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
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 6,496166.6K $0.07 %0.01 %as of Mar 31, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 6,479176.4K $0.00 %0.01 %as of Feb 28, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 6,456165.6K $0.14 %0.01 %as of Mar 31, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 6,221159.6K $0.11 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 5,987153.6K $0.00 %0.01 %as of Mar 31, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 5,768157.1K $0.02 %0.01 %as of Feb 28, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 5,766147.9K $0.03 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 5,429171.4K $0.00 %0.01 %as of Apr 30, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 5,422171.2K $0.01 %0.01 %as of Apr 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 5,336136.9K $0.07 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 5,278143.7K $0.05 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 5,263143.3K $0.04 %0.01 %as of Feb 28, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,199133.4K $0.07 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 4,919126.2K $0.00 %0.01 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 4,885125.3K $0.04 %0.01 %as of Mar 31, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 4,798151.5K $0.20 %0.00 %as of Apr 30, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 4,164131.5K $0.03 %0.00 %as of Apr 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 3,893122.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 3,693100.6K $0.06 %0.00 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 3,641115K $0.04 %0.00 %as of Apr 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 3,48895K $0.01 %0.00 %as of Feb 28, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 3,41087.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 3,09497.7K $0.12 %0.00 %as of Apr 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 2,91779.4K $0.03 %0.00 %as of Feb 28, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,84573K $0.03 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 2,84177.4K $0.00 %0.00 %as of Feb 28, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 2,40061.6K $0.08 %0.00 %as of Mar 31, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 2,30059K $0.00 %0.00 %as of Mar 31, 2026 ↗
iShares U.S. Tech Breakthrough Multisector ETF iShares Trust 2,16968.5K $0.02 %0.00 %as of Apr 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 2,09257K $0.01 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 2,07753.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 2,04052.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 2,02752K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 1,97950.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 1,90148.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 1,87848.2K $0.04 %0.00 %as of Mar 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 1,85958.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,82146.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,51038.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Motley Fool Next Index ETF RBB Fund, Inc. 1,47140.1K $0.12 %0.00 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,32434K $0.00 %0.00 %as of Mar 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 1,29033.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 1,25532.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 1,19437.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 1,14336.1K $0.00 %0.00 %as of Apr 30, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 1,14329.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust 1,06327.3K $0.28 %0.00 %as of Mar 31, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 97330.7K $0.05 %0.00 %as of Apr 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 83521.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
American Century Small Cap Growth Insights ETF American Century ETF Trust 79921.8K $0.24 %0.00 %as of Feb 28, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 74723.6K $0.00 %0.00 %as of Apr 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 69717.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
Financial Services Fund Rydex Variable Trust 50713K $0.16 %0.00 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 49512.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 46011.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 45814.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
Financial Services Fund Rydex Series Funds 44811.5K $0.16 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 42610.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 41410.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 3719.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust 3368.6K $0.12 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 2979.4K $0.00 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 2887.4K $0.05 %0.00 %as of Mar 31, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 2347.4K $0.10 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP SMALL CAP ProFunds 2185.6K $0.05 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 Fund Rydex Series Funds 1965K $0.04 %0.00 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust 1956.2K $0.04 %0.00 %as of Apr 30, 2026 ↗
Small Company Growth Portfolio Wilshire Mutual Funds Inc 1744.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 1575K $0.06 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 1173K $0.05 %0.00 %as of Mar 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 872.4K $0.01 %0.00 %as of Feb 28, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 481.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 29789.7 $0.07 %0.00 %as of Feb 28, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 22564.3 $0.02 %0.00 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 381.7 $0.00 %as of Feb 28, 2026 ↗
CINVEST,FI CINVEST/ BAUMA CAPITAL VALUE GESALCALA, S.A., S.G.I.I.C. 23.1K €1.56 %as of Dec 31, 2025 ↗
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 ↗

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