Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Upstart Holdings UPST Stock Holding History

Cambridge Investment Research Advisors’s Portfolio UPST Stock Details UPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$304K Sell
8,585
-3,312
-28% -$102K ﹤0.01% 3436
2026
Q1 		$305K Sell
11,897
-10,961
-48% -$386K ﹤0.01% 3274
2025
Q4 		$1M Sell
22,858
-13,287
-37% -$612K ﹤0.01% 2094
2025
Q3 		$1.84M Sell
36,145
-6,147
-15% -$432K 0.01% 1567
2025
Q2 		$2.73M Buy
42,292
+22,444
+113% +$1.1M 0.01% 1203
2025
Q1 		$914K Sell
19,848
-19,607
-50% -$1.22M ﹤0.01% 1936
2024
Q4 		$2.43M Sell
39,455
-18,336
-32% -$1.14M 0.01% 1222
2024
Q3 		$2.31M Buy
57,791
+27,746
+92% +$923K 0.01% 1237
2024
Q2 		$709K Sell
30,045
-2,385
-7% -$57.6K ﹤0.01% 2020
2024
Q1 		$872K Buy
32,430
+2,557
+9% +$75.6K ﹤0.01% 1820
2023
Q4 		$1.22M Buy
29,873
+3,799
+15% +$116K 0.01% 1514
2023
Q3 		$744K Buy
26,074
+1,730
+7% +$69.5K ﹤0.01% 1768
2023
Q2 		$872K Sell
24,344
-4,258
-15% -$98K ﹤0.01% 1703
2023
Q1 		$454K Buy
28,602
+5,624
+24% +$94.6K ﹤0.01% 2163
2022
Q4 		$304K Sell
22,978
-8,776
-28% -$170K ﹤0.01% 2424
2022
Q3 		$660K Sell
31,754
-9,551
-23% -$257K ﹤0.01% 1748
2022
Q2 		$1.31M Buy
41,305
+946
+2% +$56.3K 0.01% 1275
2022
Q1 		$4.4M Buy
40,359
+4,402
+12% +$507K 0.02% 688
2021
Q4 		$5.44M Buy
35,957
+21,084
+142% +$5.27M 0.02% 605
2021
Q3 		$4.71M Buy
14,873
+1,788
+14% +$353K 0.02% 637
2021
Q2 		$1.63M Buy
13,085
+10,337
+376% +$1.27M 0.01% 1220
2021
Q1 		$354K Buy
+2,748
New +$211K ﹤0.01% 2171

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

Cambridge Investment Research Advisors's UPST Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Upstart Holdings (UPST) stake by 28% in Q2 2026, selling an estimated $102K and leaving 8,585 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #3436.

Cambridge Investment Research Advisors first reported a position in UPST in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.44M in Q4 2021. 367 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Cambridge Investment Research Advisors held 8,585 shares of Upstart Holdings worth $304K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 3,312 Upstart Holdings shares in Q2 2026, an estimated $102K.
  • Upstart Holdings made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3436 holding.
  • Cambridge Investment Research Advisors first reported a position in Upstart Holdings in Q1 2021 and has held it in 22 quarters since.
  • Cambridge Investment Research Advisors's Upstart Holdings position peaked at $5.44M in Q4 2021.
  • 367 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.