Position in UPST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$298,852
+$11,983 QoQ
Shares Held
8,435
-24.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#195
of 364 holders
Holding Since
Dec 2025
3 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, 2026World Investment Advisors holds $63,144,954 across 10 Credit Services names. UPST ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
110,108 | $37,776,953 | |
| 2 | MA |
Mastercard Inc
|
23,553 | $12,096,820 | |
| 3 | AXP |
American Express Co
|
10,502 | $3,552,301 | |
| 4 | COF |
Capital One Financial Corp
|
17,012 | $3,412,947 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
32,890 | $2,682,179 | |
| 6 | SYF |
Synchrony Financial
|
22,882 | $1,740,176 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
19,397 | $837,562 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
34,630 | $620,915 |
All Filings in UPST
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,852 | 8,435 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $286,869 | 11,184 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $434,063 | 9,926 | Shares | Sole | 2026-03-13 | |
| No filing history on record for this holder in this stock. | ||||||