Position in UPST
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$169,177
+$49,802 QoQ
Shares Held
4,775
+2.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#234
of 364 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Derivatives in UPST
reported options exposure · as of Jun 30, 2026CallValue
$53,145
CallShares
1,500
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, 2026Advisory Services Network, LLC holds $73,957,186 across 13 Credit Services names. UPST ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
73,988 | $25,384,530 | |
| 2 | MA |
Mastercard Inc
|
46,288 | $23,773,508 | |
| 3 | AXP |
American Express Co
|
32,999 | $11,161,906 | |
| 4 | COF |
Capital One Financial Corp
|
26,570 | $5,330,465 | |
| 5 | SYF |
Synchrony Financial
|
32,560 | $2,476,183 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
95,098 | $1,705,105 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
14,685 | $1,197,559 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
26,026 | $1,123,799 |
All Filings in UPST
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $169,177 | 4,775 | Shares | Other | 2026-08-12 | |
| 2026-06-30 | $53,145 | 1,500 | Call | Sole | 2026-08-12 | |
| 2026-03-31 | $119,375 | 4,654 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $227,701 | 5,207 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $278,129 | 5,475 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $349,205 | 5,399 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $235,995 | 5,127 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $280,388 | 4,554 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $496,604 | 12,412 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $292,799 | 12,412 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $337,469 | 12,550 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $515,939 | 12,627 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,401,913 | 49,121 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $595,255 | 37,461 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $272,900 | 20,643 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $907,005 | 43,627 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,175,758 | 37,184 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,192,490 | 20,098 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $1,856,904 | 12,273 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,607,465 | 8,240 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $799,984 | 6,405 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||