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Upstart Holdings, Inc.Upstart Holdings, Inc.Upstart Holdings, Inc.

Upstart Holdings, Inc.

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Funds holding the stock

Sorted by market value, the list below shows funds with Upstart Holdings, Inc. stocks. Equipped with price, change, and other helpful stats, they make investing in stocks more accessible and offer more opportunities at a lower risk.
Symbol
Market value
Weight
Issuer
Management style
Focus
Expense ratio
AUM
Price
Change %
Rel Volume
NAV total return
3Y
VBVanguard Small-Cap ETF
81.9 M USD0.05%
The Vanguard Group, Inc.
Passive
Small cap
0.03%71.87 B USD278.51 USD+0.42%0.97+45.29%
IWMiShares Russell 2000 ETF
79.16 M USD0.10%
BlackRock, Inc.
Passive
Small cap
0.19%76.74 B USD266.88 USD+0.70%0.66+42.92%
VBKVanguard Small-Cap Growth ETF
46.22 M USD0.12%
The Vanguard Group, Inc.
Passive
Small cap
0.05%20.23 B USD320.32 USD+1.24%0.64+46.90%
BOTZGlobal X Robotics & Artificial Intelligence ETF
42.02 M USD1.27%
Mirae Asset Global Investments Co., Ltd.
Passive
Theme
0.68%3.23 B USD38.14 USD+1.76%0.84+60.16%
VXFVanguard Extended Market ETF
40.4 M USD0.05%
The Vanguard Group, Inc.
Passive
Extended market
0.05%25.84 B USD219.57 USD+0.74%0.62+55.63%
IWOiShares Russell 2000 Growth ETF
27.53 M USD0.20%
BlackRock, Inc.
Passive
Small cap
0.24%13.41 B USD342.76 USD+0.97%0.44+45.99%
VTWOVanguard Russell 2000 ETF
18.32 M USD0.13%
The Vanguard Group, Inc.
Passive
Small cap
0.06%13.88 B USD107.87 USD+0.72%0.73+46.47%
SCHASchwab U.S. Small-Cap ETF
15.76 M USD0.08%
The Charles Schwab Corp.
Passive
Small cap
0.04%20.16 B USD30.98 USD+0.29%1.23+45.62%
ROBTFirst Trust Nasdaq Artificial Intelligence & Robotics ETF
9.13 M USD1.35%
AJM Ventures LLC
Passive
Theme
0.65%648.49 M USD51.95 USD+1.48%1.27+23.06%
VFHVanguard Financials ETF
6.26 M USD0.04%
The Vanguard Group, Inc.
Passive
Financials
0.09%13.32 B USD132.39 USD−0.48%0.73+57.45%
R2USSPDR Russell 2000 U.S. Small Cap UCITS ETF5.48 M USD0.11%
State Street Corp.
Passive
Small cap
0.30%5.01 B USD78.31 USD+1.35%0.19+44.36%
WTAIWisdomTree Artificial Intelligence UCITS ETF USD Acc5.44 M USD0.53%
WisdomTree, Inc.
Passive
Theme
0.40%992.9 M USD90.10 USD+2.46%0.63+77.70%
KOMPState Street SPDR S&P Kensho New Economies Composite ETF
3.34 M USD0.13%
State Street Corp.
Passive
Theme
0.20%2.41 B USD63.90 USD+1.70%1.36+47.52%
VTWGVanguard Russell 2000 Growth ETF
3.29 M USD0.24%
The Vanguard Group, Inc.
Passive
Small cap
0.06%1.23 B USD250.51 USD+0.98%2.48+50.00%
RBTZBetaShares Global Robotics & Artificial Intelligence ETF
3.12 M USD1.48%
BetaShares Holdings Pty Ltd.
Passive
Theme
0.57%212.01 M USD15.23 AUD+1.53%0.36+50.88%
WSMLiShares MSCI World Small Cap UCITS ETF2.53 M USD0.03%
BlackRock, Inc.
Passive
Small cap
0.35%7.7 B USD9.874 USD+1.31%0.28+47.43%
XRS2Xtrackers Russell 2000 UCITS ETF
2.43 M USD0.10%
Deutsche Bank AG
Passive
Small cap
0.30%2.28 B USD333.85 EUR+0.53%0.88+28.26%
FINXGlobal X FinTech ETF
2.04 M USD0.95%
Mirae Asset Global Investments Co., Ltd.
Passive
Theme
0.68%205.43 M USD25.04 USD+1.40%0.67+16.71%
BOTGGlobal X Robotics & Artificial Intelligence UCITS ETF USD1.66 M USD1.26%
Mirae Asset Global Investments Co., Ltd.
Passive
Theme
0.50%15.54 M USD18.338 GBP+2.29%1.16+41.14%
XB0TGlobal X Robotics & Artificial Intelligence UCITS ETF
1.66 M USD1.26%
Mirae Asset Global Investments Co., Ltd.
Passive
Theme
0.70%112.95 M USD21.160 EUR+1.63%0.61+43.62%
PRFZInvesco RAFI US 1500 Small-Mid ETF
1.57 M USD0.06%
Invesco Ltd.
Passive
Extended market
0.34%2.67 B USD49.09 USD+0.55%0.56+44.81%
CUSSiShares VII PLC - iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETF Accum.Ptg.Shs USD1.56 M USD0.06%
BlackRock, Inc.
Passive
Small cap
0.43%2.69 B USD640.5 USD+0.82%2.13+36.75%
RSSLGlobal X Russell 2000 ETF
1.47 M USD0.10%
Mirae Asset Global Investments Co., Ltd.
Passive
Small cap
0.08%1.36 B USD104.39 USD+0.44%5.12+22.22%
DGTLiShares Digitalisation UCITS ETF1.28 M USD0.18%
BlackRock, Inc.
Passive
Theme
0.40%706.65 M USD10.0700 USD+1.51%0.45+33.43%
ESMLiShares ESG Aware MSCI USA Small-Cap ETF
1.2 M USD0.05%
BlackRock, Inc.
Passive
Small cap
0.17%2.33 B USD50.16 USD+0.32%0.51+44.23%
BBSCJPMorgan BetaBuilders U.S. Small Cap Equity Fund
1.19 M USD0.18%
JPMorgan Chase & Co.
Passive
Small cap
0.09%675.8 M USD80.10 USD+0.29%0.01+42.37%
ISCGiShares Morningstar Small-Cap Growth ETF
983.69 K USD0.11%
BlackRock, Inc.
Passive
Small cap
0.06%907.54 M USD59.20 USD+0.71%0.48+48.02%
JHMMJohn Hancock Multifactor Mid Cap ETF
980.55 K USD0.02%
Manulife Financial Corp.
Passive
Mid cap
0.41%4.91 B USD70.90 USD+0.35%0.82+45.76%
FNCLFidelity MSCI Financials Index ETF
926.1 K USD0.04%
FMR LLC
Passive
Financials
0.08%2.45 B USD77.09 USD−0.50%0.80+56.64%
FTEKInvesco KBW NASDAQ Fintech UCITS ETF915.61 K USD1.82%
Invesco Ltd.
Passive
Theme
0.49%48.24 M USD52.45 USD+2.22%0.17+37.46%
VISMVanguard MSCI International Small Cos Index ETF
915.16 K USD0.04%
The Vanguard Group, Inc.
Passive
Small cap
0.32%—75.49 AUD+0.23%0.30+46.80%
ONEQFidelity Nasdaq Composite Index ETF
868.2 K USD0.01%
FMR LLC
Passive
Total market
0.21%9.02 B USD91.38 USD+0.93%0.75+98.19%
JHSCJohn Hancock Multifactor Small Cap ETF
648.32 K USD0.09%
Manulife Financial Corp.
Passive
Small cap
0.42%680.88 M USD46.28 USD+0.13%1.16+42.65%
ESGVVanguard ESG U.S. Stock ETF
633.14 K USD0.01%
The Vanguard Group, Inc.
Passive
Total market
0.09%11.61 B USD121.36 USD+0.59%1.68+75.95%
FNYFirst Trust Mid Cap Growth AlphaDEX Fund
622.09 K USD0.12%
AJM Ventures LLC
Passive
Mid cap
0.70%491.47 M USD98.02 USD+0.92%1.27+58.52%
RBOTGlobal X Robotics & AI Index ETF Trust Units A
601.54 K USD1.27%
Mirae Asset Global Investments Co., Ltd.
Passive
Theme
0.70%47.93 M USD35.32 CAD+2.50%0.96+44.16%
XITKState Street SPDR FactSet Innovative Technology ETF
573.71 K USD0.90%
State Street Corp.
Passive
Information technology
0.45%60.61 M USD156.63 USD+1.26%0.31+27.99%
SMIZZacks Small/Mid Cap ETF
554.82 K USD0.28%
The Greenwood Trust
Active
Extended market
0.56%190.84 M USD39.97 USD+0.68%0.64+21.22%
PFMNPICTON Market Neutral Equity Alternative Fund Trust Units
417.85 K USD0.02%
Picton Mahoney Asset Management
Active
Long/short
5.13%420.33 M USD16.09 CAD0.00%0.67+24.29%
00737Cathay Nasdaq CTA Artificial Intelligence & Robotics ETF
355.44 K USD1.28%
Cathay Financial Holdings Co., Ltd.
Passive
Theme
1.10%26.79 M USD35.43 TWD+1.14%0.82+32.11%
SC0KInvesco Russell 2000 UCITS ETF
337.94 K USD0.10%
Invesco Ltd.
Passive
Small cap
0.45%311.48 M USD115.36 EUR+0.70%0.89+28.82%
EZMWisdomTree U.S. MidCap Fund
274.79 K USD0.03%
WisdomTree, Inc.
Passive
Mid cap
0.38%881.53 M USD71.69 USD−0.10%0.54+37.57%
SCHKSchwab 1000 Index ETF
246.53 K USD0.00%
The Charles Schwab Corp.
Passive
Large cap
0.03%4.83 B USD33.45 USD+0.51%0.91+76.12%
ARTIEvolve Artificial Intelligence Fund ETF Trust Units
235.65 K USD1.58%
Evolve Funds Group, Inc.
Active
Theme
—16.22 M USD13.40 CAD+2.10%0.85+20.87%
UWMProShares Ultra Russell2000
231.81 K USD0.07%
ProShare Advisors LLC
Passive
Small cap
0.95%289.79 M USD54.79 USD+1.56%0.76+47.72%
URTYProShares UltraPro Russell2000
221.14 K USD0.06%
ProShare Advisors LLC
Passive
Small cap
0.95%348.98 M USD66.24 USD+2.16%0.57+35.69%
PTLInspire 500 ETF
212.46 K USD0.03%
Inspire Impact Group LLC
Passive
Large cap
0.09%646.76 M USD263.10 USD+1.28%0.65+23.34%
PFLSPICTON Long Short Equity Alternative Fund Trust Units
151.43 K USD0.02%
Picton Mahoney Asset Management
Active
Long/short
7.30%90.82 M USD21.50 CAD+1.70%4.11+42.12%
FADFirst Trust Multi Cap Growth AlphaDEX Fund
151.09 K USD0.04%
AJM Ventures LLC
Passive
Total market
0.64%389.74 M USD169.83 USD+0.79%0.73+68.28%
BBSDBetaBuilders US Small Cap Equity UCITS ETF USD142.94 K USD0.05%
JPMorgan Chase & Co.
Passive
Small cap
0.14%226.31 M USD36.215 USD+1.13%12.96+18.83%
BBCSBetaBuilders US Small Cap Equity UCITS ETF AccumUSD142.94 K USD0.05%
JPMorgan Chase & Co.
Passive
Small cap
0.14%75.85 M USD2,749.3 GBX+0.64%3.25+10.17%
ISCBiShares Morningstar Small-Cap ETF
141.07 K USD0.05%
BlackRock, Inc.
Passive
Small cap
0.04%268.27 M USD69.81 USD+0.12%0.95+42.82%
ITWOProShares Russell 2000 High Income ETF
133.11 K USD0.09%
ProShare Advisors LLC
Passive
Small cap
0.55%144.75 M USD42.53 USD+1.17%0.77+21.33%
RTWOL&G Russell 2000 US Small Cap Quality UCITS ETF130.59 K USD0.06%
Legal & General Group Plc
Passive
Small cap
0.30%206.69 M USD127.61 USD+1.30%3.86+41.65%
MSSMMorgan Stanley Pathway Small-Mid Cap Equity ETF
120.75 K USD0.02%
Morgan Stanley
Active
Extended market
0.57%733.22 M USD55.15 USD+0.51%1.03+20.74%
OMFSInvesco Russell 2000 Dynamic Multifactor ETF
111.74 K USD0.04%
Invesco Ltd.
Passive
Small cap
0.39%272.14 M USD48.39 USD−0.27%0.58+33.72%
GUSAGoldman Sachs MarketBeta U.S. 1000 Equity ETF
108.64 K USD0.01%
The Goldman Sachs Group, Inc.
Passive
Large cap
0.10%2.16 B USD60.23 USD+0.47%0.01+19.09%
PFAAPICTON Multi-Strategy Alpha Alternative Fund Trust Units
106.31 K USD0.01%
Picton Mahoney Asset Management
Active
Multi-strategy
4.92%252.79 M USD12.26 CAD−0.08%0.79+5.52%
BKSEBNY Mellon US Small Cap Core Equity ETF
103.78 K USD0.15%
The Bank of New York Mellon Corp.
Passive
Small cap
0.04%69.23 M USD122.01 USD+0.29%0.98+46.65%
TECBiShares U.S. Tech Breakthrough Multisector ETF
83.52 K USD0.02%
BlackRock, Inc.
Passive
Theme
0.30%414.2 M USD58.47 USD+0.90%1.40+84.63%
TMFXMotley Fool Next Index ETF
56.25 K USD0.17%
The Motley Fool Holdings, Inc.
Passive
Extended market
0.50%31.37 M USD21.80 USD+0.95%0.58+35.81%
FINGGlobal X FinTech UCITS ETF USD45.51 K USD0.95%
Mirae Asset Global Investments Co., Ltd.
Passive
Theme
0.60%591.95 K USD5.698 GBP+1.53%0.27+1.84%
FINXGlobal X FinTech UCITS ETF Accum USD45.51 K USD0.95%
Mirae Asset Global Investments Co., Ltd.
Passive
Theme
1.00%4.01 M USD7.826 USD+1.69%0.74+15.63%
ESAHBNP Paribas Easy MSCI USA Small Cap Min Te UCITS ETF AccumUSD
45.28 K USD0.05%
BNP Paribas SA
Passive
Small cap
0.31%30.66 M USD12.550 USD+0.87%——
USSMBNP Paribas Easy MSCI USA Small Cap Min Te UCITS ETF Accum-CAP- EUR
45.28 K USD0.05%
BNP Paribas SA
Passive
Small cap
0.31%54.92 M USD11.7725 EUR+1.50%0.00—
QSMLWisdomTree U.S. SmallCap Quality Growth Fund
40.65 K USD0.39%
WisdomTree, Inc.
Passive
Small cap
0.38%10.46 M USD29.87 USD−0.11%0.05+8.99%
ACSGAmerican Century Small Cap Growth Insights ETF
26.96 K USD0.34%
American Century Cos., Inc.
Active
Small cap
0.49%7.98 M USD43.01 USD+0.89%0.19—
V3NMVanguard ESG North America All Cap UCITS ETF USD25.71 K USD0.01%
The Vanguard Group, Inc.
Passive
Total market
0.12%29.01 M USD5.810 GBP+0.80%0.44+7.40%
V3NAVanguard ESG North America All Cap UCITS ETF USD
25.71 K USD0.01%
The Vanguard Group, Inc.
Passive
Total market
0.12%322.14 M USD6.271 CHF−0.82%4.30−0.09%
SFYXSoFi Next 500 ETF
24.4 K USD0.09%
Toroso Investments Topco LLC
Passive
Mid cap
0.06%26.67 M USD17.33 USD+0.58%1.30+47.45%
STXMStrive Mid-Cap ETF
17.74 K USD0.08%
Empirical Finance LLC
Passive
Mid cap
0.18%22.23 M USD31.17 USD+0.67%0.46+20.34%
RSSLGlobal X Russell 2000 ETF Exchange Traded Fund Units
17.6 K USD0.26%
Mirae Asset Global Investments Co., Ltd.
Passive
Small cap
—6.64 M USD10.55 AUD−0.19%0.00—
ALAIAlger AI Enablers & Adopters ETF
17.32 K USD0.01%
Alger Associates, Inc. (United States)
Active
Theme
0.55%292.64 M USD35.44 USD+2.15%1.10+35.22%
MUMC.BManulife Multifactor U.S. Mid Cap Index ETF
13.17 K USD0.02%
Manulife Financial Corp.
Passive
Mid cap
0.57%46.01 M USD58.43 CAD+1.58%0.36+46.45%
MUMCManulife Multifactor U.S. Mid Cap Index ETF Hedged
13.17 K USD0.02%
Manulife Financial Corp.
Passive
Mid cap
0.62%9.11 M USD51.24 CAD+1.05%2.53+40.52%
3185Global X FinTech ETF
13.08 K USD0.95%
Mirae Asset Global Investments Co., Ltd.
Passive
Theme
0.68%1.32 M USD39.72 HKD−5.16%0.67+17.81%
SCDSJPMorgan Fundamental Data Science Small Core ETF
12.85 K USD0.16%
JPMorgan Chase & Co.
Active
Small cap
0.40%7.83 M USD65.26 USD+0.01%4.11+20.66%
STXGStrive 1000 Growth ETF
9.94 K USD0.01%
Empirical Finance LLC
Passive
Large cap
0.18%137 M USD50.53 USD+0.74%0.86+16.13%
HDGProShares Hedge Replication ETF
3.33 K USD0.01%
ProShare Advisors LLC
Passive
Multi-strategy
0.95%24.29 M USD52.80 USD+0.23%0.15+18.87%
MUSC.BManulife Multifactor U.S. Small Cap Index ETF
2.79 K USD0.09%
Manulife Financial Corp.
Passive
Small cap
0.58%1.69 M USD47.02 CAD+1.42%0.00+56.19%
MUSCManulife Multifactor U.S. Small Cap Index ETF
2.79 K USD0.09%
Manulife Financial Corp.
Passive
Small cap
0.62%1.39 M USD39.07 CAD+3.22%0.01+40.97%
PFMSPICTON Multi-Strategy Alternative Fund Trust Units
1.81 K USD0.01%
Picton Mahoney Asset Management
Active
Multi-strategy
4.27%8.7 M USD15.69 CAD+0.58%0.00+33.77%
RBProShares Russell 2000 Dynamic Buffer ETF
994 USD0.09%
ProShare Advisors LLC
Passive
Downside hedge
0.58%1.11 M USD45.05 USD+0.19%0.02—
00886SinoPac US Tech Breakthrough ETF613 USD0.01%
SinoPac Financial Holdings Co., Ltd.
Passive
Theme
0.21%4.94 M USD35.50 TWD−0.31%0.19+82.61%
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