Position in UPST
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,640
+$3,765 QoQ
Shares Held
385
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#275
of 364 holders
Holding Since
Sep 2021
18 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, 2026NewEdge Advisors, LLC holds $384,453,560 across 20 Credit Services names. UPST ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
760,691 | $260,985,475 | |
| 2 | MA |
Mastercard Inc
|
115,937 | $59,545,243 | |
| 3 | AXP |
American Express Co
|
112,398 | $38,018,623 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
555,799 | $9,965,476 | |
| 5 | COF |
Capital One Financial Corp
|
39,306 | $7,885,569 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
31,612 | $2,577,958 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
27,688 | $1,195,567 | |
| 8 | SYF |
Synchrony Financial
|
14,616 | $1,111,546 |
All Filings in UPST
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,640 | 385 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $9,875 | 385 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $17,929 | 410 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $35,407 | 697 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $45,081 | 697 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $91,921 | 1,997 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $102,452 | 1,664 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $26,566 | 664 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $65,202 | 2,764 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $84,569 | 3,145 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $142,397 | 3,485 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $93,554 | 3,278 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $108,647 | 3,034 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $57,839 | 3,640 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $32,336 | 2,446 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $251,663 | 7,959 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $396,557 | 2,621 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,618,273 | 5,114 | Shares | Sole | 2021-10-29 | |
| No filing history on record for this holder in this stock. | ||||||