Position in UPST
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$13,109
+$3,619 QoQ
Shares Held
370
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#276
of 364 holders
Holding Since
Dec 2024
7 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, 2026Y.D. More Investments Ltd holds $13,848,000 across 7 Credit Services names. UPST ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
20,986 | $7,200,086 | |
| 2 | MA |
Mastercard Inc
|
11,971 | $6,148,305 | |
| 3 | AXP |
American Express Co
|
1,026 | $347,044 | |
| 4 | COF |
Capital One Financial Corp
|
491 | $98,504 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
568 | $24,526 | |
| 6 | SYF |
Synchrony Financial
|
216 | $16,426 | |
| 7 | UPST |
Upstart Holdings, Inc.
This page
|
370 | $13,109 |
All Filings in UPST
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,109 | 370 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $9,490 | 370 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $16,180 | 370 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $18,796 | 370 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $23,931 | 370 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $17,031 | 370 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $22,780 | 370 | Shares | Defined | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||