Position in UPST
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,072,040
+$403,550 QoQ
Shares Held
30,258
+16.1% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#120
of 364 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Cetera Investment Advisers holds $618,314,054 across 25 Credit Services names. UPST ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
847,478 | $290,761,227 | |
| 2 | MA |
Mastercard Inc
|
277,929 | $142,744,334 | |
| 3 | AXP |
American Express Co
|
226,462 | $76,600,771 | |
| 4 | COF |
Capital One Financial Corp
|
230,834 | $46,309,917 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
957,655 | $17,170,754 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
196,710 | $8,493,937 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
25,028 | $5,414,056 | |
| 8 | SEZL |
Sezzle Inc.
|
30,015 | $5,151,474 |
All Filings in UPST
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,072,040 | 30,258 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $668,490 | 26,062 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,086,865 | 24,854 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $811,936 | 15,983 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,050,403 | 16,240 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $651,186 | 14,147 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $895,843 | 14,550 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $783,795 | 19,590 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $437,405 | 18,542 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $557,241 | 20,723 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $292,067 | 7,148 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $239,507 | 8,392 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $321,287 | 8,972 | Shares | Sole | 2023-08-10 | |
| 2022-06-30 | $308,642 | 9,761 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $392,287 | 3,596 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $357,673 | 2,364 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $248,088 | 784 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $237,809 | 1,904 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||