Position in UPST
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$708
+$375 QoQ
Shares Held
20
+53.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#329
of 364 holders
Holding Since
Dec 2025
3 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, 2026IMA Advisory Services, Inc. holds $14,447,093 across 12 Credit Services names. UPST ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
16,111 | $5,527,522 | |
| 2 | OMF |
OneMain Holdings, Inc.
|
49,079 | $2,992,346 | |
| 3 | COF |
Capital One Financial Corp
|
12,366 | $2,480,866 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
113,211 | $2,029,873 | |
| 5 | MA |
Mastercard Inc
|
2,160 | $1,109,376 | |
| 6 | AXP |
American Express Co
|
849 | $287,174 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
27 | $5,840 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
113 | $4,879 |
All Filings in UPST
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $708 | 20 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $333 | 13 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $699 | 16 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||