Position in UPST
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,302,900
+$402,513 QoQ
Shares Held
121,448
-20.1% QoQ
Ownership
0.125%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#50
of 364 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $31,732,970,011 across 44 Credit Services names. UPST ranks #22 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
28,228,027 | $14,497,914,658 | |
| 2 | AXP |
American Express Co
|
20,459,941 | $6,920,575,034 | |
| 3 | V |
Visa Inc.
|
13,151,058 | $4,511,996,481 | |
| 4 | COF |
Capital One Financial Corp
|
17,785,818 | $3,568,190,796 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
16,722,922 | $1,363,754,281 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
3,549,189 | $153,253,974 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
542,504 | $117,354,461 | |
| 8 | SYF |
Synchrony Financial
|
1,536,045 | $116,816,213 |
All Filings in UPST
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,302,900 | 121,448 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $3,900,387 | 152,062 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $17,955,885 | 410,608 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $28,027,525 | 551,723 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $42,005,453 | 649,435 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $31,256,898 | 679,055 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $44,533,945 | 723,306 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $22,373,548 | 559,199 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $2,587,299 | 109,678 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $2,736,888 | 101,781 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $7,630,234 | 186,741 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $10,496,952 | 367,798 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $11,998,424 | 335,058 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $21,521,667 | 1,354,416 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $974,761 | 73,734 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $3,546,876 | 170,605 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,299,358 | 325,723 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $27,028,352 | 247,762 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $12,711,468 | 84,015 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $11,920,610 | 37,671 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,290,115 | 26,342 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $2,446,020 | 18,982 | Shares | Defined | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||