Position in UPST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$442,875
-$480,294 QoQ
Shares Held
12,500
-65.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#173
of 364 holders
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Derivatives in UPST
reported options exposure · as of Jun 30, 2026CallValue
$230,295
CallShares
6,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $1,645,465,113 across 41 Credit Services names. UPST ranks #36 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
1,841,139 | $945,608,990 | |
| 2 | COF |
Capital One Financial Corp
|
1,342,795 | $269,391,532 | |
| 3 | EZPW |
Ezcorp Inc
|
2,496,332 | $86,298,197 | |
| 4 | V |
Visa Inc.
|
238,733 | $81,906,904 | |
| 5 | SYF |
Synchrony Financial
|
546,167 | $41,536,000 | |
| 6 | SLM |
SLM Corp
|
1,176,708 | $30,523,805 | |
| 7 | AXP |
American Express Co
|
89,126 | $30,146,869 | |
| 8 | ECPG |
Encore Capital Group Inc
|
293,274 | $27,359,531 |
All Filings in UPST
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,295 | 6,500 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $442,875 | 12,500 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $379,620 | 14,800 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $923,169 | 35,991 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $692,550 | 27,000 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $297,364 | 6,800 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $218,650 | 5,000 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $14,078,915 | 277,144 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $83,123,631 | 1,285,152 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $69,007,531 | 1,499,186 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $118,384,948 | 1,922,770 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $64,072,174 | 1,601,404 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,550,246 | 404,843 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,002,997 | 37,300 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $43,347,270 | 1,060,873 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,570,562 | 300,300 | Shares | Sole | 2023-11-14 | |
| 2021-12-31 | $28,399,010 | 187,700 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $105,311,608 | 696,045 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $21,847,720 | 144,400 | Call | Sole | 2022-02-14 | |
| 2021-09-30 | $220,327,995 | 696,271 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $8,986,896 | 28,400 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $17,467,488 | 55,200 | Put | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||