Position in UPST
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,018,234
+$2,430,893 QoQ
Shares Held
141,638
+40.4% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#47
of 364 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Derivatives in UPST
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$318,870
PutShares
9,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $2,245,849,544 across 30 Credit Services names. UPST ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,996,401 | $1,028,035,219 | |
| 2 | MA |
Mastercard Inc
|
1,068,427 | $548,744,107 | |
| 3 | AXP |
American Express Co
|
947,552 | $320,509,464 | |
| 4 | COF |
Capital One Financial Corp
|
611,273 | $122,633,589 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
2,992,786 | $53,660,652 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
608,608 | $26,279,693 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
98,996 | $21,414,814 | |
| 8 | CACC |
Credit Acceptance Corp
|
28,029 | $17,847,185 |
All Filings in UPST
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,018,234 | 141,638 | Shares | Sole | 2026-08-07 | |
| 2026-06-30 | $318,870 | 9,000 | Put | Sole | 2026-08-07 | |
| 2026-03-31 | $2,587,341 | 100,871 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $205,200 | 8,000 | Put | Sole | 2026-05-06 | |
| 2025-12-31 | $349,840 | 8,000 | Put | Sole | 2026-02-11 | |
| 2025-12-31 | $4,665,160 | 106,681 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,667,044 | 111,556 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $406,400 | 8,000 | Put | Sole | 2025-11-12 | |
| 2025-06-30 | $4,849,512 | 74,977 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,309,788 | 93,630 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,154,578 | 83,719 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,416,403 | 60,395 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,522,805 | 64,553 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,748,118 | 65,010 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,398,073 | 58,690 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,602,463 | 56,148 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,824,734 | 50,956 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $789,860 | 49,708 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $704,771 | 53,311 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,435,403 | 69,043 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,957,608 | 93,536 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $11,064,998 | 101,430 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,061,566 | 53,282 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,982,000 | 37,865 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,854,765 | 14,850 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $487,863 | 3,786 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||