Anchor Investment Management, LLC
Position in UPST — Upstart Holdings, Inc.
CIK 1634149
COLUMBIA, SC
Position in UPST
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,051
-$741 QoQ
Shares Held
41
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Derivatives in UPST
reported options exposure · as of Sep 30, 2022CallValue
$4,158
CallShares
200
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 Mar 31, 2026Anchor Investment Management, LLC holds $42,265,818 across 10 Credit Services names. UPST ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
107,512 | $32,494,426 | |
| 2 | MA |
Mastercard Inc
|
9,894 | $4,943,636 | |
| 3 | AXP |
American Express Co
|
8,624 | $2,608,587 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
37,604 | $1,700,828 | |
| 5 | COF |
Capital One Financial Corp
|
1,385 | $252,665 | |
| 6 | ALLY |
Ally Financial Inc.
|
4,753 | $186,460 | |
| 7 | SLM |
SLM Corp
|
3,200 | $68,512 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
458 | $7,273 |
All Filings in UPST
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,051 | 41 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,792 | 41 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $2,082 | 41 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,651 | 41 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $1,887 | 41 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $2,524 | 41 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,640 | 41 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $967 | 41 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $1,102 | 41 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,675 | 41 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $1,170 | 41 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $1,468 | 41 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $651 | 41 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $542 | 41 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $4,158 | 200 | Call | Sole | 2024-01-02 | |
| 2022-09-30 | $852 | 41 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $4,458 | 141 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $6,324 | 200 | Call | Sole | 2024-01-02 | |
| 2022-03-31 | $21,818 | 200 | Call | Sole | 2024-01-02 | |
| 2022-03-31 | $15,381 | 141 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $21,333 | 141 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $15,822 | 50 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $5,120 | 41 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||