Position in UPST
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$602
+$166 QoQ
Shares Held
17
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#335
of 364 holders
Holding Since
Sep 2023
12 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, 2026Sawyer & Company, Inc holds $13,913,939 across 5 Credit Services names. UPST ranks #5 (0.0% of the industry book) .
All Filings in UPST
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $602 | 17 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $436 | 17 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $743 | 17 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1 | 17 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,099 | 17 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1 | 17 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,046 | 17 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1 | 17 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $401 | 17 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $457 | 17 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1 | 17 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $485 | 17 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||