Position in UPST
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$767,838
+$221,724 QoQ
Shares Held
21,672
+1.8% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#146
of 364 holders
Holding Since
Dec 2020
22 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,040,141,654 across 23 Credit Services names. UPST ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
3,920,611 | $1,345,122,427 | |
| 2 | MA |
Mastercard Inc
|
1,834,080 | $941,983,488 | |
| 3 | COF |
Capital One Financial Corp
|
1,603,895 | $321,773,414 | |
| 4 | AXP |
American Express Co
|
732,160 | $247,653,120 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
410,775 | $33,498,701 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
150,327 | $32,518,736 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
596,281 | $25,747,413 | |
| 8 | SYF |
Synchrony Financial
|
290,045 | $22,057,922 |
All Filings in UPST
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $767,838 | 21,672 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $546,114 | 21,291 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,230,780 | 28,145 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,624,888 | 31,986 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,198,925 | 33,997 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,286,310 | 49,670 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,645,621 | 59,211 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,175,943 | 54,385 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $459,226 | 19,467 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $476,813 | 17,732 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $968,994 | 23,715 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $853,403 | 29,902 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $696,826 | 19,459 | Shares | Sole | 2023-08-04 | |
| 2022-12-31 | $220,245 | 16,660 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $305,820 | 14,710 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $414,791 | 13,118 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,288,461 | 11,811 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $289,436 | 1,913 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,657,196 | 5,237 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $7,147,402 | 57,225 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $7,143,482 | 55,436 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $342,096 | 8,395 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||