Position in UPST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$0
+$0 QoQ
Shares Held
0
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
10 quarters on record
Derivatives in UPST
reported options exposure · as of Jun 30, 2026CallValue
$960,153
CallShares
27,100
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, 2026Interval Partners, LP holds $116,950,227 across 6 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
100,464 | $34,468,193 | |
| 2 | AXP |
American Express Co
|
85,851 | $29,039,100 | |
| 3 | ALLY |
Ally Financial Inc.
|
483,757 | $22,228,634 | |
| 4 | COF |
Capital One Financial Corp
|
70,559 | $14,155,546 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
150,581 | $12,279,880 | |
| 6 | SLM |
SLM Corp
|
184,228 | $4,778,874 |
All Filings in UPST
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $960,153 | 27,100 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $825,930 | 32,200 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $4,910,529 | 112,292 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $1,224,398 | 26,600 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $1,637,762 | 26,600 | Call | Sole | 2025-02-14 | |
| 2024-03-31 | $10,083 | 375 | Put | Sole | 2024-05-15 | |
| 2023-03-31 | $1,271,200 | 80,000 | Put | Sole | 2023-05-15 | |
| 2022-06-30 | $632,400 | 20,000 | Call | Sole | 2022-08-15 | |
| 2021-09-30 | $3,480,840 | 11,000 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $4,608,810 | 36,900 | Put | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||