Position in UPST
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,511
+$2,074 QoQ
Shares Held
212
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#288
of 364 holders
Holding Since
Jun 2024
9 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, 2026Smartleaf Asset Management LLC holds $25,319,241 across 28 Credit Services names. UPST ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
30,636 | $10,510,905 | |
| 2 | MA |
Mastercard Inc
|
13,050 | $6,702,480 | |
| 3 | AXP |
American Express Co
|
10,190 | $3,446,767 | |
| 4 | COF |
Capital One Financial Corp
|
13,885 | $2,785,608 | |
| 5 | SYF |
Synchrony Financial
|
6,601 | $502,006 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
10,734 | $463,494 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
2,621 | $213,742 | |
| 8 | AGM |
Federal Agricultural Mortgage Corp
|
813 | $162,006 |
All Filings in UPST
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,511 | 212 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,437 | 212 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,675 | 267 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,144 | 180 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,746 | 27 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,904 | 150 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,157 | 100 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $600 | 15 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $495 | 21 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||