Position in UPST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,186,196
+$597,606 QoQ
Shares Held
33,480
+45.9% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#117
of 364 holders
Holding Since
Mar 2025
6 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, 2026Kera Capital Partners, Inc. holds $14,366,535 across 9 Credit Services names. UPST ranks #2 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PYPL |
PayPal Holdings, Inc.
|
203,091 | $8,769,469 | |
| 2 | UPST |
Upstart Holdings, Inc.
This page
|
33,480 | $1,186,196 | |
| 3 | V |
Visa Inc.
|
2,803 | $961,681 | |
| 4 | COF |
Capital One Financial Corp
|
3,722 | $746,707 | |
| 5 | SYF |
Synchrony Financial
|
9,035 | $687,111 | |
| 6 | MA |
Mastercard Inc
|
1,220 | $626,592 | |
| 7 | ALLY |
Ally Financial Inc.
|
12,660 | $581,727 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
5,436 | $443,305 |
All Filings in UPST
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,186,196 | 33,480 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $588,590 | 22,947 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $591,010 | 13,515 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $1,012,240 | 19,926 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,320,118 | 20,410 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $845,617 | 18,371 | Shares | Sole | 2025-04-02 | |
| No filing history on record for this holder in this stock. | ||||||