Manchester Capital Management LLC
Position in UPST — Upstart Holdings, Inc.
CIK 1393389
MANCHESTER, VT
Position in UPST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,234,640
+$1,082,083 QoQ
Shares Held
63,072
+40.4% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#87
of 364 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Manchester Capital Management LLC holds $8,392,580 across 15 Credit Services names. UPST ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
7,435 | $2,550,874 | |
| 2 | UPST |
Upstart Holdings, Inc.
This page
|
63,072 | $2,234,640 | |
| 3 | MA |
Mastercard Inc
|
3,282 | $1,685,635 | |
| 4 | AXP |
American Express Co
|
4,406 | $1,490,329 | |
| 5 | COF |
Capital One Financial Corp
|
1,124 | $225,496 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
5,628 | $100,910 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
704 | $30,398 | |
| 8 | SYF |
Synchrony Financial
|
355 | $26,997 |
All Filings in UPST
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,234,640 | 63,072 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,152,557 | 44,934 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,885,768 | 43,123 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,190,648 | 43,123 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,789,195 | 43,123 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,997,333 | 43,392 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,671,645 | 43,392 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,748,076 | 43,691 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,030,670 | 43,691 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,003,669 | 37,325 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,446,157 | 35,393 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,010,116 | 35,393 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,267,423 | 35,393 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $562,394 | 35,393 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $177,835 | 13,452 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $118,399 | 5,695 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $170,336 | 5,387 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $152,616 | 1,399 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $141,768 | 937 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $31,644 | 100 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||