Westside Investment Management, Inc.
Position in UPST — Upstart Holdings, Inc.
CIK 1538383
SANTA MONICA, CA
Position in UPST
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$86,803
+$22,678 QoQ
Shares Held
2,450
-2.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#250
of 367 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Westside Investment Management, Inc. holds $2,063,772 across 10 Credit Services names. UPST ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,467 | $503,312 | |
| 2 | PYPL |
PayPal Holdings, Inc.
|
11,579 | $499,981 | |
| 3 | AXP |
American Express Co
|
939 | $317,616 | |
| 4 | MA |
Mastercard Inc
|
434 | $222,902 | |
| 5 | COF |
Capital One Financial Corp
|
925 | $185,573 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
1,170 | $95,413 | |
| 7 | UPST |
Upstart Holdings, Inc.
This page
|
2,450 | $86,803 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
3,600 | $64,548 |
All Filings in UPST
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,803 | 2,450 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $64,125 | 2,500 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $109,325 | 2,500 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $149,860 | 2,950 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $197,274 | 3,050 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $140,391 | 3,050 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $187,788 | 3,050 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $146,036 | 3,650 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $95,539 | 4,050 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $108,904 | 4,050 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $165,483 | 4,050 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $165,960 | 5,815 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $208,235 | 5,815 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $93,194 | 5,865 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $65,901 | 4,985 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $114,843 | 5,524 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $155,064 | 4,904 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $388,251 | 3,559 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $21,030 | 139 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $31,644 | 100 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $12,490 | 100 | Shares | Sole | 2021-07-28 | |
| No filing history on record for this holder in this stock. | ||||||