Position in UPST
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$47,617
+$1,371 QoQ
Shares Held
1,344
-25.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#260
of 364 holders
Holding Since
Dec 2021
19 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, 2026Asset Management One Co., Ltd. holds $724,909,408 across 15 Credit Services names. UPST ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
899,673 | $308,668,809 | |
| 2 | MA |
Mastercard Inc
|
395,840 | $203,303,424 | |
| 3 | AXP |
American Express Co
|
329,571 | $111,477,390 | |
| 4 | COF |
Capital One Financial Corp
|
258,973 | $51,955,163 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
408,691 | $17,647,277 | |
| 6 | SYF |
Synchrony Financial
|
181,216 | $13,781,476 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
475,538 | $8,526,396 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
104,373 | $8,511,618 |
All Filings in UPST
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,617 | 1,344 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $46,246 | 1,803 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $77,139 | 1,764 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $94,538 | 1,861 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $125,673 | 1,943 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $92,520 | 2,010 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $72,283 | 1,174 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $60,255 | 1,506 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $54,422 | 2,307 | Shares | Defined | 2024-07-18 | |
| 2024-03-31 | $62,115 | 2,310 | Shares | Defined | 2024-05-02 | |
| 2023-12-31 | $54,507 | 1,334 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $52,256 | 1,831 | Shares | Defined | 2023-10-19 | |
| 2023-06-30 | $55,577 | 1,552 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $53,374 | 3,359 | Shares | Defined | 2023-04-25 | |
| 2022-12-31 | $49,892 | 3,774 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $47,858 | 2,302 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $562,330 | 17,784 | Shares | Defined | 2022-07-29 | |
| 2022-03-31 | $1,613,986 | 14,795 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,342,182 | 8,871 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||