Prime Capital Investment Advisors, LLC
Position in UPST — Upstart Holdings, Inc.
CIK 1731446
OVERLAND PARK, KS
Position in UPST
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$316,921
+$87,277 QoQ
Shares Held
8,945
-0.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#188
of 364 holders
Holding Since
Jun 2023
13 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, 2026Prime Capital Investment Advisors, LLC holds $72,820,379 across 11 Credit Services names. UPST ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
89,684 | $30,769,683 | |
| 2 | AXP |
American Express Co
|
65,919 | $22,297,101 | |
| 3 | MA |
Mastercard Inc
|
31,749 | $16,306,286 | |
| 4 | COF |
Capital One Financial Corp
|
6,456 | $1,295,202 | |
| 5 | SYF |
Synchrony Financial
|
5,730 | $435,766 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
8,950 | $386,461 | |
| 7 | UPST |
Upstart Holdings, Inc.
This page
|
8,945 | $316,921 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
17,303 | $310,242 |
All Filings in UPST
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,921 | 8,945 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $229,644 | 8,953 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $431,615 | 9,870 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $494,995 | 9,744 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $620,410 | 9,592 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $529,068 | 11,494 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $588,793 | 9,563 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $375,053 | 9,374 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $221,250 | 9,379 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $284,684 | 10,587 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $439,449 | 10,755 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $248,783 | 8,717 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $312,012 | 8,713 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||