Position in AXP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,903,078
+$2,117,847 QoQ
Shares Held
26,321
+17.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#614
of 2,998 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Edgestream Partners, L.P. holds $53,603,508 across 10 Credit Services names. AXP ranks #3 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFH |
Bread Financial Holdings, Inc.
|
110,980 | $12,024,683 | |
| 2 | MA |
Mastercard Inc
|
20,477 | $10,516,987 | |
| 3 | AXP |
American Express Co
This page
|
26,321 | $8,903,078 | |
| 4 | NNI |
Nelnet Inc
|
38,472 | $5,129,471 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
99,963 | $4,316,402 | |
| 6 | V |
Visa Inc.
|
10,435 | $3,580,144 | |
| 7 | SYF |
Synchrony Financial
|
46,050 | $3,502,102 | |
| 8 | UPST |
Upstart Holdings, Inc.
|
82,146 | $2,910,432 |
All Filings in AXP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,903,078 | 26,321 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,785,231 | 22,432 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,168,302 | 3,158 | Shares | Sole | 2026-02-13 | |
| 2025-03-31 | $6,232,812 | 23,166 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,339,116 | 4,512 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,001,998 | 7,382 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $287,816 | 1,243 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,487,527 | 15,317 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $557,149 | 2,974 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $318,437 | 1,828 | Shares | Sole | 2023-08-10 | |
| 2022-12-31 | $623,209 | 4,218 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $363,877 | 2,625 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $279,004 | 1,492 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,002,136 | 12,238 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $796,437 | 4,754 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $205,876 | 1,246 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $7,431,116 | 52,539 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $20,014,957 | 165,536 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $14,179,460 | 141,441 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $8,770,490 | 92,127 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $4,456,599 | 52,057 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||