Position in UPST
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,142,569
+$1,052,404 QoQ
Shares Held
88,698
+8.8% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
of 364 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Derivatives in UPST
reported options exposure · as of Sep 30, 2025CallValue
$3,926,840
CallShares
77,300
PutValue
$10,160
PutShares
200
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, 2026BANK OF MONTREAL /CAN/ holds $3,614,967,397 across 21 Credit Services names. UPST ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
5,072,479 | $1,740,316,816 | |
| 2 | MA |
Mastercard Inc
|
2,117,873 | $1,087,739,569 | |
| 3 | AXP |
American Express Co
|
1,051,681 | $355,731,096 | |
| 4 | COF |
Capital One Financial Corp
|
1,088,879 | $218,450,901 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
6,168,171 | $110,595,302 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
1,000,919 | $43,219,678 | |
| 7 | SYF |
Synchrony Financial
|
292,602 | $22,252,379 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
130,189 | $10,616,910 |
All Filings in UPST
Export CSV
39 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,142,569 | 88,698 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,090,165 | 81,488 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $3,964,210 | 90,652 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $4,470,449 | 88,001 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $10,160 | 200 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $3,926,840 | 77,300 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $6,823,740 | 105,500 | Call | Defined | 2025-08-05 | |
| 2025-06-30 | $1,030,416 | 15,931 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $563,129 | 12,234 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $73,648 | 1,600 | Put | Defined | 2025-05-13 | |
| 2024-12-31 | $1,112,691 | 18,072 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $98,512 | 1,600 | Put | Defined | 2025-02-13 | |
| 2024-09-30 | $64,016 | 1,600 | Put | Defined | 2024-11-13 | |
| 2024-09-30 | $14,952,655 | 373,723 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $10,561,854 | 447,726 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $14,022,030 | 521,459 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $56,885,209 | 1,392,198 | Shares | Defined | 2024-02-08 | |
| 2023-12-31 | $698,706 | 17,100 | Call | Defined | 2024-02-08 | |
| 2023-12-31 | $2,043,000 | 50,000 | Put | Defined | 2024-02-08 | |
| 2023-09-30 | $28,540 | 1,000 | Put | Defined | 2023-11-01 | |
| 2023-09-30 | $39,532,950 | 1,385,177 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $74,120,789 | 2,069,835 | Shares | Defined | 2023-08-02 | |
| 2023-06-30 | $35,810 | 1,000 | Put | Defined | 2023-08-02 | |
| 2023-03-31 | $1,787,625 | 112,500 | Put | Defined | 2024-06-13 | |
| 2023-03-31 | $3,538,654 | 222,697 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $13,220 | 1,000 | Put | Defined | 2023-02-01 | |
| 2022-12-31 | $22,474 | 1,700 | Call | Defined | 2023-02-01 | |
| 2022-12-31 | $229,338 | 17,348 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $20,790 | 1,000 | Put | Defined | 2022-11-10 | |
| 2022-09-30 | $1,879,373 | 90,398 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $3,152,861 | 99,711 | Shares | Defined | 2022-08-11 | |
| 2022-06-30 | $31,620 | 1,000 | Put | Defined | 2022-08-11 | |
| 2022-03-31 | $2,487,252 | 22,800 | Put | Defined | 2022-05-12 | |
| 2022-03-31 | $12,773,892 | 117,095 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $60,520 | 400 | Put | Defined | 2022-02-11 | |
| 2021-12-31 | $21,444,352 | 141,734 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $38,568,971 | 121,884 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $8,003,091 | 64,076 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $14,174 | 110 | Shares | Defined | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||