Position in UPST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$110,647
+$103,027 QoQ
Shares Held
3,123
+1982.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#242
of 364 holders
Holding Since
Mar 2023
4 quarters on record
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $19,903,047 across 15 Credit Services names. UPST ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
26,229 | $8,998,907 | |
| 2 | MA |
Mastercard Inc
|
9,454 | $4,855,574 | |
| 3 | AXP |
American Express Co
|
6,721 | $2,273,378 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
86,190 | $1,545,386 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
29,605 | $1,278,343 | |
| 6 | COF |
Capital One Financial Corp
|
3,159 | $633,758 | |
| 7 | SYF |
Synchrony Financial
|
2,124 | $161,530 | |
| 8 | UPST |
Upstart Holdings, Inc.
This page
|
3,123 | $110,647 |
All Filings in UPST
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,647 | 3,123 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $7,620 | 150 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $34,409 | 532 | Shares | Sole | 2025-07-21 | |
| 2023-03-31 | $18,225 | 1,147 | Shares | Sole | 2023-04-28 | |
| No filing history on record for this holder in this stock. | ||||||