UPSTUpstart Holdings, Inc. Common stock

CSNasdaq (XNAS)·USD

Identity

Security key: 23071
Ticker: UPST
Type: CS — Common Stock
Exchange: Nasdaq(XNAS)
Venue group: NASDAQ
Operating MIC: XNAS
Market: stocks
Locale: us
Currency: USD
Listed: 2020-12-16
Round lot: 100
Active: Yes
Last seen in a load: 2026-08-14 20:49
Vendor updated: 2026-08-13 06:09
Ticker root / suffix: UPST

Detail

Enriched 2026-08-14 20:47

Market cap: $2,831,809,638.6
Shares outstanding (class): 97,313,046
Shares outstanding (weighted): 97,313,046
SIC: 6199 FINANCE SERVICES
Employees: 1,405
Location: SAN MATEO, CA
Homepage: https://www.upstart.com
Description: Upstart Holdings Inc provides credit services. The company provides a proprietary, cloud-based, artificial intelligence lending platform. The platform aggregates consumer demand for loans and connects it to the network of Upstart AI-enabled bank partners. The company support development of different lending product offerings, which are grouped into three operating segments - Personal Lending (unsecured personal loans and small dollar loans), Auto Lending (auto refinance, auto retail loans, and auto secured personal loans), and Other (HELOCs and other).

Market cap and share counts drift.

Funds holding this security

97 funds · 99 positions · $274.13M reported value, as of 2026-03-31

All holders →

Fund	Ticker	Position value	% of fund	Balance	Match
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS	VTI	$67.34M	0.00%	2,625,206 NS	FIGI
iShares Russell 2000 ETF iShares Trust	IWM	$54.36M	0.08%	2,119,217 NS	FIGI
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS	VB	$49.36M	0.03%	1,924,501 NS	FIGI
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS	VBK	$27.62M	0.07%	1,076,859 NS	FIGI
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS	VXF	$24.72M	0.03%	963,619 NS	FIGI
iShares Russell 2000 Growth ETF iShares Trust	IWO	$18.10M	0.15%	705,507 NS	FIGI
First Trust Nasdaq Artificial Intelligence and … First Trust Exchange-Traded Fund VI	ROBT	$9.02M	1.48%	351,780 NS	FIGI
Master Small Cap Index Series Quantitative Master Series LLC	—	$3.63M	0.08%	141,448 NS	FIGI
iShares Core S&P Total U.S. Stock Market ETF iShares Trust	ITOT	$3.03M	0.00%	118,146 NS	FIGI
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust	—	$2.31M	0.07%	89,866 NS	FIGI
State Street(R) SPDR(R) S&P Kensho New Economie… SPDR SERIES TRUST	KOMP	$2.23M	0.09%	86,778 NS	FIGI
Liberty All-Star Growth Fund —	—	$1.96M	0.58%	76,407 NS	FIGI
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust	—	$1.68M	0.15%	65,518 NS	FIGI
BlackRock Advantage Small Cap Growth Fund BlackRock Funds	—	$1.57M	0.23%	61,037 NS	FIGI
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST	—	$1.48M	0.08%	57,700 NS	FIGI

How positions resolve to the securities master. FIGI_COMPOSITE is exact identifier equality — both sides got the FIGI from Bloomberg. TICKER is a narrow fallback used only where the master row carries no FIGI at all (2,389 rows do not, disproportionately Irish-domiciled US listings like LIN and ACN). Roughly 22% of all positions resolve to the master.

Funds holding this security

Identifiers

master.security_identifier

TICKERUPST
FIGI_COMPOSITEBBG00PKCBY53
FIGI_SHARE_CLASSBBG00PKCBY62
CIK0001647639
ISINUS91680M1071
Resolved through OpenFIGI from a holdings ISIN, not supplied by the securities vendor.

Identifiers

Classification

classification.v_security_classification

Asset class: Equity
Sector: Financials
Industry: Financial Technology
Source: LLMunreviewed
Self-reported confidence: 0.9
Model: deepseek
Rationale: Upstart is a fintech lending platform, fitting the financial sector and fintech payments industry.

Classifications are unreviewed model output. All 5,771 assignments carry source = LLM and is_reviewed = false. Confidence is the model’s own estimate and is not calibrated — it clustered at 0.90–0.98 across the whole first pass, including rows that later proved wrong. Use it to order a review queue, not as a probability. Two share classes of one issuer can disagree.

Classification

Fund data

Not linked to a fund series.

Either this is not a fund, or it is one the SEC share-class snapshot cannot reach — commodity trusts and notes have no series ID at all.