Leonteq Securities AG
Broker-DealerPosition in UPST — Upstart Holdings, Inc.
CIK 1535950
ZURICH, V8
Position in UPST
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$504,523
+$4,092 QoQ
Shares Held
14,240
-27.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#167
of 364 holders
Holding Since
Mar 2021
22 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, 2026Leonteq Securities AG holds $18,196,206 across 15 Credit Services names. UPST ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PYPL |
PayPal Holdings, Inc.
|
162,095 | $6,999,262 | |
| 2 | V |
Visa Inc.
|
9,415 | $3,230,192 | |
| 3 | MA |
Mastercard Inc
|
5,593 | $2,872,564 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
101,166 | $1,813,906 | |
| 5 | COF |
Capital One Financial Corp
|
8,146 | $1,634,250 | |
| 6 | AXP |
American Express Co
|
1,595 | $539,508 | |
| 7 | UPST |
Upstart Holdings, Inc.
This page
|
14,240 | $504,523 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
3,235 | $263,814 |
All Filings in UPST
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,523 | 14,240 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $500,431 | 19,510 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $715,816 | 16,369 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $475,386 | 9,358 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $186,860 | 2,889 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $144,764 | 3,145 | Shares | Sole | 2026-02-23 | |
| 2024-12-31 | $185,571 | 3,014 | Shares | Sole | 2026-02-23 | |
| 2024-09-30 | $99,384 | 2,484 | Shares | Sole | 2026-03-04 | |
| 2024-06-30 | $223,397 | 9,470 | Shares | Sole | 2026-03-04 | |
| 2024-03-31 | $46,627 | 1,734 | Shares | Sole | 2026-03-11 | |
| 2023-12-31 | $93,119 | 2,279 | Shares | Sole | 2026-03-11 | |
| 2023-09-30 | $62,702 | 2,197 | Shares | Sole | 2026-03-11 | |
| 2023-06-30 | $530,202 | 14,806 | Shares | Sole | 2026-03-11 | |
| 2023-03-31 | $306,359 | 19,280 | Shares | Sole | 2026-03-11 | |
| 2022-12-31 | $254,141 | 19,224 | Shares | Sole | 2026-03-26 | |
| 2022-09-30 | $129,230 | 6,216 | Shares | Sole | 2026-03-26 | |
| 2022-06-30 | $228,865 | 7,238 | Shares | Sole | 2026-03-26 | |
| 2022-03-31 | $432,760 | 3,967 | Shares | Sole | 2026-03-26 | |
| 2021-12-31 | $399,885 | 2,643 | Shares | Sole | 2026-03-26 | |
| 2021-09-30 | $193,661 | 612 | Shares | Sole | 2026-03-26 | |
| 2021-06-30 | $246,177 | 1,971 | Shares | Sole | 2026-03-26 | |
| 2021-03-31 | $59,275 | 460 | Shares | Sole | 2026-03-26 | |
| No filing history on record for this holder in this stock. | ||||||