Traynor Capital Management, Inc.

Position in UPST — Upstart Holdings, Inc.

CIK 1666786 MALVERN, PA

Position in UPST

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$211,410

-$49,264 QoQ

Shares Held

5,967

+0.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#227

of 364 holders

Holding Since

Mar 2022

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Traynor Capital Management, Inc. holds $19,307,120 across 4 Credit Services names. UPST ranks #4 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	52,932	$18,160,439
2	MA	Mastercard Inc	1,360	$698,496
3	AXP	American Express Co	700	$236,775
4	UPST	Upstart Holdings, Inc. This page	5,967	$211,410

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$211,410	5,967	+0.1%	Shares	Sole	2026-07-22
2025-12-31	$260,674	5,961	-95.6%	Shares	Sole	2026-01-12
2022-06-30	$4,318,185	136,565	+603.2%	Shares	Sole	2022-07-28
2022-03-31	$2,118,527	19,420	—	Shares	Sole	2022-04-13
No filing history on record for this holder in this stock.