Position in UPST
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$980,291
-$789,505 QoQ
Shares Held
38,218
-5.6% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Composition Wealth, LLC holds $39,705,410 across 8 Credit Services names. UPST ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
56,918 | $17,202,896 | |
| 2 | AXP |
American Express Co
|
31,434 | $9,508,156 | |
| 3 | MA |
Mastercard Inc
|
13,929 | $6,959,764 | |
| 4 | COF |
Capital One Financial Corp
|
9,642 | $1,758,990 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
37,356 | $1,689,611 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
95,082 | $1,509,902 | |
| 7 | UPST |
Upstart Holdings, Inc.
This page
|
38,218 | $980,291 | |
| 8 | FINV |
FinVolution Group
|
20,000 | $95,800 |
All Filings in UPST
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $980,291 | 38,218 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,769,796 | 40,471 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,054,910 | 40,451 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,616,370 | 40,451 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,861,453 | 40,440 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,489,890 | 40,440 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,618,004 | 40,440 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $953,979 | 40,440 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,085,549 | 40,370 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,646,862 | 40,305 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,150,304 | 40,305 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,446,903 | 40,405 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $640,446 | 40,305 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $532,832 | 40,305 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $837,940 | 40,305 | Shares | Sole | 2022-10-24 | |
| 2022-03-31 | $203,016 | 1,861 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||