Position in UPST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$913,916
+$206,311 QoQ
Shares Held
25,795
-6.5% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#134
of 364 holders
Holding Since
Dec 2020
23 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, 2026OSAIC HOLDINGS, INC. holds $560,093,475 across 38 Credit Services names. UPST ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
707,677 | $242,796,900 | |
| 2 | AXP |
American Express Co
|
309,203 | $104,587,912 | |
| 3 | MA |
Mastercard Inc
|
191,042 | $98,119,170 | |
| 4 | COF |
Capital One Financial Corp
|
202,022 | $40,529,650 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
485,130 | $20,947,911 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
931,407 | $16,700,125 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
133,893 | $10,918,972 | |
| 8 | SEZL |
Sezzle Inc.
|
37,000 | $6,350,309 |
All Filings in UPST
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $913,916 | 25,795 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $707,605 | 27,587 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,478,029 | 33,799 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,104,847 | 41,434 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,828,437 | 28,269 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $1,293,488 | 28,101 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $1,454,220 | 23,619 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $994,847 | 24,865 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $637,093 | 27,007 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $508,863 | 18,924 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,128,468 | 27,618 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $964,334 | 33,789 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,143,266 | 31,926 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $406,079 | 25,556 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $665,411 | 50,334 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $694,736 | 33,417 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,011,235 | 31,981 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $4,593,359 | 42,997 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $3,409,843 | 22,537 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $8,874,872 | 28,046 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $2,008,638 | 16,082 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $903,565 | 7,012 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $122,168 | 2,998 | Shares | Defined | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||