Position in UPST
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$7,086
+$1,649 QoQ
Shares Held
200
-5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#292
of 364 holders
Holding Since
Jun 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, 2026Triumph Capital Management holds $6,924,293 across 18 Credit Services names. UPST ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
|
155,460 | $2,787,397 | |
| 2 | OMF |
OneMain Holdings, Inc.
|
24,266 | $1,479,498 | |
| 3 | PYPL |
PayPal Holdings, Inc.
|
22,829 | $985,756 | |
| 4 | AXP |
American Express Co
|
1,649 | $557,774 | |
| 5 | EZPW |
Ezcorp Inc
|
14,324 | $495,180 | |
| 6 | V |
Visa Inc.
|
708 | $242,907 | |
| 7 | ALLY |
Ally Financial Inc.
|
3,133 | $143,961 | |
| 8 | SLM |
SLM Corp
|
2,700 | $70,038 |
All Filings in UPST
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,086 | 200 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,437 | 212 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,270 | 212 | Shares | Sole | 2026-02-12 | |
| 2023-03-31 | $171,770 | 10,810 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $366,590 | 27,730 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $774,365 | 37,247 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $604,258 | 19,110 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $730,248 | 6,694 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $719,734 | 4,757 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $853,441 | 6,833 | Shares | Sole | 2021-07-19 | |
| No filing history on record for this holder in this stock. | ||||||