Position in UPST
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,342,690
+$398,694 QoQ
Shares Held
37,897
+3.0% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#106
of 364 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $378,618,329 across 29 Credit Services names. UPST ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
381,864 | $131,013,719 | |
| 2 | MA |
Mastercard Inc
|
145,492 | $74,724,691 | |
| 3 | AXP |
American Express Co
|
176,701 | $59,769,113 | |
| 4 | SYF |
Synchrony Financial
|
518,143 | $39,404,775 | |
| 5 | COF |
Capital One Financial Corp
|
161,861 | $32,472,553 | |
| 6 | ALLY |
Ally Financial Inc.
|
153,631 | $7,059,344 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
112,687 | $6,870,526 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
113,928 | $4,919,411 |
All Filings in UPST
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,342,690 | 37,897 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $943,996 | 36,803 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,975,152 | 45,167 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,623,669 | 31,962 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,555,877 | 24,055 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,181,175 | 25,661 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,502,246 | 24,399 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,095,793 | 27,388 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $638,085 | 27,049 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $663,618 | 24,679 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,064,239 | 26,046 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $248,925 | 8,722 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $266,927 | 7,454 | Shares | Sole | 2023-08-14 | |
| 2022-06-30 | $335,677 | 10,616 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,519,078 | 13,925 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,152,999 | 14,230 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $5,432,958 | 17,169 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,268,359 | 10,155 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||