Position in UPST
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,429,954
+$3,850,834 QoQ
Shares Held
379,056
+1.5% QoQ
Ownership
0.390%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#30
of 364 holders
Holding Since
Jun 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, 2026FIRST TRUST ADVISORS LP holds $3,024,995,110 across 28 Credit Services names. UPST ranks #17 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,025,535 | $694,940,802 | |
| 2 | SYF |
Synchrony Financial
|
7,698,248 | $585,451,760 | |
| 3 | MA |
Mastercard Inc
|
1,096,922 | $563,379,138 | |
| 4 | AXP |
American Express Co
|
1,438,146 | $486,452,884 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
7,713,570 | $333,071,952 | |
| 6 | SLM |
SLM Corp
|
3,270,506 | $84,836,925 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
1,074,652 | $65,521,532 | |
| 8 | WU |
Western Union CO
|
4,022,630 | $30,974,251 |
All Filings in UPST
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,429,954 | 379,056 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $9,579,120 | 373,455 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $13,930,060 | 318,547 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,046,254 | 237,131 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,808,374 | 244,409 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,497,640 | 141,161 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,206,172 | 133,282 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,046,131 | 201,103 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,754,296 | 371,102 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $12,334,362 | 458,697 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $12,837,027 | 314,171 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,715,690 | 235,308 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $356,253 | 22,420 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,339,120 | 176,938 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,397,565 | 115,323 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $6,582,272 | 60,338 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $9,013,697 | 59,575 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $27,821,721 | 87,921 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,950,661 | 39,637 | Shares | Sole | 2021-10-12 | |
| No filing history on record for this holder in this stock. | ||||||