Position in UPST
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$244,644
-$224,097 QoQ
Shares Held
6,905
-35.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#211
of 364 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 1%
Shared 29%
None 70%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $918,555,543 across 18 Credit Services names. UPST ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,558,525 | $534,714,341 | |
| 2 | COF |
Capital One Financial Corp
|
660,304 | $132,470,187 | |
| 3 | MA |
Mastercard Inc
|
238,146 | $122,311,784 | |
| 4 | AXP |
American Express Co
|
322,852 | $109,204,688 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
49,959 | $4,074,156 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
94,319 | $4,072,693 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
218,677 | $3,920,878 | |
| 8 | ALLY |
Ally Financial Inc.
|
53,569 | $2,461,495 |
All Filings in UPST
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,644 | 6,905 | Shares | Defined | 2026-07-28 | |
| 2025-12-31 | $468,741 | 10,719 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $614,578 | 12,098 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $868,781 | 13,432 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $909,644 | 19,762 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $1,669,347 | 27,113 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $902,065 | 22,546 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $216,673 | 9,185 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $265,108 | 9,859 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $491,871 | 12,038 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $505,043 | 17,696 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $307,858 | 8,597 | Shares | Defined | 2023-08-01 | |
| 2022-06-30 | $254,097 | 8,036 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $338,397 | 3,102 | Shares | Defined | 2022-04-22 | |
| 2021-09-30 | $992,671 | 3,137 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $5,090,174 | 40,754 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,391,115 | 41,837 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $697,721 | 17,122 | Shares | Defined | 2021-11-19 | |
| No filing history on record for this holder in this stock. | ||||||