OPPENHEIMER ASSET MANAGEMENT INC.
Position in UPST — Upstart Holdings, Inc.
CIK 1269119
NEW YORK, NY
Position in UPST
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$280,924
+$46,920 QoQ
Shares Held
7,929
-13.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#200
of 364 holders
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $195,801,682 across 9 Credit Services names. UPST ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
273,382 | $93,794,621 | |
| 2 | MA |
Mastercard Inc
|
109,201 | $56,085,628 | |
| 3 | COF |
Capital One Financial Corp
|
122,701 | $24,616,270 | |
| 4 | FCFS |
FirstCash Holdings, Inc.
|
34,505 | $7,464,121 | |
| 5 | ALLY |
Ally Financial Inc.
|
116,244 | $5,341,411 | |
| 6 | AXP |
American Express Co
|
15,377 | $5,201,266 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
27,709 | $2,259,668 | |
| 8 | EZPW |
Ezcorp Inc
|
21,920 | $757,773 |
All Filings in UPST
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,924 | 7,929 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $234,004 | 9,123 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $383,293 | 8,765 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $564,489 | 11,112 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $692,140 | 10,701 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $1,120,922 | 24,352 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $1,479,527 | 24,030 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $826,246 | 20,651 | Shares | Other | 2024-11-05 | |
| 2023-12-31 | $202,583 | 4,958 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $221,099 | 7,747 | Shares | Other | 2023-11-08 | |
| 2022-03-31 | $328,360 | 3,010 | Shares | Other | 2022-05-12 | |
| 2021-09-30 | $450,610 | 1,424 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $2,500,373 | 20,019 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $2,609,543 | 20,251 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $757,338 | 18,585 | Shares | Other | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||