Position in UPST
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,915,369
+$1,143,502 QoQ
Shares Held
110,510
+2.3% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#57
of 364 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026RHUMBLINE ADVISERS holds $2,702,737,585 across 42 Credit Services names. UPST ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
3,080,395 | $1,056,852,720 | |
| 2 | MA |
Mastercard Inc
|
1,504,261 | $772,588,449 | |
| 3 | AXP |
American Express Co
|
969,657 | $327,986,480 | |
| 4 | COF |
Capital One Financial Corp
|
1,113,275 | $223,345,230 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
1,684,310 | $72,728,505 | |
| 6 | SYF |
Synchrony Financial
|
652,181 | $49,598,365 | |
| 7 | ALLY |
Ally Financial Inc.
|
743,484 | $34,163,089 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
341,313 | $27,834,075 |
All Filings in UPST
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,915,369 | 110,510 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,771,867 | 108,065 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,767,007 | 109,010 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,460,693 | 127,179 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $8,438,411 | 130,464 | Shares | Sole | 2025-08-12 | |
| 2024-09-30 | $4,330,082 | 108,225 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,682,112 | 113,697 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,858,702 | 106,311 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,209,519 | 103,023 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,943,929 | 103,151 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,627,230 | 101,291 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,179,324 | 74,218 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $984,017 | 74,434 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,519,166 | 73,072 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,221,684 | 70,262 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,864,977 | 44,596 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,673,994 | 44,111 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $13,214,217 | 41,759 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,574,239 | 12,604 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,830,456 | 14,205 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||