Position in UPST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,033,717
+$2,538,691 QoQ
Shares Held
142,075
+46.1% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#46
of 364 holders
Holding Since
Sep 2021
13 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
$0
CallShares
0
PutValue
$1,473,888
PutShares
41,600
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, 2026CREDIT AGRICOLE S A holds $900,158,536 across 18 Credit Services names. UPST ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
922,955 | $474,029,685 | |
| 2 | V |
Visa Inc.
|
592,502 | $203,281,509 | |
| 3 | AXP |
American Express Co
|
354,474 | $119,900,826 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
929,801 | $40,148,806 | |
| 5 | COF |
Capital One Financial Corp
|
69,898 | $14,022,936 | |
| 6 | ENVA |
Enova International, Inc.
|
48,600 | $11,699,478 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
24,192 | $5,233,213 | |
| 8 | UPST |
Upstart Holdings, Inc.
This page
|
142,075 | $5,033,717 |
All Filings in UPST
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,473,888 | 41,600 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $5,033,717 | 142,075 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,349,540 | 91,600 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $2,495,026 | 97,272 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,063,977 | 115,801 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $2,186,500 | 50,000 | Put | Defined | 2026-02-17 | |
| 2025-09-30 | $2,179,929 | 42,912 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $2,540,000 | 50,000 | Put | Defined | 2025-11-14 | |
| 2025-03-31 | $1,305,733 | 28,367 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $290,979 | 4,726 | Shares | Defined | 2025-02-14 | |
| 2023-09-30 | $1,712 | 60 | Shares | Defined | 2023-11-14 | |
| 2022-12-31 | $793 | 60 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,247 | 60 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,897 | 60 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $6,545 | 60 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $9,078 | 60 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $18,986 | 60 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||