Bank Julius Baer & Co. Ltd, Zurich
BankPosition in UPST — Upstart Holdings, Inc.
CIK 1544599
ZURICH, V8
Position in UPST
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,028,556
+$875,470 QoQ
Shares Held
85,480
+1.8% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#70
of 364 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Bank Julius Baer & Co. Ltd, Zurich holds $1,114,789,927 across 8 Credit Services names. UPST ranks #4 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,754,598 | $601,985,027 | |
| 2 | MA |
Mastercard Inc
|
839,622 | $431,229,859 | |
| 3 | COF |
Capital One Financial Corp
|
382,502 | $76,737,551 | |
| 4 | UPST |
Upstart Holdings, Inc.
This page
|
85,480 | $3,028,556 | |
| 5 | AXP |
American Express Co
|
2,846 | $962,659 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
16,652 | $719,033 | |
| 7 | KLAR |
Klarna Group plc
|
5,578 | $112,898 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
800 | $14,344 |
All Filings in UPST
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,028,556 | 85,480 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,153,086 | 83,941 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,567,799 | 81,587 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,500,829 | 88,599 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $211,568 | 3,271 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $81,519 | 1,771 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $98,819 | 1,605 | Shares | Sole | 2025-02-07 | |
| 2024-03-31 | $2,108,149 | 78,399 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,406,613 | 58,899 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $1,540,303 | 53,970 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,824,125 | 50,939 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $776,147 | 48,845 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $619,793 | 46,883 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $987,129 | 47,481 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,084,105 | 65,911 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,278,400 | 39,219 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $26,477 | 175 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||