Position in UPST
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$446,843
+$131,041 QoQ
Shares Held
12,612
+2.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#172
of 364 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Phoenix Financial Ltd. holds $63,362,224 across 7 Credit Services names. UPST ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
71,325 | $36,632,520 | |
| 2 | V |
Visa Inc.
|
51,422 | $17,642,373 | |
| 3 | PYPL |
PayPal Holdings, Inc.
|
143,991 | $6,217,531 | |
| 4 | COF |
Capital One Financial Corp
|
9,258 | $1,857,339 | |
| 5 | UPST |
Upstart Holdings, Inc.
This page
|
12,612 | $446,843 | |
| 6 | AXP |
American Express Co
|
1,030 | $348,397 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
12,115 | $217,221 |
All Filings in UPST
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,843 | 12,612 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $315,802 | 12,312 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $370,917 | 8,482 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $393,801 | 7,752 | Shares | Defined | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||