Position in UPST
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,910,432
-$1,653,236 QoQ
Shares Held
82,146
-8.6% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#72
of 367 holders
Holding Since
Sep 2023
8 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, 2026Edgestream Partners, L.P. holds $53,603,508 across 10 Credit Services names. UPST ranks #8 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFH |
Bread Financial Holdings, Inc.
|
110,980 | $12,024,683 | |
| 2 | MA |
Mastercard Inc
|
20,477 | $10,516,987 | |
| 3 | AXP |
American Express Co
|
26,321 | $8,903,078 | |
| 4 | NNI |
Nelnet Inc
|
38,472 | $5,129,471 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
99,963 | $4,316,402 | |
| 6 | V |
Visa Inc.
|
10,435 | $3,580,144 | |
| 7 | SYF |
Synchrony Financial
|
46,050 | $3,502,102 | |
| 8 | UPST |
Upstart Holdings, Inc.
This page
|
82,146 | $2,910,432 |
All Filings in UPST
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,910,432 | 82,146 | Shares | Sole | 2026-08-11 | |
| 2025-09-30 | $4,563,668 | 89,836 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,651,768 | 56,459 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,409,764 | 74,077 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $726,541 | 18,159 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $2,224,797 | 82,737 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,237,240 | 30,280 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $643,919 | 22,562 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||