Position in UPST
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,593,688
+$1,666,621 QoQ
Shares Held
73,206
+102.5% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#79
of 364 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Derivatives in UPST
reported options exposure · as of Jun 30, 2026CallValue
$2,657,250
CallShares
75,000
PutValue
$1,417,200
PutShares
40,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026Jefferies Financial Group Inc. holds $164,307,237 across 16 Credit Services names. UPST ranks #11 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
107,074 | $54,993,206 | |
| 2 | AXP |
American Express Co
|
69,376 | $23,466,432 | |
| 3 | SOFI |
SoFi Technologies, Inc.
|
964,203 | $17,288,159 | |
| 4 | V |
Visa Inc.
|
49,683 | $17,045,740 | |
| 5 | SYF |
Synchrony Financial
|
222,782 | $16,942,571 | |
| 6 | BFH |
Bread Financial Holdings, Inc.
|
97,546 | $10,569,109 | |
| 7 | ALLY |
Ally Financial Inc.
|
126,330 | $5,804,863 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
73,390 | $4,474,588 |
All Filings in UPST
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,593,688 | 73,206 | Shares | Defined | 2026-08-17 | |
| 2026-06-30 | $2,657,250 | 75,000 | Call | Defined | 2026-08-17 | |
| 2026-06-30 | $1,417,200 | 40,000 | Put | Defined | 2026-08-17 | |
| 2026-03-31 | $927,067 | 36,143 | Shares | Defined | 2026-05-08 | |
| 2026-03-31 | $2,949,750 | 115,000 | Put | Defined | 2026-05-08 | |
| 2026-03-31 | $2,565,000 | 100,000 | Call | Defined | 2026-05-08 | |
| 2025-12-31 | $3,367,210 | 77,000 | Call | Defined | 2026-02-09 | |
| 2025-12-31 | $722,900 | 16,531 | Shares | Defined | 2026-02-09 | |
| 2025-12-31 | $2,645,665 | 60,500 | Put | Defined | 2026-02-09 | |
| 2025-09-30 | $1,524,000 | 30,000 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $508,000 | 10,000 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $355,600 | 7,000 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $452,760 | 7,000 | Shares | Defined | 2025-08-12 | |
| 2025-06-30 | $323,400 | 5,000 | Call | Defined | 2025-08-12 | |
| 2025-06-30 | $5,821,200 | 90,000 | Put | Defined | 2025-08-12 | |
| 2025-03-31 | $1,952,362 | 42,415 | Shares | Defined | 2025-05-08 | |
| 2025-03-31 | $1,841,200 | 40,000 | Put | Defined | 2025-05-08 | |
| 2024-12-31 | $1,857,751 | 30,173 | Shares | Defined | 2025-02-27 | |
| 2024-12-31 | $1,847,100 | 30,000 | Put | Defined | 2025-02-27 | |
| 2024-09-30 | $7,617,904 | 190,400 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $2,000,500 | 50,000 | Call | Defined | 2024-11-14 | |
| 2023-12-31 | $612,900 | 15,000 | Put | Defined | 2024-05-06 | |
| 2023-09-30 | $570,800 | 20,000 | Put | Defined | 2023-11-14 | |
| 2022-12-31 | $117,658 | 8,900 | Put | Defined | 2023-09-21 | |
| 2022-12-31 | $174,504 | 13,200 | Shares | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||