Position in UPST
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$75,057,285
+$22,395,630 QoQ
Shares Held
2,118,467
+3.2% QoQ
Ownership
2.18%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 364 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026STATE STREET CORP holds $69,255,996,191 across 44 Credit Services names. UPST ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
82,872,209 | $28,432,626,185 | |
| 2 | MA |
Mastercard Inc
|
36,964,305 | $18,984,867,048 | |
| 3 | AXP |
American Express Co
|
29,095,803 | $9,841,655,364 | |
| 4 | COF |
Capital One Financial Corp
|
27,797,298 | $5,576,693,924 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
41,228,833 | $1,780,261,008 | |
| 6 | SYF |
Synchrony Financial
|
17,733,198 | $1,348,609,707 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
6,349,214 | $517,778,401 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
28,763,660 | $515,732,423 |
All Filings in UPST
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,057,285 | 2,118,467 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $52,661,655 | 2,053,086 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $87,506,047 | 2,001,053 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $104,208,681 | 2,051,352 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $134,276,908 | 2,076,019 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $92,462,716 | 2,008,749 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $125,079,701 | 2,031,504 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $90,637,493 | 2,265,371 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $53,394,124 | 2,263,422 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $50,235,360 | 1,868,180 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $74,997,263 | 1,835,469 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $49,909,125 | 1,748,743 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $61,753,055 | 1,724,464 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $18,557,867 | 1,167,896 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $15,493,152 | 1,171,948 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $24,414,154 | 1,174,322 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $41,710,953 | 1,319,132 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $105,378,540 | 965,978 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $119,265,553 | 788,272 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $215,137,429 | 679,868 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $35,310,853 | 282,713 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $15,601,337 | 121,072 | Shares | Defined | 2021-07-09 | |
| No filing history on record for this holder in this stock. | ||||||