Position in UPST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,073,564
+$2,341,548 QoQ
Shares Held
114,975
+70.3% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#54
of 364 holders
Holding Since
Jun 2021
15 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 Jun 30, 2022CallValue
$0
CallShares
0
PutValue
$3,162,000
PutShares
100,000
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 Jun 30, 2026Schonfeld Strategic Advisors LLC holds $268,803,275 across 22 Credit Services names. UPST ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
211,408 | $72,531,970 | |
| 2 | COF |
Capital One Financial Corp
|
325,110 | $65,223,568 | |
| 3 | AFRM |
Affirm Holdings, Inc.
|
569,152 | $46,414,345 | |
| 4 | MA |
Mastercard Inc
|
80,320 | $41,252,352 | |
| 5 | GDOT |
Green Dot Corp
|
1,122,321 | $15,162,556 | |
| 6 | AXP |
American Express Co
|
31,277 | $10,579,445 | |
| 7 | UPST |
Upstart Holdings, Inc.
This page
|
114,975 | $4,073,564 | |
| 8 | ALLY |
Ally Financial Inc.
|
46,279 | $2,126,520 |
All Filings in UPST
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,073,564 | 114,975 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,732,016 | 67,525 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,622,830 | 220,051 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,394,000 | 47,126 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,070,294 | 47,469 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,875,591 | 127,647 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,815,288 | 45,725 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $490,522 | 12,260 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $1,058,274 | 25,900 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $526,407 | 14,700 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $724,584 | 45,600 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $311,992 | 23,600 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,039,499 | 98,100 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,162,000 | 100,000 | Put | Sole | 2022-08-15 | |
| 2022-06-30 | $163,728 | 5,178 | Shares | Sole | 2022-08-15 | |
| 2021-06-30 | $2,710,330 | 21,700 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||