Steward Partners Investment Advisory, LLC
Position in UPST — Upstart Holdings, Inc.
CIK 1723397
STAMFORD, CT
Position in UPST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$23,454
+$12,964 QoQ
Shares Held
662
+61.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#270
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, 2026Steward Partners Investment Advisory, LLC holds $222,082,417 across 28 Credit Services names. UPST ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
370,512 | $127,118,962 | |
| 2 | MA |
Mastercard Inc
|
69,917 | $35,909,371 | |
| 3 | AXP |
American Express Co
|
101,626 | $34,374,994 | |
| 4 | COF |
Capital One Financial Corp
|
34,290 | $6,879,259 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
107,330 | $4,634,509 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
211,356 | $3,789,613 | |
| 7 | ECPG |
Encore Capital Group Inc
|
18,051 | $1,683,977 | |
| 8 | SEZL |
Sezzle Inc.
|
8,682 | $1,490,091 |
All Filings in UPST
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,454 | 662 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,490 | 409 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $44,560 | 1,019 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $74,371 | 1,464 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $55,883 | 864 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $23,107 | 502 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $29,861 | 485 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $17,404 | 435 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,328 | 565 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $45,820 | 1,704 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $21,206 | 519 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $18,379 | 644 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $23,061 | 644 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,564 | 539 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,050 | 609 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $18,856 | 907 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $57,137 | 1,807 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $312,433 | 2,864 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $176,113 | 1,164 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $906,600 | 2,865 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $350,469 | 2,806 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $45,101 | 350 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||