سجل الورقة المالية · ربع مؤرشف
UPST
Upstart Holdings, Inc. · Financial Services · Financial - Credit Services
105الحاملون المتتبعون
-9Δ المساهمون
45.83Mالأسهم المحتفظ بها
$1.10Bالقيمة المُبلَّغ عنها
+4المراكز الجديدة
−14الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -7.9% ·
تدفق الأسهم +3.2% ·
المراكز الجديدة الصافية -9.5%
· الصيغة
تراكم مركّز: أسهم متصاعدة لدى عدد أقل من الحاملين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (سلبي) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ ×19 |
| 2 | Morgan Stanley ✦ | 3.98M | -5.5% | $101.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 3 | Vanguard Capital Management Llc | 3.75M | n/a | $96.24M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Marshall Wace ✦ | 3.28M | +495.1% | $84.13M | 0.1% | ▲ Add | 4 | SEC ↗ ×4 |
| 5 | Geode Capital Management ✦ (سلبي) | 2.12M | +2.7% | $54.49M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 6 | State Street Global Advisors ✦ (سلبي) | 2.05M | +2.6% | $52.66M | 0.0% | ▲ Add | 6 | SEC ↗ ×3 |
| 7 | Goldman Sachs Group ✦ | 1.56M | -5.6% | $40.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 8 | Barclays Plc | 1.27M | +47.2% | $32.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 9 | Baillie Gifford ✦ | 1.11M | +46.0% | $28.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 10 | Dimensional Fund Advisors Lp | 1.02M | +267.1% | $26.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 11 | UBS Group AG | 881.87K | +37.3% | $22.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 12 | Coatue Management ✦ | 870.95K | جديد | $22.34M | 0.1% | New | 1 | SEC ↗ |
| 13 | Balyasny Asset Management L.P. | 869.42K | +4310.6% | $22.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Citigroup Inc | 806.34K | +43.1% | $20.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 15 | Northern Trust Corp | 758.89K | +2.0% | $19.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 16 | Point72 Asset Management ✦ | 756.06K | +104.2% | $19.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 740.82K | +293.0% | $19.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 18 | Millennium Management ✦ | 668.06K | +205.4% | $17.14M | 0.0% | ▲ Add | 8 | SEC ↗ ×3 |
| 19 | Charles Schwab Investment… | 656.02K | -12.0% | $16.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 631.16K | -42.9% | $16.19M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 21 | Squarepoint Ops LLC | 531.39K | جديد | $13.63M | 0.0% | New | 1 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 505.98K | -80.1% | $12.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 23 | First Trust Advisors Lp | 373.45K | +17.2% | $9.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 326.11K | -74.7% | $8.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Hsbc Holdings Plc | 288.04K | -31.5% | $7.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 267.34K | -0.7% | $6.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 27 | D. E. Shaw & Co. ✦ | 267.08K | -2.3% | $6.85M | 0.0% | ▼ Trim | 8 | SEC ↗ ×3 |
| 28 | Peak6 Llc | 242.03K | +38.1% | $6.21M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 29 | Bnp Paribas Financial Markets | 216.52K | +260.5% | $5.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 30 | Hrt Financial Lp | 209.95K | +79.3% | $5.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 31 | Nuveen, LLC | 188.34K | -0.7% | $4.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 32 | Connor, Clark & Lunn Investment… | 180.61K | -78.8% | $4.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | UBS AM, a distinct business unit of… | 178.98K | +13.7% | $4.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 34 | Swiss National Bank | 173.20K | +1.4% | $4.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Alliancebernstein L.P. | 99.99K | +1.2% | $4.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Qube Research & Technologies Ltd | 167.38K | +30.6% | $4.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 161.77K | -23.0% | $4.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 38 | Bank Of Nova Scotia | 150.47K | +6.3% | $3.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 152.06K | -63.0% | $3.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 40 | Holocene Advisors, LP | 134.93K | +1392.3% | $3.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 115.01K | -90.5% | $2.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 42 | Rhumbline Advisers | 108.06K | -0.9% | $2.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Invesco Ltd. | 107.29K | +17.9% | $2.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 44 | BNP Paribas Asset Management… | 105.39K | -91.6% | $2.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 45 | Quantinno Capital Management LP | 103.86K | +30.9% | $2.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | LPL Financial LLC | 100.87K | -5.5% | $2.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | California State Teachers… | 100.69K | +21.3% | $2.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Man Group plc | 100.19K | +42.6% | $2.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 49 | T. Rowe Price ✦ | 97.60K | +21.4% | $2.50M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 50 | Credit Agricole S A | 97.27K | -16.0% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Raymond James Financial Inc | 93.02K | -0.6% | $2.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 52 | State Of Wisconsin Investment Board | 3.01M | +0.1% | $2.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 53 | AQR Capital Management ✦ | 86.67K | +43.7% | $2.22M | 0.0% | ▲ Add | 7 | SEC ↗ ×6 |
| 54 | Bank Julius Baer & Co. Ltd, Zurich | 83.94K | +2.9% | $2.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Bank Of Montreal /Can/ | 81.49K | -10.1% | $2.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 56 | Deutsche Bank Ag\ | 80.99K | +9.4% | $2.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 57 | Nordea Investment Management Ab | 83.50K | -5.0% | $2.06M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 58 | Universal- Beteiligungs- und… | 70.80K | +40.5% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 59 | Legal & General Group Plc | 69.69K | -17.3% | $1.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 60 | Mml Investors Services, Llc | 63.44K | -16.2% | $1.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | IMC-Chicago, LLC | 54.84K | +17.4% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Commonwealth Equity Services, Llc | 54.17K | +3.4% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Creative Planning | 53.91K | +18.8% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Nomura Holdings Inc | 45.06K | +0.8% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Walleye Trading LLC | 41.24K | -58.3% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Manufacturers Life Insurance… | 41.05K | -6.4% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Jones Financial Companies Lllp | 38.28K | +173.2% | $948,097 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Mariner, LLC | 36.90K | +47.5% | $946,470 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 69 | Mercer Global Advisors Inc /Adv | 36.80K | -18.5% | $943,994 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Two Sigma Investments ✦ | 35.99K | جديد | $923,169 | 0.0% | New | 1 | SEC ↗ ×2 |
| 71 | Zurcher Kantonalbank (Zurich… | 35.71K | +18.2% | $915,987 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 72 | Osaic Holdings, Inc. | 27.59K | -18.4% | $707,582 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 73 | New York State Common Retirement… | 27.13K | 0.0% | $695,782 | 0.0% | Held | 2 | SEC ↗ |
| 74 | Cetera Investment Advisers | 26.06K | +4.9% | $668,490 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Janus Henderson Group Plc | 24.72K | +15.1% | $633,996 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | State Board Of Administration Of… | 21.35K | 0.0% | $547,628 | 0.0% | Held | 2 | SEC ↗ |
| 77 | Envestnet Asset Management Inc | 21.29K | -24.4% | $546,119 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Ameriprise Financial Inc | 19.78K | -47.5% | $507,383 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 79 | Sei Investments Co | 234.41K | +0.2% | $500,336 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 80 | Canada Pension Plan Investment Board | 18.30K | +64.9% | $469,395 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Russell Investments Group, Ltd. | 15.63K | +12.3% | $400,908 | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 82 | Voya Investment Management Llc | 14.79K | -3.0% | $379,389 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Fidelity (FMR) ✦ | 14.74K | +22.8% | $377,974 | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 84 | Rockefeller Capital Management L.P. | 14.60K | -15.7% | $374,362 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 85 | Pictet Asset Management Holding SA | 14.53K | +7.5% | $372,643 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Prudential Financial Inc | 13.63K | +155.0% | $349,610 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Tudor Investment Corp Et Al | 13.51K | جديد | $346,455 | 0.0% | New | 1 | SEC ↗ |
| 88 | ProShare Advisors LLC | 12.49K | -19.8% | $320,498 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Us Bancorp \De\ | 10.31K | +6.9% | $264,529 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 90 | Victory Capital Management Inc | 9.78K | +0.3% | $250,806 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Royal Bank Of Canada | 6.51K | -81.7% | $167,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 92 | Mitsubishi UFJ Asset Management… | 6.33K | -1.8% | $162,467 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Ensign Peak Advisors, Inc | 5.15K | 0.0% | $132,098 | 0.0% | Held | 2 | SEC ↗ |
| 94 | Fifth Third Bancorp | 4.96K | +726.2% | $127,147 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Pnc Financial Services Group, Inc. | 3.88K | +43.9% | $99,651 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 96 | Cwm, Llc | 2.71K | -21.4% | $69,384 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Asset Management One Co., Ltd. | 1.80K | +2.2% | $46,247 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Northwestern Mutual Wealth… | 1.25K | +116.0% | $32,139 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Schroder Investment Management Group | 756 | n/a | $18,310 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 100 | National Bank Of Canada /Fi/ | 601 | +25.7% | $15,401 | 0.0% | ▲ Add | 2 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| Coatue Management | $22.34M | 0.1% |
| Squarepoint Ops LLC | $13.63M | 0.0% |
| Two Sigma Investments | $923,169 | 0.0% |
| Tudor Investment Corp Et Al | $346,455 | 0.0% |
تم الخروج
| Norges Bank | $49.91M | كان 0.0% |
| Wellington Management | $21.39M | كان 0.0% |
| Optiver Holding B.V. | $7.53M | كان 0.1% |
| Simplex Trading, Llc | $2.11M | كان 0.1% |
| Lazard Asset Management Llc | $1.03M | كان 0.0% |
| Truist Financial Corp | $468,742 | كان 0.0% |
| Ctc Llc | $406,470 | كان 0.0% |
| Wealthfront Advisers LLC | $351,239 | كان 0.0% |
| Wealth Enhancement Advisory… | $295,464 | كان 0.0% |
| Neuberger Berman Group LLC | $285,644 | كان 0.0% |
| Gotham Asset Management | $223,198 | كان 0.0% |
| Principal Financial Group Inc | $220,181 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 338 المالكون, 56.45M الأسهم, $1.43B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يمتلكه المالكون المتتبَّعون لهذا الورقة المالية في الغالب: أعداد الملكية المشتركة، لا العلاقات الأساسية.
مشتريات السوق المفتوحة (P)
Sep 10
Gu Paul
Officer, Director · Chief Executive… · 50.00K سهم @ 25.55 · $1.28M
مبيعات السوق المفتوحة (S)
Sep 08
Datta Sanjay
Officer · 116.00K سهم · $3.17M
Aug 25
Mirgorodskaya Natalia
Officer · 913 سهم · $27,417
Aug 20
Darling Scott
Officer · 7.70K سهم · $216,216
Aug 20
Datta Sanjay
Officer · 8.95K سهم · $251,298
Aug 20
Mirgorodskaya Natalia
Officer · 586 سهم · $16,461
Aug 19
Datta Sanjay
Officer · 10.00K سهم · $314,633
Aug 19
Blankmeyer Andrea
Officer · 3.00K سهم · $87,990
Aug 17
Datta Sanjay
Officer · 2.03K سهم · $59,683
Aug 17
Darling Scott
Officer · 814 سهم · $23,898
Aug 17
Blankmeyer Andrea
Officer · 7.17K سهم · $210,646
لا تُحتسب هنا الجوائز وعمليات التنفيذ والاستقطاع الضريبي ضمن عمليات الشراء أو البيع. المنهجية
Jul 13
SC 13G/A: Jericho Capital Asset Management L.P.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q1 2026 ·
المنهجية ·
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