Position in UPST
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$10,629
+$2,934 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#283
of 364 holders
Holding Since
Dec 2022
15 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, 2026Rosenberg Matthew Hamilton holds $1,918,138 across 8 Credit Services names. UPST ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,767 | $606,240 | |
| 2 | AXP |
American Express Co
|
1,697 | $574,010 | |
| 3 | COF |
Capital One Financial Corp
|
1,784 | $357,906 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
10,875 | $194,988 | |
| 5 | MA |
Mastercard Inc
|
318 | $163,324 | |
| 6 | UPST |
Upstart Holdings, Inc.
This page
|
300 | $10,629 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
195 | $8,420 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
43 | $2,621 |
All Filings in UPST
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,629 | 300 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $7,695 | 300 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $13,119 | 300 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $15,240 | 300 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $19,404 | 300 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $13,809 | 300 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $18,471 | 300 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $12,003 | 300 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $7,077 | 300 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $8,067 | 300 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $12,258 | 300 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $8,562 | 300 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $10,743 | 300 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $4,767 | 300 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $3,966 | 300 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||