Position in UPST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,385,157
+$2,235,758 QoQ
Shares Held
180,219
+11.4% QoQ
Ownership
0.185%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#42
of 364 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Derivatives in UPST
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$33,020,000
PutShares
650,000
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, 2026WELLS FARGO & COMPANY/MN holds $9,708,431,186 across 43 Credit Services names. UPST ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
13,864,137 | $4,756,646,762 | |
| 2 | MA |
Mastercard Inc
|
4,358,377 | $2,238,462,425 | |
| 3 | AXP |
American Express Co
|
5,963,599 | $2,017,187,359 | |
| 4 | COF |
Capital One Financial Corp
|
1,398,276 | $280,522,129 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
5,885,387 | $105,524,986 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
190,100 | $41,122,431 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
923,757 | $39,887,825 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
389,630 | $31,774,325 |
All Filings in UPST
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,385,157 | 180,219 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,149,399 | 161,770 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $9,190,470 | 210,164 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $33,020,000 | 650,000 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $42,989,296 | 846,246 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $23,555,806 | 364,190 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,380,949 | 73,451 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,741,484 | 60,768 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,920,719 | 48,006 | Shares | Defined | 2024-11-13 | |
| 2024-09-30 | $4,901,225 | 122,500 | Call | Defined | 2024-11-13 | |
| 2024-06-30 | $1,129,936 | 47,899 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,359,556 | 50,560 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,747,050 | 42,757 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,136,177 | 39,810 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,127,578 | 59,413 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $736,309 | 46,338 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $426,674 | 32,275 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $749,291 | 36,041 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,217,571 | 70,132 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $7,830,477 | 71,780 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $7,879,853 | 52,081 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,413,207 | 45,548 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,551,580 | 20,429 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $160,301 | 1,244 | Shares | Defined | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||