Position in UPST
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$278,868
+$60,526 QoQ
Shares Held
7,871
+57.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#201
of 364 holders
Holding Since
Dec 2024
6 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, 2026Merit Financial Group, LLC holds $89,279,549 across 22 Credit Services names. UPST ranks #18 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
96,047 | $32,952,758 | |
| 2 | MA |
Mastercard Inc
|
33,960 | $17,441,851 | |
| 3 | AXP |
American Express Co
|
47,284 | $15,993,808 | |
| 4 | COF |
Capital One Financial Corp
|
36,135 | $7,249,398 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
114,587 | $4,947,862 | |
| 6 | SYF |
Synchrony Financial
|
34,429 | $2,618,322 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
22,029 | $1,343,103 | |
| 8 | ALLY |
Ally Financial Inc.
|
25,432 | $1,168,597 |
All Filings in UPST
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,868 | 7,871 | Shares | Other | 2026-07-20 | |
| 2025-12-31 | $218,342 | 4,993 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $225,855 | 4,446 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $281,940 | 4,359 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $242,255 | 5,263 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $270,661 | 4,396 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||