HOLLENCREST CAPITAL MANAGEMENT
Position in UPST — Upstart Holdings, Inc.
CIK 1161722
NEWPORT BEACH, CA
Position in UPST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$70,860
+$19,560 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#254
of 364 holders
Holding Since
Dec 2022
7 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, 2026HOLLENCREST CAPITAL MANAGEMENT holds $2,913,173 across 11 Credit Services names. UPST ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
7,363 | $2,526,171 | |
| 2 | AXP |
American Express Co
|
359 | $121,431 | |
| 3 | AFRM |
Affirm Holdings, Inc.
|
1,186 | $96,718 | |
| 4 | UPST |
Upstart Holdings, Inc.
This page
|
2,000 | $70,860 | |
| 5 | MA |
Mastercard Inc
|
113 | $58,036 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
1,100 | $19,723 | |
| 7 | ALLY |
Ally Financial Inc.
|
150 | $6,892 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
138 | $5,958 |
All Filings in UPST
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,860 | 2,000 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $51,300 | 2,000 | Shares | Sole | 2026-05-07 | |
| 2024-09-30 | $40,010 | 1,000 | Shares | Sole | 2024-11-01 | |
| 2023-12-31 | $61,290 | 1,500 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $1,253 | 35 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $556 | 35 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $462 | 35 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||