Cetera Investment Advisers
UPST icon

Cetera Investment Advisers’s Upstart Holdings UPST Stock Holding History

Cetera Investment Advisers’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
Q1 		$668K Buy
26,062
+1,208
+5% +$42.5K ﹤0.01% 3251
2025
Q4 		$1.09M Buy
24,854
+8,871
+56% +$408K ﹤0.01% 2752
2025
Q3 		$812K Sell
15,983
-257
-2% -$18.1K ﹤0.01% 2959
2025
Q2 		$1.05M Buy
16,240
+2,093
+15% +$103K ﹤0.01% 2336
2025
Q1 		$651K Sell
14,147
-403
-3% -$25.1K ﹤0.01% 2622
2024
Q4 		$896K Sell
14,550
-5,040
-26% -$314K ﹤0.01% 2236
2024
Q3 		$784K Buy
19,590
+1,048
+6% +$34.9K ﹤0.01% 2293
2024
Q2 		$437K Sell
18,542
-2,181
-11% -$52.6K ﹤0.01% 2696
2024
Q1 		$557K Buy
20,723
+13,575
+190% +$401K ﹤0.01% 2521
2023
Q4 		$292K Sell
7,148
-1,244
-15% -$37.9K ﹤0.01% 1800
2023
Q3 		$240K Sell
8,392
-580
-6% -$23.3K ﹤0.01% 1867
2023
Q2 		$321K Buy
+8,972
New +$206K ﹤0.01% 1696
2022
Q3 		– Sell
-9,761
Closed -$309K – 1879
2022
Q2 		$309K Buy
9,761
+6,165
+171% +$367K ﹤0.01% 1400
2022
Q1 		$392K Buy
3,596
+1,232
+52% +$142K 0.01% 1334
2021
Q4 		$358K Buy
2,364
+1,580
+202% +$395K 0.01% 1392
2021
Q3 		$248K Sell
784
-1,120
-59% -$221K ﹤0.01% 1553
2021
Q2 		$238K Buy
+1,904
New +$234K ﹤0.01% 1565

Other funds holding UPST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

Cetera Investment Advisers's UPST Position: Q1 2026 in Review

Cetera Investment Advisers increased its Upstart Holdings (UPST) stake by 4.9% in Q1 2026, buying an estimated $42.5K and bringing the position to 26,062 shares worth $668K. The position accounts for ﹤0.01% of the portfolio, ranked #3251.

Cetera Investment Advisers first reported a position in UPST in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.09M in Q4 2025. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Cetera Investment Advisers held 26,062 shares of Upstart Holdings worth $668K as of Q1 2026.
  • Cetera Investment Advisers bought 1,208 Upstart Holdings shares in Q1 2026, an estimated $42.5K.
  • Upstart Holdings made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3251 holding.
  • Cetera Investment Advisers first reported a position in Upstart Holdings in Q2 2021 and has held it in 17 quarters since.
  • Cetera Investment Advisers's Upstart Holdings position peaked at $1.09M in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.