Position in UPST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,286,829
+$2,072,729 QoQ
Shares Held
64,545
+673.3% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#85
of 358 holders
Holding Since
Dec 2022
8 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, 2026Aquatic Capital Management LLC holds $69,860,469 across 18 Credit Services names. UPST ranks #8 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
59,754 | $30,689,654 | |
| 2 | COF |
Capital One Financial Corp
|
37,281 | $7,479,314 | |
| 3 | PYPL |
PayPal Holdings, Inc.
|
139,763 | $6,034,966 | |
| 4 | KLAR |
Klarna Group plc
|
212,073 | $4,292,357 | |
| 5 | AXP |
American Express Co
|
11,665 | $3,945,686 | |
| 6 | V |
Visa Inc.
|
8,241 | $2,827,404 | |
| 7 | EZPW |
Ezcorp Inc
|
70,605 | $2,440,814 | |
| 8 | UPST |
Upstart Holdings, Inc.
This page
|
64,545 | $2,286,829 |
All Filings in UPST
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,286,829 | 64,545 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $214,100 | 8,347 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,392,879 | 77,587 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,425,285 | 126,482 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,779,497 | 274,884 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,602,316 | 186,885 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $2,048,512 | 51,200 | Shares | Sole | 2024-11-14 | |
| 2022-12-31 | $1 | 100 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||