Position in UPST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$25,032,994
+$24,655,017 QoQ
Shares Held
706,548
+4694.7% QoQ
Ownership
0.726%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 364 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026FMR LLC holds $35,099,629,389 across 40 Credit Services names. UPST ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
42,929,995 | $14,728,851,982 | |
| 2 | MA |
Mastercard Inc
|
23,843,483 | $12,246,012,866 | |
| 3 | COF |
Capital One Financial Corp
|
11,130,538 | $2,233,008,531 | |
| 4 | AXP |
American Express Co
|
6,007,554 | $2,032,055,139 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
17,581,656 | $1,433,784,044 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
3,047,495 | $659,234,116 | |
| 7 | SLM |
SLM Corp
|
17,052,007 | $442,329,059 | |
| 8 | EZPW |
Ezcorp Inc
|
8,283,627 | $286,364,983 |
All Filings in UPST
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,032,994 | 706,548 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $377,977 | 14,736 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $524,846 | 12,002 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $708,710 | 13,951 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $754,362 | 11,663 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $353,049 | 7,670 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $385,611 | 6,263 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $269,467 | 6,735 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $116,604 | 4,943 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $189,789 | 7,058 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $545,479 | 13,350 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $361,429 | 12,664 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $456,682 | 12,753 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,299,344 | 144,704 | Shares | Defined | 2023-08-11 | |
| 2022-12-31 | $143,210 | 10,833 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $344,095 | 16,551 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $444,449 | 14,056 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,240,788 | 11,374 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,162,890 | 7,686 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,303,732 | 4,120 | Shares | Defined | 2022-02-14 | |
| 2021-06-30 | $4,245 | 34 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $48,262,451 | 374,534 | Shares | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||