Position in UPST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$300,198
New position
Shares Held
8,473
first reported quarter
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#193
of 364 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Credit Services
Financial Services · as of Jun 30, 2026Freestone Grove Partners LP holds $188,478,483 across 7 Credit Services names. UPST ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALLY |
Ally Financial Inc.
|
1,185,223 | $54,460,996 | |
| 2 | V |
Visa Inc.
|
151,411 | $51,947,599 | |
| 3 | MA |
Mastercard Inc
|
97,560 | $50,106,816 | |
| 4 | AXP |
American Express Co
|
93,391 | $31,589,505 | |
| 5 | UPST |
Upstart Holdings, Inc.
This page
|
8,473 | $300,198 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
1,000 | $60,970 | |
| 7 | SLM |
SLM Corp
|
478 | $12,399 |
All Filings in UPST
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,198 | 8,473 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||