Position in UPST
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$658,112
-$1,448,449 QoQ
Shares Held
18,575
-61.4% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#155
of 364 holders
Holding Since
Mar 2021
9 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, 2026SIMPLEX TRADING, LLC holds $34,796,498 across 22 Credit Services names. UPST ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
|
1,181,860 | $21,190,749 | |
| 2 | PYPL |
PayPal Holdings, Inc.
|
136,916 | $5,912,032 | |
| 3 | SEZL |
Sezzle Inc.
|
12,635 | $2,168,545 | |
| 4 | SYF |
Synchrony Financial
|
17,609 | $1,339,164 | |
| 5 | KLAR |
Klarna Group plc
|
51,035 | $1,032,948 | |
| 6 | SLM |
SLM Corp
|
37,151 | $963,696 | |
| 7 | UPST |
Upstart Holdings, Inc.
This page
|
18,575 | $658,112 | |
| 8 | EZPW |
Ezcorp Inc
|
14,997 | $518,446 |
All Filings in UPST
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $658,112 | 18,575 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $2,106,561 | 48,172 | Shares | Sole | 2026-02-11 | |
| 2024-09-30 | $10,597,968 | 264,883 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,267,467 | 53,729 | Shares | Sole | 2024-07-25 | |
| 2022-03-31 | $2,911,612 | 26,690 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $13,140,556 | 86,851 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $25,619,615 | 80,962 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $10,517,953 | 84,211 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $890,809 | 6,913 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||