XPONANCE LLC

Position in UPST — Upstart Holdings, Inc.

CIK 1637541 PHILADELPHIA, PA

Position in UPST

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$300,162

+$92,808 QoQ

Shares Held

8,472

+4.8% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#194

of 364 holders

Holding Since

Sep 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

XPONANCE LLC holds $370,526,468 across 17 Credit Services names. UPST ranks #15 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	466,935	$160,200,729
2	MA	Mastercard Inc	229,675	$117,961,080
3	AXP	American Express Co	111,774	$37,807,555
4	COF	Capital One Financial Corp	109,896	$22,047,335
5	SYF	Synchrony Financial	146,834	$11,166,725
6	PYPL	PayPal Holdings, Inc.	157,867	$6,816,697
7	AFRM	Affirm Holdings, Inc.	64,859	$5,289,251
8	SOFI	SoFi Technologies, Inc.	183,860	$3,296,609

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$300,162	8,472	+4.8%	Shares	Sole	2026-08-10
2026-03-31	$207,354	8,084	+19.4%	Shares	Sole	2026-05-13
2025-12-31	$296,008	6,769	+0.3%	Shares	Sole	2026-02-12
2025-09-30	$342,900	6,750	-0.1%	Shares	Sole	2025-11-12
2025-06-30	$436,913	6,755	+9.5%	Shares	Sole	2025-08-14
2025-03-31	$284,051	6,171	+6.9%	Shares	Sole	2025-05-01
2024-12-31	$355,258	5,770	+13.3%	Shares	Sole	2025-02-11
2024-09-30	$203,730	5,092	-8.3%	Shares	Sole	2024-11-12
2022-03-31	$605,776	5,553	+8.7%	Shares	Sole	2022-04-20
2021-12-31	$773,143	5,110	+0.9%	Shares	Sole	2022-01-31
2021-09-30	$1,603,085	5,066	—	Shares	Sole	2021-11-05
No filing history on record for this holder in this stock.