UPSTART HLDGS INC COM

UPSTART HLDGS INC COM is a security (CUSIP 91680M107) tracked across SEC portfolio filings. 377 institutional managers reported $2.2B on Form 13F as of 2026-06-30; 21 registered fund positions totaling $57.0M via N-PORT as of 2026-05-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 377 managers by value.

ManagerLocationValueShares
VANGUARD GROUP INCValley Forge, PA$353.1M8,073,659
BlackRock, Inc.New York, NY$189.9M7,403,079
SUSQUEHANNA INTERNATIONAL GROUP, LLPBALA CYNWYD, PA$174.4M326,106
CITADEL ADVISORS LLCMIAMI, FL$107.0M631,162
MORGAN STANLEYNEW YORK, NY$102.0M3,975,059
MARSHALL WACE, LLPLONDON, X0$86.9M3,280,110
WOLVERINE TRADING, LLCCHICAGO, IL$72.0M13,484
JANE STREET GROUP, LLCNEW YORK, NY$71.0M740,823
Halter Ferguson Financial Inc.CARMEL, IN$61.9M1,748,119
GEODE CAPITAL MANAGEMENT, LLCBOSTON, MA$54.5M2,124,078
STATE STREET CORPBOSTON, MA$52.7M2,053,086
D. E. Shaw & Co., Inc.New York, NY$42.3M267,076
Clear Street Group Inc.NEW YORK, NY$41.2M1,555,206
CITIGROUP INCNEW YORK, NY$40.2M1,135,682
GOLDMAN SACHS GROUP INCNEW YORK, NY$40.0M1,559,486

Top fund holders (N-PORT)

Showing 15 of 21 fund positions by value.

FundRegistrantValue% of fund
VANGUARD EXTENDED MARKET INDEX FUNDVANGUARD INDEX FUNDS$24.7M3.03%
VANGUARD RUSSELL 2000 INDEX FUNDVANGUARD SCOTTSDALE FUNDS$15.0M8.53%
U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC$5.9M7.91%
Liberty All-Star Growth FundLIBERTY ALL STAR GROWTH FUND INC.$3.9M116.01%
Master Small Cap Index SeriesQuantitative Master Series LLC$3.6M7.52%
VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND$1.6M0.73%
VANGUARD BALANCED INDEX FUNDVANGUARD VALLEY FORGE FUNDS$1.2M0.21%
GATOR CAPITAL LONG/SHORT FUNDCaldwell & Orkin Funds, Inc.$1.2M143.90%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUNDVANGUARD INSTITUTIONAL INDEX FUNDS$1.0M0.33%
Fidelity Nasdaq Composite Index ETFFidelity Commonwealth Trust$775K0.71%
BlackRock Advantage SMID Cap Fund, Inc.BlackRock Advantage SMID Cap Fund, Inc.$738K9.77%
VANGUARD TAX-MANAGED BALANCED FUNDVANGUARD TAX-MANAGED FUNDS$332K0.29%
DWS Small Cap Index VIPDEUTSCHE DWS INVESTMENTS VIT FUNDS$308K7.35%
Schwab 1000 Index ETFSCHWAB STRATEGIC TRUST$229K0.40%
TIAA Separate Account VA-1 - Stock Index AccountTIAA Separate Account VA-1$47K0.36%

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