Position in UPST
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$111,346
-$338,285 QoQ
Shares Held
4,341
-57.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026HARBOUR INVESTMENTS, INC. holds $20,961,441 across 23 Credit Services names. UPST ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
25,980 | $7,852,195 | |
| 2 | MA |
Mastercard Inc
|
10,020 | $5,006,593 | |
| 3 | AXP |
American Express Co
|
9,614 | $2,908,042 | |
| 4 | COF |
Capital One Financial Corp
|
13,675 | $2,494,730 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
83,166 | $1,320,676 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
18,065 | $817,079 | |
| 7 | SYF |
Synchrony Financial
|
1,695 | $115,293 | |
| 8 | UPST |
Upstart Holdings, Inc.
This page
|
4,341 | $111,346 |
All Filings in UPST
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $111,346 | 4,341 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $449,631 | 10,282 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $551,078 | 10,848 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $700,484 | 10,830 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $627,020 | 13,622 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $922,257 | 14,979 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $603,030 | 15,072 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $358,049 | 15,178 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $407,679 | 15,161 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $619,641 | 15,165 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $462,804 | 16,216 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $588,644 | 16,438 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $261,120 | 16,433 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $219,557 | 16,608 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $181,039 | 8,708 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $275,346 | 8,708 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $279,299 | 1,846 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $179,737 | 568 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $33,598 | 269 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $12,886 | 100 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||