Cambridge Investment Research Advisors, Inc.
Position in UPST — Upstart Holdings, Inc.
CIK 1419186
FAIRFIELD, IA
Position in UPST
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$304,166
-$992 QoQ
Shares Held
8,585
-27.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#191
of 364 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $267,876,638 across 19 Credit Services names. UPST ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
379,555 | $130,221,524 | |
| 2 | MA |
Mastercard Inc
|
117,936 | $60,571,929 | |
| 3 | AXP |
American Express Co
|
129,287 | $43,731,327 | |
| 4 | COF |
Capital One Financial Corp
|
58,573 | $11,750,915 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
148,415 | $6,408,559 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
276,218 | $4,952,588 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
25,053 | $1,527,481 | |
| 8 | SYF |
Synchrony Financial
|
19,844 | $1,509,136 |
All Filings in UPST
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,166 | 8,585 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $305,158 | 11,897 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $999,580 | 22,858 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,836,166 | 36,145 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,735,446 | 42,292 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $913,603 | 19,848 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,429,244 | 39,455 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,312,217 | 57,791 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $708,761 | 30,045 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $872,042 | 32,430 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,220,610 | 29,873 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $744,151 | 26,074 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $871,758 | 24,344 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $454,485 | 28,602 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $303,769 | 22,978 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $660,165 | 31,754 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,306,064 | 41,305 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $4,402,763 | 40,359 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,440,294 | 35,957 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $4,706,412 | 14,873 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,634,316 | 13,085 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $354,107 | 2,748 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||