Position in UPST
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$903,890
-$65,680 QoQ
Shares Held
25,512
-32.5% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#137
of 364 holders
Holding Since
Sep 2021
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Altshuler Shaham Ltd holds $1,088,694 across 8 Credit Services names. UPST ranks #1 (83.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPST |
Upstart Holdings, Inc.
This page
|
25,512 | $903,890 | |
| 2 | CACC |
Credit Acceptance Corp
|
57 | $36,294 | |
| 3 | OMF |
OneMain Holdings, Inc.
|
592 | $36,094 | |
| 4 | WU |
Western Union CO
|
4,600 | $35,420 | |
| 5 | SYF |
Synchrony Financial
|
453 | $34,450 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
775 | $33,464 | |
| 7 | MA |
Mastercard Inc
|
9 | $4,622 | |
| 8 | V |
Visa Inc.
|
13 | $4,460 |
All Filings in UPST
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $903,890 | 25,512 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $969,570 | 37,800 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $1,180,710 | 27,000 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $490,220 | 9,650 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $840,840 | 13,000 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $987,002 | 975,000 | Principal | Defined | 2025-08-14 | |
| 2025-03-31 | $483,315 | 10,500 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $696,174 | 17,400 | Shares | Defined | 2024-11-14 | |
| 2021-12-31 | $1,516,479 | 10,023 | Shares | Defined | 2022-02-15 | |
| 2021-09-30 | $47,782 | 151 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||