Position in UPST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$765,323
+$512,671 QoQ
Shares Held
21,601
+119.3% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#145
of 358 holders
Holding Since
Sep 2022
15 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, 2026Inspire Advisors, LLC holds $2,397,513 across 5 Credit Services names. UPST ranks #1 (31.9% of the industry book) .
All Filings in UPST
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $765,323 | 21,601 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $252,652 | 9,850 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $338,557 | 7,742 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $323,697 | 6,372 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $496,936 | 7,683 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $350,564 | 7,616 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $443,119 | 7,197 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $298,474 | 7,460 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $392,136 | 16,623 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $434,085 | 16,143 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $623,237 | 15,253 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $240,049 | 8,411 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $690,989 | 19,296 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $278,345 | 17,517 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $201,392 | 9,687 | Shares | Defined | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||