Position in UPST
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,971,466
New position
Shares Held
55,644
first reported quarter
Ownership
0.057%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#90
of 364 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 1%
Shared 0%
None 99%
Position in Credit Services
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $1,341,214,546 across 22 Credit Services names. UPST ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,677,977 | $575,697,128 | |
| 2 | MA |
Mastercard Inc
|
1,682,183 | $351,372,673 | |
| 3 | AXP |
American Express Co
|
4,771,292 | $253,386,226 | |
| 4 | COF |
Capital One Financial Corp
|
488,576 | $98,018,117 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
9,664,262 | $20,757,666 | |
| 6 | SYF |
Synchrony Financial
|
196,888 | $13,847,570 | |
| 7 | ALLY |
Ally Financial Inc.
|
293,699 | $10,216,364 | |
| 8 | ENVA |
Enova International, Inc.
|
14,610 | $3,517,065 |
All Filings in UPST
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,971,466 | 55,644 | Shares | Sole | 2026-08-17 | |
| No filing history on record for this holder in this stock. | ||||||