Liontrust Investment Partners LLP

Position in UPST — Upstart Holdings, Inc.

CIK 1544204 LONDON, X0

Position in UPST

as of Mar 31, 2026 · filed May 20, 2026 Compact

Position Value

$1,334,133

-$1,793,611 QoQ

Shares Held

52,013

-27.3% QoQ

Ownership

0.053%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Liontrust Investment Partners LLP holds $282,326,299 across 2 Credit Services names.

#	Ticker	Company	Shares	Value (USD)	Open
1	V	Visa Inc.	474,452	$162,779,736
2	MA	Mastercard Inc	232,762	$119,546,563

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,334,133	52,013	-27.3%	Shares	Sole	2026-05-20
2025-12-31	$3,127,744	71,524	-56.0%	Shares	Sole	2026-02-17
2025-09-30	$8,264,144	162,680	+77.6%	Shares	Sole	2025-11-24
2025-06-30	$5,925,464	91,612	-43.2%	Shares	Sole	2025-08-19
2025-03-31	$7,429,334	161,402	+153.9%	Shares	Sole	2025-05-13
2024-12-31	$3,913,758	63,566	-78.1%	Shares	Sole	2025-02-13
2024-09-30	$11,602,900	290,000	0.0%	Shares	Sole	2024-10-16
2024-06-30	$6,841,100	290,000	+26.1%	Shares	Sole	2024-07-26
2024-03-31	$6,184,700	230,000	+48.4%	Shares	Sole	2024-05-10
2023-12-31	$6,333,300	155,000	-31.1%	Shares	Sole	2024-02-13
2023-09-30	$6,421,500	225,000	+7.1%	Shares	Sole	2023-11-09
2023-06-30	$7,520,100	210,000	+35.5%	Shares	Sole	2023-08-14
2022-12-31	$2,049,100	155,000	0.0%	Shares	Sole	2023-02-14
2022-09-30	$3,222,450	155,000	+40.9%	Shares	Sole	2022-11-14
2022-06-30	$3,478,200	110,000	+29.4%	Shares	Sole	2022-07-27
2022-03-31	$9,272,650	85,000	+63.5%	Shares	Sole	2022-05-13
2021-12-31	$7,867,600	52,000	+40.5%	Shares	Sole	2022-01-26
2021-09-30	$11,708,280	37,000	—	Shares	Sole	2021-11-22
No filing history on record for this holder in this stock.