Position in LX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$608,279
-$915,156 QoQ
Shares Held
308,772
-55.8% QoQ
Ownership
0.187%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 81 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in LX Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $33,711,831,426 across 50 Credit Services names. LX ranks #37 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
45,960,354 | $15,768,537,842 | |
| 2 | MA |
Mastercard Inc
|
15,001,503 | $7,704,771,929 | |
| 3 | AXP |
American Express Co
|
13,121,109 | $4,438,215,113 | |
| 4 | AFRM |
Affirm Holdings, Inc.
|
23,000,269 | $1,875,671,929 | |
| 5 | COF |
Capital One Financial Corp
|
8,768,807 | $1,759,198,050 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
10,324,704 | $445,820,708 | |
| 7 | SYF |
Synchrony Financial
|
4,633,326 | $352,364,433 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
19,521,442 | $350,019,448 |
All Filings in LX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,279 | 308,772 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,523,435 | 698,825 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,749,623 | 1,452,485 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $14,461,059 | 2,713,145 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $19,453,125 | 2,698,076 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $24,194,769 | 2,397,896 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $27,850,711 | 4,801,847 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $2,232,376 | 820,727 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $116,028 | 70,322 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $132,142 | 73,414 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $296,253 | 161,008 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $334,079 | 151,168 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $358,392 | 156,504 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $366,885 | 135,383 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $263,799 | 138,843 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $264,232 | 156,351 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $385,633 | 172,930 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $661,674 | 252,548 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $1,952,919 | 505,938 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,720,639 | 292,129 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,838,120 | 313,316 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $1,229,190 | 122,186 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $13,799,841 | 2,059,678 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $13,485,873 | 1,968,741 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $15,330,429 | 1,440,830 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $34,444,504 | 3,883,259 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||