Position in UPST
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,491
+$1,516 QoQ
Shares Held
155
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#298
of 364 holders
Holding Since
Dec 2021
19 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, 2026AdvisorNet Financial, Inc holds $8,971,443 across 15 Credit Services names. UPST ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
15,537 | $3,117,032 | |
| 2 | MA |
Mastercard Inc
|
5,005 | $2,570,568 | |
| 3 | V |
Visa Inc.
|
7,196 | $2,468,875 | |
| 4 | AXP |
American Express Co
|
640 | $216,480 | |
| 5 | AGM |
Federal Agricultural Mortgage Corp
|
980 | $195,284 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
3,705 | $159,981 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
8,819 | $158,124 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
1,162 | $70,847 |
All Filings in UPST
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,491 | 155 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,975 | 155 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $6,559 | 150 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $261,620 | 5,150 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $333,102 | 5,150 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $237,054 | 5,150 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $318,009 | 5,165 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $206,651 | 5,165 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $121,842 | 5,165 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $138,886 | 5,165 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $211,041 | 5,165 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $118,869 | 4,165 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $113,338 | 3,165 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $50,641 | 3,187 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $42,132 | 3,187 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $75,717 | 3,642 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $86,860 | 2,747 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $116,399 | 1,067 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $2,269 | 15 | Shares | Sole | 2022-01-19 | |
| No filing history on record for this holder in this stock. | ||||||