Position in UPST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,137,467
+$1,754,573 QoQ
Shares Held
88,554
+64.3% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#68
of 364 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)
Derivatives in UPST
reported options exposure · as of Mar 31, 2023CallValue
$3,075
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026Creative Planning holds $703,619,065 across 34 Credit Services names. UPST ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
893,823 | $306,661,732 | |
| 2 | MA |
Mastercard Inc
|
296,884 | $152,479,622 | |
| 3 | AXP |
American Express Co
|
278,355 | $94,153,578 | |
| 4 | COF |
Capital One Financial Corp
|
270,916 | $54,351,167 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
436,591 | $18,851,998 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
50,456 | $10,914,641 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
175,073 | $10,674,199 | |
| 8 | ENVA |
Enova International, Inc.
|
28,187 | $6,785,456 |
All Filings in UPST
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,137,467 | 88,554 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,382,894 | 53,914 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,984,904 | 45,390 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,420,113 | 27,955 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,266,498 | 19,581 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,438,345 | 31,248 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,104,072 | 17,932 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $925,750 | 23,138 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $617,326 | 26,169 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $743,534 | 27,651 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,095,252 | 26,805 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $438,858 | 15,377 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $561,250 | 15,673 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $224,350 | 14,119 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $3,075 | 1,000 | Call | Sole | 2023-05-15 | |
| 2022-12-31 | $137,633 | 10,411 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $251,205 | 12,083 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $411,060 | 13,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $922,246 | 8,454 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $329,682 | 2,179 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,114,818 | 3,523 | Shares | Sole | 2021-11-10 | |
| 2021-09-30 | $38,644 | 400 | Call | Sole | 2021-11-10 | |
| 2021-06-30 | $351,718 | 2,816 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||