Запись по ценной бумаге · архивный квартал
UPST
Upstart Holdings, Inc. · Financial Services · Financial - Credit Services
114Отслеживаемые держатели
-1Δ держателей
49.88MАкций в держании
$1.99BОтчётная стоимость
+3Новые позиции
−3Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -0.9% ·
поток акций +4.5% ·
новые чистые позиции 0.0%
· формула
Концентрированное накопление: рост долей при сокращении числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | 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 |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (пассивный) | 8.07M | -2.0% | $353.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (пассивный) | 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 | n/a | $111.01M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 5 | Geode Capital Management ✦ (пассивный) | 2.07M | +1.3% | $90.47M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 6 | State Street Global Advisors ✦ (пассивный) | 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 | n/a | $56.28M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 9 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 1.21M | n/a | $52.84M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 10 | Norges Bank ✦ (пассивный) | 1.14M | Новый | $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 | n/a | $37.79M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Connor, Clark & Lunn Investment… | 850.84K | n/a | $37.21M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Baillie Gifford ✦ | 758.93K | Новый | $33.19M | 0.0% | New | 1 | SEC ↗ ×4 |
| 15 | Charles Schwab Investment… | 745.84K | n/a | $32.62M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Northern Trust Corp | 744.19K | n/a | $32.54M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 17 | UBS Group AG | 642.14K | n/a | $28.08M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 18 | Citigroup Inc | 563.64K | n/a | $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 | n/a | $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 | Новый | $16.19M | 0.0% | New | 1 | SEC ↗ |
| 24 | First Trust Advisors Lp | 318.55K | n/a | $13.93M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Dimensional Fund Advisors Lp | 278.59K | n/a | $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 | n/a | $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 | n/a | $9.19M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 30 | Nuveen, LLC | 189.63K | n/a | $8.29M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 31 | Jane Street Group, Llc | 188.48K | n/a | $8.24M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 32 | Peak6 Llc | 175.23K | n/a | $7.66M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 33 | Optiver Holding B.V. | 172.31K | n/a | $7.53M | 0.1% | n/c | 1 | SEC ↗ |
| 34 | Swiss National Bank | 170.80K | n/a | $7.47M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | UBS AM, a distinct business unit of… | 157.43K | n/a | $6.88M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 36 | Bank Of Nova Scotia | 141.56K | n/a | $6.19M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | BNP Paribas Asset Management… | 1.26M | n/a | $5.81M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 38 | Qube Research & Technologies Ltd | 128.20K | n/a | $5.61M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Hrt Financial Lp | 117.10K | n/a | $5.12M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Credit Agricole S A | 115.80K | n/a | $5.06M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Rhumbline Advisers | 109.01K | n/a | $4.77M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | LPL Financial LLC | 106.68K | n/a | $4.67M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Walleye Trading LLC | 98.97K | n/a | $4.33M | 0.1% | n/c | 1 | SEC ↗ |
| 44 | Alliancebernstein L.P. | 98.81K | n/a | $4.32M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Raymond James Financial Inc | 93.56K | n/a | $4.09M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 46 | Invesco Ltd. | 90.99K | n/a | $3.98M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 47 | Bank Of Montreal /Can/ | 90.65K | n/a | $3.96M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 48 | Nordea Investment Management Ab | 87.94K | n/a | $3.87M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 49 | Legal & General Group Plc | 84.25K | n/a | $3.68M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 50 | California State Teachers… | 83.02K | n/a | $3.63M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Bank Julius Baer & Co. Ltd, Zurich | 81.59K | n/a | $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 | n/a | $3.47M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Mml Investors Services, Llc | 75.69K | n/a | $3.31M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Deutsche Bank Ag\ | 74.00K | n/a | $3.24M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 56 | Man Group plc | 70.23K | n/a | $3.07M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 57 | State Of Wisconsin Investment Board | 3.00M | n/a | $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 | n/a | $2.63M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 60 | Commonwealth Equity Services, Llc | 52.38K | n/a | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Universal- Beteiligungs- und… | 50.38K | n/a | $2.25M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 62 | Simplex Trading, Llc | 48.17K | n/a | $2.11M | 0.1% | n/c | 1 | SEC ↗ |
| 63 | IMC-Chicago, LLC | 46.71K | n/a | $2.04M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Creative Planning | 45.39K | n/a | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Nomura Holdings Inc | 44.70K | n/a | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Manufacturers Life Insurance… | 43.85K | n/a | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Ameriprise Financial Inc | 37.71K | n/a | $1.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 68 | Royal Bank Of Canada | 35.56K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 69 | Osaic Holdings, Inc. | 33.80K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 70 | Mercer Global Advisors Inc /Adv | 45.17K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Zurcher Kantonalbank (Zurich… | 30.21K | n/a | $1.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 72 | Envestnet Asset Management Inc | 28.14K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | New York State Common Retirement… | 27.13K | n/a | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Mariner, LLC | 25.01K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 75 | Cetera Investment Advisers | 24.85K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Lazard Asset Management Llc | 23.45K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 77 | Janus Henderson Group Plc | 21.48K | n/a | $939,149 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | State Board Of Administration Of… | 21.35K | n/a | $933,636 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Balyasny Asset Management L.P. | 19.71K | n/a | $862,006 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Mirae Asset Global Investments Co.… | 18.32K | n/a | $801,265 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 81 | Rockefeller Capital Management L.P. | 17.32K | n/a | $757,229 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 82 | Sei Investments Co | 233.89K | n/a | $756,055 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 83 | ProShare Advisors LLC | 15.58K | n/a | $681,313 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Voya Investment Management Llc | 15.25K | n/a | $666,839 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Jones Financial Companies Lllp | 14.01K | n/a | $612,614 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Russell Investments Group, Ltd. | 13.91K | n/a | $608,544 | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 87 | Pictet Asset Management Holding SA | 13.51K | n/a | $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 | n/a | $485,403 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Truist Financial Corp | 10.72K | n/a | $468,742 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 91 | Victory Capital Management Inc | 9.75K | n/a | $426,499 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Us Bancorp \De\ | 9.64K | n/a | $421,732 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 93 | Ctc Llc | 9.29K | n/a | $406,470 | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Holocene Advisors, LP | 9.04K | n/a | $395,407 | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Wealthfront Advisers LLC | 8.03K | n/a | $351,239 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Mitsubishi UFJ Asset Management… | 6.45K | n/a | $295,668 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Wealth Enhancement Advisory… | 5.83K | n/a | $295,464 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 98 | Neuberger Berman Group LLC | 6.53K | n/a | $285,644 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Prudential Financial Inc | 5.34K | n/a | $233,737 | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Ensign Peak Advisors, Inc | 5.15K | n/a | $225,210 | 0.0% | n/c | 1 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Norges Bank | $49.91M | 0.0% |
| Baillie Gifford | $33.19M | 0.0% |
| Point72 Asset Management | $16.19M | 0.0% |
Закрыто
| Coatue Management | $44.24M | составлял 0.1% |
| Two Sigma Investments | $14.08M | составлял 0.0% |
| Bridgewater Associates | $3.15M | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 338 держатели, 56.45M акции, $1.43B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Покупки на открытом рынке (P)
Sep 10
Gu Paul
Officer, Director · Chief Executive… · 50.00K акц. @ 25.55 · $1.28M
Продажи на открытом рынке (S)
Sep 08
Datta Sanjay
Officer · 116.00K акц. · $3.17M
Aug 25
Mirgorodskaya Natalia
Officer · 913 акц. · $27,417
Aug 20
Darling Scott
Officer · 7.70K акц. · $216,216
Aug 20
Datta Sanjay
Officer · 8.95K акц. · $251,298
Aug 20
Mirgorodskaya Natalia
Officer · 586 акц. · $16,461
Aug 19
Datta Sanjay
Officer · 10.00K акц. · $314,633
Aug 19
Blankmeyer Andrea
Officer · 3.00K акц. · $87,990
Aug 17
Datta Sanjay
Officer · 2.03K акц. · $59,683
Aug 17
Darling Scott
Officer · 814 акц. · $23,898
Aug 17
Blankmeyer Andrea
Officer · 7.17K акц. · $210,646
Вознаграждения, исполнение опционов и удержание налогов никогда не учитываются здесь как покупки или продажи. Методология
Jul 13
SC 13G/A: Jericho Capital Asset Management L.P.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q4 2025 ·
Методология ·
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