Position in UPST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,730,542
+$204,291 QoQ
Shares Held
48,844
-17.9% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#96
of 368 holders
Holding Since
Sep 2025
4 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, 2026SummitTX Capital, L.P. holds $33,180,514 across 8 Credit Services names. UPST ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
70,245 | $14,092,551 | |
| 2 | SLM |
SLM Corp
|
175,088 | $4,541,782 | |
| 3 | V |
Visa Inc.
|
11,227 | $3,851,871 | |
| 4 | WU |
Western Union CO
|
491,857 | $3,787,298 | |
| 5 | ALLY |
Ally Financial Inc.
|
70,015 | $3,217,189 | |
| 6 | UPST |
Upstart Holdings, Inc.
This page
|
48,844 | $1,730,542 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
4,798 | $1,037,903 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
15,112 | $921,378 |
All Filings in UPST
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,730,542 | 48,844 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,526,251 | 59,503 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,726,801 | 85,223 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $938,326 | 18,471 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||