Rockefeller Capital Management L.P.
Position in UPST — Upstart Holdings, Inc.
CIK 1739439
NEW YORK, NY
Position in UPST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$821,159
+$446,799 QoQ
Shares Held
23,177
+58.8% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#142
of 364 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $839,950,942 across 28 Credit Services names. UPST ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,393,950 | $478,250,303 | |
| 2 | AXP |
American Express Co
|
344,664 | $116,582,595 | |
| 3 | MA |
Mastercard Inc
|
188,455 | $96,790,485 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
1,011,123 | $43,660,288 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
155,557 | $33,650,089 | |
| 6 | COF |
Capital One Financial Corp
|
117,796 | $23,632,231 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
929,800 | $16,671,313 | |
| 8 | SLM |
SLM Corp
|
552,277 | $14,326,064 |
All Filings in UPST
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $821,159 | 23,177 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $374,360 | 14,595 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $757,227 | 17,316 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $934,364 | 18,393 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,212,814 | 18,751 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $985,226 | 21,404 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $408,432 | 15,189 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $750,189 | 18,360 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $540,262 | 18,930 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $725,009 | 20,246 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $314,415 | 19,787 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $314,001 | 23,752 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $887,899 | 42,708 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $1,278,965 | 40,448 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $776,284 | 7,116 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $599,904 | 3,965 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $743,950 | 2,351 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $241,681 | 1,935 | Shares | Defined | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||