Position in UPST
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,156,116
-$1,564,989 QoQ
Shares Held
32,631
-69.2% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#119
of 367 holders
Holding Since
Jun 2021
18 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, 2026Quantbot Technologies LP holds $41,680,243 across 24 Credit Services names. UPST ranks #9 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYF |
Synchrony Financial
|
90,983 | $6,919,257 | |
| 2 | ALLY |
Ally Financial Inc.
|
150,464 | $6,913,820 | |
| 3 | COF |
Capital One Financial Corp
|
22,940 | $4,602,222 | |
| 4 | MA |
Mastercard Inc
|
6,877 | $3,532,027 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
194,008 | $3,478,563 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
42,638 | $3,477,128 | |
| 7 | SEZL |
Sezzle Inc.
|
14,130 | $2,425,131 | |
| 8 | SLM |
SLM Corp
|
69,041 | $1,790,923 |
All Filings in UPST
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,156,116 | 32,631 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,721,105 | 106,086 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,074,656 | 70,310 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,483,652 | 147,316 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $816,908 | 12,630 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,287,011 | 180,035 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,998,131 | 32,453 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,927,301 | 98,158 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $448,493 | 19,012 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $657,648 | 24,457 | Shares | Sole | 2024-05-06 | |
| 2023-03-31 | $94,926 | 5,974 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $37,016 | 2,800 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $27,027 | 1,300 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $22,134 | 700 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $528,759 | 4,847 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $478,108 | 3,160 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $231,634 | 732 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $266,037 | 2,130 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||