Position in UPST
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$515,152
+$108,856 QoQ
Shares Held
14,540
-8.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#164
of 364 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Derivatives in UPST
reported options exposure · as of Sep 30, 2025CallValue
$2,844
CallShares
56
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026Royal Fund Management, LLC holds $1,162,482 across 3 Credit Services names. UPST ranks #1 (44.3% of the industry book) .
All Filings in UPST
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $515,152 | 14,540 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $406,296 | 15,840 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $732,040 | 16,740 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,299,616 | 25,583 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $2,844 | 56 | Call | Sole | 2025-10-29 | |
| 2025-06-30 | $4,199,413 | 64,926 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $2,658,348 | 41,100 | Call | Sole | 2025-08-13 | |
| 2025-03-31 | $2,246,264 | 48,800 | Call | Sole | 2025-05-14 | |
| 2025-03-31 | $3,007,600 | 65,340 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||