Position in UPST
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$141
+$39 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#350
of 364 holders
Holding Since
Dec 2021
10 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, 2026Investors Research Corp holds $1,325,570 across 9 Credit Services names. UPST ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,595 | $547,228 | |
| 2 | AXP |
American Express Co
|
1,534 | $518,875 | |
| 3 | PYPL |
PayPal Holdings, Inc.
|
4,510 | $194,741 | |
| 4 | MA |
Mastercard Inc
|
41 | $21,057 | |
| 5 | WU |
Western Union CO
|
2,700 | $20,790 | |
| 6 | MFIN |
Medallion Financial Corp
|
1,800 | $18,378 | |
| 7 | COF |
Capital One Financial Corp
|
17 | $3,410 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
53 | $950 |
All Filings in UPST
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141 | 4 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $102 | 4 | Shares | Sole | 2026-04-03 | |
| 2023-09-30 | $142 | 5 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $179 | 5 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $79 | 5 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $211 | 16 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $332 | 16 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $474 | 15 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $654 | 6 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $605 | 4 | Shares | Sole | 2022-01-27 | |
| No filing history on record for this holder in this stock. | ||||||