Position in UPST
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$40,237,212
+$19,554,566 QoQ
Shares Held
1,135,682
+40.8% QoQ
Ownership
1.17%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#13
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 Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$1,940,400
PutShares
30,000
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, 2026CITIGROUP INC holds $2,758,942,111 across 42 Credit Services names. UPST ranks #9 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
3,763,669 | $1,291,277,195 | |
| 2 | MA |
Mastercard Inc
|
934,262 | $479,836,962 | |
| 3 | AXP |
American Express Co
|
816,334 | $276,124,975 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
3,955,568 | $170,801,425 | |
| 5 | COF |
Capital One Financial Corp
|
754,998 | $151,467,697 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
6,283,079 | $112,655,605 | |
| 7 | SYF |
Synchrony Financial
|
858,156 | $65,262,763 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
684,535 | $55,823,828 |
All Filings in UPST
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,237,212 | 1,135,682 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $20,682,646 | 806,341 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $24,648,195 | 563,645 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $27,947,008 | 550,138 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,940,400 | 30,000 | Put | Defined | 2025-08-11 | |
| 2025-06-30 | $22,691,229 | 350,823 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $5,514,394 | 119,800 | Put | Defined | 2025-05-12 | |
| 2025-03-31 | $16,161,177 | 351,101 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $8,293,479 | 134,700 | Put | Defined | 2025-02-12 | |
| 2024-12-31 | $21,958,323 | 356,640 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $4,274,826 | 106,844 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,109,247 | 47,022 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $1,478,062 | 54,967 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,533,237 | 61,998 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,201,161 | 42,087 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $1,873,219 | 52,310 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $397,535 | 25,018 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $2,644,000 | 200,000 | Call | Defined | 2023-02-09 | |
| 2022-12-31 | $815,250 | 61,668 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $1,744,758 | 83,923 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $4,158,000 | 200,000 | Call | Defined | 2022-11-10 | |
| 2022-06-30 | $5,264,665 | 166,498 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $6,324,000 | 200,000 | Call | Defined | 2022-08-10 | |
| 2022-03-31 | $21,818,000 | 200,000 | Call | Defined | 2022-05-12 | |
| 2022-03-31 | $7,472,772 | 68,501 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $9,437,941 | 62,379 | Shares | Defined | 2022-02-10 | |
| 2021-12-31 | $30,260,000 | 200,000 | Call | Defined | 2022-02-10 | |
| 2021-09-30 | $63,288,000 | 200,000 | Call | Defined | 2021-11-10 | |
| 2021-09-30 | $11,642,775 | 36,793 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $1,480,564 | 11,854 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $772,515 | 5,995 | Shares | Defined | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||