Position in UPST
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$95,661
+$26,406 QoQ
Shares Held
2,700
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#246
of 364 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Orion Capital Management LLC holds $3,071,792 across 8 Credit Services names. UPST ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
3,238 | $1,110,925 | |
| 2 | COF |
Capital One Financial Corp
|
5,185 | $1,040,214 | |
| 3 | SYF |
Synchrony Financial
|
3,780 | $287,469 | |
| 4 | AXP |
American Express Co
|
840 | $284,130 | |
| 5 | MA |
Mastercard Inc
|
246 | $126,345 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
5,400 | $96,822 | |
| 7 | UPST |
Upstart Holdings, Inc.
This page
|
2,700 | $95,661 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
700 | $30,226 |
All Filings in UPST
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,661 | 2,700 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $69,255 | 2,700 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $118,071 | 2,700 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $139,700 | 2,750 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $177,870 | 2,750 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $127,042 | 2,760 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $262,288 | 4,260 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $222,455 | 5,560 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $124,791 | 5,290 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $193,608 | 7,200 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $232,902 | 5,700 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $137,562 | 4,820 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $204,475 | 5,710 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $98,676 | 6,210 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $84,740 | 6,410 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $185,238 | 8,910 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $209,008 | 6,610 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $759,266 | 6,960 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $957,729 | 6,330 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,787,886 | 5,650 | Shares | Sole | 2021-10-25 | |
| No filing history on record for this holder in this stock. | ||||||