Vanguard Personalized Indexing Management, LLC

Position in UPST — Upstart Holdings, Inc.

CIK 1767306 OAKLAND, CA

Position in UPST

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$487,729

+$104,544 QoQ

Shares Held

13,766

-7.9% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#168

of 364 holders

Holding Since

Jun 2021

13 quarters on record

Voting authority Sole 74% Shared 0% None 26%

Financial Services · as of Jun 30, 2026

Vanguard Personalized Indexing Management, LLC holds $257,712,512 across 24 Credit Services names. UPST ranks #15 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	316,085	$108,445,602
2	MA	Mastercard Inc	136,170	$69,936,912
3	AXP	American Express Co	96,697	$32,707,760
4	COF	Capital One Financial Corp	96,516	$19,363,039
5	SYF	Synchrony Financial	96,165	$7,313,348
6	PYPL	PayPal Holdings, Inc.	77,122	$3,330,127
7	AFRM	Affirm Holdings, Inc.	38,454	$3,135,923
8	ALLY	Ally Financial Inc.	48,349	$2,221,636

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$487,729	13,766	-7.9%	Shares	Sole	2026-08-11
2026-03-31	$383,185	14,939	+21.1%	Shares	Sole	2026-05-14
2025-12-31	$539,584	12,339	+19.1%	Shares	Sole	2026-02-13
2025-09-30	$526,084	10,356	+44.1%	Shares	Sole	2025-10-31
2025-06-30	$464,855	7,187	+21.2%	Shares	Sole	2025-07-25
2025-03-31	$272,957	5,930	+7.3%	Shares	Sole	2025-05-14
2024-12-31	$340,235	5,526	+2.4%	Shares	Sole	2025-02-10
2024-09-30	$215,853	5,395	-33.8%	Shares	Sole	2024-11-12
2022-06-30	$257,544	8,145	+51.0%	Shares	Sole	2022-08-12
2022-03-31	$588,540	5,395	+47.3%	Shares	Sole	2022-05-16
2021-12-31	$554,211	3,663	+37.4%	Shares	Sole	2022-02-23
2021-09-30	$843,312	2,665	+7.4%	Shares	Sole	2021-11-09
2021-06-30	$310,001	2,482	—	Shares	Sole	2021-08-11
No filing history on record for this holder in this stock.