Position in UPST
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$556,888
+$147,053 QoQ
Shares Held
15,718
-1.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#161
of 364 holders
Holding Since
Sep 2021
17 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, 2026Prospera Financial Services Inc holds $65,982,056 across 13 Credit Services names. UPST ranks #10 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
94,580 | $32,449,452 | |
| 2 | MA |
Mastercard Inc
|
25,789 | $13,245,230 | |
| 3 | AXP |
American Express Co
|
22,376 | $7,568,682 | |
| 4 | COF |
Capital One Financial Corp
|
25,349 | $5,085,516 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
96,191 | $1,724,704 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
17,575 | $1,433,241 | |
| 7 | ALLY |
Ally Financial Inc.
|
25,385 | $1,166,440 | |
| 8 | BFH |
Bread Financial Holdings, Inc.
|
8,101 | $877,743 |
All Filings in UPST
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,888 | 15,718 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $409,835 | 15,978 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $344,592 | 7,880 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $454,863 | 8,954 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $608,186 | 9,403 | Shares | Sole | 2025-08-06 | |
| 2024-09-30 | $608,672 | 15,213 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $428,087 | 18,147 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $587,385 | 21,844 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,089,450 | 26,663 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $772,206 | 27,057 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,242,929 | 34,709 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $471,106 | 29,648 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $235,987 | 11,351 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $444,798 | 14,067 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,185,262 | 10,865 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,039,733 | 6,872 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $478,457 | 1,512 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||