NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Position in UPST — Upstart Holdings, Inc.
CIK 1141802
MILWAUKEE, WI
Position in UPST
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$20,124
-$12,015 QoQ
Shares Held
568
-54.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#271
of 364 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds $536,162,893 across 20 Credit Services names. UPST ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
611,908 | $209,939,515 | |
| 2 | MA |
Mastercard Inc
|
264,679 | $135,939,134 | |
| 3 | COF |
Capital One Financial Corp
|
441,132 | $88,499,901 | |
| 4 | AXP |
American Express Co
|
237,297 | $80,265,710 | |
| 5 | SYF |
Synchrony Financial
|
71,517 | $5,438,867 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
286,663 | $5,139,867 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
50,480 | $4,116,644 | |
| 8 | ALLY |
Ally Financial Inc.
|
81,844 | $3,760,731 |
All Filings in UPST
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,124 | 568 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $32,139 | 1,253 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $25,363 | 580 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $39,166 | 771 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $21,473 | 332 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $13,901 | 302 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $25,736 | 418 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $22,285 | 557 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $4,199 | 178 | Shares | Defined | 2024-08-16 | |
| 2024-03-31 | $3,657 | 136 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $9,847 | 241 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $29,967 | 1,050 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $61,235 | 1,710 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,071 | 445 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $5,380 | 407 | Shares | Defined | 2023-02-21 | |
| 2022-09-30 | $6,860 | 330 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $19,857 | 628 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $46,581 | 427 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $15,130 | 100 | Shares | Defined | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||