Position in UPST
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$380,695
-$86,365 QoQ
Shares Held
10,745
-41.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#180
of 364 holders
Holding Since
Mar 2025
5 quarters on record
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Simplicity Wealth,LLC holds $29,825,831 across 9 Credit Services names. UPST ranks #9 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
37,462 | $12,671,521 | |
| 2 | V |
Visa Inc.
|
24,936 | $8,555,292 | |
| 3 | MA |
Mastercard Inc
|
9,420 | $4,838,112 | |
| 4 | COF |
Capital One Financial Corp
|
5,230 | $1,049,242 | |
| 5 | SYF |
Synchrony Financial
|
9,823 | $747,039 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
7,297 | $595,070 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
30,310 | $543,458 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
2,059 | $445,402 |
All Filings in UPST
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,695 | 10,745 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $467,060 | 18,209 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $943,649 | 21,579 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,420,723 | 27,967 | Shares | Sole | 2025-10-30 | |
| 2025-03-31 | $1,712,177 | 37,197 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||