Symmetry Partners, LLC

Position in UPST — Upstart Holdings, Inc.

CIK 1697493 GLASTONBURY, CT

Position in UPST

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$240,675

-$43,570 QoQ

Shares Held

6,793

+4.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#212

of 364 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Symmetry Partners, LLC holds $2,522,179 across 6 Credit Services names. UPST ranks #3 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	2,284	$1,173,062
2	V	Visa Inc.	1,431	$490,961
3	UPST	Upstart Holdings, Inc. This page	6,793	$240,675
4	COF	Capital One Financial Corp	1,190	$238,737
5	AXP	American Express Co	630	$213,097
6	NAVI	Navient Corp	19,465	$165,647

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,675	6,793	+4.5%	Shares	Sole	2026-07-23
2025-12-31	$284,245	6,500	-0.3%	Shares	Sole	2026-01-27
2025-09-30	$331,165	6,519	+7.1%	Shares	Sole	2025-10-15
2025-06-30	$393,642	6,086	+7.2%	Shares	Sole	2025-07-17
2025-03-31	$261,312	5,677	+11.3%	Shares	Sole	2025-04-23
2024-12-31	$314,007	5,100	—	Shares	Sole	2025-02-11
No filing history on record for this holder in this stock.