Position in UPST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$33,856,376
+$17,667,071 QoQ
Shares Held
955,585
+51.4% QoQ
Ownership
0.982%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#17
of 364 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Derivatives in UPST
reported options exposure · as of Jun 30, 2026CallValue
$56,985,612
CallShares
1,608,400
PutValue
$31,589,388
PutShares
891,600
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, 2026CITADEL ADVISORS LLC holds $2,129,696,395 across 40 Credit Services names. UPST ranks #9 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
1,467,770 | $753,846,671 | |
| 2 | COF |
Capital One Financial Corp
|
2,059,363 | $413,149,404 | |
| 3 | V |
Visa Inc.
|
784,375 | $269,111,218 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
4,330,457 | $186,989,132 | |
| 5 | AXP |
American Express Co
|
312,334 | $105,646,975 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
1,248,374 | $101,804,898 | |
| 7 | SLM |
SLM Corp
|
1,706,852 | $44,275,740 | |
| 8 | KLAR |
Klarna Group plc
|
2,020,882 | $40,902,650 |
All Filings in UPST
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,589,388 | 891,600 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $56,985,612 | 1,608,400 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $33,856,376 | 955,585 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $16,189,305 | 631,162 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $59,828,625 | 2,332,500 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $30,949,290 | 1,206,600 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $63,972,617 | 1,462,900 | Call | Defined | 2026-02-17 | |
| 2025-12-31 | $48,354,840 | 1,105,759 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $71,266,781 | 1,629,700 | Put | Defined | 2026-02-17 | |
| 2025-09-30 | $15,044,826 | 296,158 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $202,615,800 | 3,988,500 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $154,371,040 | 3,038,800 | Put | Defined | 2025-11-14 | |
| 2025-06-30 | $119,185,836 | 1,842,700 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $58,205,532 | 899,900 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $1,227,367 | 18,976 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $74,370,671 | 1,615,700 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $94,587,047 | 2,054,900 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $10,807,567 | 234,794 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,013,338 | 32,700 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $128,927,580 | 2,094,000 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $141,549,430 | 2,299,000 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $65,088,268 | 1,626,800 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $21,083,229 | 526,949 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $69,217,300 | 1,730,000 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $22,325,576 | 946,400 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $39,654,790 | 1,681,000 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $11,729,113 | 497,207 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $13,378,097 | 497,512 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $53,317,492 | 1,982,800 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $45,928,120 | 1,708,000 | Call | Defined | 2024-05-15 | |
| 2023-12-31 | $20,743,151 | 507,664 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $91,865,538 | 2,248,300 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $81,180,648 | 1,986,800 | Put | Defined | 2024-02-14 | |
| 2023-09-30 | $18,868,279 | 661,117 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $53,287,034 | 1,867,100 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $45,221,630 | 1,584,500 | Call | Defined | 2023-11-14 | |
| 2023-06-30 | $42,037,359 | 1,173,900 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $9,735,055 | 271,853 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $42,989,905 | 1,200,500 | Call | Defined | 2023-08-14 | |
| 2023-03-31 | $30,669,289 | 1,930,100 | Call | Defined | 2023-05-15 | |
| 2023-03-31 | $16,619,351 | 1,045,900 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $1,965,894 | 123,719 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $34,600,706 | 2,617,300 | Call | Defined | 2023-02-14 | |
| 2022-12-31 | $32,439,236 | 2,453,800 | Put | Defined | 2023-02-14 | |
| 2022-12-31 | $141,017 | 10,667 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $64,706,796 | 3,112,400 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $50,621,571 | 2,434,900 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $471,704 | 22,689 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $59,888,280 | 1,894,000 | Call | Defined | 2022-08-15 | |
| 2022-06-30 | $496,086 | 15,689 | Shares | Defined | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||