Position in UPST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,489,477
-$608,693 QoQ
Shares Held
42,040
-48.6% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#100
of 364 holders
Holding Since
Sep 2021
12 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, 2026ALGERT GLOBAL LLC holds $69,984,817 across 14 Credit Services names. UPST ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALLY |
Ally Financial Inc.
|
679,282 | $31,213,007 | |
| 2 | OMF |
OneMain Holdings, Inc.
|
155,915 | $9,506,137 | |
| 3 | COF |
Capital One Financial Corp
|
31,046 | $6,228,448 | |
| 4 | SLM |
SLM Corp
|
228,100 | $5,916,914 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
100,664 | $4,346,671 | |
| 6 | ENVA |
Enova International, Inc.
|
14,825 | $3,568,822 | |
| 7 | V |
Visa Inc.
|
8,593 | $2,948,172 | |
| 8 | UPST |
Upstart Holdings, Inc.
This page
|
42,040 | $1,489,477 |
All Filings in UPST
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,489,477 | 42,040 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,098,170 | 81,800 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $865,285 | 19,787 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,539,087 | 30,297 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,731,324 | 57,689 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,632,179 | 57,184 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,115,811 | 50,606 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $760,590 | 19,010 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $255,149 | 10,816 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $985,543 | 24,120 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $611,612 | 21,430 | Shares | Sole | 2023-11-13 | |
| 2021-09-30 | $586,996 | 1,855 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||