Apollon Wealth Management, LLC
Position in UPST — Upstart Holdings, Inc.
CIK 1764387
MOUNT PLEASANT, SC
Position in UPST
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,132,626
+$339,785 QoQ
Shares Held
31,968
+3.4% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#119
of 364 holders
Holding Since
Dec 2021
15 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, 2026Apollon Wealth Management, LLC holds $81,239,659 across 11 Credit Services names. UPST ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
83,676 | $42,975,993 | |
| 2 | V |
Visa Inc.
|
73,044 | $25,060,665 | |
| 3 | AXP |
American Express Co
|
18,095 | $6,120,633 | |
| 4 | COF |
Capital One Financial Corp
|
16,651 | $3,340,523 | |
| 5 | UPST |
Upstart Holdings, Inc.
This page
|
31,968 | $1,132,626 | |
| 6 | SYF |
Synchrony Financial
|
11,473 | $872,521 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
12,096 | $522,305 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
4,755 | $387,770 |
All Filings in UPST
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,132,626 | 31,968 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $792,841 | 30,910 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,524,340 | 34,858 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,157,274 | 22,781 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,491,456 | 23,059 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $852,061 | 18,511 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,045,335 | 16,978 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $617,394 | 15,431 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $372,203 | 15,778 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $399,397 | 14,853 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $514,427 | 12,590 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $275,468 | 9,652 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $291,994 | 8,154 | Shares | Sole | 2023-08-04 | |
| 2022-03-31 | $447,269 | 4,100 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $388,538 | 2,568 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||