financial Companies Lllp 14.01K — $612,614 0.0% n/c 1 SEC ↗
86 Russell Investments Group, Ltd. 13.91K — $608,544 0.0% n/c 1 SEC ↗ ×8
87 Pictet Asset Management Holding SA 13.51K — $590,792 0.0% n/c 1 SEC ↗
88 Fidelity (FMR) ✦ 12.00K -14.0% $524,835 0.0% ▼ Trim 3 SEC ↗ ×6
89 Canada Pension Plan Investment Board 11.10K — $485,403 0.0% n/c 1 SEC ↗
90 Truist Financial Corp 10.72K — $468,742 0.0% n/c 1 SEC ↗ ×3
91 Victory Capital Management Inc 9.75K — $426,499 0.0% n/c 1 SEC ↗
92 Us Bancorp \De\ 9.64K — $421,732 0.0% n/c 1 SEC ↗ ×3
93 Ctc Llc 9.29K — $406,470 0.0% n/c 1 SEC ↗
94 Holocene Advisors, LP 9.04K — $395,407 0.0% n/c 1 SEC ↗
95 Wealthfront Advisers LLC 8.03K — $351,239 0.0% n/c 1 SEC ↗
96 Mitsubishi UFJ Asset Management… 6.45K — $295,668 0.0% n/c 1 SEC ↗
97 Wealth Enhancement Advisory… 5.83K — $295,464 0.0% n/c 1 SEC ↗ ×2
98 Neuberger Berman Group LLC 6.53K — $285,644 0.0% n/c 1 SEC ↗
99 Prudential Financial Inc 5.34K — $233,737 0.0% n/c 1 SEC ↗
100 Ensign Peak Advisors, Inc 5.15K — $225,210 0.0% n/c 1 SEC ↗

"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.

Pembeli baru

Norges Bank $49.91M 0.0%
Baillie Gifford $33.19M 0.0%
Point72 Asset Management $16.19M 0.0%

Telah keluar

Coatue Management $44.24M adalah 0.1%
Two Sigma Investments $14.08M adalah 0.0%
Bridgewater Associates $3.15M adalah 0.0%

Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 338 pemegang, 56.45M saham, $1.43B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.

Sering dimiliki bersama

Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.

Transaksi orang dalam

Pembelian di pasar terbuka (P)

Sep 10 Gu Paul

Officer, Director · Chief Executive… · 50.00K lbr @ 25.55 · $1.28M

Penjualan di pasar terbuka (S)

Sep 08 Datta Sanjay

Officer · 116.00K lbr · $3.17M

Aug 25 Mirgorodskaya Natalia

Officer · 913 lbr · $27,417

Aug 20 Darling Scott

Officer · 7.70K lbr · $216,216

Aug 20 Datta Sanjay

Officer · 8.95K lbr · $251,298

Aug 20 Mirgorodskaya Natalia

Officer · 586 lbr · $16,461

Aug 19 Datta Sanjay

Officer · 10.00K lbr · $314,633

Aug 19 Blankmeyer Andrea

Officer · 3.00K lbr · $87,990

Aug 17 Datta Sanjay

Officer · 2.03K lbr · $59,683

Aug 17 Darling Scott

Officer · 814 lbr · $23,898

Aug 17 Blankmeyer Andrea

Officer · 7.17K lbr · $210,646

Penghargaan, eksekusi, dan pemotongan pajak tidak pernah dihitung sebagai pembelian atau penjualan di sini. Metodologi

Kepemilikan manfaat
Jul 13 SC 13G/A — Jericho Capital Asset Management L.P.

Lihat pengajuan SEC asli ↗

Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR. Periode pelaporan: Q4 2025 · Metodologi · Dapatkan ini melalui API