Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,381,074
+$727,719 QoQ
Shares Held
4,083
+89.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,390
of 2,984 holders
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Derivatives in AXP
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$55,492,500
PutShares
150,000
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, 2026Marex Group plc holds $109,492,925 across 8 Credit Services names. AXP ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
127,917 | $65,698,170 | |
| 2 | SOFI |
SoFi Technologies, Inc.
|
1,580,559 | $28,339,422 | |
| 3 | PYPL |
PayPal Holdings, Inc.
|
215,675 | $9,312,845 | |
| 4 | UPST |
Upstart Holdings, Inc.
|
70,214 | $2,487,681 | |
| 5 | AXP |
American Express Co
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|
4,083 | $1,381,074 | |
| 6 | V |
Visa Inc.
|
3,510 | $1,204,245 | |
| 7 | KLAR |
Klarna Group plc
|
36,615 | $741,087 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
4,027 | $328,401 |
All Filings in AXP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,381,074 | 4,083 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $653,355 | 2,160 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $55,492,500 | 150,000 | Put | Defined | 2026-02-12 | |
| 2025-12-31 | $55,747,764 | 150,690 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $510,529 | 1,537 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $13,711,056 | 50,961 | Shares | Defined | 2026-04-02 | |
| 2024-12-31 | $38,755,431 | 130,582 | Shares | Defined | 2026-04-02 | |
| 2024-09-30 | $10,831,728 | 39,940 | Shares | Defined | 2026-04-07 | |
| 2024-06-30 | $33,129,941 | 143,079 | Shares | Defined | 2026-04-02 | |
| 2023-12-31 | $20,086,032 | 107,217 | Shares | Defined | 2026-04-02 | |
| 2023-09-30 | $350,745 | 2,351 | Shares | Defined | 2026-04-02 | |
| 2023-03-31 | $34,417,972 | 208,657 | Shares | Defined | 2026-04-02 | |
| No filing history on record for this holder in this stock. | ||||||