CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in UPST — Upstart Holdings, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in UPST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,113,905
+$10,287,044 QoQ
Shares Held
765,281
+16.7% QoQ
Ownership
0.786%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
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)
Position in Credit Services
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $12,182,318,105 across 39 Credit Services names. UPST ranks #20 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
14,503,812 | $4,976,112,858 | |
| 2 | MA |
Mastercard Inc
|
6,408,865 | $3,291,593,063 | |
| 3 | AXP |
American Express Co
|
3,888,106 | $1,315,151,853 | |
| 4 | COF |
Capital One Financial Corp
|
4,312,586 | $865,191,002 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
6,687,140 | $288,750,704 | |
| 6 | SYF |
Synchrony Financial
|
3,035,055 | $230,815,931 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
1,656,971 | $135,125,984 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
7,280,268 | $130,535,205 |
All Filings in UPST
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,113,905 | 765,281 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $16,826,861 | 656,018 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $32,615,408 | 745,836 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $37,664,644 | 741,430 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $44,637,090 | 690,122 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $30,281,065 | 657,855 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $40,458,755 | 657,118 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $25,721,468 | 642,876 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $14,409,338 | 610,824 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $15,666,167 | 582,602 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $23,419,971 | 573,176 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $15,860,049 | 555,713 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $19,135,753 | 534,369 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,941,255 | 373,899 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,913,477 | 371,670 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,550,221 | 363,166 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,145,262 | 289,224 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $29,455,172 | 270,008 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $39,950,462 | 264,048 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $76,649,679 | 242,225 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $14,848,112 | 118,880 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,951,038 | 84,984 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||