Position in UPST
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,523
+$421 QoQ
Shares Held
43
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#319
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, 2026NVWM, LLC holds $14,996,340 across 9 Credit Services names. UPST ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
12,660 | $4,343,519 | |
| 2 | MA |
Mastercard Inc
|
7,208 | $3,702,028 | |
| 3 | AXP |
American Express Co
|
9,628 | $3,256,670 | |
| 4 | AFRM |
Affirm Holdings, Inc.
|
23,642 | $1,928,005 | |
| 5 | COF |
Capital One Financial Corp
|
6,086 | $1,220,973 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
30,027 | $538,383 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
65 | $2,806 | |
| 8 | SYF |
Synchrony Financial
|
32 | $2,433 |
All Filings in UPST
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,523 | 43 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,102 | 43 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,880 | 43 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,184 | 43 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,781 | 43 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,979 | 43 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,647 | 43 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,720 | 43 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,014 | 43 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,156 | 43 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,756 | 43 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,227 | 43 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,539 | 43 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $683 | 43 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $264 | 20 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $415 | 20 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $316 | 10 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $11,999 | 110 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $24,510 | 162 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $19,619 | 62 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $7,743 | 62 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $7,989 | 62 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||