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UPST
Upstart Holdings, Inc. · Financial Services · Financial - Credit Services
108Отслеживаемые держатели
+5Δ держателей
48.35MАкций в держании
$1.57BОтчётная стоимость
+11Новые позиции
−5Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +4.9% ·
поток акций +5.6% ·
новые чистые позиции +5.6%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
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 | — | — |
| Q3 2024 | 12 | +3 | 9.22M | $368.91M | +3 | — |
| Q2 2024 | 9 | — | 5.41M | $127.70M | — | — |
Кто держит · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 7.88M | +6.4% | $279.14M | 0.0% | ▲ Add | 5 | SEC ↗ ×17 |
| 2 | Vanguard Capital Management Llc | 3.70M | -1.4% | $131.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.41M | -39.2% | $85.55M | 0.0% | ▼ Trim | 4 | SEC ↗ ×7 |
| 4 | Goldman Sachs Group ✦ | 2.40M | +53.6% | $84.86M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 5 | Marshall Wace ✦ | 2.37M | -27.7% | $83.99M | 0.1% | ▼ Trim | 5 | SEC ↗ ×3 |
| 6 | Geode Capital Management ✦ (пассивный) | 2.23M | +4.9% | $78.97M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 7 | State Street Global Advisors ✦ (пассивный) | 2.12M | +3.2% | $75.06M | 0.0% | ▲ Add | 7 | SEC ↗ ×3 |
| 8 | Bank Of America Corp /De/ | 1.51M | +198.9% | $53.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 9 | UBS Group AG | 1.50M | +70.5% | $53.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 10 | Citigroup Inc | 1.14M | +40.8% | $40.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Barclays Plc | 1.13M | -11.3% | $40.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 12 | Baillie Gifford ✦ | 1.08M | -2.3% | $38.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 13 | Dimensional Fund Advisors Lp | 1.06M | +3.6% | $37.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 14 | Citadel Advisors ✦ | 955.59K | +51.4% | $33.86M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 920.25K | +182.2% | $32.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Point72 Asset Management ✦ | 885.16K | +17.1% | $31.36M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 17 | Coatue Management ✦ | 870.95K | 0.0% | $30.86M | 0.1% | Held | 2 | SEC ↗ |
| 18 | Northern Trust Corp | 785.10K | +3.5% | $27.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 19 | Charles Schwab Investment… | 765.28K | +16.7% | $27.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Millennium Management ✦ | 764.85K | +14.5% | $27.10M | 0.0% | ▲ Add | 9 | SEC ↗ ×3 |
| 21 | Fidelity (FMR) ✦ | 706.55K | +4694.7% | $25.03M | 0.0% | ▲ Add | 5 | SEC ↗ ×8 |
| 22 | Hrt Financial Lp | 592.17K | +182.1% | $20.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 23 | Balyasny Asset Management L.P. | 556.76K | -36.0% | $19.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | First Trust Advisors Lp | 379.06K | +1.5% | $13.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Squarepoint Ops LLC | 330.11K | -37.9% | $11.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 273.25K | +2.2% | $9.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 27 | Nuveen, LLC | 268.55K | +42.6% | $9.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 28 | Bnp Paribas Financial Markets | 236.58K | +9.3% | $8.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 29 | Hsbc Holdings Plc | 199.98K | -30.6% | $7.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | IMC-Chicago, LLC | 194.04K | +253.8% | $6.87M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 180.22K | +11.4% | $6.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 32 | Swiss National Bank | 166.60K | -3.8% | $5.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Quantinno Capital Management LP | 149.41K | +43.9% | $5.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Credit Agricole S A | 142.07K | +46.1% | $5.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | LPL Financial LLC | 141.64K | +40.4% | $5.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 138.69K | -22.5% | $4.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 37 | Raymond James Financial Inc | 133.84K | +43.9% | $4.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 38 | JPMorgan Chase ✦ | 121.45K | -20.1% | $4.39M | 0.0% | ▼ Trim | 4 | SEC ↗ ×10 |
| 39 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 120.14K | +4.5% | $4.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 40 | Bank Of Nova Scotia | 119.89K | -20.3% | $4.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | T. Rowe Price ✦ | 118.60K | +21.5% | $4.20M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 42 | Invesco Ltd. | 114.82K | +7.0% | $4.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 43 | Rhumbline Advisers | 110.51K | +2.3% | $3.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 110.45K | +27.4% | $3.91M | 0.0% | ▲ Add | 8 | SEC ↗ ×6 |
| 45 | Mml Investors Services, Llc | 106.97K | +68.6% | $3.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | State Of Wisconsin Investment Board | 4.01M | +33.3% | $3.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 47 | Walleye Trading LLC | 101.93K | +147.2% | $3.61M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 48 | BNP Paribas Asset Management… | 95.84K | -9.1% | $3.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 49 | Deutsche Bank Ag\ | 95.55K | +18.0% | $3.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 50 | Norges Bank ✦ (пассивный) | 93.96K | Новый | $3.33M | 0.0% | New | 1 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 88.70K | +8.8% | $3.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 52 | Creative Planning | 88.55K | +64.2% | $3.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 53 | Bank Julius Baer & Co. Ltd, Zurich | 85.48K | +1.8% | $3.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Universal- Beteiligungs- und… | 74.26K | +4.9% | $2.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 55 | Legal & General Group Plc | 73.07K | +4.8% | $2.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 56 | Peak6 Llc | 72.87K | -69.9% | $2.58M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 57 | Alliancebernstein L.P. | 100.01K | 0.0% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Man Group plc | 61.24K | -38.9% | $2.17M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 59 | Commonwealth Equity Services, Llc | 58.15K | +7.3% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Corient Private Wealth LP | 55.64K | Новый | $1.97M | 0.0% | New | 1 | SEC ↗ |
| 61 | Holocene Advisors, LP | 54.55K | -59.6% | $1.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Mariner, LLC | 46.97K | +27.3% | $1.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Manufacturers Life Insurance… | 43.96K | +7.1% | $1.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Ameriprise Financial Inc | 40.37K | +104.1% | $1.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 65 | Jones Financial Companies Lllp | 41.00K | +7.1% | $1.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Mercer Global Advisors Inc /Adv | 37.90K | +3.0% | $1.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Russell Investments Group, Ltd. | 36.52K | +133.7% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 68 | Zurcher Kantonalbank (Zurich… | 35.71K | 0.0% | $1.27M | 0.0% | Held | 3 | SEC ↗ ×2 |
| 69 | Cetera Investment Advisers | 30.26K | +16.1% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | New York State Common Retirement… | 30.23K | +11.4% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Group One Trading Llc | 26.37K | Новый | $934,325 | 0.0% | New | 1 | SEC ↗ |
| 72 | Osaic Holdings, Inc. | 25.80K | -6.5% | $913,893 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 73 | Jane Street Group, Llc | 25.77K | -96.5% | $912,889 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 74 | Nomura Holdings Inc | 25.54K | -43.3% | $904,740 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Rockefeller Capital Management L.P. | 23.18K | +58.8% | $821,161 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 76 | Envestnet Asset Management Inc | 21.67K | +1.8% | $767,845 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | State Board Of Administration Of… | 21.35K | 0.0% | $756,431 | 0.0% | Held | 3 | SEC ↗ |
| 78 | Canada Pension Plan Investment Board | 19.30K | +5.5% | $683,799 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Simplex Trading, Llc | 18.57K | Новый | $658,112 | 0.0% | New | 1 | SEC ↗ |
| 80 | Voya Investment Management Llc | 16.16K | +9.3% | $572,691 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Sei Investments Co | 230.77K | -1.6% | $526,160 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 82 | Prudential Financial Inc | 14.34K | +5.2% | $507,889 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Pictet Asset Management Holding SA | 12.98K | -10.6% | $460,023 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Two Sigma Investments ✦ | 12.50K | -65.3% | $442,875 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 85 | Optiver Holding B.V. | 11.89K | Новый | $421,192 | 0.0% | New | 1 | SEC ↗ |
| 86 | ProShare Advisors LLC | 11.21K | -10.3% | $397,030 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Royal Bank Of Canada | 10.83K | +66.3% | $383,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 88 | Victory Capital Management Inc | 9.47K | -3.1% | $335,558 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Us Bancorp \De\ | 8.60K | -16.6% | $304,840 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 90 | Mitsubishi UFJ Asset Management… | 8.34K | +31.7% | $295,592 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Truist Financial Corp | 6.91K | Новый | $244,644 | 0.0% | New | 1 | SEC ↗ ×3 |
| 92 | Wealth Enhancement Advisory… | 7.34K | Новый | $240,252 | 0.0% | New | 1 | SEC ↗ ×2 |
| 93 | Principal Financial Group Inc | 6.54K | Новый | $231,854 | 0.0% | New | 1 | SEC ↗ |
| 94 | Wealthfront Advisers LLC | 6.38K | Новый | $226,221 | 0.0% | New | 1 | SEC ↗ |
| 95 | Neuberger Berman Group LLC | 6.37K | Новый | $225,547 | 0.0% | New | 1 | SEC ↗ ×2 |
| 96 | Ensign Peak Advisors, Inc | 5.40K | +4.8% | $191,322 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Fifth Third Bancorp | 4.97K | +0.3% | $176,229 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Mitsubishi UFJ Trust & Banking Corp | 3.92K | Новый | $138,886 | 0.0% | New | 1 | SEC ↗ |
| 99 | Pnc Financial Services Group, Inc. | 3.25K | -16.5% | $114,970 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 100 | Asset Management One Co., Ltd. | 1.34K | -25.5% | $47,618 | 0.0% | ▼ Trim | 3 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Norges Bank | $3.33M | 0.0% |
| Corient Private Wealth LP | $1.97M | 0.0% |
| Group One Trading Llc | $934,325 | 0.0% |
| Simplex Trading, Llc | $658,112 | 0.0% |
| Optiver Holding B.V. | $421,192 | 0.0% |
| Truist Financial Corp | $244,644 | 0.0% |
| Wealth Enhancement Advisory… | $240,252 | 0.0% |
| Principal Financial Group Inc | $231,854 | 0.0% |
| Wealthfront Advisers LLC | $226,221 | 0.0% |
| Neuberger Berman Group LLC | $225,547 | 0.0% |
| Mitsubishi UFJ Trust &… | $138,886 | 0.0% |
Закрыто
| D. E. Shaw & Co. | $6.85M | составлял 0.0% |
| Connor, Clark & Lunn… | $4.63M | составлял 0.0% |
| Qube Research & Technologies… | $4.29M | составлял 0.0% |
| Nordea Investment Management… | $2.06M | составлял 0.0% |
| Tudor Investment Corp Et Al | $346,455 | 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 держатели 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: Q2 2026 ·
Методология ·
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