Position in UPST
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$219,134
+$18,678 QoQ
Shares Held
6,185
+56.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#224
of 364 holders
Holding Since
Dec 2021
4 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, 2026Swiss Life Asset Management Ltd holds $493,492,756 across 20 Credit Services names. UPST ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
653,472 | $224,199,707 | |
| 2 | MA |
Mastercard Inc
|
269,841 | $138,590,337 | |
| 3 | AXP |
American Express Co
|
202,193 | $68,391,781 | |
| 4 | COF |
Capital One Financial Corp
|
129,491 | $25,978,483 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
432,934 | $18,694,089 | |
| 6 | SYF |
Synchrony Financial
|
91,532 | $6,961,008 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
33,305 | $2,716,022 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
150,238 | $2,693,767 |
All Filings in UPST
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,134 | 6,185 | Shares | Sole | 2026-07-29 | |
| 2025-09-30 | $200,456 | 3,946 | Shares | Sole | 2025-12-02 | |
| 2022-03-31 | $2,014,128 | 18,463 | Shares | Sole | 2025-12-09 | |
| 2021-12-31 | $617,455 | 4,081 | Shares | Sole | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||