Funds holding Upstart Holdings Inc
177 funds declare a position · 45 ETFs and 132 other funds · 477.9M $· 5.8M SEK· 34.2K € · US91680M1071
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 101 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 6,496 | 166.6K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 102 | Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 6,479 | 176.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 103 | PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 6,456 | 165.6K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 104 | BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 6,221 | 159.6K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 105 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 5,987 | 153.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 106 | Inspire 500 ETF Northern Lights Fund Trust IV | 5,768 | 157.1K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 107 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 5,766 | 147.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 108 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 5,429 | 171.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 109 | SmallCap Growth Fund I Principal Funds, Inc | 5,422 | 171.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 110 | Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 5,336 | 136.9K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 111 | ProShares Ultra Russell2000 ProShares Trust | 5,278 | 143.7K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 112 | ProShares UltraPro Russell2000 ProShares Trust | 5,263 | 143.3K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 113 | LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,199 | 133.4K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 114 | JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 4,919 | 126.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 115 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 4,885 | 125.3K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 116 | Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 4,798 | 151.5K $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 117 | First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 4,164 | 131.5K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 118 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 3,893 | 122.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 119 | ProShares Russell 2000 High Income ETF ProShares Trust | 3,693 | 100.6K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 120 | iShares Morningstar Small-Cap ETF iShares Trust | 3,641 | 115K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 121 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 3,488 | 95K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 122 | VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 3,410 | 87.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 123 | BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust | 3,094 | 97.7K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 124 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,917 | 79.4K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 125 | EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 2,845 | 73K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 126 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 2,841 | 77.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 127 | Penn Series Small Cap Index Fund Penn Series Funds Inc | 2,400 | 61.6K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 128 | Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 2,300 | 59K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 129 | iShares U.S. Tech Breakthrough Multisector ETF iShares Trust | 2,169 | 68.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 130 | Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 2,092 | 57K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 131 | Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 2,077 | 53.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 132 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 2,040 | 52.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 133 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 2,027 | 52K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 134 | State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 1,979 | 50.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 135 | NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 1,901 | 48.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 136 | Venerable US Small Cap Fund Venerable Variable Insurance Trust | 1,878 | 48.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 137 | Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 1,859 | 58.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 138 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 1,821 | 46.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 139 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 1,510 | 38.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 140 | Motley Fool Next Index ETF RBB Fund, Inc. | 1,471 | 40.1K $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 141 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,324 | 34K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 142 | New Covenant Growth Fund NEW COVENANT FUNDS | 1,290 | 33.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 143 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 1,255 | 32.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 144 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,194 | 37.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 145 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 1,143 | 36.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 146 | SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 1,143 | 29.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 147 | WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 1,063 | 27.3K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 148 | ULTRA SMALL CAP PROFUND ProFunds | 973 | 30.7K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 149 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 835 | 21.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 150 | American Century Small Cap Growth Insights ETF American Century ETF Trust | 799 | 21.8K $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| 151 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 747 | 23.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 152 | AST Small-Cap Equity Portfolio Advanced Series Trust | 697 | 17.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 153 | Financial Services Fund Rydex Variable Trust | 507 | 13K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 154 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 495 | 12.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 155 | State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 460 | 11.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 156 | Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 458 | 14.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 157 | Financial Services Fund Rydex Series Funds | 448 | 11.5K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 158 | Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 426 | 10.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 159 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 414 | 10.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 160 | Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 371 | 9.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 161 | JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust | 336 | 8.6K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 162 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 297 | 9.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 163 | PROFUND VP ULTRA SMALL CAP ProFunds | 288 | 7.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 164 | Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 234 | 7.4K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 165 | PROFUND VP SMALL CAP ProFunds | 218 | 5.6K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 166 | Russell 2000 Fund Rydex Series Funds | 196 | 5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 167 | Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 195 | 6.2K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 168 | Small Company Growth Portfolio Wilshire Mutual Funds Inc | 174 | 4.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 169 | SMALL-CAP PROFUND ProFunds | 157 | 5K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 170 | Russell 2000 1.5x Strategy Fund Rydex Series Funds | 117 | 3K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 171 | ProShares Hedge Replication ETF ProShares Trust | 87 | 2.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 172 | E*TRADE No Fee Total Market Index Fund E Trade Trust | 48 | 1.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 173 | ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 29 | 789.7 $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 174 | Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 22 | 564.3 $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 175 | Longview Advantage ETF RBB Fund Trust | 3 | 81.7 $ | as of Feb 28, 2026 · Original filing | |
| 176 | CINVEST,FI CINVEST/ BAUMA CAPITAL VALUE GESALCALA, S.A., S.G.I.I.C. | 23.1K € | 1.56 % | as of Dec 31, 2025 · Original filing | |
| 177 | GVC GAESCO CROSSOVER, FI GVC GAESCO CROSSOVER - EXTREME WORLD GROWTH RVI GVC GAESCO GESTIÓN, SGIIC, S.A. | 11.2K € | 1.08 % | as of Dec 31, 2025 · Original filing |
Institutional managers
332 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 7,403,079 | 189.9M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 3,975,059 | 102M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 3,280,110 | 84.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 2,124,078 | 54.5M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 2,053,086 | 52.7M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,559,486 | 40M $ | as of Mar 31, 2026 |
| Clear Street Group Inc. | 1,555,206 | 39.9M $ | as of Mar 31, 2026 |
| Halter Ferguson Financial Inc. | 1,467,360 | 37.6M $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 1,272,286 | 32.6M $ | as of Mar 31, 2026 |
| BAILLIE GIFFORD & CO | 1,108,295 | 28.4M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,022,780 | 26.2M $ | as of Mar 31, 2026 |
| UBS Group AG | 881,867 | 22.6M $ | as of Mar 31, 2026 |
| COATUE MANAGEMENT LLC | 870,947 | 22.3M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 869,416 | 22.3M $ | as of Mar 31, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | 846,779 | 21.7M $ | as of Mar 31, 2026 |
| CITIGROUP INC | 806,341 | 20.7M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 758,887 | 19.5M $ | as of Mar 31, 2026 |
| Point72 Asset Management, L.P. | 756,060 | 19.4M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 740,823 | 19M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 668,064 | 17.1M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 656,018 | 16.8M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 631,162 | 16.2M $ | as of Mar 31, 2026 |
| KADENSA CAPITAL Ltd | 589,871 | 15.1M $ | as of Mar 31, 2026 |
| FRED ALGER MANAGEMENT, LLC | 559,525 | 14.4M $ | as of Mar 31, 2026 |
| Squarepoint Ops LLC | 531,387 | 13.6M $ | as of Mar 31, 2026 |