Position in UPST
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$226,220
-$125,019 QoQ
Shares Held
6,385
-20.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#219
of 364 holders
Holding Since
Sep 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, 2026Wealthfront Advisers LLC holds $192,384,268 across 10 Credit Services names. UPST ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
199,654 | $68,499,290 | |
| 2 | MA |
Mastercard Inc
|
107,159 | $55,036,862 | |
| 3 | AXP |
American Express Co
|
93,076 | $31,482,957 | |
| 4 | COF |
Capital One Financial Corp
|
88,870 | $17,829,099 | |
| 5 | SYF |
Synchrony Financial
|
131,071 | $9,967,949 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
236,417 | $4,238,956 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
98,081 | $4,235,137 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
5,786 | $471,848 |
All Filings in UPST
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,220 | 6,385 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $351,239 | 8,032 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $289,712 | 5,703 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $247,142 | 3,821 | Shares | Sole | 2025-07-31 | |
| 2021-09-30 | $260,113 | 822 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||