As of the latest SEC filings, Upstart Holdings, Inc. (UPST) is held by 193 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $67,336,533.90 in market value, representing a significant portion of its portfolio.
Funds holding Upstart Holdings, Inc. (UPST)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- UPST
- CIK:
- 0001647639
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $67,336,533.90 | 2,625,206 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.08% | $54,357,916.05 | 2,119,217 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.03% | $49,363,450.65 | 1,924,501 | Mar 31, 2026 | May 28, 2026 |
|
BOTZ
Global X Robotics & Artificial Intelligence ETF
|
ETF | Independent / Boutique | 0.85% | $30,046,426.13 | 1,103,431 | Feb 28, 2026 | Apr 29, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.07% | $27,621,433.35 | 1,076,859 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.08% | $26,929,087.08 | 852,726 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.03% | $24,716,827.35 | 963,619 | Mar 31, 2026 | May 28, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.15% | $18,096,254.55 | 705,507 | Mar 31, 2026 | May 28, 2026 |
|
JMUAX
Janus Henderson Multi-Sector Income Fund
|
MF | Independent / Boutique | 0.21% | $14,782,489.42 | 14,500,000 | Mar 31, 2026 | May 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.03% | $12,200,809.95 | 448,065 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.08% | $11,499,991.44 | 422,328 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.05% | $11,316,434.01 | 415,587 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.06% | $10,656,007.82 | 337,429 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.07% | $9,508,832.74 | 301,103 | Apr 30, 2026 | Jun 29, 2026 |
|
ROBT
First Trust Nasdaq Artificial Intelligence and Robotics ETF
|
ETF | First Trust | 1.48% | $9,023,157.00 | 351,780 | Mar 31, 2026 | May 21, 2026 |
|
ALMAX
ALGER WEATHERBIE SPECIALIZED GROWTH FUND
|
MF | Independent / Boutique | 2.65% | $7,434,121.48 | 235,406 | Apr 30, 2026 | Jun 26, 2026 |
|
JMUAX
Janus Henderson Multi-Sector Income Fund
|
MF | Independent / Boutique | 0.09% | $6,329,920.35 | 6,427,000 | Mar 31, 2026 | May 29, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.08% | $5,968,335.78 | 188,991 | Apr 30, 2026 | Jun 25, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.08% | $5,910,891.76 | 187,172 | Apr 30, 2026 | Jun 24, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.12% | $5,609,053.24 | 205,988 | Feb 27, 2026 | Apr 24, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $4,324,886.44 | 158,828 | Feb 28, 2026 | Apr 24, 2026 |
|
VFAIX
VANGUARD FINANCIALS INDEX FUND
|
ETF | Vanguard | 0.03% | $3,936,396.03 | 144,561 | Feb 28, 2026 | Apr 28, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.08% | $3,628,141.20 | 141,448 | Mar 31, 2026 | May 28, 2026 |
|
DSCGX
U.S. Small Cap Growth Portfolio
|
MF | Dimensional Fund Advisors | 0.18% | $3,552,750.00 | 112,500 | Apr 30, 2026 | Jun 24, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $3,408,596.94 | 125,178 | Feb 28, 2026 | Apr 24, 2026 |
Advertisement (320x50)