POM Investment Strategies, LLC

Position in UPST — Upstart Holdings, Inc.

CIK 1906322 RALEIGH, NC

Position in UPST

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$3,720

-$774 QoQ

Shares Held

105

+43.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#302

of 364 holders

Holding Since

Dec 2023

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

POM Investment Strategies, LLC holds $24,875 across 6 Credit Services names. UPST ranks #4 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	25	$8,577
2	AXP	American Express Co	15	$5,073
3	MA	Mastercard Inc	8	$4,108
4	UPST	Upstart Holdings, Inc. This page	105	$3,720
5	SOFI	SoFi Technologies, Inc.	100	$1,793
6	COF	Capital One Financial Corp	8	$1,604

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,720	105	+43.8%	Shares	Sole	2026-07-31
2024-12-31	$4,494	73	0.0%	Shares	Sole	2025-01-29
2024-09-30	$2,920	73	0.0%	Shares	Sole	2024-10-18
2024-06-30	$1,722	73	0.0%	Shares	Sole	2024-07-25
2024-03-31	$1,962	73	0.0%	Shares	Sole	2024-05-15
2023-12-31	$2,982	73	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.