Position in UPST
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$46,059
-$17,957 QoQ
Shares Held
1,300
-18.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#261
of 364 holders
Holding Since
Jun 2021
15 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, 2026Compagnie Lombard Odier SCmA holds $318,236,829 across 7 Credit Services names. UPST ranks #5 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
923,752 | $316,930,073 | |
| 2 | MA |
Mastercard Inc
|
1,995 | $1,024,632 | |
| 3 | PYPL |
PayPal Holdings, Inc.
|
3,822 | $165,033 | |
| 4 | AXP |
American Express Co
|
210 | $71,032 | |
| 5 | UPST |
Upstart Holdings, Inc.
This page
|
1,300 | $46,059 | |
| 6 | COF |
Capital One Financial Corp
|
0 | $0 | |
| 7 | ALLY |
Ally Financial Inc.
|
0 | $0 |
All Filings in UPST
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,059 | 1,300 | Shares | Defined | 2026-07-29 | |
| 2024-09-30 | $64,016 | 1,600 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $37,744 | 1,600 | Shares | Defined | 2024-07-18 | |
| 2024-03-31 | $43,024 | 1,600 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $65,376 | 1,600 | Shares | Defined | 2024-01-16 | |
| 2023-09-30 | $62,788 | 2,200 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $59,086 | 1,650 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $26,218 | 1,650 | Shares | Defined | 2023-05-01 | |
| 2022-12-31 | $21,813 | 1,650 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $37,214 | 1,790 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $56,599 | 1,790 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $162,544 | 1,490 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $225,437 | 1,490 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $189,864 | 600 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $74,940 | 600 | Shares | Defined | 2021-07-15 | |
| No filing history on record for this holder in this stock. | ||||||