Position in UPST
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,385,476
+$1,308,161 QoQ
Shares Held
95,554
+18.0% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 364 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Derivatives in UPST
reported options exposure · as of Sep 30, 2022CallValue
$0
CallShares
0
PutValue
$145
PutShares
7
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, 2026DEUTSCHE BANK AG\ holds $6,849,383,443 across 38 Credit Services names. UPST ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
8,889,958 | $3,050,055,679 | |
| 2 | MA |
Mastercard Inc
|
3,678,859 | $1,889,461,977 | |
| 3 | AXP |
American Express Co
|
2,743,385 | $927,949,970 | |
| 4 | COF |
Capital One Financial Corp
|
2,211,506 | $443,672,327 | |
| 5 | SYF |
Synchrony Financial
|
2,458,557 | $186,973,257 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
3,913,595 | $168,989,025 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
2,489,675 | $44,639,870 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
456,911 | $37,261,090 |
All Filings in UPST
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,385,476 | 95,554 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $2,077,315 | 80,987 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $3,236,150 | 74,003 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,577,741 | 70,428 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,400,113 | 68,029 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $3,397,748 | 73,816 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,392,916 | 87,590 | Shares | Sole | 2025-06-30 | |
| 2024-09-30 | $3,467,825 | 86,674 | Shares | Sole | 2025-06-26 | |
| 2024-06-30 | $1,078,392 | 45,714 | Shares | Sole | 2025-06-12 | |
| 2024-03-31 | $1,522,188 | 56,608 | Shares | Sole | 2025-06-02 | |
| 2023-12-31 | $3,114,430 | 76,222 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,087,329 | 73,137 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $2,507,272 | 70,016 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $235,013 | 14,790 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $315,098 | 23,835 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $145 | 7 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $644,697 | 31,010 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,107,233 | 98,268 | Shares | Defined | 2022-08-11 | |
| 2022-06-30 | $5,343 | 169 | Put | Defined | 2022-08-11 | |
| 2022-03-31 | $19,270,965 | 176,652 | Shares | Defined | 2022-05-13 | |
| 2022-03-31 | $44,072 | 404 | Put | Defined | 2022-05-13 | |
| 2021-12-31 | $26,919,746 | 177,923 | Shares | Defined | 2022-02-16 | |
| 2021-12-31 | $7,565 | 50 | Call | Defined | 2022-02-16 | |
| 2021-12-31 | $61,125 | 404 | Put | Defined | 2022-02-16 | |
| 2021-09-30 | $40,376,477 | 127,596 | Shares | Defined | 2021-11-04 | |
| 2021-09-30 | $127,841 | 404 | Put | Defined | 2021-11-04 | |
| 2021-06-30 | $131,144 | 1,050 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $20,488 | 159 | Shares | Defined | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||