# 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

- Issuer: UPSTART HLDGS INC
- Class: COM
- CUSIP: 91680M107
- Asset category: EC
- 13F holders: 377
- 13F value: $2.2B
- 13F period: 2026-06-30
- N-PORT fund positions: 21
- N-PORT value: $57.0M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_Showing 15 of 377 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [VANGUARD GROUP INC](https://search.stillhousedata.com/firm/105958) | Valley Forge, PA | $353.1M | 8,073,659 |
| BlackRock, Inc. | New York, NY | $189.9M | 7,403,079 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $174.4M | 326,106 |
| [CITADEL ADVISORS LLC](https://search.stillhousedata.com/firm/148826) | MIAMI, FL | $107.0M | 631,162 |
| MORGAN STANLEY | NEW YORK, NY | $102.0M | 3,975,059 |
| [MARSHALL WACE, LLP](https://search.stillhousedata.com/firm/160885) | LONDON, X0 | $86.9M | 3,280,110 |
| WOLVERINE TRADING, LLC | CHICAGO, IL | $72.0M | 13,484 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $71.0M | 740,823 |
| [Halter Ferguson Financial Inc.](https://search.stillhousedata.com/firm/5062898) | CARMEL, IN | $61.9M | 1,748,119 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/115504) | BOSTON, MA | $54.5M | 2,124,078 |
| STATE STREET CORP | BOSTON, MA | $52.7M | 2,053,086 |
| D. E. Shaw & Co., Inc. | New York, NY | $42.3M | 267,076 |
| Clear Street Group Inc. | NEW YORK, NY | $41.2M | 1,555,206 |
| CITIGROUP INC | NEW YORK, NY | $40.2M | 1,135,682 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $40.0M | 1,559,486 |

## Top fund holders (N-PORT)

_Showing 15 of 21 fund positions by value._

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [VANGUARD EXTENDED MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002841) | VANGUARD INDEX FUNDS | $24.7M | 3.03% |
| [VANGUARD RUSSELL 2000 INDEX FUND](https://search.stillhousedata.com/fund/S000030003) | VANGUARD SCOTTSDALE FUNDS | $15.0M | 8.53% |
| [U.S. MICRO CAP PORTFOLIO](https://search.stillhousedata.com/fund/S000000948) | DFA INVESTMENT DIMENSIONS GROUP INC | $5.9M | 7.91% |
| Liberty All-Star Growth Fund | LIBERTY ALL STAR GROWTH FUND INC. | $3.9M | 116.01% |
| [Master Small Cap Index Series](https://search.stillhousedata.com/fund/S000002716) | Quantitative Master Series LLC | $3.6M | 7.52% |
| [VANGUARD EXPLORER FUND](https://search.stillhousedata.com/fund/S000002578) | VANGUARD EXPLORER FUND | $1.6M | 0.73% |
| [VANGUARD BALANCED INDEX FUND](https://search.stillhousedata.com/fund/S000002560) | VANGUARD VALLEY FORGE FUNDS | $1.2M | 0.21% |
| [GATOR CAPITAL LONG/SHORT FUND](https://search.stillhousedata.com/fund/S000011446) | Caldwell & Orkin Funds, Inc. | $1.2M | 143.90% |
| [VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002855) | VANGUARD INSTITUTIONAL INDEX FUNDS | $1.0M | 0.33% |
| [Fidelity Nasdaq Composite Index ETF](https://search.stillhousedata.com/fund/S000006011) | Fidelity Commonwealth Trust | $775K | 0.71% |
| [BlackRock Advantage SMID Cap Fund, Inc.](https://search.stillhousedata.com/fund/S000002323) | BlackRock Advantage SMID Cap Fund, Inc. | $738K | 9.77% |
| [VANGUARD TAX-MANAGED BALANCED FUND](https://search.stillhousedata.com/fund/S000004383) | VANGUARD TAX-MANAGED FUNDS | $332K | 0.29% |
| [DWS Small Cap Index VIP](https://search.stillhousedata.com/fund/S000006223) | DEUTSCHE DWS INVESTMENTS VIT FUNDS | $308K | 7.35% |
| [Schwab 1000 Index ETF](https://search.stillhousedata.com/fund/S000059091) | SCHWAB STRATEGIC TRUST | $229K | 0.40% |
| [TIAA Separate Account VA-1 - Stock Index Account](https://search.stillhousedata.com/fund/S000005098) | TIAA Separate Account VA-1 | $47K | 0.36% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/91680m107.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.