Ameritas Investment Partners, Inc.
Position in UPST — Upstart Holdings, Inc.
CIK 1055980
LINCOLN, NE
Position in UPST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$275,184
+$94,685 QoQ
Shares Held
7,767
+10.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#202
of 364 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Ameritas Investment Partners, Inc. holds $28,044,222 across 30 Credit Services names. UPST ranks #11 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
30,177 | $10,353,426 | |
| 2 | MA |
Mastercard Inc
|
7,232 | $3,714,354 | |
| 3 | PYPL |
PayPal Holdings, Inc.
|
70,495 | $3,043,973 | |
| 4 | ALLY |
Ally Financial Inc.
|
51,335 | $2,358,843 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
10,859 | $2,349,018 | |
| 6 | AXP |
American Express Co
|
4,565 | $1,544,111 | |
| 7 | COF |
Capital One Financial Corp
|
5,438 | $1,090,971 | |
| 8 | SLM |
SLM Corp
|
34,708 | $900,325 |
All Filings in UPST
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,184 | 7,767 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $180,499 | 7,037 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $307,728 | 7,037 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $357,479 | 7,037 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $556,248 | 8,600 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $368,240 | 8,000 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $505,797 | 8,215 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $303,355 | 7,582 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $178,859 | 7,582 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $203,879 | 7,582 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $309,800 | 7,582 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $204,460 | 7,164 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $213,248 | 5,955 | Shares | Other | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||