UPST
Upstart Holdings, Inc. · Financial Services · Financial - Credit Services
Señales de momentum (gestores comparables):
amplitud de titulares -7.9% ·
flujo de acciones +3.2% ·
nuevas posiciones netas -9.5%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
| 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 | BlackRock ✦ (pasivo) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | BlackRock ✦ (pasivo) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | BlackRock ✦ (pasivo) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 3.98M | -5.5% | $101.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 3.98M | -5.5% | $101.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 3.98M | -5.5% | $101.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 3.98M | -5.5% | $101.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 3.98M | -5.5% | $101.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 3.98M | -5.5% | $101.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 3.98M | -5.5% | $101.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 3.98M | -5.5% | $101.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Vanguard Capital Management Llc | 3.75M | — | $96.24M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Marshall Wace ✦ | 3.28M | +495.1% | $84.13M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 30 | Marshall Wace ✦ | 3.28M | +495.1% | $84.13M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 31 | Marshall Wace ✦ | 3.28M | +495.1% | $84.13M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 32 | Marshall Wace ✦ | 3.28M | +495.1% | $84.13M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 33 | Geode Capital Management ✦ (pasivo) | 2.12M | +2.7% | $54.49M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 34 | Geode Capital Management ✦ (pasivo) | 2.12M | +2.7% | $54.49M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 35 | State Street Global Advisors ✦ (pasivo) | 2.05M | +2.6% | $52.66M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 36 | State Street Global Advisors ✦ (pasivo) | 2.05M | +2.6% | $52.66M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 37 | State Street Global Advisors ✦ (pasivo) | 2.05M | +2.6% | $52.66M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 38 | Goldman Sachs Group ✦ | 1.56M | -5.6% | $40.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Goldman Sachs Group ✦ | 1.56M | -5.6% | $40.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Goldman Sachs Group ✦ | 1.56M | -5.6% | $40.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Goldman Sachs Group ✦ | 1.56M | -5.6% | $40.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Barclays Plc | 1.27M | +47.2% | $32.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Barclays Plc | 1.27M | +47.2% | $32.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Barclays Plc | 1.27M | +47.2% | $32.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Barclays Plc | 1.27M | +47.2% | $32.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Baillie Gifford ✦ | 1.11M | +46.0% | $28.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Baillie Gifford ✦ | 1.11M | +46.0% | $28.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Baillie Gifford ✦ | 1.11M | +46.0% | $28.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Baillie Gifford ✦ | 1.11M | +46.0% | $28.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Dimensional Fund Advisors Lp | 1.02M | +267.1% | $26.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Dimensional Fund Advisors Lp | 1.02M | +267.1% | $26.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Dimensional Fund Advisors Lp | 1.02M | +267.1% | $26.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Dimensional Fund Advisors Lp | 1.02M | +267.1% | $26.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | UBS Group AG | 881.87K | +37.3% | $22.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | UBS Group AG | 881.87K | +37.3% | $22.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | UBS Group AG | 881.87K | +37.3% | $22.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | UBS Group AG | 881.87K | +37.3% | $22.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | UBS Group AG | 881.87K | +37.3% | $22.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Coatue Management ✦ | 870.95K | Nuevo | $22.34M | 0.1% | New | 1 | SEC ↗ |
| 60 | Balyasny Asset Management L.P. | 869.42K | +4310.6% | $22.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Citigroup Inc | 806.34K | +43.1% | $20.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Citigroup Inc | 806.34K | +43.1% | $20.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Citigroup Inc | 806.34K | +43.1% | $20.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Citigroup Inc | 806.34K | +43.1% | $20.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Northern Trust Corp | 758.89K | +2.0% | $19.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Northern Trust Corp | 758.89K | +2.0% | $19.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Northern Trust Corp | 758.89K | +2.0% | $19.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Northern Trust Corp | 758.89K | +2.0% | $19.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Northern Trust Corp | 758.89K | +2.0% | $19.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Point72 Asset Management ✦ | 756.06K | +104.2% | $19.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Jane Street Group, Llc | 740.82K | +293.0% | $19.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Jane Street Group, Llc | 740.82K | +293.0% | $19.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Jane Street Group, Llc | 740.82K | +293.0% | $19.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Jane Street Group, Llc | 740.82K | +293.0% | $19.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Jane Street Group, Llc | 740.82K | +293.0% | $19.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Millennium Management ✦ | 668.06K | +205.4% | $17.14M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 77 | Millennium Management ✦ | 668.06K | +205.4% | $17.14M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 78 | Millennium Management ✦ | 668.06K | +205.4% | $17.14M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 79 | Charles Schwab Investment… | 656.02K | -12.0% | $16.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Citadel Advisors ✦ | 631.16K | -42.9% | $16.19M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 81 | Citadel Advisors ✦ | 631.16K | -42.9% | $16.19M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 82 | Squarepoint Ops LLC | 531.39K | Nuevo | $13.63M | 0.0% | New | 1 | SEC ↗ |
| 83 | Bank Of America Corp /De/ | 505.98K | -80.1% | $12.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Bank Of America Corp /De/ | 505.98K | -80.1% | $12.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Bank Of America Corp /De/ | 505.98K | -80.1% | $12.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Bank Of America Corp /De/ | 505.98K | -80.1% | $12.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Bank Of America Corp /De/ | 505.98K | -80.1% | $12.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | First Trust Advisors Lp | 373.45K | +17.2% | $9.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Susquehanna International Group, Llp | 326.11K | -74.7% | $8.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Hsbc Holdings Plc | 288.04K | -31.5% | $7.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 267.34K | -0.7% | $6.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Bank of New York Mellon Corp | 267.34K | -0.7% | $6.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Bank of New York Mellon Corp | 267.34K | -0.7% | $6.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Bank of New York Mellon Corp | 267.34K | -0.7% | $6.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Bank of New York Mellon Corp | 267.34K | -0.7% | $6.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Bank of New York Mellon Corp | 267.34K | -0.7% | $6.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Bank of New York Mellon Corp | 267.34K | -0.7% | $6.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | D. E. Shaw & Co. ✦ | 267.08K | -2.3% | $6.85M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 99 | D. E. Shaw & Co. ✦ | 267.08K | -2.3% | $6.85M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 100 | D. E. Shaw & Co. ✦ | 267.08K | -2.3% | $6.85M | 0.0% | ▼ Trim | 8 | 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
| Coatue Management | $22.34M | 0.1% |
| Squarepoint Ops LLC | $13.63M | 0.0% |
Posición cerrada
| Norges Bank | $49.91M | era 0.0% |
| Wellington Management | $21.39M | era 0.0% |
| Optiver Holding B.V. | $7.53M | era 0.1% |
| Simplex Trading, Llc | $2.11M | era 0.1% |
| Lazard Asset Management Llc | $1.03M | era 0.0% |
| Truist Financial Corp | $468,742 | era 0.0% |
| Ctc Llc | $406,470 | era 0.0% |
| Wealthfront Advisers LLC | $351,239 | era 0.0% |
| Wealth Enhancement Advisory… | $295,464 | era 0.0% |
| Neuberger Berman Group LLC | $285,644 | era 0.0% |
| Gotham Asset Management | $223,198 | era 0.0% |
| Principal Financial Group Inc | $220,181 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 73.90K acciones, $1,895 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)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 8.95K acc. · $251,298
Officer · 7.70K acc. · $216,216
Officer · 586 acc. · $16,461
Officer · 10.00K acc. · $314,633
Officer · 3.00K acc. · $87,990
Officer · 2.03K acc. · $59,683
Officer · 7.17K acc. · $210,646
Officer · 814 acc. · $23,898
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología