KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Position in UPST — Upstart Holdings, Inc.
CIK 1021223
LOS ANGELES, CA
Position in UPST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,629
+$2,934 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#282
of 364 holders
Holding Since
Sep 2024
8 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, 2026KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC holds $123,932,353 across 8 Credit Services names. UPST ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
299,747 | $102,840,197 | |
| 2 | MA |
Mastercard Inc
|
24,817 | $12,746,011 | |
| 3 | AXP |
American Express Co
|
19,268 | $6,517,401 | |
| 4 | COF |
Capital One Financial Corp
|
6,377 | $1,279,353 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
6,514 | $531,216 | |
| 6 | UPST |
Upstart Holdings, Inc.
This page
|
300 | $10,629 | |
| 7 | ALLY |
Ally Financial Inc.
|
151 | $6,938 | |
| 8 | SYF |
Synchrony Financial
|
8 | $608 |
All Filings in UPST
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,629 | 300 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,695 | 300 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $13,119 | 300 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,240 | 300 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $19,404 | 300 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $13,809 | 300 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $18,471 | 300 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $12,003 | 300 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||