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证券记录 · 已归档季度

UPST

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

30.47 -0.4% 市值 $2.92B 报价延迟(FMP) · 截至 Aug 26 21:08 UTC — 与下方申报数据相互独立

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
105被追踪持有人
-9Δ持有人
45.83M持有股份
$1.10B报告持仓市值
+4新建仓位
−14清仓
Falling 确信度评分 35/100 计算方式说明 → 在研究台查询相关说明 →

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

持股变化趋势
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
持有人数量
持有人 · Q1 2026
#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。

常见共同持仓

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。

内部人交易

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)

Aug 20 Datta Sanjay

Officer · 8.95K 股 · $251,298

Aug 20 Darling Scott

Officer · 7.70K 股 · $216,216

Aug 20 Mirgorodskaya Natalia

Officer · 586 股 · $16,461

Aug 19 Datta Sanjay

Officer · 10.00K 股 · $314,633

Aug 19 Blankmeyer Andrea

Officer · 3.00K 股 · $87,990

Aug 17 Datta Sanjay

Officer · 2.03K 股 · $59,683

Aug 17 Blankmeyer Andrea

Officer · 7.17K 股 · $210,646

Aug 17 Darling Scott

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

受益所有权
Jul 13 SC 13G/A — Jericho Capital Asset Management L.P.

查看 SEC 原始申报文件 ↗

数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。 报告期: Q1 2026 · 方法论 · 通过API获取此数据