Position in AXP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,709,314
+$378,682 QoQ
Shares Held
5,651
+41.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026SummitTX Capital, L.P. holds $19,632,349 across 7 Credit Services names. AXP ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
18,296 | $5,529,783 | |
| 2 | WU |
Western Union CO
|
480,458 | $4,194,398 | |
| 3 | SLM |
SLM Corp
|
191,897 | $4,108,514 | |
| 4 | ALLY |
Ally Financial Inc.
|
45,294 | $1,776,883 | |
| 5 | AXP |
American Express Co
This page
|
5,651 | $1,709,314 | |
| 6 | UPST |
Upstart Holdings, Inc.
|
59,503 | $1,526,251 | |
| 7 | KLAR |
Klarna Group plc
|
60,138 | $787,206 |
All Filings in AXP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,709,314 | 5,651 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,330,632 | 4,006 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||