Position in UPST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$225,547
-$60,097 QoQ
Shares Held
6,366
-2.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#221
of 364 holders
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $2,309,395,042 across 25 Credit Services names. UPST ranks #25 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
3,000,800 | $1,029,544,471 | |
| 2 | MA |
Mastercard Inc
|
1,314,796 | $675,279,225 | |
| 3 | COF |
Capital One Financial Corp
|
1,334,600 | $267,747,451 | |
| 4 | AXP |
American Express Co
|
349,260 | $118,137,194 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
691,879 | $56,422,731 | |
| 6 | BFH |
Bread Financial Holdings, Inc.
|
469,497 | $50,869,999 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
133,122 | $28,796,950 | |
| 8 | KLAR |
Klarna Group plc
|
1,157,643 | $23,430,693 |
All Filings in UPST
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,547 | 6,366 | Shares | Defined | 2026-08-13 | |
| 2025-12-31 | $285,644 | 6,532 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $318,312 | 6,266 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $524,360 | 8,107 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $330,449 | 7,179 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $454,756 | 7,386 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $312,037 | 7,799 | Shares | Defined | 2024-11-14 | |
| 2022-06-30 | $756,065 | 23,911 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $6,549,763 | 60,040 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $10,060,239 | 66,492 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $21,846,383 | 69,038 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $8,936,219 | 71,547 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $11,768,010 | 91,324 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $10,880,942 | 267,017 | Shares | Defined | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||