UPST · Upstart Holdings, Inc.
$30.43
-0.54 (-1.74%)
At close · Aug 14
Market Cap
$2.83B
Shares
97.31M
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding UPST
208 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 2,625,206 | $67,336,534 | 0.00% | Long | 2026-03-31 | |
| iShares Russell 2000 ETF | — | 2,119,217 | $54,357,916 | 0.08% | Long | 2026-03-31 | |
| VANGUARD SMALL-CAP INDEX FUND | — | 1,924,501 | $49,363,451 | 0.03% | Long | 2026-03-31 | |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | — | 1,076,859 | $27,621,433 | 0.07% | Long | 2026-03-31 | |
| Fidelity Small Cap Index Fund | — | 852,726 | $26,929,087 | 0.08% | Long | 2026-04-30 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 963,619 | $24,716,827 | 0.03% | Long | 2026-03-31 | |
| iShares Russell 2000 Growth ETF | — | 705,507 | $18,096,255 | 0.15% | Long | 2026-03-31 | |
| Fidelity Extended Market Index Fund | — | 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 | — | 416,495 | $14,073,366 | 0.06% | Long | 2026-05-31 | |
| U.S. SMALL CAP PORTFOLIO | — | 337,429 | $10,656,008 | 0.06% | Long | 2026-04-30 | |
| Dimensional U.S. Small Cap ETF | — | 301,103 | $9,508,833 | 0.07% | Long | 2026-04-30 | |
| First Trust Nasdaq Artificial Intelligence and Robotics ETF | — | 351,780 | $9,023,157 | 1.48% | Long | 2026-03-31 | |
| BlackRock Advantage Small Cap Core Fund | — | 261,054 | $8,821,015 | 0.17% | Long | 2026-05-29 | |
| ALGER WEATHERBIE SPECIALIZED GROWTH FUND | — | 235,406 | $7,434,121 | 2.65% | Long | 2026-04-30 | |
| Schwab Small-Cap Index Fund | — | 188,991 | $5,968,336 | 0.08% | Long | 2026-04-30 | |
| U.S. MICRO CAP PORTFOLIO | — | 187,172 | $5,910,892 | 0.08% | Long | 2026-04-30 | |
| Fidelity Total Market Index Fund | — | 163,608 | $5,528,314 | 0.00% | Long | 2026-05-31 | |
| VANGUARD FINANCIALS INDEX FUND | — | 141,626 | $4,785,543 | 0.04% | Long | 2026-05-31 | |
| Fidelity Series Total Market Index Fund | — | 131,208 | $4,433,518 | 0.00% | Long | 2026-05-31 | |
| Master Small Cap Index Series | — | 141,448 | $3,628,141 | 0.08% | Long | 2026-03-31 | |
| U.S. Small Cap Growth Portfolio | — | 112,500 | $3,552,750 | 0.18% | Long | 2026-04-30 | |
| Nuveen Small Cap Blend Index Fund | — | 102,066 | $3,223,244 | 0.08% | Long | 2026-04-30 | |
| iShares Core S&P Total U.S. Stock Market ETF | — | 118,146 | $3,030,445 | 0.00% | Long | 2026-03-31 | |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND | — | 81,020 | $2,737,666 | 0.16% | Long | 2026-05-31 | |
| Nuveen Equity Index Fund | — | 73,360 | $2,316,709 | 0.00% | Long | 2026-04-30 | |
| EQ/2000 Managed Volatility Portfolio | — | 89,866 | $2,305,063 | 0.07% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF | — | 86,778 | $2,225,856 | 0.09% | Long | 2026-03-31 | |
| LVIP State Street Small-Cap Index Fund | — | 60,500 | $2,143,515 | 0.10% | Long | 2026-06-30 | |
| Liberty All-Star Growth Fund | ASG | 76,407 | $1,959,840 | 0.58% | Long | 2026-03-31 | |
| Fidelity Nasdaq Composite Index Fund | — | 57,812 | $1,953,467 | 0.01% | Long | 2026-05-31 | |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | — | 61,628 | $1,946,212 | 0.00% | Long | 2026-04-30 | |
| Strategic Advisers U.S. Total Stock Fund | — | 53,921 | $1,821,991 | 0.00% | Long | 2026-05-31 | |
| Schwab U.S. Broad Market ETF | — | 53,173 | $1,796,716 | 0.00% | Long | 2026-05-31 | |
| Invesco RAFI US 1500 Small-Mid ETF | — | 54,963 | $1,735,732 | 0.06% | Long | 2026-04-30 | |
| Fidelity Small Cap Growth Index Fund | — | 65,518 | $1,680,537 | 0.15% | Long | 2026-03-31 | |
| Schwab Total Stock Market Index Fund | — | 51,000 | $1,610,580 | 0.00% | Long | 2026-04-30 | |
| VANGUARD EXPLORER FUND | — | 50,039 | $1,580,232 | 0.01% | Long | 2026-04-30 | |
| BlackRock Advantage Small Cap Growth Fund | — | 61,037 | $1,565,599 | 0.23% | Long | 2026-03-31 | |
| First Trust Small Cap Growth AlphaDEX Fund | — | 44,668 | $1,410,615 | 0.13% | Long | 2026-04-30 | |
| Fidelity ZERO Total Market Index Fund | — | 44,281 | $1,398,394 | 0.00% | Long | 2026-04-30 | |
| iShares ESG Aware MSCI USA Small-Cap ETF | — | 38,141 | $1,288,784 | 0.05% | Long | 2026-05-31 | |
| VANGUARD BALANCED INDEX FUND | — | 47,504 | $1,218,478 | 0.00% | Long | 2026-03-31 | |
| EQ/Small Company Index Portfolio | — | 47,020 | $1,206,063 | 0.08% | Long | 2026-03-31 | |
| Global X Russell 2000 ETF | — | 37,413 | $1,181,503 | 0.08% | Long | 2026-04-30 | |
| Small Cap Index Fund | — | 34,860 | $1,177,919 | 0.09% | Long | 2026-05-31 | |
| GATOR CAPITAL LONG/SHORT FUND | — | 37,000 | $1,168,460 | 1.44% | Long | 2026-04-30 | |
| Global X FinTech ETF | — | 33,960 | $1,147,508 | 0.59% | Long | 2026-05-31 | |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND | — | 39,499 | $1,013,149 | 0.00% | Long | 2026-03-31 | |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF | — | 32,077 | $1,012,992 | 0.14% | Long | 2026-04-30 |
Showing 1–50 of 208 positions
Key facts
CIK
1647639
CUSIP
91680M107
13F (30d)
349 filings
339 filers
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