UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in UPST — Upstart Holdings, Inc.
CIK 861177
NEW YORK, NY
Position in UPST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,913,854
+$322,919 QoQ
Shares Held
138,692
-22.5% QoQ
Ownership
0.143%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#48
of 364 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $12,976,120,533 across 36 Credit Services names. UPST ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
15,720,068 | $5,393,398,122 | |
| 2 | MA |
Mastercard Inc
|
6,987,990 | $3,589,031,658 | |
| 3 | AXP |
American Express Co
|
5,053,409 | $1,709,315,591 | |
| 4 | COF |
Capital One Financial Corp
|
6,524,225 | $1,308,890,014 | |
| 5 | SYF |
Synchrony Financial
|
4,174,429 | $317,465,319 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
6,593,196 | $284,694,198 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
1,245,563 | $101,575,658 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
4,925,068 | $88,306,463 |
All Filings in UPST
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,913,854 | 138,692 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,590,935 | 178,984 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $6,884,496 | 157,432 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $8,149,993 | 160,433 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,660,417 | 273,043 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,963,968 | 173,017 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $8,972,592 | 145,730 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,417,701 | 110,415 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,082,148 | 130,655 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,894,721 | 70,462 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,983,390 | 73,015 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,083,846 | 73,015 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,167,386 | 116,375 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,849,195 | 116,375 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,459,497 | 110,401 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,996,336 | 96,024 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,927,655 | 155,840 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $11,296,483 | 103,552 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $10,006,069 | 66,134 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $12,314,893 | 38,917 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,839,225 | 22,732 | Shares | Defined | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||