UPST
Upstart Holdings, Inc.Company with tickers: UPST
Market Cap
$3.12B
Shares Outstanding
95,711,569
CIK
1647639
CUSIP
91680M107
13F Activity (30d)
26 filings
7 filers
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
165 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 | |
| Global X Robotics & Artificial Intelligence ETF | — | 1,103,431 | $30,046,426 | 0.85% | Long | 2026-02-28 | |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | — | 1,076,859 | $27,621,433 | 0.07% | Long | 2026-03-31 | |
| 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 | — | 448,065 | $12,200,810 | 0.03% | Long | 2026-02-28 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 422,328 | $11,499,991 | 0.08% | Long | 2026-02-28 | |
| Schwab U.S. Small-Cap ETF | — | 415,587 | $11,316,434 | 0.05% | Long | 2026-02-28 | |
| U.S. SMALL CAP PORTFOLIO | — | 337,429 | $10,656,008 | 0.06% | Long | 2026-04-30 | |
| First Trust Nasdaq Artificial Intelligence and Robotics ETF | — | 351,780 | $9,023,157 | 1.48% | Long | 2026-03-31 | |
| 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 | |
| BlackRock Advantage Small Cap Core Fund | — | 205,988 | $5,609,053 | 0.12% | Long | 2026-02-27 | |
| Fidelity Total Market Index Fund | — | 158,828 | $4,324,886 | 0.00% | Long | 2026-02-28 | |
| VANGUARD FINANCIALS INDEX FUND | — | 144,561 | $3,936,396 | 0.03% | Long | 2026-02-28 | |
| 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 | |
| Fidelity Series Total Market Index Fund | — | 125,178 | $3,408,597 | 0.00% | Long | 2026-02-28 | |
| 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 | |
| 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 | |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND | — | 77,986 | $2,123,559 | 0.15% | Long | 2026-02-28 | |
| Liberty All-Star Growth Fund | ASG | 76,407 | $1,959,840 | 0.58% | Long | 2026-03-31 | |
| 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 | |
| Fidelity Nasdaq Composite Index Fund | — | 57,812 | $1,574,221 | 0.01% | Long | 2026-02-28 | |
| BlackRock Advantage Small Cap Growth Fund | — | 61,037 | $1,565,599 | 0.23% | Long | 2026-03-31 | |
| LVIP SSGA Small-Cap Index Fund | — | 57,700 | $1,480,005 | 0.08% | Long | 2026-03-31 | |
| Global X FinTech ETF | — | 53,488 | $1,456,478 | 0.68% | Long | 2026-02-28 | |
| First Trust Small Cap Growth AlphaDEX Fund | — | 44,668 | $1,410,615 | 0.13% | Long | 2026-04-30 | |
| Schwab U.S. Broad Market ETF | — | 48,274 | $1,314,501 | 0.00% | Long | 2026-02-28 | |
| 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 | |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND | — | 39,499 | $1,013,149 | 0.00% | Long | 2026-03-31 | |
| Small Cap Index Fund | — | 39,479 | $1,012,636 | 0.07% | Long | 2026-03-31 | |
| Small Cap Index Fund | — | 34,390 | $936,440 | 0.08% | Long | 2026-02-28 | |
| iShares ESG Aware MSCI USA Small-Cap ETF | — | 31,888 | $868,310 | 0.04% | Long | 2026-02-28 | |
| Schwab 1000 Index Fund | — | 27,252 | $860,618 | 0.00% | Long | 2026-04-30 | |
| Strategic Advisers U.S. Total Stock Fund | — | 30,725 | $836,642 | 0.00% | Long | 2026-02-28 | |
| Diversified Equity Master Portfolio | — | 31,141 | $798,767 | 0.03% | Long | 2026-03-31 | |
| EQ/AB Small Cap Growth Portfolio | — | 30,640 | $785,916 | 0.04% | Long | 2026-03-31 | |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO | — | 29,903 | $767,012 | 0.03% | Long | 2026-03-31 | |
| Fidelity MSCI Financials Index ETF | — | 23,558 | $743,962 | 0.03% | Long | 2026-04-30 | |
| BlackRock Advantage SMID Cap Fund, Inc. | — | 28,779 | $738,181 | 0.10% | Long | 2026-03-31 | |
| REX IncomeMax Option Strategy ETF | — | 28,300 | $725,895 | 4.97% | Long | 2026-03-31 | |
| MetLife Russell 2000 Index Portfolio | — | 27,623 | $708,530 | 0.07% | Long | 2026-03-31 |
Showing 1–50 of 165 positions