UPST
Upstart Holdings, Inc. · Financial Services · Financial - Credit Services
动量输入(同类管理人):
持有人广度 -7.9% ·
股份流向 +3.2% ·
净新建仓位 -9.5%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q1 2026
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (被动) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | BlackRock ✦ (被动) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | BlackRock ✦ (被动) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | BlackRock ✦ (被动) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | BlackRock ✦ (被动) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | BlackRock ✦ (被动) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | BlackRock ✦ (被动) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | BlackRock ✦ (被动) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (被动) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (被动) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | BlackRock ✦ (被动) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | BlackRock ✦ (被动) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | BlackRock ✦ (被动) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | BlackRock ✦ (被动) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | BlackRock ✦ (被动) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | BlackRock ✦ (被动) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | BlackRock ✦ (被动) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | BlackRock ✦ (被动) | 7.40M | +4.4% | $189.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | BlackRock ✦ (被动) | 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 ✦ (被动) | 2.12M | +2.7% | $54.49M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 34 | Geode Capital Management ✦ (被动) | 2.12M | +2.7% | $54.49M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 35 | State Street Global Advisors ✦ (被动) | 2.05M | +2.6% | $52.66M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 36 | State Street Global Advisors ✦ (被动) | 2.05M | +2.6% | $52.66M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 37 | State Street Global Advisors ✦ (被动) | 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 | 新增 | $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 | 新增 | $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 ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Coatue Management | $22.34M | 0.1% |
| Squarepoint Ops LLC | $13.63M | 0.0% |
已清仓
| Norges Bank | $49.91M | 曾为 0.0% |
| Wellington Management | $21.39M | 曾为 0.0% |
| Optiver Holding B.V. | $7.53M | 曾为 0.1% |
| Simplex Trading, Llc | $2.11M | 曾为 0.1% |
| Lazard Asset Management Llc | $1.03M | 曾为 0.0% |
| Truist Financial Corp | $468,742 | 曾为 0.0% |
| Ctc Llc | $406,470 | 曾为 0.0% |
| Wealthfront Advisers LLC | $351,239 | 曾为 0.0% |
| Wealth Enhancement Advisory… | $295,464 | 曾为 0.0% |
| Neuberger Berman Group LLC | $285,644 | 曾为 0.0% |
| Gotham Asset Management | $223,198 | 曾为 0.0% |
| Principal Financial Group Inc | $220,181 | 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): 1 持有人, 73.90K 股份, $1,895 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。
该证券的被追踪持有人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)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Officer · 8.95K 股 · $251,298
Officer · 7.70K 股 · $216,216
Officer · 586 股 · $16,461
Officer · 10.00K 股 · $314,633
Officer · 3.00K 股 · $87,990
Officer · 2.03K 股 · $59,683
Officer · 7.17K 股 · $210,646
Officer · 814 股 · $23,898
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