Position in UPST
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$37,547,613
+$11,313,308 QoQ
Shares Held
1,059,769
+3.6% QoQ
Ownership
1.09%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#16
of 364 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 93%
Shared 1%
None 5%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $10,969,112,787 across 40 Credit Services names. UPST ranks #25 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
9,052,248 | $3,105,735,765 | |
| 2 | MA |
Mastercard Inc
|
4,265,521 | $2,190,771,584 | |
| 3 | AXP |
American Express Co
|
2,853,697 | $965,263,009 | |
| 4 | COF |
Capital One Financial Corp
|
3,703,679 | $743,032,078 | |
| 5 | SYF |
Synchrony Financial
|
6,254,849 | $475,681,263 | |
| 6 | ALLY |
Ally Financial Inc.
|
9,331,607 | $428,787,340 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
8,588,668 | $370,858,682 | |
| 8 | BFH |
Bread Financial Holdings, Inc.
|
3,092,208 | $335,040,734 |
All Filings in UPST
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,547,613 | 1,059,769 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $26,234,305 | 1,022,780 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $12,182,740 | 278,590 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,934,258 | 57,761 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,094,597 | 32,384 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,486,630 | 32,297 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,050,815 | 17,067 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,010,452 | 25,255 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $604,965 | 25,645 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $700,134 | 26,037 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,022,112 | 25,015 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $702,826 | 24,626 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,631,932 | 45,572 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $722,723 | 45,483 | Shares | Sole | 2023-05-12 | |
| 2022-06-30 | $320,911 | 10,149 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,049,227 | 9,618 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $521,531 | 3,447 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,038,872 | 3,283 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||