INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
Position in UPST — Upstart Holdings, Inc.
CIK 1818604
ORLANDO, FL
Position in UPST
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$996,291
+$327,878 QoQ
Shares Held
28,120
+7.9% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#125
of 364 holders
Holding Since
Dec 2022
14 quarters on record
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC holds $24,447,146 across 14 Credit Services names. UPST ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
29,910 | $10,261,821 | |
| 2 | MA |
Mastercard Inc
|
15,907 | $8,169,835 | |
| 3 | PYPL |
PayPal Holdings, Inc.
|
51,668 | $2,231,024 | |
| 4 | AXP |
American Express Co
|
4,557 | $1,541,405 | |
| 5 | UPST |
Upstart Holdings, Inc.
This page
|
28,120 | $996,291 | |
| 6 | COF |
Capital One Financial Corp
|
2,672 | $536,056 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
17,810 | $319,333 | |
| 8 | SYF |
Synchrony Financial
|
3,163 | $240,546 |
All Filings in UPST
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $996,291 | 28,120 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $668,413 | 26,059 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $887,893 | 20,304 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $656,793 | 12,929 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $836,247 | 12,929 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $581,358 | 12,630 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $341,959 | 5,554 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $5,830 | 233,258 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $131,396 | 5,570 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $329,740 | 8,070 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $259,057 | 9,077 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $256,650 | 7,167 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $136,129 | 8,567 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $185,357 | 14,021 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||