Position in UPST
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$527,907
+$197,022 QoQ
Shares Held
14,900
+15.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#163
of 364 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026PFG Investments, LLC holds $24,299,708 across 11 Credit Services names. UPST ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
30,358 | $10,415,526 | |
| 2 | AXP |
American Express Co
|
13,889 | $4,697,954 | |
| 3 | MA |
Mastercard Inc
|
8,464 | $4,347,110 | |
| 4 | COF |
Capital One Financial Corp
|
6,742 | $1,352,580 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
57,961 | $1,039,240 | |
| 6 | UPST |
Upstart Holdings, Inc.
This page
|
14,900 | $527,907 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
11,204 | $483,788 | |
| 8 | CACC |
Credit Acceptance Corp
|
750 | $477,555 |
All Filings in UPST
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $527,907 | 14,900 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $330,885 | 12,900 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $564,117 | 12,900 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $396,240 | 7,800 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||