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Funds Holding Upstart Holdings Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Upstart Holdings Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of UPST →Funds holding
46
as of 2026-07-31
Reported value
$83.2M
summed across funds
Fund families
30
named trusts
Largest conviction
1.92%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| ALGER WEATHERBIE SPECIALIZED GROWTH FUNDALGER FUNDS166.7K sh$4.6M | 1.92% |
| GATOR CAPITAL LONG/SHORT FUNDCaldwell & Orkin Funds, Inc.37K sh$1M | 1.28% |
| Goldman Sachs Small Cap Growth Insights FundGoldman Sachs Trust34.3K sh$942.5K | 0.29% |
| Alger Dynamic Opportunities FundALGER FUNDS II23.5K sh$644.8K | 0.29% |
| Goldman Sachs Small Cap Equity Insights FundGoldman Sachs Trust69.8K sh$1.9M | 0.19% |
| Innovator U.S. Small Cap Managed Floor ETFInnovator ETFs Trust5.4K sh$147.1K | 0.16% |
| U.S. Small Cap Growth PortfolioDFA INVESTMENT DIMENSIONS GROUP INC112.5K sh$3.1M | 0.16% |
| BNY Mellon US Small Cap Core Equity ETFBNY Mellon ETF Trust3.2K sh$88.6K | 0.10% |
| Innovator U.S. Small Cap Managed 10 Buffer ETFInnovator ETFs Trust378 sh$10.4K | 0.10% |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust22.6K sh$620.2K | 0.09% |
| Fidelity Flex Small Cap Index FundFidelity Salem Street Trust13K sh$357K | 0.08% |
| Nuveen Small Cap Blend Index FundTIAA-CREF Funds113.2K sh$3.1M | 0.08% |
| Global X Russell 2000 ETFGLOBAL X FUNDS41K sh$1.1M | 0.08% |
| Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST207.8K sh$5.7M | 0.08% |
| Fidelity Small Cap Index FundFidelity Salem Street Trust936.1K sh$25.7M | 0.08% |
| iShares Morningstar Small-Cap Growth ETFiShares Trust26.6K sh$730.9K | 0.08% |
| SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST9.6K sh$263.4K | 0.07% |
| U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC179.5K sh$4.9M | 0.06% |
| Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust63K sh$1.7M | 0.06% |
| ULTRA SMALL CAP PROFUNDProFunds1.1K sh$30.2K | 0.05% |
| Goldman Sachs Small Cap Value Insights FundGoldman Sachs Trust24.1K sh$660.9K | 0.05% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust268.5K sh$7.4M | 0.05% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC343.8K sh$9.4M | 0.05% |
| iShares Morningstar Small-Cap ETFiShares Trust3.9K sh$107.1K | 0.04% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust31.2K sh$857.5K | 0.03% |
| Victory Extended Market Index FundVictory Portfolios III9.5K sh$259.9K | 0.03% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds15.4K sh$422.7K | 0.03% |
| Fidelity Flex Small Cap Focused Index FundFidelity Salem Street Trust198 sh$5.4K | 0.03% |
| Fidelity MSCI Financials Index ETFFIDELITY COVINGTON TRUST21.8K sh$598.4K | 0.03% |
| SMALL-CAP PROFUNDProFunds72 sh$2K | 0.02% |
| iShares U.S. Tech Breakthrough Multisector ETFiShares Trust2.7K sh$73.3K | 0.02% |
| SmallCap Growth Fund IPrincipal Funds, Inc7.4K sh$203.7K | 0.01% |
| VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND50K sh$1.4M | 0.01% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III474 sh$13K | 0.00% |
| Schwab 1000 Index FundSCHWAB INVESTMENTS27.3K sh$747.8K | 0.00% |
| Nuveen Equity Index FundTIAA-CREF Funds73.4K sh$2M | 0.00% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST51K sh$1.4M | 0.00% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust45.6K sh$1.3M | 0.00% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds5.4K sh$149K | 0.00% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS70.5K sh$1.9M | 0.00% |
| E*TRADE No Fee Total Market Index FundE Trade Trust48 sh$1.3K | 0.00% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust1.2K sh$32.8K | 0.00% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust16.1K sh$442.6K | 0.00% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust316 sh$8.7K | 0.00% |
| Calamos Market Neutral Income FundCALAMOS INVESTMENT TRUST/IL-97.5K sh-$2.7M | -0.01% |
| PACE Alternative Strategies InvestmentsPACE SELECT ADVISORS TRUST-7.4K sh-$203.3K | -0.08% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on UPST
Company overviewEverything on UPST in one place, with the price.SEC filingsWhat UPST's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat UPST's own officers and directors buy and sell.Executive payWhat UPST awarded its chief executive, and what it became.Who owns itEvery manager reporting a position in UPST.PatentsWhat UPST is filing at the patent office.