INTECH INVESTMENT MANAGEMENT LLC
Position in UPST — Upstart Holdings, Inc.
CIK 1086318
WEST PALM BEACH, FL
Position in UPST
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$691,522
+$75,563 QoQ
Shares Held
19,518
-18.7% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#150
of 364 holders
Holding Since
Sep 2024
8 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, 2026INTECH INVESTMENT MANAGEMENT LLC holds $176,152,092 across 25 Credit Services names. UPST ranks #18 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
162,198 | $54,863,473 | |
| 2 | MA |
Mastercard Inc
|
57,452 | $29,507,347 | |
| 3 | V |
Visa Inc.
|
56,651 | $19,436,390 | |
| 4 | COF |
Capital One Financial Corp
|
67,405 | $13,522,790 | |
| 5 | SYF |
Synchrony Financial
|
158,345 | $12,042,136 | |
| 6 | BFH |
Bread Financial Holdings, Inc.
|
76,730 | $8,313,695 | |
| 7 | ALLY |
Ally Financial Inc.
|
136,587 | $6,276,172 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
25,217 | $5,454,941 |
All Filings in UPST
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $691,522 | 19,518 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $615,959 | 24,014 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,823,497 | 41,699 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,376,728 | 46,786 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,839,710 | 43,904 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,412,388 | 74,134 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $2,671,830 | 43,395 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $938,954 | 23,468 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||