Position in UPST
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$254,174
-$8,512 QoQ
Shares Held
7,174
+19.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#209
of 364 holders
Holding Since
Sep 2024
7 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, 2026Sequoia Financial Advisors, LLC holds $154,086,368 across 17 Credit Services names. UPST ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
277,453 | $95,191,349 | |
| 2 | AXP |
American Express Co
|
60,686 | $20,527,039 | |
| 3 | MA |
Mastercard Inc
|
32,584 | $16,735,142 | |
| 4 | CACC |
Credit Acceptance Corp
|
8,994 | $5,726,839 | |
| 5 | COF |
Capital One Financial Corp
|
25,766 | $5,169,174 | |
| 6 | AGM |
Federal Agricultural Mortgage Corp
|
13,028 | $2,596,089 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
45,854 | $1,979,975 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
16,519 | $1,347,124 |
All Filings in UPST
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,174 | 7,174 | Shares | Sole | 2026-07-17 | |
| 2025-12-31 | $262,686 | 6,007 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $302,666 | 5,958 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $383,552 | 5,930 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $272,497 | 5,920 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $365,664 | 5,939 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $235,058 | 5,875 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||