Position in UPST
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$19,769
+$9,356 QoQ
Shares Held
558
+37.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#272
of 364 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026IFP Advisors, Inc holds $40,891,875 across 35 Credit Services names. UPST ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
46,449 | $15,936,187 | |
| 2 | MA |
Mastercard Inc
|
21,615 | $11,101,464 | |
| 3 | AXP |
American Express Co
|
19,897 | $6,730,160 | |
| 4 | COF |
Capital One Financial Corp
|
9,342 | $1,874,192 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
41,810 | $1,805,355 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
96,742 | $1,734,584 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
4,080 | $332,724 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
1,430 | $309,337 |
All Filings in UPST
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,769 | 558 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $10,413 | 406 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $17,098 | 391 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $29,972 | 590 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $24,707 | 382 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $18,964 | 412 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $26,290 | 427 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $19,604 | 490 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $11,559 | 490 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $13,176 | 490 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $20,838 | 510 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $13,271 | 465 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $22,846 | 638 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $238 | 15 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $66 | 1,924 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $67,359 | 3,240 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $101,405 | 3,207 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $56,835 | 521 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $53,560 | 354 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $252,202 | 797 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $54,831 | 439 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||