Position in UPST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$83,993,545
-$141,275 QoQ
Shares Held
2,370,690
-27.7% QoQ
Ownership
2.44%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#6
of 364 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 0%
Shared 100%
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
$205,494
PutShares
5,800
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, 2026MARSHALL WACE, LLP holds $1,353,288,360 across 29 Credit Services names. UPST ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
1,429,163 | $483,414,383 | |
| 2 | SOFI |
SoFi Technologies, Inc.
|
11,697,405 | $209,734,470 | |
| 3 | COF |
Capital One Financial Corp
|
969,079 | $194,416,627 | |
| 4 | KLAR |
Klarna Group plc
|
4,965,071 | $100,493,036 | |
| 5 | UPST |
Upstart Holdings, Inc.
This page
|
2,370,690 | $83,993,545 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
950,683 | $77,528,198 | |
| 7 | MA |
Mastercard Inc
|
121,391 | $62,346,417 | |
| 8 | SYF |
Synchrony Financial
|
446,566 | $33,961,344 |
All Filings in UPST
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,993,545 | 2,370,690 | Shares | Other | 2026-08-13 | |
| 2026-06-30 | $205,494 | 5,800 | Put | Other | 2026-08-13 | |
| 2026-03-31 | $1,628,775 | 63,500 | Call | Other | 2026-05-15 | |
| 2026-03-31 | $1,179,900 | 46,000 | Put | Other | 2026-05-15 | |
| 2026-03-31 | $84,134,820 | 3,280,110 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $24,102,575 | 551,168 | Shares | Other | 2026-02-13 | |
| 2025-12-31 | $205,531 | 4,700 | Call | Other | 2026-02-13 | |
| 2025-12-31 | $336,721 | 7,700 | Put | Other | 2026-02-13 | |
| 2025-09-30 | $24,921,514 | 490,581 | Shares | Other | 2025-11-13 | |
| 2025-09-30 | $279,400 | 5,500 | Put | Other | 2025-11-13 | |
| 2025-06-30 | $7,189,311 | 111,152 | Shares | Other | 2025-08-13 | |
| 2024-12-31 | $65,357,293 | 1,061,512 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $10,613,052 | 265,260 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $8,456,047 | 358,459 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $12,291,499 | 457,103 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $5,605,992 | 137,200 | Shares | Other | 2024-02-14 | |
| 2023-06-30 | $1,682,819 | 46,993 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $1,894,024 | 119,196 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $240,379 | 18,183 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $694,573 | 33,409 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $10,924,393 | 345,490 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $200,289 | 1,836 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $993,435 | 6,566 | Shares | Other | 2022-02-14 | |
| 2021-06-30 | $537,944 | 4,307 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||