Position in UPST
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$314,051
+$113,007 QoQ
Shares Held
8,864
+13.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#189
of 364 holders
Holding Since
Sep 2025
4 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, 2026HUB Investment Partners, LLC holds $54,005,504 across 13 Credit Services names. UPST ranks #11 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
73,903 | $25,355,380 | |
| 2 | MA |
Mastercard Inc
|
30,894 | $15,867,158 | |
| 3 | NNI |
Nelnet Inc
|
20,836 | $2,778,063 | |
| 4 | AXP |
American Express Co
|
7,739 | $2,617,716 | |
| 5 | COF |
Capital One Financial Corp
|
11,240 | $2,254,968 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
87,197 | $1,563,442 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
21,654 | $935,019 | |
| 8 | SYF |
Synchrony Financial
|
10,169 | $773,352 |
All Filings in UPST
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,051 | 8,864 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $201,044 | 7,838 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $218,737 | 5,002 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $317,601 | 6,252 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||