Synergy Financial Group, LTD

Position in UPST — Upstart Holdings, Inc.

CIK 1905669 SAN RAMON, CA

Position in UPST

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$225,830

-$46,739 QoQ

Shares Held

6,374

+2.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#220

of 364 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Synergy Financial Group, LTD holds $2,863,169 across 5 Credit Services names. UPST ranks #5 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	3,379	$1,735,454
2	V	Visa Inc.	904	$310,153
3	COF	Capital One Financial Corp	1,484	$297,720
4	PYPL	PayPal Holdings, Inc.	6,809	$294,012
5	UPST	Upstart Holdings, Inc. This page	6,374	$225,830

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$225,830	6,374	+2.3%	Shares	Sole	2026-08-05
2025-12-31	$272,569	6,233	+0.8%	Shares	Sole	2026-02-17
2025-09-30	$314,248	6,186	-1.5%	Shares	Sole	2025-11-17
2025-06-30	$406,255	6,281	+8.4%	Shares	Sole	2025-08-15
2025-03-31	$266,651	5,793	0.0%	Shares	Sole	2025-05-15
2024-12-31	$356,675	5,793	-10.1%	Shares	Sole	2025-02-04
2024-09-30	$257,824	6,444	-2.2%	Shares	Sole	2024-11-18
2023-12-31	$269,185	6,588	+2.2%	Shares	Sole	2024-02-15
2023-06-30	$230,831	6,446	-61.7%	Shares	Sole	2023-08-16
2022-09-30	$349,978	16,834	+10.7%	Shares	Sole	2022-11-01
2022-06-30	$480,687	15,202	+16.1%	Shares	Sole	2022-08-04
2022-03-31	$1,427,879	13,089	+33.5%	Shares	Sole	2022-08-03
2021-12-31	$1,483,647	9,806	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.