Position in UPST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$425
+$297 QoQ
Shares Held
12
+140.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#339
of 364 holders
Holding Since
Mar 2022
18 quarters on record
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026HANTZ FINANCIAL SERVICES, INC. holds $41,873,499 across 20 Credit Services names. UPST ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
108,877 | $37,354,609 | |
| 2 | BFH |
Bread Financial Holdings, Inc.
|
12,844 | $1,391,647 | |
| 3 | AXP |
American Express Co
|
2,741 | $927,143 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
14,718 | $635,523 | |
| 5 | ALLY |
Ally Financial Inc.
|
11,590 | $532,560 | |
| 6 | SLM |
SLM Corp
|
13,385 | $347,206 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
1,215 | $262,828 | |
| 8 | SYF |
Synchrony Financial
|
2,114 | $160,769 |
All Filings in UPST
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425 | 12 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $128 | 5 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $262 | 6 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $304 | 6 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $388 | 6 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $276 | 6 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $369 | 6 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $240 | 6 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $967 | 41 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $6,668 | 248 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $9,316 | 228 | Shares | Sole | 2024-08-06 | |
| 2023-09-30 | $6,507 | 228 | Shares | Sole | 2024-08-06 | |
| 2023-06-30 | $6,732 | 188 | Shares | Sole | 2024-08-06 | |
| 2023-03-31 | $3 | 160 | Shares | Sole | 2024-08-06 | |
| 2022-12-31 | $2,115 | 160 | Shares | Sole | 2024-08-06 | |
| 2022-09-30 | $3 | 161 | Shares | Sole | 2024-08-06 | |
| 2022-06-30 | $5,090 | 161 | Shares | Sole | 2024-08-06 | |
| 2022-03-31 | $17,563 | 161 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||