Position in UPST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$14,172
+$14,147 QoQ
Shares Held
400
+39900.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#274
of 364 holders
Holding Since
Mar 2021
18 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, 2026HUNTINGTON NATIONAL BANK holds $273,816,281 across 22 Credit Services names. UPST ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
556,011 | $190,761,812 | |
| 2 | AXP |
American Express Co
|
112,586 | $38,082,214 | |
| 3 | MA |
Mastercard Inc
|
66,045 | $33,920,711 | |
| 4 | COF |
Capital One Financial Corp
|
49,310 | $9,892,570 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
11,384 | $491,560 | |
| 6 | SYF |
Synchrony Financial
|
3,093 | $235,222 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
5,115 | $91,711 | |
| 8 | ALLY |
Ally Financial Inc.
|
1,688 | $77,563 |
All Filings in UPST
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,172 | 400 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $25 | 1 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $43 | 1 | Shares | Defined | 2026-02-09 | |
| 2025-06-30 | $1,552 | 24 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $1,380 | 30 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $349 | 13 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $531 | 13 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $371 | 13 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $465 | 13 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $206 | 13 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $171 | 13 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $270 | 13 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $5,154 | 163 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $17,781 | 163 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $9,531 | 63 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $15,822 | 50 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $8,368 | 67 | Shares | Defined | 2021-07-30 | |
| 2021-03-31 | $6,443 | 50 | Shares | Defined | 2021-04-12 | |
| No filing history on record for this holder in this stock. | ||||||