Titelia

Fund shareholders of Upstart Holdings Inc

ISIN US91680M1071 · United States · LEI 549300WNB47JRNENIC75

Fund shareholders
177
Of which ETFs
45 132 other funds
Value held
477.9M $ 34.2K € · 5.8M SEK
Share of capital
18.2 % of 97.3M shares on Jul 28, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,625,20667.3M $0.00 %2.70 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 2,119,21754.4M $0.08 %2.18 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,924,50149.4M $0.03 %1.98 %as of Mar 31, 2026 ↗
Global X Robotics & Artificial Intelligence ETF GLOBAL X FUNDS 1,103,43130M $0.85 %1.13 %as of Feb 28, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 1,076,85927.6M $0.07 %1.11 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 963,61924.7M $0.03 %0.99 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 852,72626.9M $0.08 %0.88 %as of Apr 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 705,50718.1M $0.15 %0.72 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 448,06512.2M $0.03 %0.46 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 422,32811.5M $0.08 %0.43 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 415,58711.3M $0.05 %0.43 %as of Feb 28, 2026 ↗
First Trust Nasdaq Artificial Intelligence and Robotics ETF First Trust Exchange-Traded Fund VI 351,7809M $1.48 %0.36 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 337,42910.7M $0.06 %0.35 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 301,1039.5M $0.07 %0.31 %as of Apr 30, 2026 ↗
ALGER WEATHERBIE SPECIALIZED GROWTH FUND ALGER FUNDS 235,4067.4M $2.65 %0.24 %as of Apr 30, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 205,9885.6M $0.12 %0.21 %as of Feb 27, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 188,9916M $0.08 %0.19 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 187,1725.9M $0.08 %0.19 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 158,8284.3M $0.00 %0.16 %as of Feb 28, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 144,5613.9M $0.03 %0.15 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 141,4483.6M $0.08 %0.15 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 125,1783.4M $0.00 %0.13 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 118,1463M $0.00 %0.12 %as of Mar 31, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 112,5003.6M $0.18 %0.12 %as of Apr 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 102,0663.2M $0.08 %0.10 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 89,8662.3M $0.07 %0.09 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF SPDR SERIES TRUST 86,7782.2M $0.09 %0.09 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 77,9862.1M $0.15 %0.08 %as of Feb 28, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 73,3602.3M $0.00 %0.08 %as of Apr 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 65,5181.7M $0.15 %0.07 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 61,6281.9M $0.00 %0.06 %as of Apr 30, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 61,0371.6M $0.23 %0.06 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 57,8121.6M $0.01 %0.06 %as of Feb 28, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 57,7001.5M $0.08 %0.06 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 54,9631.7M $0.06 %0.06 %as of Apr 30, 2026 ↗
Global X FinTech ETF GLOBAL X FUNDS 53,4881.5M $0.68 %0.05 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 51,0001.6M $0.00 %0.05 %as of Apr 30, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 50,0391.6M $0.01 %0.05 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 48,2741.3M $0.00 %0.05 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 47,5041.2M $0.00 %0.05 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 47,0201.2M $0.08 %0.05 %as of Mar 31, 2026 ↗
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 44,6681.4M $0.13 %0.05 %as of Apr 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 44,2811.4M $0.00 %0.05 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 39,4991M $0.00 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 39,4791M $0.07 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 37,4131.2M $0.08 %0.04 %as of Apr 30, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 37,0001.2M $1.44 %0.04 %as of Apr 30, 2026 ↗
Small Cap Index Fund VALIC Co I 34,390936.4K $0.08 %0.04 %as of Feb 28, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 32,0771M $0.14 %0.03 %as of Apr 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 31,888868.3K $0.04 %0.03 %as of Feb 28, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 31,141798.8K $0.03 %0.03 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 30,725836.6K $0.00 %0.03 %as of Feb 28, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 30,640785.9K $0.04 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 30,352958.5K $0.04 %0.03 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 29,903767K $0.03 %0.03 %as of Mar 31, 2026 ↗
Alger Dynamic Opportunities Fund ALGER FUNDS II 29,476930.9K $0.42 %0.03 %as of Apr 30, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 28,779738.2K $0.10 %0.03 %as of Mar 31, 2026 ↗
REX IncomeMax Option Strategy ETF REX ETF Trust 28,300725.9K $4.97 %0.03 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 27,623708.5K $0.07 %0.03 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 27,252860.6K $0.00 %0.03 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 26,577839.3K $0.09 %0.03 %as of Apr 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 26,093669.3K $0.07 %0.03 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 23,8005.8M SEK0.02 %0.02 %as of Mar 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 23,646606.5K $0.07 %0.02 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 23,558744K $0.03 %0.02 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 22,952588.7K $0.00 %0.02 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 22,524613.3K $0.01 %0.02 %as of Feb 28, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 22,067566K $0.07 %0.02 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 18,125572.4K $0.20 %0.02 %as of Apr 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 17,221441.7K $0.08 %0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 16,563451K $0.00 %0.02 %as of Feb 28, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 16,509423.5K $0.00 %0.02 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 16,131509.4K $0.00 %0.02 %as of Apr 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 15,610400.4K $0.07 %0.02 %as of Mar 31, 2026 ↗
Zacks Small/Mid Cap ETF Zacks Trust 15,166413K $0.20 %0.02 %as of Feb 28, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 14,934383.1K $0.03 %0.02 %as of Mar 31, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 14,705377.2K $0.03 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST 13,326341.8K $0.65 %0.01 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 13,273419.2K $0.03 %0.01 %as of Apr 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 13,269419K $0.10 %0.01 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 12,950332.2K $0.00 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 12,882330.4K $0.03 %0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 12,794328.2K $0.04 %0.01 %as of Mar 31, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 12,667324.9K $0.27 %0.01 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 12,500340.4K $0.03 %0.01 %as of Feb 28, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 12,021308.3K $0.07 %0.01 %as of Mar 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 11,685299.7K $0.08 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 10,421267.3K $0.07 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 10,123259.7K $0.07 %0.01 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 10,100259.1K $0.00 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 9,778308.8K $0.04 %0.01 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 9,455242.5K $0.07 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 9,283293.2K $0.08 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 8,533269.5K $0.04 %0.01 %as of Apr 30, 2026 ↗
Small Cap Core Fund Northern Funds 8,250211.6K $0.06 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 7,215185.1K $0.02 %0.01 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 7,037180.5K $0.07 %0.01 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 6,885217.4K $0.08 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 6,761184.1K $0.00 %0.01 %as of Feb 28, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 6,750183.8K $0.02 %0.01 %as of Feb 28, 2026 ↗

Download this table: CSV, JSON

Report an error

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
REX IncomeMax Option Strategy ETF REX ETF Trust 4.97 %as of Mar 31, 2026 ↗
ALGER WEATHERBIE SPECIALIZED GROWTH FUND ALGER FUNDS 2.65 %as of Apr 30, 2026 ↗
CINVEST,FI CINVEST/ BAUMA CAPITAL VALUE GESALCALA, S.A., S.G.I.I.C. 1.56 %as of Dec 31, 2025 ↗
First Trust Nasdaq Artificial Intelligence and Robotics ETF First Trust Exchange-Traded Fund VI 1.48 %as of Mar 31, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 1.44 %as of Apr 30, 2026 ↗
GVC GAESCO CROSSOVER, FI GVC GAESCO CROSSOVER - EXTREME WORLD GROWTH RVI GVC GAESCO GESTIÓN, SGIIC, S.A. 1.08 %as of Dec 31, 2025 ↗
Global X Robotics & Artificial Intelligence ETF GLOBAL X FUNDS 0.85 %as of Feb 28, 2026 ↗
Global X FinTech ETF GLOBAL X FUNDS 0.68 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST 0.65 %as of Mar 31, 2026 ↗
Alger Dynamic Opportunities Fund ALGER FUNDS II 0.42 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2174-717,706,495+4.7 %
2026Q1181-3716,911,607-20.5 %
2025Q4218+821,266,196-1.2 %
2025Q3210+221,518,018+7.5 %
2025Q2208+1920,023,183+8.0 %
2025Q1189+4918,536,093+14.1 %
2024Q4140+816,244,213+4.2 %
2024Q3132-515,584,592+6.7 %
2024Q2137-314,606,909+1.1 %
2024Q1140-414,451,794+2.8 %
2023Q414414,054,459

Institutional managers

332 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.7,403,079189.9M $as of Mar 31, 2026
MORGAN STANLEY3,975,059102M $as of Mar 31, 2026
MARSHALL WACE, LLP3,280,11084.1M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,124,07854.5M $as of Mar 31, 2026
STATE STREET CORP2,053,08652.7M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,559,48640M $as of Mar 31, 2026
Clear Street Group Inc.1,555,20639.9M $as of Mar 31, 2026
Halter Ferguson Financial Inc.1,467,36037.6M $as of Mar 31, 2026
BARCLAYS PLC1,272,28632.6M $as of Mar 31, 2026
BAILLIE GIFFORD & CO1,108,29528.4M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,022,78026.2M $as of Mar 31, 2026
UBS Group AG881,86722.6M $as of Mar 31, 2026
COATUE MANAGEMENT LLC870,94722.3M $as of Mar 31, 2026
Balyasny Asset Management L.P.869,41622.3M $as of Mar 31, 2026
CAPITAL FUND MANAGEMENT S.A.846,77921.7M $as of Mar 31, 2026
CITIGROUP INC806,34120.7M $as of Mar 31, 2026
NORTHERN TRUST CORP758,88719.5M $as of Mar 31, 2026
Point72 Asset Management, L.P.756,06019.4M $as of Mar 31, 2026
JANE STREET GROUP, LLC740,82319M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC668,06417.1M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC656,01816.8M $as of Mar 31, 2026
CITADEL ADVISORS LLC631,16216.2M $as of Mar 31, 2026
KADENSA CAPITAL Ltd589,87115.1M $as of Mar 31, 2026
FRED ALGER MANAGEMENT, LLC559,52514.4M $as of Mar 31, 2026
Squarepoint Ops LLC531,38713.6M $as of Mar 31, 2026

Funds holding the debt of Upstart Holdings Inc

20 funds declare 32 bond lines of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
iShares Convertible Bond ETF323.2M $as of Apr 30, 2026
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF316.4M $as of Mar 31, 2026
AQR Diversified Arbitrage Fund212.7M $as of Mar 31, 2026
Calamos Market Neutral Income Fund111.3M $as of Apr 30, 2026
NYLI MacKay Convertible Fund19.5M $as of Apr 30, 2026
NYLIM VP MacKay Convertible Portfolio18.9M $as of Mar 31, 2026
Fidelity Convertible Securities Fund38M $as of Feb 28, 2026
Lord Abbett Short Duration High Yield Fund14.1M $as of Apr 30, 2026
Fidelity Strategic Dividend and Income Fund33.3M $as of Feb 28, 2026
FS Multi-Strategy Alternatives Fund12.6M $as of Mar 31, 2026
Invesco Convertible Securities Fund12.4M $as of Mar 31, 2026
Defensive Market Strategies Fund21.2M $as of Mar 31, 2026
Advent Convertible Bond ETF1546.4K $as of Feb 28, 2026
Multi-Asset Strategy Fund1545.1K $as of Apr 30, 2026
JNL Multi-Manager Alternative Fund1502.1K $as of Mar 31, 2026
PACE Alternative Strategies Investments1442.3K $as of Apr 30, 2026
Multi-Strategy Income Fund1330.4K $as of Apr 30, 2026
Franklin Alternative Strategies Fund1213.9K $as of Feb 27, 2026
1290 VT Convertible Securities Portfolio3212.2K $as of Mar 31, 2026
Lazard US Convertibles Portfolio158.8K $as of Mar 31, 2026
Cite this page

Titelia. "Fund shareholders of Upstart Holdings Inc". https://titelia.com/en/stocks/upstart-holdings-inc-US91680M1071