Position in UPST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,229,490
+$14,089,075 QoQ
Shares Held
458,072
+448.9% QoQ
Ownership
0.471%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#28
of 364 holders
Holding Since
Dec 2021
12 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, 2026HRT FINANCIAL LP holds $288,080,854 across 24 Credit Services names. UPST ranks #4 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
326,822 | $112,129,359 | |
| 2 | SOFI |
SoFi Technologies, Inc.
|
3,209,701 | $57,549,938 | |
| 3 | KLAR |
Klarna Group plc
|
2,353,086 | $47,626,460 | |
| 4 | UPST |
Upstart Holdings, Inc.
This page
|
458,072 | $16,229,490 | |
| 5 | ALLY |
Ally Financial Inc.
|
348,175 | $15,998,641 | |
| 6 | SYF |
Synchrony Financial
|
101,574 | $7,724,702 | |
| 7 | WRLD |
World Acceptance Corp
|
27,516 | $6,158,906 | |
| 8 | EZPW |
Ezcorp Inc
|
156,385 | $5,406,229 |
All Filings in UPST
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,229,490 | 458,072 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,140,415 | 83,447 | Shares | Defined | 2026-05-14 | |
| 2025-09-30 | $5,120,487 | 100,797 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,730,583 | 88,599 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,196,735 | 47,724 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $3,028,276 | 75,688 | Shares | Defined | 2024-11-12 | |
| 2024-03-31 | $300,872 | 11,189 | Shares | Defined | 2024-05-13 | |
| 2023-03-31 | $2,439,766 | 153,541 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $916,886 | 69,356 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $359,604 | 17,297 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $3,478,989 | 31,891 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,230,860 | 21,354 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||