Position in UPST
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$847,131
+$233,840 QoQ
Shares Held
23,910
0.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#140
of 364 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026BAILARD, INC. holds $75,533,734 across 9 Credit Services names. UPST ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
151,620 | $52,019,305 | |
| 2 | COF |
Capital One Financial Corp
|
46,993 | $9,427,735 | |
| 3 | AXP |
American Express Co
|
20,131 | $6,809,310 | |
| 4 | MA |
Mastercard Inc
|
5,411 | $2,779,089 | |
| 5 | ALLY |
Ally Financial Inc.
|
26,846 | $1,233,573 | |
| 6 | ECPG |
Encore Capital Group Inc
|
10,000 | $932,900 | |
| 7 | UPST |
Upstart Holdings, Inc.
This page
|
23,910 | $847,131 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
12,800 | $780,416 |
All Filings in UPST
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $847,131 | 23,910 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $613,291 | 23,910 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,045,584 | 23,910 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,951,228 | 38,410 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,484,358 | 38,410 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,784,076 | 38,759 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,386,391 | 38,759 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,542,265 | 38,547 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $927,016 | 39,297 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,056,696 | 39,297 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,615,236 | 39,531 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,128,214 | 39,531 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,772,523 | 49,498 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $778,610 | 49,000 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $647,780 | 49,000 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||