Position in UPST
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$949
-$15,799 QoQ
Shares Held
37
-90.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Cullen/Frost Bankers, Inc. holds $256,476,181 across 11 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
344,057 | $118,042,516 | |
| 2 | MA |
Mastercard Inc
|
155,399 | $79,812,926 | |
| 3 | AXP |
American Express Co
|
137,049 | $46,356,824 | |
| 4 | COF |
Capital One Financial Corp
|
57,588 | $11,553,304 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
4,819 | $208,084 | |
| 6 | CACC |
Credit Acceptance Corp
|
275 | $175,103 | |
| 7 | SYF |
Synchrony Financial
|
1,962 | $149,210 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
1,471 | $119,960 |
All Filings in UPST
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $949 | 37 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $16,748 | 383 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $17,576 | 346 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $24,319 | 376 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $6,582 | 143 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $7,511 | 122 | Shares | Defined | 2025-02-06 | |
| 2024-06-30 | $1,273 | 54 | Shares | Defined | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||