UPST NASDAQ
Upstart Holdings, Inc.
1W: +0.2%
1M: +3.0%
3M: -10.9%
YTD: -48.3%
1Y: -55.0%
3Y: -4.0%
5Y: -93.5%
$23.71
+0.71 (+3.09%)
Weekly Expected Move ±7.1%
$20
$22
$24
$25
$27
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $52.3M held by 23 funds → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
ETF Exposure
110
ETFs Holding
Total ETF Value
4.93%
Max Weight
0.184%
Avg Weight
ETF Holdings by Value
ETFs Holding UPST
| # | ETF | Weight | Value | Holdings | Top 10 Wt | P/E | Div Yield | Sector Mix |
|---|---|---|---|---|---|---|---|---|
| 1 | NJM | 0.0772% | 1,897 | 8.0% | 11.8 | 0.01% | ||
| 2 | VSMPX | 0.0026% | 3,485 | 34.6% | 62.4 | 0.01% | ||
| 3 | VTSAX | 0.0026% | 3,485 | 34.6% | 62.4 | 0.01% | ||
| 4 | VITSX | 0.0026% | 3,485 | 34.6% | 62.4 | 0.01% | ||
| 5 |
VTI
Vanguard Morningstar Total Stock Market ETF
|
0.0026% | 3,485 | 34.6% | 62.4 | 0.01% | ||
| 6 |
IWM
iShares Russell 2000 ETF
|
0.0705% | 1,965 | 3.3% | 9.3 | 0.02% | ||
| 7 |
VB
Vanguard Morningstar Small-Cap ETF
|
0.0240% | 1,298 | 5.0% | 22.8 | 0.01% | ||
| 8 | NAESX | 0.0240% | 1,302 | 4.3% | 23.6 | 0.01% | ||
| 9 | VSCIX | 0.0240% | 1,298 | 5.0% | 22.8 | 0.01% | ||
| 10 | VSMAX | 0.0240% | 1,298 | 5.0% | 22.8 | 0.01% | ||
| 11 | FSSNX | 0.0750% | 1,952 | 3.2% | 7.5 | 0.02% | ||
| 12 |
FESM
Fidelity Enhanced Small Cap ETF
|
0.3600% | 866 | 7.1% | 13.4 | 0.01% | ||
| 13 |
VBK
Vanguard Morningstar Small-Cap Growth ETF
|
0.0514% | 550 | 10.8% | 26.4 | 0.00% | ||
| 14 | VSGIX | 0.0514% | 550 | 10.8% | 26.4 | 0.00% | ||
| 15 | VSGAX | 0.0514% | 550 | 10.8% | 26.4 | 0.00% | ||
| 16 |
VXF
Vanguard Extended Market ETF
|
0.0233% | 3,322 | 9.5% | 3.8 | 0.01% | ||
| 17 | VEXAX | 0.0233% | 3,322 | 9.5% | 3.8 | 0.01% | ||
| 18 | VIEIX | 0.0233% | 3,322 | 9.5% | 3.8 | 0.01% | ||
| 19 | VEMPX | 0.0233% | 3,322 | 9.5% | 3.8 | 0.01% | ||
| 20 | NLO | 0.1472% | 1,077 | 14.6% | 14.9 | 0.01% | ||
| 21 |
IWO
iShares Russell 2000 Growth ETF
|
0.1437% | 1,114 | 6.4% | -1.2 | 0.01% | ||
| 22 | BDSKX | 0.2609% | 805 | 5.9% | 0.3 | 0.01% | ||
| 23 | BDSIX | 0.2609% | 783 | 9.1% | 10.8 | 0.01% | ||
| 24 | BDSAX | 0.2609% | 805 | 5.9% | 0.3 | 0.01% | ||
| 25 | BDSCX | 0.2609% | 805 | 5.9% | 0.3 | 0.01% | ||
| 26 |
DFAS
Dimensional - US Small Cap ETF
|
0.0345% | 2,090 | 2.6% | 15.2 | 0.01% | ||
| 27 |
VTWO
Vanguard Russell 2000 ETF
|
0.0646% | 1,992 | 3.3% | 8.8 | 0.01% | ||
| 28 |
SCHA
Schwab U.S. Small-Cap ETF
|
0.0485% | 1,743 | 2.8% | 15.7 | 0.02% | ||
| 29 | FSMAX | 0.0170% | 3,181 | 8.8% | 12.6 | 0.01% | ||
| 30 | FSKAX | 0.0030% | 3,600 | 34.8% | 51.6 | 0.01% | ||
| 31 | MDSKX | 0.0663% | 1,567 | 3.2% | -1.8 | 0.01% | ||
| 32 | MASKX | 0.0663% | 1,567 | 3.2% | -1.8 | 0.01% | ||
| 33 | VFAIX | 0.0228% | 410 | 44.5% | 17.3 | 0.02% | ||
| 34 |
VFH
Vanguard Financials ETF
|
0.0228% | 423 | 48.2% | 18.3 | 0.02% | ||
| 35 |
ITOT
iShares Core S&P Total U.S. Stock Market ETF
|
0.0030% | 2,420 | 33.8% | 62.4 | 0.01% | ||
| 36 |
DFMC
U.S. Micro Cap Portfolio ETF
|
0.0366% | 1,732 | 3.7% | 24.8 | 0.02% | ||
| 37 | FECGX | 0.1520% | 1,103 | 6.0% | 4.1 | 0.01% | ||
| 38 | FNCMX | 0.0070% | 2,781 | 57.5% | 72.7 | 0.27% | ||
| 39 |
VTWG
Vanguard Russell 2000 Growth ETF
|
0.1142% | 1,129 | 6.4% | -0.6 | 0.01% | ||
| 40 |
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
|
0.0687% | 1,481 | 4.1% | 16.4 | 0.01% | ||
| 41 | VEXPX | 0.0075% | 824 | 8.0% | 24.2 | 0.01% | ||
| 42 | VEXRX | 0.0075% | 826 | 8.1% | 25.0 | 0.01% | ||
| 43 |
FYC
First Trust Small Cap Growth AlphaDEX Fund
|
0.1300% | 262 | 7.8% | 8.9 | 0.00% | ||
| 44 | VTWAX | 0.0016% | 9,661 | 22.3% | 7515009019972.8 | 0.02% | ||
| 45 |
VT
Vanguard Total World Stock ETF
|
0.0016% | 9,661 | 22.3% | 7515009019972.8 | 0.02% | ||
| 46 | VTWIX | 0.0016% | 9,661 | 22.3% | 7515009019972.8 | 0.02% | ||
| 47 |
DUSG
U.S. Small Cap Growth Portfolio: ETF Class Shares
|
0.0694% | 573 | 7.2% | 17.2 | 0.01% | ||
| 48 | FZROX | 0.0030% | 2,631 | 33.4% | 51.3 | 0.01% | ||
| 49 |
SCHB
Schwab U.S. Broad Market ETF
|
0.0029% | 2,380 | 33.9% | 62.5 | 0.01% | ||
| 50 |
SMMD
iShares Russell 2500 ETF
|
0.0287% | 2,474 | 3.1% | 19.4 | 0.02% | ||
| 51 |
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
|
0.0426% | 897 | 5.1% | 20.0 | 0.01% | ||
| 52 |
KOMP
State Street SPDR S&P Kensho New Economies Composite ETF
|
0.0461% | 500 | 10.8% | 31.8 | 0.01% | ||
| 53 | VBAIX | 0.0017% | 3,170 | 21.6% | 62.4 | 0.01% | ||
| 54 | VBIAX | 0.0017% | 3,170 | 21.6% | 62.4 | 0.01% | ||
| 55 | VBINX | 0.0017% | 3,219 | 19.6% | 52.8 | 0.01% | ||
| 56 |
RSSL
Global X - Russell 2000 ETF
|
0.0700% | 1,967 | 3.3% | 7.7 | 0.02% | ||
| 57 | VITPX | 0.0026% | 3,015 | 34.6% | 62.4 | 0.01% | ||
| 58 | VITNX | 0.0026% | 3,134 | 32.0% | 52.7 | 0.01% | ||
| 59 | FZIPX | 0.0330% | 2,126 | 3.3% | 18.3 | 0.02% | ||
| 60 | HKJ | 0.0822% | 940 | 8.3% | 22.8 | 0.01% | ||
| 61 | NMV | 0.0035% | 2,552 | 34.3% | 54.6 | 0.01% | ||
| 62 |
JKK
iShares Morningstar Small-Cap Growth ETF
|
0.0706% | 914 | 7.1% | 10.1 | 0.01% | ||
| 63 |
FINX
Global X - FinTech ETF
|
0.4200% | 76 | 51.6% | 23.8 | 0.01% | ||
| 64 |
ISCG
iShares Morningstar Small-Cap Growth ETF
|
0.0683% | 912 | 7.3% | 9.5 | 0.01% | ||
| 65 |
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity ETF
|
0.0800% | 835 | 4.0% | 15.6 | 0.01% | ||
| 66 |
IWV
iShares Russell 3000 ETF
|
0.0027% | 2,579 | 33.7% | 62.4 | 0.01% | ||
| 67 |
ONEQ
Fidelity Nasdaq Composite Index ETF
|
0.0100% | 997 | 56.9% | 92.9 | 0.01% | ||
| 68 |
FNCL
Fidelity MSCI Financials Index ETF
|
0.0200% | 381 | 48.4% | 17.8 | 0.02% | ||
| 69 |
MOON
Direxion Moonshot Innovators ETF
|
2.2687% | 50 | 24.5% | -44.2 | —% | ||
| 70 |
ESGV
Vanguard ESG U.S. Stock ETF
|
0.0032% | 1,207 | 42.6% | 70.4 | 0.01% | ||
| 71 |
DFAC
Dimensional - US Core Equity 2 ETF
|
0.0004% | 2,537 | 26.7% | 27.5 | 0.01% | ||
| 72 | FLXSX | 0.0840% | 1,623 | 3.6% | 11.2 | 0.01% | ||
| 73 | BSMAX | 0.0265% | 1,910 | 4.1% | 12.6 | 0.01% | ||
| 74 |
ADDS
Hedgeye Index Adds ETF
|
4.9300% | 40 | 64.2% | 7.1 | 0.00% | ||
| 75 |
XITK
State Street SPDR FactSet Innovative Technology ETF
|
0.4735% | 94 | 20.5% | 60.1 | 0.00% | ||
| 76 |
AVSC
Avantis U.S. Small Cap Equity ETF
|
0.0100% | 1,515 | 3.3% | 24.0 | 0.01% | ||
| 77 |
DXUV
U.S. Vector Equity Portfolio ETF Class Shares
|
0.0034% | 2,258 | 23.9% | 22.8 | 0.01% | ||
| 78 |
VTHR
Vanguard Russell 3000 ETF
|
0.0027% | 2,980 | 34.7% | 63.1 | 0.01% | ||
| 79 |
EZM
WisdomTree U.S. MidCap Fund
|
0.0181% | 503 | 9.0% | 19.0 | 0.02% | ||
| 80 |
FAD
First Trust Multi Cap Growth AlphaDEX Fund
|
0.0300% | 674 | 4.9% | 51.6 | 0.01% | ||
| 81 |
TILT
Northern Trust Morningstar US Market Factor Tilt ETF
|
0.0068% | 1,894 | 26.0% | 49.9 | 0.01% | ||
| 82 |
RFLR
Innovator U.S. Small Cap Managed Floor ETF
|
0.1400% | 823 | 3.8% | 8.7 | 0.02% | ||
| 83 | BASMX | 0.0026% | 1,985 | 19.9% | 91.7 | 0.01% | ||
| 84 |
WSML
iShares MSCI World Small-Cap ETF
|
0.0187% | 3,661 | 2.5% | 20.4 | 0.02% | ||
| 85 | BDMIX | 0.0009% | 3,803 | 14.6% | -8368.4 | 3.97% | ||
| 86 |
ITWO
ProShares Russell 2000 High Income ETF
|
0.0650% | 1,961 | 3.1% | 9.2 | 0.02% | ||
| 87 | HKG | 0.0402% | 1,533 | 4.5% | 18.8 | 0.02% | ||
| 88 |
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
|
0.0379% | 1,100 | 11.2% | 17.1 | 0.02% | ||
| 89 |
URTY
LEV
ProShares - UltraPro Russell2000
|
0.0332% | 1,964 | 22.8% | 9.2 | 0.02% | ||
| 90 |
MSML
iShares MSCI USA Small-Cap ETF
|
0.0300% | 1,657 | 4.0% | 21.1 | 0.02% | ||
| 91 |
BKSE
BNY Mellon US Small Cap Core Equity ETF
|
0.0800% | 590 | 4.0% | 17.2 | 0.02% | ||
| 92 |
ACSG
American Century Small Cap Growth Insights ETF
|
0.1200% | 305 | 8.2% | 3.6 | 0.01% | ||
| 93 |
TECB
iShares U.S. Tech Breakthrough Multisector ETF
|
0.0125% | 170 | 41.9% | 365.4 | 0.01% | ||
| 94 |
UWM
LEV
ProShares - Ultra Russell2000
|
0.0280% | 1,963 | 39.1% | 9.2 | 0.02% | ||
| 95 |
SPGM
State Street SPDR Portfolio MSCI Global Stock Market ETF
|
0.0029% | 2,839 | 22.0% | 47.8 | 0.02% | ||
| 96 |
MSSM
Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF
|
0.0065% | 1,818 | 6.1% | 16.1 | 0.01% | ||
| 97 |
TMFX
Motley Fool Next Index ETF
|
0.1000% | 198 | 15.3% | 33.2 | 0.01% | ||
| 98 |
IWMW
iShares Russell 2000 BuyWrite ETF
|
0.0709% | 1,963 | 3.3% | 9.3 | 0.02% | ||
| 99 |
VFIN
Simplify Volt Fintech Disruption ETF
|
3.9400% | 27 | 74.0% | 45.8 | 0.00% | ||
| 100 |
SFYX
SoFi Next 500 ETF
|
0.1200% | 487 | 11.7% | 21.9 | 0.01% | ||
| 101 |
DCOR
U.S. Core Equity 1 Portfolio ETF Class Shares
|
0.0001% | 2,518 | 27.9% | 32.6 | 0.01% | ||
| 102 |
QSML
WisdomTree U.S. SmallCap Quality Growth Fund
|
0.2080% | 375 | 7.1% | -4.7 | 0.01% | ||
| 103 |
LATR
Corgi ETF Trust I - Corgi Buy Now Pay Later ETF
|
2.5200% | 21 | 63.2% | 29.1 | 0.01% | ||
| 104 |
FNTC
LEV
Direxion Daily Fintech Bull 2X Shares
|
0.8151% | 49 | 479783366.5% | 20.1 | 0.01% | ||
| 105 |
KBFR
Innovator U.S. Small Cap Managed 10 Buffer ETF
|
0.1200% | 819 | 3.1% | 6.8 | 0.02% | ||
| 106 |
STMB
iShares Trust - iShares Factors US Mid Blend Style ETF
|
0.1500% | 404 | 10.5% | 60.5 | 0.11% | ||
| 107 |
SCDS
JPMorgan Fundamental Data Science Small Core ETF
|
0.0900% | 271 | 9.2% | 1.8 | 0.01% | ||
| 108 |
STLC
iShares Trust - iShares Factors US Blend Style ETF
|
0.1500% | 121 | 3.0% | 12.5 | 0.07% | ||
| 109 |
FSEG
Fidelity Enhanced Small Cap Growth ETF
|
0.0900% | 479 | 8.7% | 10.7 | 0.00% | ||
| 110 |
HDG
ProShares - Hedge Replication ETF
|
0.0110% | 1,960 | 0.5% | 9.2 | 0.02% | ||
| 111 |
KYC
Corgi ETF Trust I - Corgi Digital Banking & Fintech Infrastructure ETF
|
0.6000% | 55 | 45.3% | 8.0 | 0.01% | ||
| 112 |
ITDF
iShares LifePath Target Date 2050 ETF
|
0.0020% | 7,948 | 19.6% | 47.8 | 0.02% | ||
| 113 |
ITDE
iShares LifePath Target Date 2045 ETF
|
0.0017% | 7,963 | 17.8% | 47.8 | 0.02% | ||
| 114 |
ITDD
iShares LifePath Target Date 2040 ETF
|
0.0013% | 7,963 | 15.8% | 47.9 | 0.02% | ||
| 115 |
ITDG
iShares LifePath Target Date 2055 ETF
|
0.0023% | 7,948 | 20.8% | 47.5 | 0.02% | ||
| 116 |
AVSU
Avantis Responsible U.S. Equity ETF
|
—% | 1,353 | 32.6% | 42.1 | 0.01% | ||
| 117 |
ITDH
iShares LifePath Target Date 2060 ETF
|
0.0023% | 7,948 | 21.1% | 47.4 | 0.02% | ||
| 118 |
ITDC
iShares LifePath Target Date 2035 ETF
|
0.0008% | 7,963 | 13.9% | 48.2 | 0.02% | ||
| 119 |
RB
ProShares Trust - ProShares Russell 2000 Dynamic Buffer ETF
|
0.0635% | 1,953 | 2.9% | 8.9 | 0.02% | ||
| 120 |
ITDI
iShares LifePath Target Date 2065 ETF
|
0.0023% | 7,948 | 21.1% | 47.4 | 0.02% | ||
| 121 |
ITDJ
iShares LifePath Target Date 2070 ETF
|
0.0023% | 7,948 | 21.1% | 47.4 | 0.02% | ||
| 122 |
ITDB
iShares LifePath Target Date 2030 ETF
|
0.0003% | 7,963 | 11.3% | 48.8 | 0.02% | ||
| 123 |
EBI
Longview Advantage ETF
|
—% | 1,731 | 27.1% | 21.1 | 0.01% | ||
| 124 |
IRTR
iShares LifePath Retirement ETF
|
0.0003% | 7,963 | 8.6% | 48.8 | 0.02% | ||
| 125 |
JKJ
iShares Morningstar Small-Cap ETF
|
0.0300% | 1,661 | 4.2% | 20.8 | 0.01% | ||
| 126 |
ISCB
iShares Morningstar Small-Cap ETF
|
0.0300% | 1,560 | 3.5% | 14.8 | 0.01% | ||
| 127 |
MKTN
Federated Hermes MDT Market Neutral ETF
|
-0.3833% | 399 | 23.2% | 1103.8 | -0.01% | ||
| 128 |
IALT
iShares Systematic Alternatives Active ETF
|
-0.0097% | 1,773 | 8.4% | 9.9 | 0.03% |
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