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 | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,625,206 | 67.3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | iShares Russell 2000 ETF iShares Trust | 2,119,217 | 54.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,924,501 | 49.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 4 | Global X Robotics & Artificial Intelligence ETF GLOBAL X FUNDS | 1,103,431 | 30M $ | 0.85 % | as of Feb 28, 2026 · Original filing |
| 5 | VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 1,076,859 | 27.6M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 6 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 963,619 | 24.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 7 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 852,726 | 26.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 8 | iShares Russell 2000 Growth ETF iShares Trust | 705,507 | 18.1M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 9 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 448,065 | 12.2M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 10 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 422,328 | 11.5M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 11 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 415,587 | 11.3M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 12 | First Trust Nasdaq Artificial Intelligence and Robotics ETF First Trust Exchange-Traded Fund VI | 351,780 | 9M $ | 1.48 % | as of Mar 31, 2026 · Original filing |
| 13 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 337,429 | 10.7M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 14 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 301,103 | 9.5M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 15 | ALGER WEATHERBIE SPECIALIZED GROWTH FUND ALGER FUNDS | 235,406 | 7.4M $ | 2.65 % | as of Apr 30, 2026 · Original filing |
| 16 | BlackRock Advantage Small Cap Core Fund BlackRock Funds | 205,988 | 5.6M $ | 0.12 % | as of Feb 27, 2026 · Original filing |
| 17 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 188,991 | 6M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 18 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 187,172 | 5.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 19 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 158,828 | 4.3M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 20 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 144,561 | 3.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 21 | Master Small Cap Index Series Quantitative Master Series LLC | 141,448 | 3.6M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 22 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 125,178 | 3.4M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 23 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 118,146 | 3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 24 | U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 112,500 | 3.6M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 25 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 102,066 | 3.2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 26 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 89,866 | 2.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 27 | State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF SPDR SERIES TRUST | 86,778 | 2.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 28 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 77,986 | 2.1M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 29 | Nuveen Equity Index Fund TIAA-CREF Funds | 73,360 | 2.3M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 30 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 65,518 | 1.7M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 31 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 61,628 | 1.9M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 32 | BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 61,037 | 1.6M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 33 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 57,812 | 1.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 34 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 57,700 | 1.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 35 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 54,963 | 1.7M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 36 | Global X FinTech ETF GLOBAL X FUNDS | 53,488 | 1.5M $ | 0.68 % | as of Feb 28, 2026 · Original filing |
| 37 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 51,000 | 1.6M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 38 | VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 50,039 | 1.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 39 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 48,274 | 1.3M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 40 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 47,504 | 1.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 41 | EQ/Small Company Index Portfolio EQ Advisors Trust | 47,020 | 1.2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 42 | First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 44,668 | 1.4M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 43 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 44,281 | 1.4M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 44 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 39,499 | 1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 45 | Small Cap Index Fund Northern Funds | 39,479 | 1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 46 | Global X Russell 2000 ETF GLOBAL X FUNDS | 37,413 | 1.2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 47 | GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. | 37,000 | 1.2M $ | 1.44 % | as of Apr 30, 2026 · Original filing |
| 48 | Small Cap Index Fund VALIC Co I | 34,390 | 936.4K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 49 | JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 32,077 | 1M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 50 | iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 31,888 | 868.3K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 51 | Diversified Equity Master Portfolio Master Investment Portfolio | 31,141 | 798.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 52 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 30,725 | 836.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 53 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 30,640 | 785.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 54 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 30,352 | 958.5K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 55 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 29,903 | 767K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 56 | Alger Dynamic Opportunities Fund ALGER FUNDS II | 29,476 | 930.9K $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| 57 | BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 28,779 | 738.2K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 58 | REX IncomeMax Option Strategy ETF REX ETF Trust | 28,300 | 725.9K $ | 4.97 % | as of Mar 31, 2026 · Original filing |
| 59 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 27,623 | 708.5K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 60 | Schwab 1000 Index Fund SCHWAB INVESTMENTS | 27,252 | 860.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 61 | iShares Morningstar Small-Cap Growth ETF iShares Trust | 26,577 | 839.3K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 62 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 26,093 | 669.3K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 63 | Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 23,800 | 5.8M SEK | 0.02 % | as of Mar 31, 2026 · Original filing |
| 64 | JPMorgan U.S. Small Company Fund JPMorgan Trust I | 23,646 | 606.5K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 65 | Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 23,558 | 744K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 66 | iShares Russell 3000 ETF iShares Trust | 22,952 | 588.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 67 | Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 22,524 | 613.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 68 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 22,067 | 566K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 69 | Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 18,125 | 572.4K $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 70 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 17,221 | 441.7K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 71 | VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 16,563 | 451K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 72 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 16,509 | 423.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 73 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 16,131 | 509.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 74 | Small Cap Index Trust John Hancock Variable Insurance Trust | 15,610 | 400.4K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 75 | Zacks Small/Mid Cap ETF Zacks Trust | 15,166 | 413K $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 76 | SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 14,934 | 383.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 77 | JNL/Mellon Financial Sector Fund JNL Series Trust | 14,705 | 377.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 78 | State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST | 13,326 | 341.8K $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| 79 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 13,273 | 419.2K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 80 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 13,269 | 419K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 81 | VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 12,950 | 332.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 82 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 12,882 | 330.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 83 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 12,794 | 328.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 84 | AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 12,667 | 324.9K $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 85 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 12,500 | 340.4K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 86 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 12,021 | 308.3K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 87 | EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 11,685 | 299.7K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 88 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 10,421 | 267.3K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 89 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 10,123 | 259.7K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 90 | EQ/Common Stock Index Portfolio EQ Advisors Trust | 10,100 | 259.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 91 | Victory Extended Market Index Fund Victory Portfolios III | 9,778 | 308.8K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 92 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 9,455 | 242.5K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 93 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 9,283 | 293.2K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 94 | Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 8,533 | 269.5K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 95 | Small Cap Core Fund Northern Funds | 8,250 | 211.6K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 96 | WisdomTree U.S. MidCap Fund WisdomTree Trust | 7,215 | 185.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 97 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 7,037 | 180.5K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 98 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 6,885 | 217.4K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 99 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 6,761 | 184.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 100 | iShares MSCI World Small-Cap ETF iShares Trust | 6,750 | 183.8K $ | 0.02 % | as of Feb 28, 2026 · 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 |