Position in UPST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$202,517
+$507 QoQ
Shares Held
5,716
+13.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#229
of 364 holders
Holding Since
Dec 2021
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026FORA Capital, LLC holds $17,184,609 across 8 Credit Services names. UPST ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
|
573,250 | $10,278,372 | |
| 2 | PYPL |
PayPal Holdings, Inc.
|
56,644 | $2,445,887 | |
| 3 | SEZL |
Sezzle Inc.
|
14,074 | $2,415,520 | |
| 4 | AXP |
American Express Co
|
1,488 | $503,316 | |
| 5 | CACC |
Credit Acceptance Corp
|
741 | $471,824 | |
| 6 | ENVA |
Enova International, Inc.
|
1,853 | $446,072 | |
| 7 | COF |
Capital One Financial Corp
|
2,099 | $421,101 | |
| 8 | UPST |
Upstart Holdings, Inc.
This page
|
5,716 | $202,517 |
All Filings in UPST
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,517 | 5,716 | Shares | Sole | 2026-08-13 | |
| 2024-09-30 | $202,010 | 5,049 | Shares | Sole | 2024-11-13 | |
| 2023-12-31 | $4,729,136 | 115,740 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $3,720,623 | 34,106 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,360,431 | 15,601 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||