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UPSTUPST
19 quarters

Position history for Cetera Investment AdvisersCetera Investment Advisers's holdings in Upstart Holdings, Inc.

Yes. Cetera Investment Advisers holds 30,258 shares of UPST (Upstart Holdings), worth $1.1M, as of its Q2 2026 13F filing. It increased the position by 4,196 shares (+16.1%) from Q1 2026. Cetera Investment Advisers has held UPST since Q2 2023, across 13 quarterly 13F filings.

Current Value

$1.1M

Current Shares

30,258

Total Value Change

+$834,041

Total Shares Change

+28,354

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
30,258
+16.1%
$1.1M0.0%$35.43
29
2026-Q1
Increased
26,062
+4.9%
$668,4900.0%$28.24
26
2025-Q4
Increased
24,854
+55.5%
$1.1M0.0%$44.96
36
2025-Q3
Decreased
15,983
-1.6%
$811,9360.0%$52.74
0
2025-Q2
Increased
16,240
+14.8%
$1.1M0.0%$63.43
29
2025-Q1
Decreased
14,147
-2.8%
$651,1860.0%$47.29
0
2024-Q4
Decreased
14,550
-25.7%
$895,8440.0%$63.32
0
2024-Q3
Increased
19,590
+5.7%
$783,7960.0%$40.85
26
2024-Q2
Decreased
18,542
-10.5%
$437,4060.0%$23.59
0
2024-Q1
Increased
20,723
+189.9%
$557,2410.0%$26.89
39
2023-Q4
Decreased
7,148
-14.8%
$292,0670.0%$40.86
0
2023-Q3
Decreased
8,392
-6.5%
$239,5080.0%$28.54
0
2023-Q2
New
8,972
-
$321,2870.0%$35.51
33
2022-Q3
Exited
0
-100.0%
$00.0%$21.00
0
2022-Q2
Increased
9,761
+171.4%
$309,0000.0%$32.19
38
2022-Q1
Increased
3,596
+52.1%
$392,0000.0%$114.14
33
2021-Q4
Increased
2,364
+201.5%
$358,0000.0%$155.43
38
2021-Q3
Decreased
784
-58.8%
$248,0000.0%$320.00
0
2021-Q2
New
1,904
-
$238,0000.0%$122.93
32

Other major holders of UPST: Third Point LLC, Fred Alger Management, LLC

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