INDEPENDENT FINANCIAL GROUP, LLC

Position in UPST — Upstart Holdings, Inc.

CIK 275484 SAN DIEGO, CA

Position in UPST

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$357,949

+$75,569 QoQ

Shares Held

10,103

-8.2% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#182

of 364 holders

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $27,257,512 across 11 Credit Services names. UPST ranks #9 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	32,793	$11,250,950
2	MA	Mastercard Inc	9,082	$4,664,515
3	AXP	American Express Co	12,504	$4,229,478
4	COF	Capital One Financial Corp	16,582	$3,326,680
5	SOFI	SoFi Technologies, Inc.	81,145	$1,454,929
6	AFRM	Affirm Holdings, Inc.	7,045	$574,519
7	SEZL	Sezzle Inc.	2,796	$479,877
8	PYPL	PayPal Holdings, Inc.	9,899	$427,438

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$357,949	10,103	-8.2%	Shares	Sole	2026-07-15
2026-03-31	$282,380	11,009	-0.7%	Shares	Sole	2026-05-15
2025-12-31	$484,921	11,089	+21.8%	Shares	Sole	2026-05-15
2025-09-30	$462,686	9,108	+155.3%	Shares	Sole	2026-05-15
2025-06-30	$230,778	3,568	-62.2%	Shares	Sole	2026-05-15
2024-06-30	$222,689	9,440	+53.2%	Shares	Sole	2026-06-12
2023-12-31	$251,697	6,160	-37.4%	Shares	Sole	2026-06-12
2023-06-30	$352,549	9,845	-9.3%	Shares	Sole	2026-06-12
2022-09-30	$225,654	10,854	+60.3%	Shares	Sole	2026-06-15
2022-06-30	$214,035	6,769	+190.6%	Shares	Sole	2026-06-12
2022-03-31	$254,070	2,329	+7.9%	Shares	Sole	2026-06-12
2021-12-31	$326,656	2,159	-65.0%	Shares	Sole	2026-06-15
2021-09-30	$1,951,169	6,166	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.