Position in UPST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,067,929
+$1,315,944 QoQ
Shares Held
114,816
+7.0% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#55
of 364 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 98%
None 2%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Invesco Ltd. holds $11,404,381,688 across 38 Credit Services names. UPST ranks #25 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
9,958,366 | $3,416,615,778 | |
| 2 | MA |
Mastercard Inc
|
5,785,227 | $2,971,292,578 | |
| 3 | COF |
Capital One Financial Corp
|
7,416,162 | $1,487,830,409 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
33,444,420 | $1,444,130,048 | |
| 5 | AXP |
American Express Co
|
2,847,449 | $963,149,617 | |
| 6 | SYF |
Synchrony Financial
|
5,379,328 | $409,097,885 | |
| 7 | ENVA |
Enova International, Inc.
|
941,183 | $226,570,979 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
455,996 | $98,641,052 |
All Filings in UPST
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,067,929 | 114,816 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,751,985 | 107,290 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $3,978,859 | 90,987 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $30,728,511 | 604,892 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $55,919,996 | 864,564 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $58,474,300 | 1,270,352 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $43,695,240 | 709,684 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,879,838 | 71,978 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,682,862 | 71,338 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,872,672 | 69,642 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $4,518,420 | 110,583 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $2,640,520 | 92,520 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $6,824,919 | 190,587 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,847,005 | 116,237 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,069,060 | 80,867 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,078,978 | 51,899 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,830,164 | 57,880 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,678,076 | 33,716 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $11,421,938 | 75,492 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $21,550,511 | 68,103 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,094,746 | 8,765 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $2,002,484 | 15,540 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||