Position in UPST
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$33,197
+$7,163 QoQ
Shares Held
937
-7.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#264
of 364 holders
Holding Since
Mar 2021
22 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, 2026Parallel Advisors, LLC holds $62,170,819 across 31 Credit Services names. UPST ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
81,735 | $28,042,461 | |
| 2 | MA |
Mastercard Inc
|
40,006 | $20,547,081 | |
| 3 | AXP |
American Express Co
|
14,370 | $4,860,652 | |
| 4 | COF |
Capital One Financial Corp
|
17,341 | $3,478,951 | |
| 5 | SYF |
Synchrony Financial
|
38,837 | $2,953,553 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
8,254 | $503,246 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
11,043 | $476,836 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
5,585 | $455,456 |
All Filings in UPST
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,197 | 937 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $26,034 | 1,015 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $41,412 | 947 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $42,570 | 838 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $54,201 | 838 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $41,795 | 908 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $57,629 | 936 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $35,648 | 891 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $26,680 | 1,131 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $33,531 | 1,247 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $44,659 | 1,093 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $31,194 | 1,093 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $40,035 | 1,118 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $15,810 | 995 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $10,324 | 781 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $15,904 | 765 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $10,055 | 318 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $60,654 | 556 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $102,581 | 678 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $158,220 | 500 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $65,447 | 524 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $45,101 | 350 | Shares | Sole | 2021-04-23 | |
| No filing history on record for this holder in this stock. | ||||||