Position in UPST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$39,999,582
+$7,365,448 QoQ
Shares Held
1,128,975
-11.3% QoQ
Ownership
1.16%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#14
of 364 holders
Holding Since
Mar 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Derivatives in UPST
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$6,377,400
PutShares
180,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026BARCLAYS PLC holds $6,722,929,271 across 43 Credit Services names. UPST ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
10,730,363 | $3,681,480,238 | |
| 2 | MA |
Mastercard Inc
|
1,998,942 | $1,026,656,610 | |
| 3 | AXP |
American Express Co
|
2,539,954 | $859,139,438 | |
| 4 | COF |
Capital One Financial Corp
|
2,629,547 | $527,539,716 | |
| 5 | SYF |
Synchrony Financial
|
4,045,557 | $307,664,608 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
3,258,847 | $140,717,011 | |
| 7 | UPST |
Upstart Holdings, Inc.
This page
|
1,128,975 | $39,999,582 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
1,872,921 | $33,581,472 |
All Filings in UPST
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,999,582 | 1,128,975 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $6,377,400 | 180,000 | Put | Defined | 2026-08-14 | |
| 2026-03-31 | $4,617,000 | 180,000 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $32,634,134 | 1,272,286 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $37,787,179 | 864,102 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $7,871,400 | 180,000 | Put | Sole | 2026-02-13 | |
| 2024-06-30 | $3,533,993 | 149,809 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $18,272,814 | 774,600 | Call | Sole | 2024-08-14 | |
| 2024-03-31 | $3,003,613 | 111,700 | Call | Sole | 2024-05-15 | |
| 2024-03-31 | $15,328,616 | 570,049 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $21,589,981 | 802,900 | Put | Sole | 2024-05-15 | |
| 2023-12-31 | $1,021,500 | 25,000 | Call | Sole | 2024-02-15 | |
| 2023-12-31 | $28,892,106 | 707,100 | Put | Sole | 2024-02-15 | |
| 2023-12-31 | $17,225,552 | 421,575 | Shares | Defined | 2024-02-15 | |
| 2023-09-30 | $1,427,000 | 50,000 | Call | Sole | 2023-11-07 | |
| 2023-09-30 | $4,171,374 | 146,159 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,756,394 | 104,898 | Shares | Sole | 2023-09-20 | |
| 2023-03-31 | $13,519,212 | 850,800 | Put | Sole | 2023-05-04 | |
| 2023-03-31 | $7,745,785 | 487,463 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,832,132 | 289,874 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,706,417 | 226,379 | Shares | Sole | 2022-11-03 | |
| 2022-09-30 | $5,800,410 | 279,000 | Call | Sole | 2022-11-03 | |
| 2022-06-30 | $2,159,646 | 68,300 | Put | Sole | 2022-08-12 | |
| 2022-06-30 | $1,897,200 | 60,000 | Call | Sole | 2022-08-12 | |
| 2022-06-30 | $7,628,670 | 241,261 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $24,217,980 | 222,000 | Call | Sole | 2022-05-16 | |
| 2022-03-31 | $21,818,000 | 200,000 | Put | Sole | 2022-05-16 | |
| 2022-03-31 | $33,252,375 | 304,816 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||