Position in UPST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$383,669
+$216,639 QoQ
Shares Held
10,829
+66.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#179
of 364 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Derivatives in UPST
reported options exposure · as of Sep 30, 2022CallValue
$0
CallShares
0
PutValue
$237,006
PutShares
11,400
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, 2026ROYAL BANK OF CANADA holds $8,090,991,828 across 46 Credit Services names. UPST ranks #26 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
12,404,729 | $4,255,938,464 | |
| 2 | MA |
Mastercard Inc
|
4,544,017 | $2,333,807,123 | |
| 3 | AXP |
American Express Co
|
1,850,570 | $625,955,299 | |
| 4 | COF |
Capital One Financial Corp
|
2,344,582 | $470,370,034 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
2,400,482 | $103,652,806 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
4,754,654 | $85,250,942 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
918,180 | $55,981,429 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
188,654 | $40,809,629 |
All Filings in UPST
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,669 | 10,829 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $167,030 | 6,512 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,554,992 | 35,559 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,935,122 | 38,093 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,099,688 | 17,002 | Shares | Defined | 2025-11-21 | |
| 2025-03-31 | $879,216 | 19,101 | Shares | Defined | 2025-11-21 | |
| 2024-12-31 | $1,231,336 | 19,999 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,001,207 | 25,024 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $436,130 | 18,488 | Shares | Defined | 2024-11-06 | |
| 2024-03-31 | $433,141 | 16,108 | Shares | Defined | 2024-11-05 | |
| 2023-12-31 | $1,474,063 | 36,076 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $853,600 | 29,909 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $899,043 | 25,106 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $440,547 | 27,725 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $328,725 | 24,866 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $667,315 | 32,098 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $237,006 | 11,400 | Put | Defined | 2022-11-14 | |
| 2022-06-30 | $1,022,652 | 32,342 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $4,613,414 | 42,290 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $1,134,536 | 10,400 | Put | Sole | 2022-05-16 | |
| 2021-12-31 | $4,697,561 | 31,048 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $11,845,928 | 37,435 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,683,173 | 29,489 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,355,734 | 10,521 | Shares | Defined | 2021-07-20 | |
| 2020-12-31 | $699,350 | 17,162 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||