Perigon Wealth Management, LLC
Position in UPST — Upstart Holdings, Inc.
CIK 1575239
SAN FRANCISCO, CA
Position in UPST
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$930,958
+$420,356 QoQ
Shares Held
26,276
+7.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#130
of 364 holders
Holding Since
Sep 2021
5 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, 2026Perigon Wealth Management, LLC holds $93,237,814 across 10 Credit Services names. UPST ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
122,717 | $42,102,975 | |
| 2 | MA |
Mastercard Inc
|
44,133 | $22,666,708 | |
| 3 | AXP |
American Express Co
|
66,831 | $22,605,585 | |
| 4 | COF |
Capital One Financial Corp
|
13,494 | $2,707,166 | |
| 5 | UPST |
Upstart Holdings, Inc.
This page
|
26,276 | $930,958 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
41,604 | $745,959 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
15,984 | $690,189 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
1,363 | $294,844 |
All Filings in UPST
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $930,958 | 26,276 | Shares | Sole | 2026-08-07 | |
| 2022-09-30 | $510,602 | 24,560 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $422,443 | 13,360 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,032,864 | 9,468 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $200,306 | 633 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||