Position in UPST
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$708
-$4,466 QoQ
Shares Held
20
-75.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#330
of 364 holders
Holding Since
Mar 2025
3 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, 2026SouthState Bank Corp holds $104,964,069 across 15 Credit Services names. UPST ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
162,785 | $55,849,905 | |
| 2 | MA |
Mastercard Inc
|
77,155 | $39,626,807 | |
| 3 | AXP |
American Express Co
|
15,981 | $5,405,573 | |
| 4 | COF |
Capital One Financial Corp
|
7,722 | $1,549,186 | |
| 5 | SLM |
SLM Corp
|
54,179 | $1,405,402 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
20,811 | $898,618 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
8,465 | $151,776 | |
| 8 | WRLD |
World Acceptance Corp
|
200 | $44,766 |
All Filings in UPST
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $708 | 20 | Shares | Defined | 2026-08-06 | |
| 2025-06-30 | $5,174 | 80 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $8,285 | 180 | Shares | Defined | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||