Position in UPST
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,264,425
+$349,028 QoQ
Shares Held
35,688
0.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#113
of 364 holders
Holding Since
Sep 2021
20 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, 2026Coastal Bridge Advisors, LLC holds $22,697,219 across 6 Credit Services names. UPST ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
34,727 | $6,966,930 | |
| 2 | AXP |
American Express Co
|
13,692 | $4,631,319 | |
| 3 | MA |
Mastercard Inc
|
8,466 | $4,348,137 | |
| 4 | V |
Visa Inc.
|
9,845 | $3,377,721 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
9,748 | $2,108,687 | |
| 6 | UPST |
Upstart Holdings, Inc.
This page
|
35,688 | $1,264,425 |
All Filings in UPST
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,264,425 | 35,688 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $915,397 | 35,688 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,648,096 | 37,688 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,974,596 | 38,870 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,488,045 | 38,467 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,766,999 | 38,388 | Shares | Sole | 2025-08-25 | |
| 2024-12-31 | $2,191,153 | 35,588 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,427,876 | 35,688 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $841,879 | 35,688 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $959,650 | 35,688 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,458,211 | 35,688 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,018,535 | 35,688 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,277,987 | 35,688 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $567,082 | 35,688 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $471,795 | 35,688 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $741,953 | 35,688 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,128,454 | 35,688 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $3,893,203 | 35,688 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,384,464 | 35,588 | Shares | Sole | 2022-05-20 | |
| 2021-09-30 | $3,164,400 | 10,000 | Shares | Sole | 2022-05-20 | |
| No filing history on record for this holder in this stock. | ||||||