Position in UPST
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$298,249
+$82,764 QoQ
Shares Held
8,418
+0.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#196
of 364 holders
Holding Since
Dec 2025
3 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, 2026Beacon Pointe Advisors, LLC holds $201,416,647 across 11 Credit Services names. UPST ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
319,231 | $109,524,963 | |
| 2 | MA |
Mastercard Inc
|
72,500 | $37,236,000 | |
| 3 | AXP |
American Express Co
|
90,500 | $30,611,625 | |
| 4 | COF |
Capital One Financial Corp
|
67,023 | $13,446,154 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
149,879 | $6,471,775 | |
| 6 | CACC |
Credit Acceptance Corp
|
1,723 | $1,097,103 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
52,919 | $948,837 | |
| 8 | WU |
Western Union CO
|
114,804 | $883,990 |
All Filings in UPST
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,249 | 8,418 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $215,485 | 8,401 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $380,494 | 8,701 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||