Position in UPST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,816,162
+$8,350,713 QoQ
Shares Held
785,102
+3.5% QoQ
Ownership
0.807%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 364 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026NORTHERN TRUST CORP holds $15,599,908,197 across 43 Credit Services names. UPST ranks #18 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
17,462,827 | $5,991,321,310 | |
| 2 | MA |
Mastercard Inc
|
8,508,557 | $4,369,994,872 | |
| 3 | AXP |
American Express Co
|
6,198,664 | $2,096,698,095 | |
| 4 | COF |
Capital One Financial Corp
|
6,159,991 | $1,235,817,390 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
9,406,164 | $406,158,157 | |
| 6 | SYF |
Synchrony Financial
|
4,879,249 | $371,066,881 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
1,814,431 | $147,966,845 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
7,620,475 | $136,635,115 |
All Filings in UPST
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,816,162 | 785,102 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $19,465,449 | 758,887 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $32,543,250 | 744,186 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $39,893,847 | 785,312 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $50,755,622 | 784,719 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $35,664,318 | 774,806 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $48,182,032 | 782,557 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $26,942,452 | 673,393 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $15,307,761 | 648,909 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $17,857,028 | 664,077 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $29,085,413 | 711,831 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $20,512,980 | 718,745 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $25,448,517 | 710,654 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,673,899 | 294,141 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,861,441 | 292,091 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,883,734 | 283,008 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $13,278,627 | 419,944 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $47,262,476 | 433,243 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $51,874,715 | 342,860 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $99,113,752 | 313,215 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $10,560,667 | 84,553 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $9,501,748 | 73,737 | Shares | Defined | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||