Position in UPST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,664,147
+$717,689 QoQ
Shares Held
46,970
+27.3% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#96
of 364 holders
Holding Since
Dec 2022
15 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, 2026Mariner, LLC holds $869,864,648 across 22 Credit Services names. UPST ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,055,840 | $362,248,144 | |
| 2 | MA |
Mastercard Inc
|
631,340 | $324,256,223 | |
| 3 | AXP |
American Express Co
|
190,181 | $64,328,722 | |
| 4 | COF |
Capital One Financial Corp
|
305,715 | $61,332,543 | |
| 5 | OMF |
OneMain Holdings, Inc.
|
262,343 | $15,995,052 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
245,097 | $10,583,288 | |
| 7 | ALLY |
Ally Financial Inc.
|
184,325 | $8,469,733 | |
| 8 | SYF |
Synchrony Financial
|
90,009 | $6,845,183 |
All Filings in UPST
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,664,147 | 46,970 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $946,458 | 36,899 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,093,861 | 25,014 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,387,348 | 27,310 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $2,676,781 | 41,385 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,408,931 | 30,609 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,381,629 | 22,440 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $897,024 | 22,420 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $639,123 | 27,093 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $1,145,540 | 42,601 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,699,571 | 41,595 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,081,951 | 37,910 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $890,881 | 24,878 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $268,127 | 16,874 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $205,808 | 15,568 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||