UPST · Upstart Holdings, Inc. · Held by Funds
$23.02
+0.03 (+0.13%)
At close · Oct 1
Return incl. dividend (before tax)
Market Cap
$2.32B
Shares
97.31M
Volume · Oct 1
2.73M
Avg daily vol (3M)
4.25M
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding UPST
207 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 2,575,842 | $91,262,082 | 0.00% | Long | 2026-06-30 | |
| iShares Russell 2000 ETF | IWM | 2,196,722 | $77,829,860 | 0.09% | Long | 2026-06-30 | |
| VANGUARD SMALL-CAP INDEX FUND | — | 1,863,062 | $66,008,287 | 0.03% | Long | 2026-06-30 | |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | — | 1,070,193 | $37,916,938 | 0.08% | Long | 2026-06-30 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 967,405 | $34,275,159 | 0.04% | Long | 2026-06-30 | |
| iShares Russell 2000 Growth ETF | IWO | 789,977 | $27,988,885 | 0.18% | Long | 2026-06-30 | |
| Fidelity Small Cap Index Fund | FSSNX | 936,082 | $25,686,090 | 0.08% | Long | 2026-07-31 | |
| Fidelity Enhanced Small Cap Core ETF | FESM | 576,732 | $20,433,615 | 0.35% | Long | 2026-06-30 | |
| Fidelity Extended Market Index Fund | FSMAX | 447,437 | $15,118,896 | 0.04% | Long | 2026-05-31 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 442,792 | $14,961,942 | 0.09% | Long | 2026-05-31 | |
| Schwab U.S. Small-Cap ETF | SCHA | 416,495 | $14,073,366 | 0.06% | Long | 2026-05-31 | |
| First Trust Nasdaq Artificial Intelligence and Robotics ETF | ROBT | 323,115 | $11,447,964 | 1.57% | Long | 2026-06-30 | |
| U.S. SMALL CAP PORTFOLIO | DFSTX | 343,839 | $9,434,942 | 0.05% | Long | 2026-07-31 | |
| BlackRock Advantage Small Cap Core Fund | — | 261,054 | $8,821,015 | 0.17% | Long | 2026-05-29 | |
| Dimensional U.S. Small Cap ETF | DFAS | 268,504 | $7,367,750 | 0.05% | Long | 2026-07-31 | |
| Schwab Small-Cap Index Fund | SWSSX | 207,834 | $5,702,965 | 0.08% | Long | 2026-07-31 | |
| Master Small Cap Index Series | — | 156,473 | $5,543,838 | 0.09% | Long | 2026-06-30 | |
| Fidelity Total Market Index Fund | FSKAX | 163,608 | $5,528,314 | 0.00% | Long | 2026-05-31 | |
| U.S. MICRO CAP PORTFOLIO | DFSCX | 179,489 | $4,925,178 | 0.06% | Long | 2026-07-31 | |
| VANGUARD FINANCIALS INDEX FUND | — | 141,626 | $4,785,543 | 0.04% | Long | 2026-05-31 | |
| ALGER WEATHERBIE SPECIALIZED GROWTH FUND | — | 166,706 | $4,574,413 | 1.92% | Long | 2026-07-31 | |
| Fidelity Series Total Market Index Fund | FCFMX | 131,208 | $4,433,518 | 0.00% | Long | 2026-05-31 | |
| iShares Core S&P Total U.S. Stock Market ETF | ITOT | 121,138 | $4,291,919 | 0.00% | Long | 2026-06-30 | |
| First Trust Small Cap Growth AlphaDEX Fund | FYC | 145,809 | $4,000,999 | 0.31% | Long | 2026-07-31 | |
| EQ/2000 Managed Volatility Portfolio | — | 93,488 | $3,312,280 | 0.09% | Long | 2026-06-30 | |
| Nuveen Small Cap Blend Index Fund | — | 113,239 | $3,107,278 | 0.08% | Long | 2026-07-31 | |
| U.S. Small Cap Growth Portfolio | — | 112,500 | $3,087,000 | 0.16% | Long | 2026-07-31 | |
| Fidelity Small Cap Growth Index Fund | FECGX | 80,194 | $2,841,273 | 0.18% | Long | 2026-06-30 | |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND | — | 81,020 | $2,737,666 | 0.16% | Long | 2026-05-31 | |
| VIP Disciplined Small Cap Portfolio | — | 60,643 | $2,148,581 | 0.32% | Long | 2026-06-30 | |
| LVIP State Street Small-Cap Index Fund | — | 60,500 | $2,143,515 | 0.10% | Long | 2026-06-30 | |
| Nuveen Equity Index Fund | — | 73,360 | $2,012,998 | 0.00% | Long | 2026-07-31 | |
| Fidelity Nasdaq Composite Index Fund | FNCMX | 57,812 | $1,953,467 | 0.01% | Long | 2026-05-31 | |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | — | 70,548 | $1,935,837 | 0.00% | Long | 2026-07-31 | |
| Goldman Sachs Small Cap Equity Insights Fund | — | 69,814 | $1,915,696 | 0.19% | Long | 2026-07-31 | |
| BlackRock Advantage Small Cap Growth Fund | — | 53,980 | $1,912,511 | 0.23% | Long | 2026-06-30 | |
| Strategic Advisers U.S. Total Stock Fund | FSAKX | 53,921 | $1,821,991 | 0.00% | Long | 2026-05-31 | |
| Schwab U.S. Broad Market ETF | SCHB | 53,173 | $1,796,716 | 0.00% | Long | 2026-05-31 | |
| Invesco RAFI US 1500 Small-Mid ETF | PRFZ | 62,980 | $1,728,171 | 0.06% | Long | 2026-07-31 | |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF | KOMP | 48,312 | $1,711,694 | 0.06% | Long | 2026-06-30 | |
| EQ/Small Company Index Portfolio | — | 47,020 | $1,665,919 | 0.09% | Long | 2026-06-30 | |
| VANGUARD BALANCED INDEX FUND | — | 44,971 | $1,593,323 | 0.00% | Long | 2026-06-30 | |
| Small Cap Index Fund | NSIDX | 43,337 | $1,535,430 | 0.09% | Long | 2026-06-30 | |
| BlackRock Advantage SMID Cap Fund, Inc. | — | 39,611 | $1,403,418 | 0.14% | Long | 2026-06-30 | |
| Schwab Total Stock Market Index Fund | SWTSX | 51,000 | $1,399,440 | 0.00% | Long | 2026-07-31 | |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND | — | 39,203 | $1,388,962 | 0.00% | Long | 2026-06-30 | |
| VANGUARD EXPLORER FUND | — | 50,039 | $1,373,070 | 0.01% | Long | 2026-07-31 | |
| iShares ESG Aware MSCI USA Small-Cap ETF | ESML | 38,141 | $1,288,784 | 0.05% | Long | 2026-05-31 | |
| Fidelity ZERO Total Market Index Fund | FZROX | 45,604 | $1,251,374 | 0.00% | Long | 2026-07-31 | |
| Small Cap Index Fund | VCSLX | 34,860 | $1,177,919 | 0.09% | Long | 2026-05-31 |
Showing 1–50 of 207 positions