CoreCap Advisors, LLC

Position in UPST — Upstart Holdings, Inc.

CIK 1902501 SOUTHFIELD, MI

Position in UPST

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$7,440

-$126 QoQ

Shares Held

210

-28.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#289

of 364 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CoreCap Advisors, LLC holds $8,123,908 across 17 Credit Services names. UPST ranks #12 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	9,434	$3,191,050
2	V	Visa Inc.	6,268	$2,150,488
3	MA	Mastercard Inc	3,407	$1,749,835
4	COF	Capital One Financial Corp	1,278	$256,392
5	PYPL	PayPal Holdings, Inc.	4,429	$191,244
6	SOFI	SoFi Technologies, Inc.	10,361	$185,772
7	FCFS	FirstCash Holdings, Inc.	783	$169,378
8	CACC	Credit Acceptance Corp	237	$150,907

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,440	210	-28.8%	Shares	Sole	2026-07-06
2026-03-31	$7,566	295	-80.1%	Shares	Sole	2026-04-07
2025-12-31	$64,764	1,481	+14710.0%	Shares	Sole	2026-01-13
2025-09-30	$508	10	0.0%	Shares	Sole	2025-10-22
2025-06-30	$646	10	-90.5%	Shares	Sole	2025-08-14
2025-03-31	$4,833	105	-43.9%	Shares	Sole	2025-05-09
2024-12-31	$11,513	187	+53.3%	Shares	Sole	2025-02-14
2024-09-30	$4,881	122	0.0%	Shares	Sole	2024-11-08
2024-06-30	$2,877	122	+454.5%	Shares	Sole	2024-08-08
2024-03-31	$591	22	-94.7%	Shares	Sole	2024-08-08
2022-12-31	$5,446	412	+264.6%	Shares	Sole	2023-02-10
2022-06-30	$3,573	113	+73.8%	Shares	Sole	2022-08-11
2021-12-31	$9,834	65	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.