Position in UPST
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,052,519
+$401,189 QoQ
Shares Held
29,707
+17.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#123
of 364 holders
Holding Since
Mar 2022
14 quarters on record
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Gemmer Asset Management LLC holds $2,433,671 across 3 Credit Services names. UPST ranks #1 (43.2% of the industry book) .
All Filings in UPST
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,052,519 | 29,707 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $651,330 | 25,393 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $1,050,307 | 24,018 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $1,296,060 | 25,513 | Shares | Other | 2025-10-15 | |
| 2025-06-30 | $1,682,520 | 26,013 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $835,720 | 18,156 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $1,109,183 | 18,015 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $738,624 | 18,461 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $435,494 | 18,461 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $236,416 | 8,792 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $332,028 | 8,126 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $231,916 | 8,126 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $290,992 | 8,126 | Shares | Sole | 2023-07-20 | |
| 2022-03-31 | $269,888 | 2,474 | Shares | Sole | 2022-04-20 | |
| No filing history on record for this holder in this stock. | ||||||