Position in UPST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$53,582,771
+$40,604,437 QoQ
Shares Held
1,512,356
+198.9% QoQ
Ownership
1.55%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#11
of 364 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Derivatives in UPST
reported options exposure · as of Sep 30, 2025CallValue
$6,385,560
CallShares
125,700
PutValue
$39,532,560
PutShares
778,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $17,858,586,905 across 39 Credit Services names. UPST ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
23,172,097 | $7,950,114,756 | |
| 2 | AXP |
American Express Co
|
7,969,555 | $2,695,701,975 | |
| 3 | MA |
Mastercard Inc
|
4,827,969 | $2,479,644,876 | |
| 4 | COF |
Capital One Financial Corp
|
7,154,376 | $1,435,310,911 | |
| 5 | SYF |
Synchrony Financial
|
14,766,088 | $1,122,960,988 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
22,592,936 | $975,562,974 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
1,146,721 | $248,058,685 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
2,840,260 | $231,623,199 |
All Filings in UPST
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,582,771 | 1,512,356 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $12,978,334 | 505,978 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $111,005,366 | 2,538,426 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $12,448,994 | 245,059 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $6,385,560 | 125,700 | Call | Defined | 2026-02-03 | |
| 2025-09-30 | $39,532,560 | 778,200 | Put | Defined | 2026-02-03 | |
| 2025-06-30 | $45,276 | 700 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $81,176,243 | 1,255,044 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $55,152,544 | 1,198,187 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $32,221 | 700 | Call | Defined | 2025-05-15 | |
| 2024-12-31 | $59,153,621 | 960,754 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $21,641,855 | 351,500 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $781,939 | 12,700 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $28,007 | 700 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $37,630,122 | 940,518 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $14,063,515 | 351,500 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $13,526,506 | 573,400 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $7,487,466 | 317,400 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $26,199,380 | 1,110,614 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,396,823 | 200,700 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $9,941,233 | 369,700 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $12,724,991 | 473,224 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $98,068,086 | 2,400,100 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $55,256,650 | 1,352,341 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $28,602 | 700 | Call | Defined | 2024-02-14 | |
| 2023-09-30 | $18,830,692 | 659,800 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $16,938,490 | 593,500 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $9,683,931 | 339,311 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $36,071,413 | 1,007,300 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $5,803,687 | 162,069 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $23,627,438 | 659,800 | Put | Defined | 2023-08-14 | |
| 2023-03-31 | $31,654,469 | 1,992,100 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $7,922,754 | 498,600 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $26,081,288 | 1,641,365 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $6,998,668 | 529,400 | Call | Defined | 2023-02-10 | |
| 2022-12-31 | $20,517,490 | 1,552,004 | Shares | Defined | 2023-02-10 | |
| 2022-12-31 | $24,271,920 | 1,836,000 | Put | Defined | 2023-02-10 | |
| 2022-09-30 | $20,746,341 | 997,900 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $33,667,326 | 1,619,400 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $24,502,445 | 1,178,569 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $26,557,638 | 839,900 | Call | Defined | 2022-08-12 | |
| 2022-06-30 | $63,926,154 | 2,021,700 | Put | Defined | 2022-08-12 | |
| 2022-06-30 | $44,550,837 | 1,408,945 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $89,770,161 | 822,900 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $129,181,102 | 1,184,170 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $31,377,197 | 207,384 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $71,747,705 | 226,734 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $1,645,488 | 5,200 | Call | Defined | 2021-11-15 | |
| 2021-06-30 | $28,691,275 | 229,714 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $15,406,757 | 119,562 | Shares | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||