Position in UPST
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$411,873
+$113,692 QoQ
Shares Held
11,625
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#176
of 364 holders
Holding Since
Dec 2023
11 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, 2026Capital Advantage, Inc. holds $2,237,249 across 3 Credit Services names. UPST ranks #3 (18.4% of the industry book) .
All Filings in UPST
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,873 | 11,625 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $298,181 | 11,625 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $508,361 | 11,625 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $590,550 | 11,625 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $751,905 | 11,625 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $535,098 | 11,625 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $715,751 | 11,625 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,766,031 | 119,121 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $336,063 | 14,246 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $332,494 | 12,365 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $505,438 | 12,370 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||