Position in UPST
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$64,803,702
+$24,912,669 QoQ
Shares Held
1,829,063
+17.6% QoQ
Ownership
1.88%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#9
of 364 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Derivatives in UPST
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$4,233,885
PutShares
119,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026Clear Street Group Inc. holds $119,354,776 across 5 Credit Services names. UPST ranks #1 (54.3% of the industry book) .
All Filings in UPST
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,803,702 | 1,829,063 | Shares | Sole | 2026-08-12 | |
| 2026-06-30 | $4,233,885 | 119,500 | Put | Sole | 2026-08-12 | |
| 2026-03-31 | $1,282,500 | 50,000 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $39,891,033 | 1,555,206 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $90,158,753 | 2,061,714 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $22,433,490 | 513,000 | Put | Sole | 2026-02-13 | |
| 2025-09-30 | $29,017,569 | 571,212 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||