Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,289,588
+$5,280,228 QoQ
Shares Held
59,984
+20.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#419
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Derivatives in AXP
reported options exposure · as of Jun 30, 2023CallValue
$116,714,000
CallShares
670,000
PutValue
$0
PutShares
0
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, 2026Cresset Asset Management, LLC holds $177,526,212 across 11 Credit Services names. AXP ranks #3 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
206,145 | $70,726,288 | |
| 2 | MA |
Mastercard Inc
|
108,224 | $55,583,846 | |
| 3 | AXP |
American Express Co
This page
|
59,984 | $20,289,588 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
298,803 | $12,902,313 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
420,977 | $7,548,117 | |
| 6 | COF |
Capital One Financial Corp
|
21,424 | $4,298,082 | |
| 7 | ENVA |
Enova International, Inc.
|
14,006 | $3,371,664 | |
| 8 | EZPW |
Ezcorp Inc
|
34,473 | $1,191,731 |
All Filings in AXP
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,289,588 | 59,984 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $15,009,360 | 49,621 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,086,115 | 48,888 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,285,140 | 49,028 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $15,497,324 | 48,584 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $14,392,560 | 53,494 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $16,638,344 | 56,061 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $27,626,330 | 101,867 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $22,809,063 | 98,506 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $18,974,545 | 83,335 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $13,740,077 | 73,343 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $10,731,385 | 71,931 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $11,933,919 | 68,507 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $116,714,000 | 670,000 | Call | Sole | 2023-08-14 | |
| 2023-03-31 | $3,106,998 | 18,836 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,864,133 | 19,385 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,760,258 | 20,460 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,356,821 | 24,216 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,297,073 | 22,979 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,824,804 | 23,379 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,551,287 | 27,167 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,308,207 | 26,074 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,387,667 | 9,811 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,042,048 | 16,889 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,579,739 | 15,758 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,450,181 | 15,233 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $1,797,724 | 20,999 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||