Position in UPST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$637,740
+$176,040 QoQ
Shares Held
18,000
0.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#156
of 364 holders
Holding Since
Dec 2023
11 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, 2026SHELTON CAPITAL MANAGEMENT holds $74,466,416 across 9 Credit Services names. UPST ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
39,520 | $20,297,472 | |
| 2 | SYF |
Synchrony Financial
|
212,354 | $16,149,521 | |
| 3 | AXP |
American Express Co
|
40,373 | $13,656,167 | |
| 4 | V |
Visa Inc.
|
31,492 | $10,804,590 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
220,473 | $9,520,024 | |
| 6 | COF |
Capital One Financial Corp
|
13,448 | $2,697,937 | |
| 7 | UPST |
Upstart Holdings, Inc.
This page
|
18,000 | $637,740 | |
| 8 | ALLY |
Ally Financial Inc.
|
9,089 | $417,639 |
All Filings in UPST
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $637,740 | 18,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $461,700 | 18,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $787,140 | 18,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $914,400 | 18,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,164,240 | 18,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $828,540 | 18,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,108,260 | 18,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $800,200 | 20,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $471,800 | 20,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $537,800 | 20,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $825,372 | 20,200 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||