Integrated Financial Solutions, Inc.
Position in UPST — Upstart Holdings, Inc.
CIK 2086529
RESTON, VA
Position in UPST
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$372,181
-$306,071 QoQ
Shares Held
14,510
-6.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
All Filings in UPST
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $372,181 | 14,510 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $678,252 | 15,510 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $715,518 | 14,085 | Shares | Sole | 2026-01-16 | |
| 2025-06-30 | $946,591 | 14,635 | Shares | Sole | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||