Position in UPST
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$70
+$19 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#356
of 364 holders
Holding Since
Dec 2024
7 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, 2026WPG Advisers, LLC holds $854,109 across 17 Credit Services names. UPST ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,227 | $420,971 | |
| 2 | MA |
Mastercard Inc
|
325 | $166,920 | |
| 3 | AXP |
American Express Co
|
215 | $72,723 | |
| 4 | COF |
Capital One Financial Corp
|
229 | $45,941 | |
| 5 | ALLY |
Ally Financial Inc.
|
833 | $38,276 | |
| 6 | SYF |
Synchrony Financial
|
298 | $22,662 | |
| 7 | WU |
Western Union CO
|
2,125 | $16,362 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
69 | $14,926 |
All Filings in UPST
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70 | 2 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $51 | 2 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $87 | 2 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $101 | 2 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $129 | 2 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $92 | 2 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $123 | 2 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||