Position in UPST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,202,104
+$1,698,562 QoQ
Shares Held
118,603
+21.5% QoQ
Ownership
0.122%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#53
of 364 holders
Holding Since
Sep 2021
20 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, 2026PRICE T ROWE ASSOCIATES INC /MD/ holds $26,530,806,042 across 33 Credit Services names. UPST ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
35,472,043 | $12,170,103,232 | |
| 2 | MA |
Mastercard Inc
|
18,527,027 | $9,515,481,066 | |
| 3 | AXP |
American Express Co
|
7,005,840 | $2,369,725,379 | |
| 4 | COF |
Capital One Financial Corp
|
6,030,779 | $1,209,894,882 | |
| 5 | SLM |
SLM Corp
|
12,522,958 | $324,845,529 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
1,448,230 | $313,281,113 | |
| 7 | ENVA |
Enova International, Inc.
|
849,347 | $204,463,302 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
1,496,735 | $122,058,739 |
All Filings in UPST
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,202,104 | 118,603 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,503,542 | 97,604 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,514,973 | 80,379 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $50,364,796 | 991,433 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,560,716 | 70,512 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,786,103 | 60,528 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,469,838 | 56,356 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,928,522 | 48,201 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,081,884 | 45,862 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,138,791 | 42,350 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,617,238 | 39,580 | Shares | Defined | 2024-02-16 | |
| 2023-09-30 | $1,075,958 | 37,700 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,273,976 | 35,576 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $572,246 | 36,013 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $487,910 | 36,907 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $840,747 | 40,440 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,378,821 | 43,606 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,953,857 | 36,244 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,181,478 | 27,637 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $48,278,301 | 152,567 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||