Position in UPST
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$24,127
+$8,712 QoQ
Shares Held
681
+13.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#269
of 364 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026NATIONAL BANK OF CANADA /FI/ holds $953,465,754 across 21 Credit Services names. UPST ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
880,967 | $452,464,649 | |
| 2 | V |
Visa Inc.
|
687,438 | $235,853,102 | |
| 3 | AXP |
American Express Co
|
362,160 | $122,500,618 | |
| 4 | COF |
Capital One Financial Corp
|
369,332 | $74,095,384 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
1,543,861 | $27,681,427 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
581,823 | $25,123,116 | |
| 7 | SYF |
Synchrony Financial
|
189,333 | $14,398,773 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
7,365 | $600,614 |
All Filings in UPST
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,127 | 681 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $15,415 | 601 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $20,902 | 478 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $28,854 | 568 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $28,653 | 443 | Shares | Defined | 2025-08-18 | |
| 2025-03-31 | $342,877 | 7,449 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $8,355,603 | 135,709 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $199,369 | 4,983 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $136,822 | 5,800 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $146,550 | 5,450 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $201,439 | 4,930 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $137,077 | 4,803 | Shares | Defined | 2023-10-10 | |
| 2023-06-30 | $5,455,223 | 152,338 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $3,769,092 | 237,199 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $1,554,883 | 117,616 | Shares | Defined | 2023-01-24 | |
| 2022-09-30 | $4,256,045 | 204,716 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $1,026,321 | 32,458 | Shares | Defined | 2022-07-28 | |
| 2022-03-31 | $90,108 | 826 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $47,356 | 313 | Shares | Defined | 2022-01-24 | |
| No filing history on record for this holder in this stock. | ||||||