Position in UPST
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$102,073
+$28,048 QoQ
Shares Held
2,881
-0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#245
of 364 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026NISA INVESTMENT ADVISORS, LLC holds $447,204,973 across 35 Credit Services names. UPST ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
459,599 | $157,683,819 | |
| 2 | MA |
Mastercard Inc
|
252,209 | $129,534,542 | |
| 3 | AXP |
American Express Co
|
219,887 | $74,376,777 | |
| 4 | COF |
Capital One Financial Corp
|
247,960 | $49,745,734 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
328,250 | $14,173,835 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
65,744 | $4,008,411 | |
| 7 | SYF |
Synchrony Financial
|
51,370 | $3,906,688 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
15,135 | $3,274,003 |
All Filings in UPST
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,073 | 2,881 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $74,025 | 2,886 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $426,148 | 9,745 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $545,846 | 10,745 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $694,986 | 10,745 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $494,592 | 10,745 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $692,724 | 11,251 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $822,005 | 20,545 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $484,538 | 20,540 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $583,513 | 21,700 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $887,070 | 21,710 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $68,410 | 2,397 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,858,431 | 51,897 | Shares | Sole | 2023-08-11 | |
| 2022-09-30 | $2,081,079 | 100,100 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $480,624 | 15,200 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $229,089 | 2,100 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||