Osbon Capital Management LLC

Position in UPST — Upstart Holdings, Inc.

CIK 1784418 BOSTON, MA

Position in UPST

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$40,000

+$11,042 QoQ

Shares Held

1,129

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#262

of 364 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Jun 30, 2026

Osbon Capital Management LLC holds $1,076,616 across 6 Credit Services names. UPST ranks #4 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	1,999	$685,836
2	MA	Mastercard Inc	533	$273,748
3	AFRM	Affirm Holdings, Inc.	661	$53,904
4	UPST	Upstart Holdings, Inc. This page	1,129	$40,000
5	PYPL	PayPal Holdings, Inc.	387	$16,710
6	SOFI	SoFi Technologies, Inc.	358	$6,418

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,000	1,129	0.0%	Shares	Sole	2026-08-13
2026-03-31	$28,958	1,129	0.0%	Shares	Sole	2026-05-15
2025-12-31	$49,371	1,129	—	Shares	Sole	2026-03-16
No filing history on record for this holder in this stock.