Position in UPST
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,789,769
+$2,162,662 QoQ
Shares Held
106,965
+68.6% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#59
of 364 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MML INVESTORS SERVICES, LLC holds $369,746,275 across 18 Credit Services names. UPST ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
474,388 | $162,757,778 | |
| 2 | MA |
Mastercard Inc
|
174,903 | $89,830,180 | |
| 3 | AXP |
American Express Co
|
135,374 | $45,790,255 | |
| 4 | COF |
Capital One Financial Corp
|
196,261 | $39,373,881 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
416,819 | $7,473,564 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
148,993 | $6,433,517 | |
| 7 | UPST |
Upstart Holdings, Inc.
This page
|
106,965 | $3,789,769 | |
| 8 | SYF |
Synchrony Financial
|
46,066 | $3,503,319 |
All Filings in UPST
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,789,769 | 106,965 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,627,107 | 63,435 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $3,309,923 | 75,690 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,774,492 | 54,616 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,750,064 | 42,518 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,797,103 | 39,042 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,585,078 | 41,986 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,756,919 | 43,912 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $961,976 | 40,779 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $941,741 | 35,022 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,442,153 | 35,295 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $941,477 | 32,988 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,096,538 | 30,621 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $394,485 | 24,826 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $236,373 | 17,880 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $472,390 | 22,722 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $459,248 | 14,524 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,046,936 | 9,597 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $406,997 | 2,690 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $412,321 | 1,303 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||