Position in UPST
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$104,553
-$119,576 QoQ
Shares Held
2,951
-66.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#245
of 367 holders
Holding Since
Dec 2020
23 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, 2026Tower Research Capital LLC (TRC) holds $27,118,730 across 42 Credit Services names. UPST ranks #18 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
25,073 | $8,602,295 | |
| 2 | MA |
Mastercard Inc
|
15,727 | $8,077,386 | |
| 3 | AXP |
American Express Co
|
7,967 | $2,694,837 | |
| 4 | COF |
Capital One Financial Corp
|
11,325 | $2,272,021 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
5,057 | $1,093,929 | |
| 6 | ALLY |
Ally Financial Inc.
|
18,708 | $859,631 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
18,025 | $778,319 | |
| 8 | ENVA |
Enova International, Inc.
|
1,729 | $416,222 |
All Filings in UPST
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,553 | 2,951 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $224,129 | 8,738 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $481,860 | 11,019 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $183,489 | 3,612 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $801,643 | 12,394 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $103,152 | 2,241 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $269,183 | 4,372 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $511,367 | 12,781 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $365,172 | 15,480 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $77,147 | 2,869 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,949,315 | 72,181 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $27,969 | 980 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $112,944 | 3,154 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $169,166 | 10,788 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $77,349 | 5,851 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $402,660 | 19,368 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $783,985 | 24,794 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $974,609 | 8,934 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $107,120 | 708 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $1,887,564 | 5,965 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $4,506,142 | 36,078 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $278,853 | 2,164 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $17,278 | 424 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||