Titelia

Fund shareholders of Upstart Holdings Inc

ISIN US91680M1071 · United States · LEI 549300WNB47JRNENIC75

Fund shareholders
174
Of which ETFs
43 131 other funds
Value held
≈ 593M $ 592.4M $ · 34.2K € · 5.8M SEK
Share of capital
18.1 % of 97.3M shares on Jul 28, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,575,84291.3M $0.00 %2.65 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 2,196,72277.8M $0.09 %2.26 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,863,06266M $0.04 %1.91 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 1,070,19337.9M $0.08 %1.10 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 967,40534.3M $0.04 %0.99 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 936,08225.7M $0.08 %0.96 %as of Jul 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 789,97728M $0.18 %0.81 %as of Jun 30, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 576,73220.4M $0.35 %0.59 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 447,43715.1M $0.04 %0.46 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 442,79215M $0.09 %0.46 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 416,49514.1M $0.06 %0.43 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 343,8399.4M $0.05 %0.35 %as of Jul 31, 2026 ↗
First Trust Nasdaq Artificial Intelligence and Robotics ETF First Trust Exchange-Traded Fund VI 323,11511.4M $1.57 %0.33 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 268,5047.4M $0.05 %0.28 %as of Jul 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 261,0548.8M $0.17 %0.27 %as of May 29, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 207,8345.7M $0.08 %0.21 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 179,4894.9M $0.06 %0.18 %as of Jul 31, 2026 ↗
ALGER WEATHERBIE SPECIALIZED GROWTH FUND ALGER FUNDS 166,7064.6M $1.92 %0.17 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 163,6085.5M $0.00 %0.17 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 156,4735.5M $0.09 %0.16 %as of Jun 30, 2026 ↗
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 145,8094M $0.31 %0.15 %as of Jul 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 141,6264.8M $0.04 %0.15 %as of May 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 131,2084.4M $0.00 %0.13 %as of May 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 121,1384.3M $0.00 %0.12 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 113,2393.1M $0.08 %0.12 %as of Jul 31, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 112,5003.1M $0.16 %0.12 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 93,4883.3M $0.09 %0.10 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 81,0202.7M $0.16 %0.08 %as of May 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 80,1942.8M $0.18 %0.08 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 73,3602M $0.00 %0.08 %as of Jul 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 70,5481.9M $0.00 %0.07 %as of Jul 31, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 69,8141.9M $0.19 %0.07 %as of Jul 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 62,9801.7M $0.06 %0.06 %as of Jul 31, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 60,6432.1M $0.32 %0.06 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 60,5002.1M $0.10 %0.06 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 57,8122M $0.01 %0.06 %as of May 31, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 53,9801.9M $0.23 %0.06 %as of Jun 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 53,9211.8M $0.00 %0.06 %as of May 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 53,1731.8M $0.00 %0.05 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 51,0001.4M $0.00 %0.05 %as of Jul 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 50,0391.4M $0.01 %0.05 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF SPDR SERIES TRUST 48,3121.7M $0.06 %0.05 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 47,0201.7M $0.09 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 45,6041.3M $0.00 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 44,9711.6M $0.00 %0.05 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 43,3371.5M $0.09 %0.04 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 40,9711.1M $0.08 %0.04 %as of Jul 31, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 39,6111.4M $0.14 %0.04 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 39,2031.4M $0.00 %0.04 %as of Jun 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 38,1411.3M $0.05 %0.04 %as of May 31, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 37,0001M $1.28 %0.04 %as of Jul 31, 2026 ↗
Small Cap Index Fund VALIC Co I 34,8601.2M $0.09 %0.04 %as of May 31, 2026 ↗
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 34,349942.5K $0.29 %0.04 %as of Jul 31, 2026 ↗
Global X FinTech ETF GLOBAL X FUNDS 33,9601.1M $0.59 %0.03 %as of May 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 31,249857.5K $0.03 %0.03 %as of Jul 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 30,6401.1M $0.05 %0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 30,6031.1M $0.04 %0.03 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 28,3691M $0.09 %0.03 %as of Jun 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 27,252747.8K $0.00 %0.03 %as of Jul 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 27,033957.8K $0.09 %0.03 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 26,638730.9K $0.08 %0.03 %as of Jul 31, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 25,760912.7K $0.03 %0.03 %as of Jun 30, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 24,621675.6K $0.05 %0.03 %as of Jul 31, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 24,084660.9K $0.05 %0.02 %as of Jul 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 23,8005.8M SEK0.02 %0.02 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 23,568835K $0.09 %0.02 %as of Jun 30, 2026 ↗
Alger Dynamic Opportunities Fund ALGER FUNDS II 23,498644.8K $0.29 %0.02 %as of Jul 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 22,940775.1K $0.01 %0.02 %as of May 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 22,777807K $0.00 %0.02 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 22,603620.2K $0.09 %0.02 %as of Jul 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 22,053781.3K $0.07 %0.02 %as of Jun 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 21,806598.4K $0.03 %0.02 %as of Jul 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 19,220649.4K $0.00 %0.02 %as of May 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 18,474654.5K $0.09 %0.02 %as of Jun 30, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 17,961636.4K $0.27 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 17,442618K $0.07 %0.02 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 17,092605.6K $0.09 %0.02 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 16,509584.9K $0.01 %0.02 %as of Jun 30, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 16,142571.9K $0.26 %0.02 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 16,131442.6K $0.00 %0.02 %as of Jul 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 15,406422.7K $0.03 %0.02 %as of Jul 31, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 14,934529.1K $0.03 %0.02 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 13,272470.2K $0.09 %0.01 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST 13,228468.7K $0.68 %0.01 %as of Jun 30, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 13,210362.5K $0.06 %0.01 %as of Jul 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 13,012357K $0.08 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 12,907457.3K $0.09 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 12,882456.4K $0.04 %0.01 %as of Jun 30, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 12,568445.3K $0.09 %0.01 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 12,500422.4K $0.03 %0.01 %as of May 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 11,017390.3K $0.09 %0.01 %as of Jun 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 10,190361K $0.09 %0.01 %as of Jun 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 10,100357.8K $0.00 %0.01 %as of Jun 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 9,598263.4K $0.07 %0.01 %as of Jul 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 9,471259.9K $0.03 %0.01 %as of Jul 31, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 8,623305.5K $0.22 %0.01 %as of Jun 30, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 8,101287K $0.16 %0.01 %as of Jun 30, 2026 ↗
Small Cap Core Fund Northern Funds 8,021284.2K $0.07 %0.01 %as of Jun 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 7,767275.2K $0.09 %0.01 %as of Jun 30, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 7,607269.5K $0.18 %0.01 %as of Jun 30, 2026 ↗

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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
Corgi Buy Now Pay Later ETF Corgi ETF Trust I 3.70 %as of Jun 30, 2026 ↗
ALGER WEATHERBIE SPECIALIZED GROWTH FUND ALGER FUNDS 1.92 %as of Jul 31, 2026 ↗
First Trust Nasdaq Artificial Intelligence and Robotics ETF First Trust Exchange-Traded Fund VI 1.57 %as of Jun 30, 2026 ↗
CINVEST,FI CINVEST/ BAUMA CAPITAL VALUE GESALCALA, S.A., S.G.I.I.C. 1.56 %as of Dec 31, 2025 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 1.28 %as of Jul 31, 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 ↗
Corgi Digital Banking & Fintech Infrastructure ETF Corgi ETF Trust I 0.99 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST 0.68 %as of Jun 30, 2026 ↗
Global X FinTech ETF GLOBAL X FUNDS 0.59 %as of May 31, 2026 ↗
WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust 0.37 %as of Jun 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
2026Q3171-317,583,413-0.7 %
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

Declared shareholders of Upstart Holdings Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Jericho Capital Asset Management L.P. and 1 other0.00 %0as of Mar 31, 2026 · SCHEDULE 13G

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
American Beacon SiM High Yield Opportunities Fund249.1M $as of May 31, 2026
iShares Convertible Bond ETF327.7M $as of Jul 31, 2026
AQR Diversified Arbitrage Fund220.9M $as of Jun 30, 2026
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF320.3M $as of Jun 30, 2026
Calamos Market Neutral Income Fund110.7M $as of Jul 31, 2026
NYLIM VP MacKay Convertible Portfolio110.2M $as of Jun 30, 2026
NYLIM MacKay Convertible Fund19M $as of Jul 31, 2026
Fidelity Convertible Securities Fund38.9M $as of May 31, 2026
Fidelity Strategic Dividend and Income Fund33.4M $as of May 31, 2026
Invesco Convertible Securities Fund12.9M $as of Jun 30, 2026
JNL Multi-Manager Alternative Fund11.5M $as of Jun 30, 2026
FS Multi-Strategy Alternatives Fund11.2M $as of Jun 30, 2026
Multi-Asset Strategy Fund1944.9K $as of Jul 31, 2026
Lazard Enhanced Opportunities Portfolio1670.7K $as of Jun 30, 2026
Multi-Strategy Income Fund1571.5K $as of Jul 31, 2026
PACE Alternative Strategies Investments1510.7K $as of Jul 31, 2026
Advent Convertible Bond ETF1501.8K $as of May 31, 2026
Franklin Alternative Strategies Fund1425.9K $as of May 29, 2026
1290 VT Convertible Securities Portfolio3250K $as of Jun 30, 2026
Lazard US Convertibles Portfolio168.7K $as of Jun 30, 2026
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Titelia. "Fund shareholders of Upstart Holdings Inc". https://titelia.com/en/stocks/upstart-holdings-inc-US91680M1071