Position in UPST
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$674,445
+$371,519 QoQ
Shares Held
19,036
+61.2% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#153
of 364 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Portman Square Capital LLP holds $674,445 across 1 Credit Services name. UPST ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPST |
Upstart Holdings, Inc.
This page
|
19,036 | $674,445 |
All Filings in UPST
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $674,445 | 19,036 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $302,926 | 11,810 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $397,943 | 9,100 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $462,280 | 9,100 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $272,496 | 4,213 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $327,089 | 7,106 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||