Position in UPST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$188,310
-$19,070 QoQ
Shares Held
5,315
-34.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#232
of 364 holders
Holding Since
Sep 2021
20 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, 2026NFSG Corp holds $3,390,130 across 10 Credit Services names. UPST ranks #4 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
3,891 | $1,316,130 | |
| 2 | V |
Visa Inc.
|
3,081 | $1,057,060 | |
| 3 | SOFI |
SoFi Technologies, Inc.
|
15,045 | $269,756 | |
| 4 | UPST |
Upstart Holdings, Inc.
This page
|
5,315 | $188,310 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
2,107 | $171,825 | |
| 6 | MA |
Mastercard Inc
|
253 | $129,940 | |
| 7 | SYF |
Synchrony Financial
|
1,150 | $87,457 | |
| 8 | COF |
Capital One Financial Corp
|
370 | $74,229 |
All Filings in UPST
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $188,310 | 5,315 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $207,380 | 8,085 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $411,849 | 9,418 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $586,689 | 11,549 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $650,939 | 10,064 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $396,732 | 8,619 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $533,319 | 8,662 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $340,845 | 8,519 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $226,204 | 9,589 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $233,647 | 8,689 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $194,125 | 4,751 | Shares | Sole | 2024-03-28 | |
| 2023-09-30 | $138,704 | 4,860 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $287,733 | 8,035 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $150,843 | 9,493 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $128,842 | 9,746 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $260,935 | 12,551 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $158,827 | 5,023 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $449,778 | 4,123 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $369,625 | 2,443 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $53,161 | 168 | Shares | Sole | 2021-10-27 | |
| No filing history on record for this holder in this stock. | ||||||