Question 1

How many shares of UPST does Cetera Investment Advisers own?

Accepted Answer

As of 2026-Q2, Cetera Investment Advisers holds 30,258 shares of UPST (UPSTART HLDGS INC).

Question 2

What is Cetera Investment Advisers's UPST position worth?

Accepted Answer

As of 2026-Q2, Cetera Investment Advisers's UPST position is worth $1.1M.

Question 3

Is Cetera Investment Advisers buying or selling UPST?

Accepted Answer

In 2026-Q2, Cetera Investment Advisers increased their UPST position (+16.1% change in shares).

Question 4

When did Cetera Investment Advisers first buy UPST?

Accepted Answer

Based on available 13F filings, Cetera Investment Advisers first reported a position in UPST in 2024-Q3. They have held the position across 19 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	30,258	+16.1%	$1.1M	0.0%	$35.43	29
2026-Q1	Increased	26,062	+4.9%	$668,490	0.0%	$28.24	26
2025-Q4	Increased	24,854	+55.5%	$1.1M	0.0%	$44.96	36
2025-Q3	Decreased	15,983	-1.6%	$811,936	0.0%	$52.74	0
2025-Q2	Increased	16,240	+14.8%	$1.1M	0.0%	$63.43	29
2025-Q1	Decreased	14,147	-2.8%	$651,186	0.0%	$47.29	0
2024-Q4	Decreased	14,550	-25.7%	$895,844	0.0%	$63.32	0
2024-Q3	Increased	19,590	+5.7%	$783,796	0.0%	$40.85	26