Position in UPST
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$124,359
+$34,328 QoQ
Shares Held
3,510
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#236
of 364 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026KBC Group NV holds $950,838,508 across 22 Credit Services names. UPST ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
774,932 | $265,871,419 | |
| 2 | MA |
Mastercard Inc
|
431,110 | $221,418,095 | |
| 3 | COF |
Capital One Financial Corp
|
1,014,915 | $203,612,246 | |
| 4 | AXP |
American Express Co
|
441,428 | $149,313,019 | |
| 5 | SYF |
Synchrony Financial
|
963,733 | $73,291,894 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
621,816 | $26,850,013 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
40,434 | $3,297,391 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
180,172 | $3,230,482 |
All Filings in UPST
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,359 | 3,510 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $90,031 | 3,510 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $105,520 | 2,413 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $122,580 | 2,413 | Shares | Defined | 2026-01-20 | |
| 2025-06-30 | $156,072 | 2,413 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $172,198 | 3,741 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $190,128 | 3,088 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $104,866 | 2,621 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $59,399 | 2,518 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $44,260 | 1,646 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $67,255 | 1,646 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $46,976 | 1,646 | Shares | Defined | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||