Upstart Holdings, Inc. Common stock · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $67.34M | 0.00% | 2,625,206 NS | $1.99T | FIGI |
| iShares Russell 2000 ETF iShares Trust | IWM | $54.36M | 0.08% | 2,119,217 NS | $71.92B | FIGI |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | VB | $49.36M | 0.03% | 1,924,501 NS | $164.60B | FIGI |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | VBK | $27.62M | 0.07% | 1,076,859 NS | $38.69B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $24.72M | 0.03% | 963,619 NS | $81.50B | FIGI |
| iShares Russell 2000 Growth ETF iShares Trust | IWO | $18.10M | 0.15% | 705,507 NS | $12.17B | FIGI |
| First Trust Nasdaq Artificial Intelligence an… First Trust Exchange-Traded Fund VI | ROBT | $9.02M | 1.48% | 351,780 NS | $611.30M | FIGI |
| Master Small Cap Index Series Quantitative Master Series LLC | — | $3.63M | 0.08% | 141,448 NS | $4.82B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $3.03M | 0.00% | 118,146 NS | $79.62B | FIGI |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | — | $2.31M | 0.07% | 89,866 NS | $3.39B | FIGI |
| State Street(R) SPDR(R) S&P Kensho New Econom… SPDR SERIES TRUST | KOMP | $2.23M | 0.09% | 86,778 NS | $2.35B | FIGI |
| Liberty All-Star Growth Fund — | — | $1.96M | 0.58% | 76,407 NS | $337.88M | FIGI |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | — | $1.68M | 0.15% | 65,518 NS | $1.14B | FIGI |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | — | $1.57M | 0.23% | 61,037 NS | $668.68M | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $1.48M | 0.08% | 57,700 NS | $1.95B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $1.22M | 0.00% | 47,504 NS | $58.89B | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $1.21M | 0.08% | 47,020 NS | $1.59B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $1.01M | 0.00% | 39,499 NS | $30.28B | FIGI |
| Small Cap Index Fund Northern Funds | — | $1.01M | 0.07% | 39,479 NS | $1.38B | FIGI |
| Diversified Equity Master Portfolio Master Investment Portfolio | — | $798.8K | 0.03% | 31,141 NS | $2.98B | FIGI |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | — | $785.9K | 0.04% | 30,640 NS | $1.90B | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $767.0K | 0.03% | 29,903 NS | $2.63B | FIGI |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | — | $738.2K | 0.10% | 28,779 NS | $755.81M | FIGI |
| REX IncomeMax Option Strategy ETF REX ETF Trust | ULTI | $725.9K | 4.97% | 28,300 NS | $14.62M | FIGI |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | — | $708.5K | 0.07% | 27,623 NS | $956.61M | FIGI |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | — | $669.3K | 0.07% | 26,093 NS | $962.08M | FIGI |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | — | $606.5K | 0.07% | 23,646 NS | $916.61M | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $588.7K | 0.00% | 22,952 NS | $17.05B | FIGI |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | — | $566.0K | 0.07% | 22,067 NS | $768.54M | FIGI |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | — | $441.7K | 0.08% | 17,221 NS | $584.32M | FIGI |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | — | $423.5K | 0.00% | 16,509 NS | $9.23B | FIGI |
| Small Cap Index Trust John Hancock Variable Insurance Trust | — | $400.4K | 0.07% | 15,610 NS | $550.95M | FIGI |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $383.1K | 0.03% | 14,934 NS | $1.38B | FIGI |
| JNL/Mellon Financial Sector Fund JNL Series Trust | — | $377.2K | 0.03% | 14,705 NS | $1.35B | FIGI |
| State Street(R) SPDR(R) FactSet Innovative Te… SPDR SERIES TRUST | XITK | $341.8K | 0.65% | 13,326 NS | $52.81M | FIGI |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | — | $332.2K | 0.00% | 12,950 NS | $11.33B | FIGI |
| T. Rowe Price Extended Equity Market Index Fu… T. ROWE PRICE INDEX TRUST, INC. | — | $330.4K | 0.03% | 12,882 NS | $1.00B | FIGI |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | — | $328.2K | 0.04% | 12,794 NS | $741.60M | FIGI |
| AVIP BlackRock Advantage Small Cap Growth Por… AuguStar Variable Insurance Products Fund… | — | $324.9K | 0.27% | 12,667 NS | $122.36M | FIGI |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | — | $308.3K | 0.07% | 12,021 NS | $419.22M | FIGI |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | — | $299.7K | 0.08% | 11,685 NS | $386.68M | FIGI |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | — | $267.3K | 0.07% | 10,421 NS | $358.38M | FIGI |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $259.7K | 0.07% | 10,123 NS | $354.45M | FIGI |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | — | $259.1K | 0.00% | 10,100 NS | $7.43B | FIGI |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | — | $242.5K | 0.07% | 9,455 NS | $332.36M | FIGI |
| Small Cap Core Fund Northern Funds | — | $211.6K | 0.06% | 8,250 NS | $342.11M | FIGI |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | EZM | $185.1K | 0.02% | 7,215 NS | $829.25M | FIGI |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | — | $180.5K | 0.07% | 7,037 NS | $253.61M | FIGI |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | — | $166.6K | 0.07% | 6,496 NS | $225.03M | FIGI |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | — | $165.6K | 0.14% | 6,456 NS | $114.79M | FIGI |