Position in UPST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$917,672
+$299,020 QoQ
Shares Held
25,901
+7.4% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#133
of 364 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026NATIXIS ADVISORS, LLC holds $1,794,430,834 across 14 Credit Services names. UPST ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,779,790 | $953,718,150 | |
| 2 | MA |
Mastercard Inc
|
842,646 | $432,782,985 | |
| 3 | AXP |
American Express Co
|
599,813 | $202,886,747 | |
| 4 | COF |
Capital One Financial Corp
|
364,821 | $73,190,388 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
236,358 | $51,128,961 | |
| 6 | ALLY |
Ally Financial Inc.
|
1,005,587 | $46,206,721 | |
| 7 | SYF |
Synchrony Financial
|
190,424 | $14,481,744 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
126,425 | $10,309,958 |
All Filings in UPST
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $917,672 | 25,901 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $618,652 | 24,119 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $830,170 | 18,984 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $967,333 | 19,042 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,650,957 | 25,525 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,410,773 | 30,649 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $1,274,683 | 20,703 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $654,243 | 16,352 | Shares | Defined | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||