Rakuten Securities, Inc.
Broker-DealerPosition in UPST — Upstart Holdings, Inc.
CIK 2009539
TOKYO, M0
Position in UPST
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$66,820
+$16,726 QoQ
Shares Held
1,886
-3.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#255
of 364 holders
Holding Since
Dec 2024
7 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, 2026Rakuten Securities, Inc. holds $10,547,036 across 10 Credit Services names. UPST ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
|
519,016 | $9,305,956 | |
| 2 | PYPL |
PayPal Holdings, Inc.
|
13,944 | $602,101 | |
| 3 | V |
Visa Inc.
|
697 | $239,133 | |
| 4 | AFRM |
Affirm Holdings, Inc.
|
2,534 | $206,647 | |
| 5 | UPST |
Upstart Holdings, Inc.
This page
|
1,886 | $66,820 | |
| 6 | AXP |
American Express Co
|
165 | $55,811 | |
| 7 | MA |
Mastercard Inc
|
94 | $48,278 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
227 | $13,840 |
All Filings in UPST
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,820 | 1,886 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $50,094 | 1,953 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $183,840 | 4,204 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $299,262 | 5,891 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $79,621 | 1,231 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $132,934 | 2,888 | Shares | Defined | 2025-04-18 | |
| 2024-12-31 | $30,538 | 496 | Shares | Defined | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||