Farther Finance Advisors, LLC

Position in UPST — Upstart Holdings, Inc.

CIK 1992825 SAN FRANCISCO, CA

Position in UPST

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$121,383

+$29,736 QoQ

Shares Held

3,426

-4.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#238

of 364 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $65,218,123 across 40 Credit Services names. UPST ranks #12 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	95,097	$32,626,829
2	MA	Mastercard Inc	34,560	$17,750,016
3	AXP	American Express Co	18,655	$6,310,053
4	COF	Capital One Financial Corp	20,084	$4,029,252
5	SYF	Synchrony Financial	10,323	$785,064
6	PYPL	PayPal Holdings, Inc.	15,809	$682,632
7	OMF	OneMain Holdings, Inc.	10,008	$610,187
8	SOFI	SoFi Technologies, Inc.	32,596	$584,446

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$121,383	3,426	-4.1%	Shares	Sole	2026-07-17
2026-03-31	$91,647	3,573	+106.9%	Shares	Sole	2026-04-07
2025-12-31	$75,521	1,727	-15.5%	Shares	Sole	2026-01-23
2025-09-30	$103,835	2,044	+171.1%	Shares	Sole	2025-10-14
2025-06-30	$48,768	754	-10.6%	Shares	Sole	2025-07-11
2025-03-31	$38,803	843	-4.4%	Shares	Sole	2025-04-14
2024-12-31	$54,304	882	+24.2%	Shares	Sole	2025-02-10
2024-09-30	$28,407	710	+3.0%	Shares	Sole	2024-10-29
2024-06-30	$16,253	689	-46.9%	Shares	Sole	2024-07-31
2024-03-31	$34,876	1,297	+15.3%	Shares	Sole	2024-05-14
2023-12-31	$45,967	1,125	+146.7%	Shares	Sole	2024-02-15
2023-09-30	$13,014	456	+24.6%	Shares	Sole	2023-11-14
2023-06-30	$13,106	366	+159.6%	Shares	Sole	2024-05-14
2023-03-31	$2,240	141	-8.4%	Shares	Sole	2024-05-14
2022-12-31	$2,035	154	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.