Position in UPST
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,353,213
+$372,922 QoQ
Shares Held
38,194
-0.1% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#105
of 367 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Composition Wealth, LLC holds $44,199,495 across 9 Credit Services names. UPST ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
58,742 | $20,153,792 | |
| 2 | AXP |
American Express Co
|
30,662 | $10,371,421 | |
| 3 | MA |
Mastercard Inc
|
13,261 | $6,810,849 | |
| 4 | COF |
Capital One Financial Corp
|
9,433 | $1,892,448 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
96,007 | $1,721,405 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
36,250 | $1,565,275 | |
| 7 | UPST |
Upstart Holdings, Inc.
This page
|
38,194 | $1,353,213 | |
| 8 | SYF |
Synchrony Financial
|
2,779 | $211,342 |
All Filings in UPST
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,353,213 | 38,194 | Shares | Sole | 2026-07-22 | |
| 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. | ||||||