UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

COMMONWEALTH EQUITY SERVICES, LLC's Holding History (CIK: 0000312272)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 52,379 Value ($000) $2,291 Avg Close $46.04 Range $34.23 - $55.22
Q3 2025
Shares 65,298 Value ($000) $3 Avg Close $70.35 Range $50.10 - $87.30
Q2 2025
Shares 58,233 Value ($000) $4 Avg Close $49.03 Range $31.40 - $66.61
Q1 2025
Shares 47,553 Value ($000) $2 Avg Close $62.17 Range $43.24 - $96.43
Q4 2024
Shares 43,579 Value ($000) $3 Avg Close $62.34 Range $37.41 - $88.95
Q3 2024
Shares 40,486 Value ($000) $2 Avg Close $33.26 Range $20.60 - $45.71
Q2 2024
Shares 45,387 Value ($000) $1 Avg Close $24.13 Range $20.68 - $30.17
Q1 2024
Shares 41,444 Value ($000) $1 Avg Close $29.57 Range $22.81 - $40.82
Q4 2023
Shares 47,189 Value ($000) $2 Avg Close $30.45 Range $19.84 - $49.62
Q3 2023
Shares 44,419 Value ($000) $1 Avg Close $40.19 Range $25.85 - $72.58
Q2 2023
Shares 44,512 Value ($000) $2 Avg Close $23.00 Range $11.93 - $38.84
Q1 2023
Shares 50,746 Value ($000) $1 Avg Close $16.82 Range $12.53 - $26.35
Q4 2022
Shares 57,444 Value ($000) $1 Avg Close $19.32 Range $12.01 - $26.09
Q3 2022
Shares 127,001 Value ($000) $2,640 Avg Close $26.90 Range $20.22 - $37.67
Q2 2022
Shares 135,305 Value ($000) $4,278 Avg Close $59.55 Range $25.43 - $116.90
Q1 2022
Shares 104,182 Value ($000) $11,365 Avg Close $115.22 Range $75.15 - $161.00
Q4 2021
Shares 36,084 Value ($000) $5,459 Avg Close $249.80 Range $128.45 - $401.49
Q3 2021
Shares 28,702 Value ($000) $9,082 Avg Close $197.24 Range $107.26 - $346.54
Q2 2021
Shares 16,242 Value ($000) $2,028 Avg Close $123.07 Range $80.85 - $191.89
Q1 2021
Shares 4,362 Value ($000) $562 Avg Close $76.68 Range $38.05 - $165.66