Position in UPST
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,141,800
-$1,703,947 QoQ
Shares Held
83,501
-5.1% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
6 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, 2026NORDEA INVESTMENT MANAGEMENT AB holds $3,263,407,844 across 11 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
2,064,271 | $1,060,209,584 | |
| 2 | AXP |
American Express Co
|
2,610,019 | $882,838,926 | |
| 3 | V |
Visa Inc.
|
2,419,503 | $830,107,282 | |
| 4 | SYF |
Synchrony Financial
|
5,303,927 | $403,363,647 | |
| 5 | COF |
Capital One Financial Corp
|
201,031 | $40,330,839 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
273,694 | $22,319,744 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
516,653 | $9,263,588 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
168,687 | $7,283,904 |
All Filings in UPST
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,141,800 | 83,501 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $3,845,747 | 87,943 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $4,998,364 | 98,393 | Shares | Defined | 2025-10-27 | |
| 2022-06-30 | $3,888,153 | 122,965 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $13,217,453 | 121,161 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $246,770 | 1,631 | Shares | Sole | 2022-01-20 | |
| No filing history on record for this holder in this stock. | ||||||