Position in UPST
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,736,471
+$990,886 QoQ
Shares Held
77,236
+13.5% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#74
of 364 holders
Holding Since
Sep 2021
18 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, 2026Private Advisor Group, LLC holds $105,581,327 across 11 Credit Services names. UPST ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
153,745 | $52,748,371 | |
| 2 | MA |
Mastercard Inc
|
35,145 | $18,050,472 | |
| 3 | AXP |
American Express Co
|
47,356 | $16,018,167 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
355,655 | $6,376,894 | |
| 5 | COF |
Capital One Financial Corp
|
21,490 | $4,311,323 | |
| 6 | UPST |
Upstart Holdings, Inc.
This page
|
77,236 | $2,736,471 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
61,309 | $2,647,322 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
21,494 | $1,752,835 |
All Filings in UPST
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,736,471 | 77,236 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,745,585 | 68,054 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,118,954 | 71,323 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $799,185 | 15,732 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $930,615 | 14,388 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $659,057 | 14,318 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $697,711 | 11,332 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $630,077 | 15,748 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $394,047 | 16,704 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $482,299 | 17,936 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $645,056 | 15,787 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $453,529 | 15,891 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $240,786 | 6,724 | Shares | Sole | 2023-08-10 | |
| 2022-09-30 | $277,442 | 13,345 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $386,712 | 12,230 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $674,721 | 6,185 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $540,897 | 3,575 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $845,211 | 2,671 | Shares | Sole | 2021-10-14 | |
| No filing history on record for this holder in this stock. | ||||||