SEI INVESTMENTS CO

Position in UPST — Upstart Holdings, Inc.

CIK 350894 OAKS, PA

Position in UPST

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$346,044

+$2,079 QoQ

Shares Held

9,767

-27.2% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#184

of 364 holders

Holding Since

Jun 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SEI INVESTMENTS CO holds $2,062,133,630 across 34 Credit Services names. UPST ranks #28 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	1,908,127	$654,659,291
2	MA	Mastercard Inc	969,206	$497,784,200
3	COF	Capital One Financial Corp	1,185,218	$237,778,434
4	FCFS	FirstCash Holdings, Inc.	830,066	$179,559,875
5	AFRM	Affirm Holdings, Inc.	1,705,507	$139,084,095
6	AXP	American Express Co	261,572	$88,476,728
7	ALLY	Ally Financial Inc.	1,639,457	$75,333,048
8	SYF	Synchrony Financial	930,085	$70,732,963

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$346,044	9,767	-27.2%	Shares	Sole	2026-08-14
2026-03-31	$343,965	13,410	+4.1%	Shares	Sole	2026-05-13
2025-12-31	$563,548	12,887	-75.1%	Shares	Sole	2026-02-13
2025-09-30	$2,627,069	51,714	-34.2%	Shares	Defined	2025-11-13
2025-06-30	$5,087,016	78,649	+202.3%	Shares	Defined	2025-08-14
2025-03-31	$1,197,377	26,013	+19.9%	Shares	Defined	2025-05-14
2024-12-31	$1,335,698	21,694	+123.4%	Shares	Defined	2025-02-11
2024-09-30	$388,576	9,712	-75.3%	Shares	Sole	2024-11-12
2022-03-31	$4,289,091	39,317	+38.1%	Shares	Sole	2022-05-13
2021-12-31	$4,306,148	28,461	-58.3%	Shares	Sole	2022-02-14
2021-09-30	$21,595,447	68,245	+573.3%	Shares	Sole	2021-11-12
2021-06-30	$1,265,986	10,136	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.