Janney Montgomery Scott LLC

Position in UPST — Upstart Holdings, Inc.

CIK 1329948 PHILADELPHIA, PA

Position in UPST

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,349,634

+$871,442 QoQ

Shares Held

38,093

+104.3% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#105

of 364 holders

Holding Since

Jun 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Janney Montgomery Scott LLC holds $615,862,687 across 26 Credit Services names. UPST ranks #16 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	853,450	$292,810,160
2	MA	Mastercard Inc	273,156	$140,292,921
3	AXP	American Express Co	222,289	$75,189,254
4	COF	Capital One Financial Corp	125,966	$25,271,298
5	OMF	OneMain Holdings, Inc.	291,652	$17,782,022
6	ENVA	Enova International, Inc.	63,280	$15,233,394
7	EZPW	Ezcorp Inc	229,088	$7,919,572
8	PYPL	PayPal Holdings, Inc.	144,848	$6,254,536

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,349,634	38,093	+104.3%	Shares	Sole	2026-08-05
2026-03-31	$478,192	18,643	+42.2%	Shares	Sole	2026-04-22
2025-12-31	$573,344	13,111	+18.9%	Shares	Sole	2026-02-11
2025-09-30	$560,171	11,027	+18.2%	Shares	Sole	2025-10-27
2025-06-30	$603,464	9,330	-36.2%	Shares	Sole	2025-07-17
2025-03-31	$673,188	14,625	-0.7%	Shares	Sole	2025-04-17
2024-12-31	$906,618	14,725	+0.2%	Shares	Sole	2025-01-17
2024-09-30	$587,866	14,693	-0.5%	Shares	Sole	2024-10-29
2024-06-30	$348,495	14,773	+117.1%	Shares	Sole	2024-07-25
2021-12-31	$1,029,596	6,805	+167.5%	Shares	Sole	2022-01-27
2021-09-30	$805,023	2,544	-60.9%	Shares	Sole	2021-10-29
2021-06-30	$813,099	6,510	—	Shares	Sole	2021-07-26
No filing history on record for this holder in this stock.