Position in UPST
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$304,839
+$40,312 QoQ
Shares Held
8,604
-16.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#190
of 364 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026US BANCORP \DE\ holds $990,361,654 across 33 Credit Services names. UPST ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
856,617 | $439,958,489 | |
| 2 | V |
Visa Inc.
|
907,180 | $311,244,384 | |
| 3 | AXP |
American Express Co
|
492,290 | $166,517,091 | |
| 4 | COF |
Capital One Financial Corp
|
279,124 | $55,997,855 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
89,240 | $3,853,381 | |
| 6 | SYF |
Synchrony Financial
|
43,241 | $3,288,476 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
28,144 | $2,295,143 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
126,572 | $2,269,435 |
All Filings in UPST
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,839 | 8,604 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $264,527 | 10,313 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $421,731 | 9,644 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $491,337 | 9,672 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $621,703 | 9,612 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $440,368 | 9,567 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $659,044 | 10,704 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $361,369 | 9,032 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $193,366 | 8,197 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $229,371 | 8,530 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $158,045 | 3,868 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $129,570 | 4,540 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $223,095 | 6,230 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $107,288 | 6,752 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $262,046 | 19,822 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $378,544 | 18,208 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $554,867 | 17,548 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $1,927,838 | 17,672 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $2,737,621 | 18,094 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $7,526,524 | 23,785 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $16,286,960 | 130,400 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $25,772 | 200 | Shares | Defined | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||