SCS Capital Management LLC

Position in UPST — Upstart Holdings, Inc.

CIK 1303159 BOSTON, MA

Position in UPST

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,240,050

+$338,709 QoQ

Shares Held

35,000

-0.4% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#114

of 364 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SCS Capital Management LLC holds $16,368,083 across 5 Credit Services names. UPST ranks #5 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COF	Capital One Financial Corp	33,883	$6,797,607
2	V	Visa Inc.	9,826	$3,371,202
3	AXP	American Express Co	9,429	$3,189,359
4	MA	Mastercard Inc	3,446	$1,769,865
5	UPST	Upstart Holdings, Inc. This page	35,000	$1,240,050

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,240,050	35,000	-0.4%	Shares	Sole	2026-08-06
2026-03-31	$901,341	35,140	0.0%	Shares	Sole	2026-05-11
2025-12-31	$1,536,672	35,140	0.0%	Shares	Sole	2026-02-10
2025-09-30	$1,785,112	35,140	-12.2%	Shares	Sole	2025-11-13
2025-06-30	$2,587,200	40,000	0.0%	Shares	Sole	2025-08-13
2025-03-31	$1,841,200	40,000	—	Shares	Sole	2025-05-19
No filing history on record for this holder in this stock.