Position in UPST
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$30,788
-$6,558 QoQ
Shares Held
869
-40.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#265
of 364 holders
Holding Since
Sep 2021
20 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, 2026SIGNATUREFD, LLC holds $40,453,830 across 33 Credit Services names. UPST ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
44,161 | $15,151,197 | |
| 2 | MA |
Mastercard Inc
|
22,999 | $11,812,286 | |
| 3 | AXP |
American Express Co
|
17,093 | $5,781,707 | |
| 4 | COF |
Capital One Financial Corp
|
19,295 | $3,870,962 | |
| 5 | SYF |
Synchrony Financial
|
9,590 | $729,319 | |
| 6 | ALLY |
Ally Financial Inc.
|
13,503 | $620,462 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
7,317 | $596,701 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
9,417 | $574,154 |
All Filings in UPST
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,788 | 869 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $37,346 | 1,456 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $53,481 | 1,223 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $40,386 | 795 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $57,823 | 894 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $44,833 | 974 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $55,905 | 908 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $35,728 | 893 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $20,759 | 880 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $24,120 | 897 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $44,986 | 1,101 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $50,658 | 1,775 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $65,353 | 1,825 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $27,140 | 1,708 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $15,229 | 1,152 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $18,295 | 880 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $22,228 | 703 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $42,763 | 392 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $15,735 | 104 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $49,997 | 158 | Shares | Sole | 2021-10-28 | |
| No filing history on record for this holder in this stock. | ||||||