Position in UPST
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$256,300
+$79,290 QoQ
Shares Held
7,234
+4.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#206
of 364 holders
Holding Since
Dec 2021
9 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, 2026State of Wyoming holds $13,928,634 across 18 Credit Services names. UPST ranks #12 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALLY |
Ally Financial Inc.
|
69,522 | $3,194,535 | |
| 2 | OMF |
OneMain Holdings, Inc.
|
30,052 | $1,832,270 | |
| 3 | MA |
Mastercard Inc
|
3,394 | $1,743,158 | |
| 4 | SLM |
SLM Corp
|
52,994 | $1,374,664 | |
| 5 | V |
Visa Inc.
|
2,355 | $807,976 | |
| 6 | COF |
Capital One Financial Corp
|
3,918 | $786,029 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
3,546 | $767,070 | |
| 8 | SYF |
Synchrony Financial
|
9,828 | $747,419 |
All Filings in UPST
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,300 | 7,234 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $177,010 | 6,901 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $272,306 | 6,227 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $46,380 | 913 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $61,316 | 948 | Shares | Sole | 2025-08-19 | |
| 2023-12-31 | $114,612 | 2,805 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $31,736 | 1,112 | Shares | Sole | 2023-11-14 | |
| 2022-09-30 | $13,596 | 654 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $16,945 | 112 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||