Position in UPST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$84,862,713
+$44,861,898 QoQ
Shares Held
2,395,222
+53.6% QoQ
Ownership
2.46%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#5
of 364 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Derivatives in UPST
reported options exposure · as of Dec 31, 2025CallValue
$1,093,250
CallShares
25,000
PutValue
$0
PutShares
0
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, 2026GOLDMAN SACHS GROUP INC holds $16,043,915,287 across 42 Credit Services names. UPST ranks #14 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
15,837,579 | $5,433,714,976 | |
| 2 | MA |
Mastercard Inc
|
7,648,863 | $3,928,456,034 | |
| 3 | AXP |
American Express Co
|
5,120,864 | $1,732,132,245 | |
| 4 | COF |
Capital One Financial Corp
|
8,496,306 | $1,704,528,906 | |
| 5 | SYF |
Synchrony Financial
|
10,093,347 | $767,599,036 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
35,207,678 | $631,273,664 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
11,581,581 | $500,092,665 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
4,185,119 | $255,166,703 |
All Filings in UPST
Export CSV
44 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,862,713 | 2,395,222 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $40,000,815 | 1,559,486 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,093,250 | 25,000 | Call | Defined | 2026-03-25 | |
| 2025-12-31 | $72,269,246 | 1,652,624 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $80,754,117 | 1,589,648 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $1,270,000 | 25,000 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $1,617,000 | 25,000 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $85,095,011 | 1,315,631 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $84,208,293 | 1,829,422 | Shares | Defined | 2025-06-27 | |
| 2025-03-31 | $3,452,250 | 75,000 | Call | Defined | 2025-06-27 | |
| 2024-12-31 | $64,254,452 | 1,043,600 | Call | Defined | 2025-02-11 | |
| 2024-12-31 | $264,590,918 | 4,297,400 | Put | Defined | 2025-02-11 | |
| 2024-12-31 | $148,590,204 | 2,413,354 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $68,282,346 | 1,706,632 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $1,000,250 | 25,000 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $20,365,090 | 509,000 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $33,212,950 | 1,407,925 | Shares | Defined | 2024-08-13 | |
| 2024-06-30 | $10,643,808 | 451,200 | Put | Defined | 2024-08-13 | |
| 2024-03-31 | $22,485,041 | 836,186 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $8,674,578 | 212,300 | Put | Defined | 2024-05-14 | |
| 2023-12-31 | $49,392,261 | 1,208,817 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $20,237,714 | 709,100 | Put | Defined | 2024-05-15 | |
| 2023-09-30 | $40,790,566 | 1,429,242 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $46,589,561 | 1,301,021 | Shares | Defined | 2024-05-14 | |
| 2023-06-30 | $42,972,000 | 1,200,000 | Put | Defined | 2024-05-14 | |
| 2023-03-31 | $13,013,130 | 818,951 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $1,191,750 | 75,000 | Call | Defined | 2024-05-14 | |
| 2023-03-31 | $13,490,610 | 849,000 | Put | Defined | 2024-05-14 | |
| 2022-12-31 | $11,044,397 | 835,431 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $9,584,500 | 725,000 | Put | Defined | 2024-05-14 | |
| 2022-09-30 | $8,356,561 | 401,951 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $13,836,912 | 437,600 | Put | Defined | 2024-05-14 | |
| 2022-06-30 | $17,705,049 | 559,932 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $38,388,771 | 351,900 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $16,658,043 | 152,700 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $24,508,267 | 224,661 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $347,990 | 2,300 | Call | Defined | 2022-02-17 | |
| 2021-12-31 | $15,375,559 | 101,623 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $10,570,360 | 33,404 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $16,388,502 | 131,213 | Shares | Defined | 2021-08-13 | |
| 2021-06-30 | $77,438,000 | 620,000 | Put | Defined | 2021-08-13 | |
| 2021-03-31 | $3,865,800 | 30,000 | Put | Defined | 2021-05-17 | |
| 2021-03-31 | $691,849 | 5,369 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $6,616,577 | 162,370 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||