SG Americas Securities, LLC
Broker-DealerPosition in UPST — Upstart Holdings, Inc.
CIK 1313360
NEW YORK, NY
Position in UPST
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$203,403
-$4,506,886 QoQ
Shares Held
5,741
-96.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#228
of 364 holders
Holding Since
Mar 2021
21 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, 2026SG Americas Securities, LLC holds $1,360,494,481 across 28 Credit Services names. UPST ranks #23 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,751,830 | $601,035,354 | |
| 2 | AXP |
American Express Co
|
962,989 | $325,731,029 | |
| 3 | PYPL |
PayPal Holdings, Inc.
|
3,122,009 | $134,808,348 | |
| 4 | COF |
Capital One Financial Corp
|
586,736 | $117,710,976 | |
| 5 | MA |
Mastercard Inc
|
188,257 | $96,688,795 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
274,076 | $22,350,897 | |
| 7 | SYF |
Synchrony Financial
|
227,510 | $17,302,135 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
615,380 | $11,033,763 |
All Filings in UPST
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,403 | 5,741 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,710,289 | 183,637 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $47,484,264 | 1,085,851 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $10,537,037 | 207,422 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,417,984 | 83,766 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,638,852 | 35,604 | Shares | Sole | 2025-04-15 | |
| 2024-09-30 | $165,401 | 4,134 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $3,496,368 | 148,214 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $735,253 | 27,343 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,380,822 | 33,794 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $753,170 | 26,390 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $248,700 | 6,945 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $16,035,123 | 1,009,133 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $13,664,284 | 1,033,607 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $14,821,627 | 712,921 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,612,173 | 114,237 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,249,516 | 11,454 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,186,797 | 7,844 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $3,048,266 | 9,633 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $313,748 | 2,512 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,004,850 | 7,798 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||