Intellectus Partners, LLC

Position in UPST — Upstart Holdings, Inc.

CIK 1677253 SAN FRANCISCO, CA

Position in UPST

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$965,467

+$266,505 QoQ

Shares Held

27,250

0.0% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#127

of 364 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Intellectus Partners, LLC holds $9,646,177 across 6 Credit Services names. UPST ranks #4 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	10,491	$3,599,357
2	AXP	American Express Co	7,011	$2,371,470
3	MA	Mastercard Inc	3,312	$1,701,043
4	UPST	Upstart Holdings, Inc. This page	27,250	$965,467
5	PYPL	PayPal Holdings, Inc.	17,762	$766,963
6	AFRM	Affirm Holdings, Inc.	2,966	$241,877

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$965,467	27,250	0.0%	Shares	Sole	2026-08-12
2026-03-31	$698,962	27,250	+2.1%	Shares	Sole	2026-04-10
2025-12-31	$1,167,591	26,700	+4.9%	Shares	Sole	2026-02-10
2025-09-30	$1,292,860	25,450	+241.1%	Shares	Sole	2025-11-12
2025-06-30	$482,642	7,462	+8.9%	Shares	Sole	2025-08-05
2025-03-31	$315,305	6,850	-2.8%	Shares	Sole	2025-04-11
2024-12-31	$434,068	7,050	-8.4%	Shares	Sole	2025-02-07
2024-09-30	$308,077	7,700	—	Shares	Sole	2024-11-06
No filing history on record for this holder in this stock.