Position in UPST
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$231,853
+$11,673 QoQ
Shares Held
6,544
+30.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#216
of 364 holders
Holding Since
Sep 2021
16 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $3,764,235,290 across 24 Credit Services names. UPST ranks #23 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
4,693,213 | $1,610,194,447 | |
| 2 | MA |
Mastercard Inc
|
2,356,440 | $1,210,267,583 | |
| 3 | AXP |
American Express Co
|
900,918 | $304,735,513 | |
| 4 | COF |
Capital One Financial Corp
|
706,354 | $141,708,739 | |
| 5 | AGM |
Federal Agricultural Mortgage Corp
|
345,943 | $68,936,060 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
808,290 | $49,281,440 | |
| 7 | ENVA |
Enova International, Inc.
|
196,172 | $47,224,484 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
1,087,091 | $46,940,589 |
All Filings in UPST
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,853 | 6,544 | Shares | Defined | 2026-08-04 | |
| 2025-12-31 | $220,180 | 5,035 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $327,558 | 6,448 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $387,433 | 5,990 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $5,463,161 | 118,687 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $411,595 | 6,685 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $286,351 | 7,157 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $245,453 | 10,405 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $268,442 | 9,983 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $345,267 | 8,450 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $215,020 | 7,534 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $304,850 | 8,513 | Shares | Defined | 2023-08-07 | |
| 2022-06-30 | $306,460 | 9,692 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $519,159 | 4,759 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $738,041 | 4,878 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,466,382 | 4,634 | Shares | Defined | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||