Position in UPST
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$74,261
+$27,553 QoQ
Shares Held
2,096
+15.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#252
of 364 holders
Holding Since
Sep 2021
20 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, 2026Allworth Financial LP holds $134,111,933 across 40 Credit Services names. UPST ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
148,061 | $50,798,247 | |
| 2 | AXP |
American Express Co
|
142,143 | $48,079,869 | |
| 3 | MA |
Mastercard Inc
|
46,899 | $24,087,326 | |
| 4 | COF |
Capital One Financial Corp
|
21,940 | $4,401,601 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
126,401 | $2,266,369 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
19,713 | $851,207 | |
| 7 | SYF |
Synchrony Financial
|
10,539 | $801,490 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
9,836 | $599,700 |
All Filings in UPST
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,261 | 2,096 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $46,708 | 1,821 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $70,230 | 1,606 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $82,905 | 1,632 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $105,105 | 1,625 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $7,963 | 173 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $12,252 | 199 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,961 | 174 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $4,104 | 174 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $5,538 | 206 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $7,394 | 181 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,882 | 101 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,790 | 50 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,049 | 129 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $832 | 63 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $415 | 20 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $632 | 20 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,399 | 22 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $3,328 | 22 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $25,948 | 82 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||