Marex Group plc

Position in UPST — Upstart Holdings, Inc.

CIK 1997464 London, X0

Position in UPST

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,487,681

-$495,618 QoQ

Shares Held

70,214

-39.6% QoQ

Ownership

0.072%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#82

of 364 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Marex Group plc holds $109,492,925 across 8 Credit Services names. UPST ranks #4 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	127,917	$65,698,170
2	SOFI	SoFi Technologies, Inc.	1,580,559	$28,339,422
3	PYPL	PayPal Holdings, Inc.	215,675	$9,312,845
4	UPST	Upstart Holdings, Inc. This page	70,214	$2,487,681
5	AXP	American Express Co	4,083	$1,381,074
6	V	Visa Inc.	3,510	$1,204,245
7	KLAR	Klarna Group plc	36,615	$741,087
8	AFRM	Affirm Holdings, Inc.	4,027	$328,401

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,487,681	70,214	-39.6%	Shares	Defined	2026-08-14
2026-03-31	$2,983,299	116,308	-90.1%	Shares	Defined	2026-05-13
2025-12-31	$51,557,538	1,178,997	-9.6%	Shares	Defined	2026-02-12
2025-09-30	$66,267,735	1,304,483	+613.8%	Shares	Defined	2025-11-14
2025-06-30	$11,819,623	182,740	+2565.8%	Shares	Defined	2025-08-19
2025-03-31	$315,535	6,855	-14.2%	Shares	Defined	2026-04-02
2024-12-31	$492,190	7,994	-25.6%	Shares	Defined	2026-04-02
2024-09-30	$429,947	10,746	-13.2%	Shares	Defined	2026-04-07
2024-06-30	$292,020	12,379	+8.8%	Shares	Defined	2026-04-02
2024-03-31	$305,980	11,379	-8.1%	Shares	Defined	2026-04-02
2023-12-31	$505,928	12,382	—	Shares	Defined	2026-04-02
No filing history on record for this holder in this stock.