Position in UPST
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,060,077
+$670,668 QoQ
Shares Held
58,145
+7.3% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#89
of 364 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $482,911,762 across 21 Credit Services names. UPST ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
585,985 | $201,045,593 | |
| 2 | MA |
Mastercard Inc
|
214,090 | $109,956,624 | |
| 3 | AXP |
American Express Co
|
281,382 | $95,177,461 | |
| 4 | COF |
Capital One Financial Corp
|
189,589 | $38,035,345 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
531,211 | $9,524,613 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
173,849 | $7,506,799 | |
| 7 | WU |
Western Union CO
|
537,450 | $4,138,365 | |
| 8 | SEZL |
Sezzle Inc.
|
18,089 | $3,104,615 |
All Filings in UPST
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,060,077 | 58,145 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,389,409 | 54,168 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,290,533 | 52,379 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,317,138 | 65,298 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,766,510 | 58,233 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,188,864 | 47,553 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,683,159 | 43,579 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,619,844 | 40,486 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,070,679 | 45,387 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,114,429 | 41,444 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,928,142 | 47,189 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,267,718 | 44,419 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,593,974 | 44,512 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $806,353 | 50,746 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $759,409 | 57,444 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,640,350 | 127,001 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,278,344 | 135,305 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $11,365,214 | 104,182 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $5,459,509 | 36,084 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $9,082,460 | 28,702 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,028,625 | 16,242 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $562,087 | 4,362 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||