Position in UPST
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$78,960,396
+$24,477,796 QoQ
Shares Held
2,228,631
+4.9% QoQ
Ownership
2.29%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 364 holders
Holding Since
Dec 2020
23 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, 2026GEODE CAPITAL MANAGEMENT, LLC holds $38,816,375,415 across 45 Credit Services names. UPST ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
45,285,275 | $15,536,924,999 | |
| 2 | MA |
Mastercard Inc
|
21,512,085 | $11,048,606,855 | |
| 3 | AXP |
American Express Co
|
14,019,549 | $4,742,112,448 | |
| 4 | COF |
Capital One Financial Corp
|
14,360,681 | $2,881,039,821 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
29,372,478 | $1,268,303,599 | |
| 6 | SYF |
Synchrony Financial
|
9,853,708 | $749,374,492 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
5,712,491 | $465,853,640 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
23,356,377 | $418,779,839 |
All Filings in UPST
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,960,396 | 2,228,631 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $54,482,600 | 2,124,078 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $90,456,160 | 2,068,515 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $103,722,474 | 2,041,781 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $129,949,622 | 2,009,116 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $89,092,629 | 1,935,534 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $113,685,187 | 1,846,438 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $72,689,126 | 1,816,774 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $42,162,217 | 1,787,292 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $44,826,409 | 1,667,029 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $65,517,539 | 1,603,464 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $42,862,114 | 1,501,826 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $51,443,822 | 1,436,577 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $16,353,701 | 1,029,182 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $13,038,119 | 986,242 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $19,559,065 | 940,792 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $24,910,204 | 787,799 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $74,493,197 | 682,860 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $100,414,330 | 663,677 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $189,135,871 | 597,699 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $29,242,337 | 234,126 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $25,619,558 | 198,817 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $2,069,488 | 50,785 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||