Position in UPST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$228,593
-$2,674,772 QoQ
Shares Held
6,452
-90.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#217
of 364 holders
Holding Since
Sep 2021
13 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, 2026Jump Financial, LLC holds $38,445,227 across 14 Credit Services names. UPST ranks #13 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYF |
Synchrony Financial
|
172,437 | $13,113,833 | |
| 2 | CACC |
Credit Acceptance Corp
|
8,965 | $5,708,373 | |
| 3 | AXP |
American Express Co
|
16,344 | $5,528,358 | |
| 4 | AFRM |
Affirm Holdings, Inc.
|
43,300 | $3,531,115 | |
| 5 | EZPW |
Ezcorp Inc
|
98,885 | $3,418,453 | |
| 6 | WRLD |
World Acceptance Corp
|
11,230 | $2,513,610 | |
| 7 | PRAA |
Pra Group Inc
|
102,444 | $1,945,410 | |
| 8 | ALLY |
Ally Financial Inc.
|
15,813 | $726,607 |
All Filings in UPST
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,593 | 6,452 | Shares | Defined | 2026-08-13 | |
| 2025-12-31 | $2,903,365 | 66,393 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $23,916,182 | 470,791 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $15,456,708 | 238,972 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $12,074,910 | 262,327 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $10,284,467 | 167,037 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $777,354 | 19,429 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $433,808 | 15,200 | Shares | Sole | 2024-10-21 | |
| 2023-06-30 | $286,121 | 7,990 | Shares | Sole | 2024-10-21 | |
| 2023-03-31 | $2,080,286 | 130,918 | Shares | Sole | 2024-10-21 | |
| 2022-03-31 | $225,489 | 2,067 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,534,064 | 23,358 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,626,452 | 8,300 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||