Position in UPST
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$323,830
-$315,752 QoQ
Shares Held
9,140
-63.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#186
of 364 holders
Holding Since
Jun 2021
13 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, 2026Vontobel Holding Ltd. holds $704,793,052 across 13 Credit Services names. UPST ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
851,448 | $437,303,689 | |
| 2 | V |
Visa Inc.
|
463,186 | $158,914,481 | |
| 3 | PYPL |
PayPal Holdings, Inc.
|
964,281 | $41,637,651 | |
| 4 | AXP |
American Express Co
|
75,902 | $25,673,849 | |
| 5 | COF |
Capital One Financial Corp
|
124,723 | $25,021,927 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
429,171 | $7,695,035 | |
| 7 | KLAR |
Klarna Group plc
|
218,045 | $4,413,230 | |
| 8 | ENVA |
Enova International, Inc.
|
4,722 | $1,136,726 |
All Filings in UPST
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,830 | 9,140 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $639,582 | 24,935 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $929,481 | 21,255 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $558,292 | 10,990 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $340,346 | 5,262 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $265,547 | 5,769 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $233,966 | 3,800 | Shares | Defined | 2025-01-30 | |
| 2023-06-30 | $236,346 | 6,600 | Shares | Defined | 2024-06-04 | |
| 2022-06-30 | $545,887 | 17,264 | Shares | Defined | 2022-07-27 | |
| 2022-03-31 | $1,040,935 | 9,542 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,525,499 | 16,692 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,123,163 | 16,190 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $909,771 | 7,284 | Shares | Defined | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||