Position in UPST
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$271,429
+$69,333 QoQ
Shares Held
7,661
-2.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#203
of 364 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $188,154,203 across 9 Credit Services names. UPST ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
359,913 | $123,482,551 | |
| 2 | MA |
Mastercard Inc
|
96,354 | $49,487,414 | |
| 3 | AXP |
American Express Co
|
29,873 | $10,104,542 | |
| 4 | COF |
Capital One Financial Corp
|
12,130 | $2,433,520 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
21,477 | $927,376 | |
| 6 | ALLY |
Ally Financial Inc.
|
13,270 | $609,756 | |
| 7 | SYF |
Synchrony Financial
|
7,097 | $539,726 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
16,614 | $297,889 |
All Filings in UPST
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,429 | 7,661 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $202,096 | 7,879 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||