MORGAN STANLEY

Position in UPST — Upstart Holdings, Inc.

CIK 895421 NEW YORK, NY

Position in UPST

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$85,553,242

-$16,407,018 QoQ

Shares Held

2,414,712

-39.3% QoQ

Ownership

2.48%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

of 364 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $33,711,831,426 across 50 Credit Services names. UPST ranks #12 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	45,960,354	$15,768,537,842
2	MA	Mastercard Inc	15,001,503	$7,704,771,929
3	AXP	American Express Co	13,121,109	$4,438,215,113
4	AFRM	Affirm Holdings, Inc.	23,000,269	$1,875,671,929
5	COF	Capital One Financial Corp	8,768,807	$1,759,198,050
6	PYPL	PayPal Holdings, Inc.	10,324,704	$445,820,708
7	SYF	Synchrony Financial	4,633,326	$352,364,433
8	SOFI	SoFi Technologies, Inc.	19,521,442	$350,019,448

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$85,553,242	2,414,712	-39.3%	Shares	Defined	2026-08-13
2026-03-31	$101,960,260	3,975,059	-5.5%	Shares	Defined	2026-05-15
2025-12-31	$183,955,271	4,206,615	+154.6%	Shares	Defined	2026-05-27
2025-09-30	$83,922,817	1,652,024	-1.2%	Shares	Defined	2026-05-27
2025-06-30	$108,190,426	1,672,703	+5.4%	Shares	Defined	2025-08-15
2025-03-31	$73,083,071	1,587,727	-39.7%	Shares	Defined	2025-05-15
2024-12-31	$162,102,045	2,632,809	+84.4%	Shares	Defined	2025-05-15
2024-09-30	$57,140,239	1,428,149	-3.5%	Shares	Defined	2025-05-14
2024-06-30	$34,909,846	1,479,858	-34.4%	Shares	Defined	2025-05-14
2024-03-31	$60,673,704	2,256,367	+5.8%	Shares	Defined	2024-10-17
2023-12-31	$87,136,437	2,132,561	+11.4%	Shares	Defined	2024-08-16
2023-09-30	$54,652,183	1,914,933	+65.6%	Shares	Defined	2023-11-15
2023-06-30	$41,405,811	1,156,264	-6.6%	Shares	Defined	2023-08-14
2023-03-31	$19,672,420	1,238,038	-72.7%	Shares	Defined	2023-05-15
2022-12-31	$59,908,408	4,531,650	+4.6%	Shares	Defined	2023-02-14
2022-09-30	$90,083,855	4,333,038	+2.4%	Shares	Defined	2022-11-14
2022-06-30	$133,784,499	4,231,009	+17.0%	Shares	Defined	2022-10-27
2022-03-31	$394,508,819	3,616,361	+271.7%	Shares	Defined	2022-10-27
2021-12-31	$147,212,477	972,984	+242.9%	Shares	Defined	2022-02-14
2021-09-30	$89,788,899	283,747	-79.7%	Shares	Defined	2021-11-15
2021-06-30	$174,942,057	1,400,657	-44.7%	Shares	Defined	2021-08-23
2021-03-31	$326,109,093	2,530,724	+0.8%	Shares	Defined	2021-05-17
2020-12-31	$102,300,225	2,510,435	—	Shares	Defined	2021-02-16
No filing history on record for this holder in this stock.