Position in UPST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,588,940
+$801,291 QoQ
Shares Held
73,072
+4.8% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#80
of 364 holders
Holding Since
Dec 2020
23 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, 2026Legal & General Group Plc holds $9,514,991,566 across 40 Credit Services names. UPST ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
11,896,313 | $4,081,506,025 | |
| 2 | MA |
Mastercard Inc
|
5,625,910 | $2,889,467,375 | |
| 3 | AXP |
American Express Co
|
3,364,536 | $1,138,054,301 | |
| 4 | COF |
Capital One Financial Corp
|
3,394,391 | $680,982,720 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
6,575,045 | $283,910,441 | |
| 6 | SYF |
Synchrony Financial
|
2,752,202 | $209,304,961 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
3,608,784 | $64,705,496 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
550,499 | $44,893,193 |
All Filings in UPST
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,588,940 | 73,072 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,787,649 | 69,694 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $3,684,032 | 84,245 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $4,607,254 | 90,694 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,023,711 | 93,131 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $3,778,371 | 82,085 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,779,062 | 77,620 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,080,968 | 77,005 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $1,696,143 | 71,901 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $1,945,463 | 72,349 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $2,924,023 | 71,562 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $1,961,353 | 68,723 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,618,713 | 73,128 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,042,542 | 65,610 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $817,338 | 61,826 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,389,041 | 66,813 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,497,965 | 332,004 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $21,182,659 | 194,176 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $20,231,987 | 133,721 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $20,032,549 | 63,306 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,173,060 | 9,392 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $135,818 | 1,054 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $584,599 | 14,346 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||