Position in UPST
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$212
-$7,353 QoQ
Shares Held
6
-88.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#347
of 364 holders
Holding Since
Dec 2021
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MCDONALD PARTNERS LLC holds $479,730 across 6 Credit Services names. UPST ranks #6 (0.0% of the industry book) .
All Filings in UPST
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212 | 6 | Shares | Sole | 2026-07-28 | |
| 2021-12-31 | $7,565 | 50 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||