Root Financial Partners, LLC

Position in UPST — Upstart Holdings, Inc.

CIK 1977181 ENCINITAS, CA

Position in UPST

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$8,438

-$176 QoQ

Shares Held

329

+67.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Root Financial Partners, LLC holds $4,080,451 across 6 Credit Services names.

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	4,081	$1,400,150
2	MA	Mastercard Inc	1,789	$918,830
3	AXP	American Express Co	2,646	$895,009
4	COF	Capital One Financial Corp	3,144	$630,749
5	SOFI	SoFi Technologies, Inc.	11,640	$208,705
6	HTT	High Templar Tech Ltd	10,550	$27,008

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,438	329	+67.0%	Shares	Sole	2026-04-24
2025-12-31	$8,614	197	-53.6%	Shares	Sole	2026-02-10
2025-09-30	$21,590	425	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.