Position in UPST
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$255,273
+$254,736 QoQ
Shares Held
7,205
+42282.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#207
of 364 holders
Holding Since
Jun 2022
2 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, 2026Venture Visionary Partners LLC holds $83,092,992 across 9 Credit Services names. UPST ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
110,706 | $37,982,121 | |
| 2 | MA |
Mastercard Inc
|
32,625 | $16,756,200 | |
| 3 | AXP |
American Express Co
|
37,945 | $12,834,896 | |
| 4 | COF |
Capital One Financial Corp
|
57,564 | $11,548,489 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
126,356 | $2,265,563 | |
| 6 | SYF |
Synchrony Financial
|
12,011 | $913,436 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
6,872 | $296,732 | |
| 8 | UPST |
Upstart Holdings, Inc.
This page
|
7,205 | $255,273 |
All Filings in UPST
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,273 | 7,205 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $537 | 17 | Shares | Sole | 2022-07-26 | |
| No filing history on record for this holder in this stock. | ||||||