Position in UPST
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,293,867
+$892,985 QoQ
Shares Held
36,519
+133.7% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#109
of 364 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Russell Investments Group, Ltd. holds $2,535,675,330 across 41 Credit Services names. UPST ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
1,977,565 | $1,015,677,371 | |
| 2 | V |
Visa Inc.
|
2,159,245 | $740,815,354 | |
| 3 | COF |
Capital One Financial Corp
|
1,354,245 | $271,688,623 | |
| 4 | AXP |
American Express Co
|
679,228 | $229,748,867 | |
| 5 | SYF |
Synchrony Financial
|
861,622 | $65,526,348 | |
| 6 | ALLY |
Ally Financial Inc.
|
1,033,821 | $47,504,068 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
801,269 | $34,598,789 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
223,644 | $18,238,165 |
All Filings in UPST
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,293,867 | 36,519 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $400,882 | 15,629 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $608,502 | 13,915 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $755,801 | 14,878 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $519,832 | 8,037 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $184,855 | 4,016 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $59,783 | 971 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $10,882 | 272 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,415 | 60 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $1,613 | 60 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $6,006 | 147 | Shares | Defined | 2024-02-05 | |
| 2023-09-30 | $15,953 | 559 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $81,287 | 2,270 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $28,314 | 1,782 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $97,350 | 7,364 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $153,096 | 7,364 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $138,083 | 4,367 | Shares | Defined | 2022-07-29 | |
| 2022-03-31 | $187,960 | 1,723 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $90,477 | 598 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $2,372,033 | 7,496 | Shares | Defined | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||