Plante Moran Financial Advisors, LLC
Position in UPST — Upstart Holdings, Inc.
CIK 1424717
SOUTHFIELD, MI
Position in UPST
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,613
-$519 QoQ
Shares Held
356
-30.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#277
of 364 holders
Holding Since
Dec 2021
14 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, 2026Plante Moran Financial Advisors, LLC holds $976,047 across 19 Credit Services names. UPST ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
829 | $284,421 | |
| 2 | AXP |
American Express Co
|
831 | $281,085 | |
| 3 | MA |
Mastercard Inc
|
531 | $272,721 | |
| 4 | COF |
Capital One Financial Corp
|
456 | $91,482 | |
| 5 | ALLY |
Ally Financial Inc.
|
502 | $23,066 | |
| 6 | UPST |
Upstart Holdings, Inc.
This page
|
356 | $12,613 | |
| 7 | SYF |
Synchrony Financial
|
46 | $3,498 | |
| 8 | ENVA |
Enova International, Inc.
|
6 | $1,444 |
All Filings in UPST
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,613 | 356 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $13,132 | 512 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $19,066 | 436 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $762 | 15 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $970 | 15 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $40,000 | 869 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $53,504 | 869 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $34,768 | 869 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $16,772 | 711 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,638 | 470 | Shares | Sole | 2024-05-09 | |
| 2023-03-31 | $6,530 | 411 | Shares | Sole | 2023-05-08 | |
| 2022-06-30 | $19,256 | 609 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $192,652 | 1,766 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $30,260 | 200 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||