Position in UPST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,361,183
+$11,968,244 QoQ
Shares Held
885,159
+17.1% QoQ
Ownership
0.910%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#19
of 364 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Derivatives in UPST
reported options exposure · as of Jun 30, 2026CallValue
$8,219,760
CallShares
232,000
PutValue
$2,352,552
PutShares
66,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026Point72 Asset Management, L.P. holds $1,170,094,805 across 16 Credit Services names. UPST ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
2,529,289 | $507,425,959 | |
| 2 | V |
Visa Inc.
|
812,942 | $278,912,270 | |
| 3 | MA |
Mastercard Inc
|
463,955 | $238,287,288 | |
| 4 | ALLY |
Ally Financial Inc.
|
1,467,468 | $67,430,154 | |
| 5 | UPST |
Upstart Holdings, Inc.
This page
|
885,159 | $31,361,183 | |
| 6 | QFIN |
Qfin Holdings, Inc.
|
1,092,660 | $17,274,954 | |
| 7 | WU |
Western Union CO
|
1,857,989 | $14,306,515 | |
| 8 | SLM |
SLM Corp
|
159,304 | $4,132,345 |
All Filings in UPST
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,352,552 | 66,400 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $8,219,760 | 232,000 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $31,361,183 | 885,159 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $19,392,939 | 756,060 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $2,593,215 | 101,100 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $838,755 | 32,700 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $16,187,927 | 370,179 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $1,040,774 | 23,800 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $3,358,464 | 76,800 | Call | Defined | 2026-02-17 | |
| 2025-09-30 | $1,249,680 | 24,600 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $1,920,996 | 29,700 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $318,743 | 4,928 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,067,896 | 23,200 | Call | Defined | 2025-07-21 | |
| 2025-03-31 | $1,330,773 | 28,911 | Shares | Defined | 2025-07-21 | |
| 2024-12-31 | $3,478,705 | 56,500 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $2,336,584 | 58,400 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $404,101 | 10,100 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $1,120,525 | 47,500 | Call | Defined | 2024-09-16 | |
| 2024-03-31 | $1,675,247 | 62,300 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $20,077,284 | 746,645 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,225,800 | 30,000 | Put | Defined | 2024-02-14 | |
| 2023-09-30 | $373,417 | 13,084 | Shares | Defined | 2023-11-14 | |
| 2022-12-31 | $793,200 | 60,000 | Put | Defined | 2023-05-15 | |
| 2022-12-31 | $223,272 | 16,889 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $1,247,400 | 60,000 | Put | Defined | 2022-11-14 | |
| 2022-03-31 | $860,501 | 7,888 | Shares | Defined | 2022-05-16 | |
| 2021-06-30 | $23,993,290 | 192,100 | Shares | Defined | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||