Position in UPST
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$521,695
+$517,297 QoQ
Shares Held
20,339
+29810.3% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 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 Mar 31, 2026Brooklyn Investment Group holds $54,105,496 across 19 Credit Services names. UPST ranks #11 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
67,623 | $20,438,375 | |
| 2 | MA |
Mastercard Inc
|
31,121 | $15,549,918 | |
| 3 | AXP |
American Express Co
|
14,428 | $4,364,181 | |
| 4 | COF |
Capital One Financial Corp
|
21,687 | $3,956,359 | |
| 5 | WU |
Western Union CO
|
311,646 | $2,720,669 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
42,477 | $1,921,234 | |
| 7 | NAVI |
Navient Corp
|
126,069 | $1,031,244 | |
| 8 | SYF |
Synchrony Financial
|
8,640 | $587,692 |
All Filings in UPST
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $521,695 | 20,339 | Shares | Defined | 2026-04-29 | |
| 2025-06-30 | $4,398 | 68 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,301 | 50 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,078 | 50 | Shares | Defined | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||