Position in UPST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,169,697
-$400,227 QoQ
Shares Held
61,239
-38.9% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#88
of 364 holders
Holding Since
Dec 2021
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Derivatives in UPST
reported options exposure · as of Dec 31, 2021CallValue
$226,950
CallShares
1,500
PutValue
$226,950
PutShares
1,500
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, 2026Man Group plc holds $1,271,764,590 across 22 Credit Services names. UPST ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
916,619 | $470,775,517 | |
| 2 | V |
Visa Inc.
|
1,079,526 | $370,374,575 | |
| 3 | SYF |
Synchrony Financial
|
2,024,943 | $153,996,914 | |
| 4 | AXP |
American Express Co
|
337,842 | $114,275,056 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
1,100,249 | $47,508,751 | |
| 6 | COF |
Capital One Financial Corp
|
229,453 | $46,032,860 | |
| 7 | ALLY |
Ally Financial Inc.
|
357,094 | $16,408,469 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
225,058 | $13,721,785 |
All Filings in UPST
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,169,697 | 61,239 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,569,924 | 100,192 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,071,376 | 70,235 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $23,989,995 | 472,244 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $33,107,621 | 511,868 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $41,666,217 | 905,197 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $36,464,400 | 592,243 | Shares | Defined | 2025-02-14 | |
| 2022-03-31 | $5,523,335 | 50,631 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $226,950 | 1,500 | Call | Defined | 2022-02-14 | |
| 2021-12-31 | $226,950 | 1,500 | Put | Defined | 2022-02-14 | |
| 2021-12-31 | $44,633 | 295 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||