Position in UPST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,430,273
+$922,891 QoQ
Shares Held
40,369
+104.1% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#103
of 364 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 33%
None 67%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Derivatives in UPST
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$264,751
PutShares
4,300
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, 2026AMERIPRISE FINANCIAL INC holds $8,813,044,107 across 30 Credit Services names. UPST ranks #26 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
12,349,842 | $4,237,107,288 | |
| 2 | MA |
Mastercard Inc
|
5,038,961 | $2,588,010,366 | |
| 3 | AXP |
American Express Co
|
2,394,292 | $809,869,266 | |
| 4 | COF |
Capital One Financial Corp
|
2,186,930 | $438,741,894 | |
| 5 | SYF |
Synchrony Financial
|
4,512,851 | $343,202,317 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
723,193 | $58,976,387 | |
| 7 | KLAR |
Klarna Group plc
|
2,498,021 | $50,559,944 | |
| 8 | ALLY |
Ally Financial Inc.
|
913,404 | $41,970,913 |
All Filings in UPST
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,430,273 | 40,369 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $507,382 | 19,781 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,648,970 | 37,708 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,471,267 | 48,647 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,414,650 | 52,793 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,721,707 | 59,129 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $264,751 | 4,300 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $3,957,533 | 64,277 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $634,158 | 15,850 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $412,139 | 17,471 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $464,604 | 17,278 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $905,579 | 22,163 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $939,964 | 32,935 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,294,459 | 36,148 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $489,141 | 30,783 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $375,433 | 28,399 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $563,346 | 27,097 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,953,830 | 61,791 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $7,813,024 | 71,620 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,760,083 | 44,680 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $17,884,239 | 56,517 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $61,913,927 | 495,708 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $100,015,074 | 776,153 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $15,669,434 | 384,526 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||