Position in UPST
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$70
-$5,789 QoQ
Shares Held
2
-98.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#357
of 364 holders
Holding Since
Dec 2025
2 quarters on record
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Strive Financial Group ,LLC holds $1,475,827 across 12 Credit Services names. UPST ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,268 | $435,038 | |
| 2 | CACC |
Credit Acceptance Corp
|
364 | $231,773 | |
| 3 | FCFS |
FirstCash Holdings, Inc.
|
1,000 | $216,320 | |
| 4 | AXP |
American Express Co
|
533 | $180,287 | |
| 5 | COF |
Capital One Financial Corp
|
848 | $170,125 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
7,664 | $137,415 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
854 | $36,875 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
450 | $36,697 |
All Filings in UPST
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70 | 2 | Shares | Sole | 2026-08-17 | |
| 2025-12-31 | $5,859 | 134 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||