Position in UPST
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$138,885
-$85,352 QoQ
Shares Held
3,920
+7.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#235
of 364 holders
Holding Since
Dec 2021
5 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, 2026Mitsubishi UFJ Trust & Banking Corp holds $997,783,296 across 25 Credit Services names. UPST ranks #25 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,150,234 | $394,633,782 | |
| 2 | MA |
Mastercard Inc
|
634,858 | $326,063,068 | |
| 3 | AXP |
American Express Co
|
270,612 | $91,534,508 | |
| 4 | SYF |
Synchrony Financial
|
780,110 | $59,327,364 | |
| 5 | COF |
Capital One Financial Corp
|
254,858 | $51,129,611 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
871,409 | $37,627,440 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
513,757 | $9,211,663 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
112,522 | $9,176,169 |
All Filings in UPST
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,885 | 3,920 | Shares | Defined | 2026-08-06 | |
| 2024-12-31 | $224,237 | 3,642 | Shares | Sole | 2025-02-12 | |
| 2022-06-30 | $1,141,861 | 36,112 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $2,272,889 | 20,835 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,445,217 | 9,552 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||