UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

DIMENSIONAL FUND ADVISORS LP's Holding History (CIK: 0000354204)

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

Q4 2025
Shares 278,590 Value ($000) $12,183 Avg Close $46.04 Range $34.23 - $55.22
Q3 2025
Shares 57,761 Value ($000) $2,934 Avg Close $70.35 Range $50.10 - $87.30
Q2 2025
Shares 32,384 Value ($000) $2,095 Avg Close $49.03 Range $31.40 - $66.61
Q1 2025
Shares 32,297 Value ($000) $1,487 Avg Close $62.17 Range $43.24 - $96.43
Q4 2024
Shares 17,067 Value ($000) $1,051 Avg Close $62.34 Range $37.41 - $88.95
Q3 2024
Shares 25,255 Value ($000) $1,010 Avg Close $33.26 Range $20.60 - $45.71
Q2 2024
Shares 25,645 Value ($000) $605 Avg Close $24.13 Range $20.68 - $30.17
Q1 2024
Shares 26,037 Value ($000) $700 Avg Close $29.57 Range $22.81 - $40.82
Q4 2023
Shares 25,015 Value ($000) $1,022 Avg Close $30.45 Range $19.84 - $49.62
Q3 2023
Shares 24,626 Value ($000) $703 Avg Close $40.19 Range $25.85 - $72.58
Q2 2023
Shares 45,572 Value ($000) $1,632 Avg Close $23.00 Range $11.93 - $38.84
Q1 2023
Shares 45,483 Value ($000) $723 Avg Close $16.82 Range $12.53 - $26.35
Q2 2022
Shares 10,149 Value ($000) $321 Avg Close $59.55 Range $25.43 - $116.90
Q1 2022
Shares 9,618 Value ($000) $1,049 Avg Close $115.22 Range $75.15 - $161.00
Q4 2021
Shares 3,447 Value ($000) $522 Avg Close $249.80 Range $128.45 - $401.49
Q3 2021
Shares 3,283 Value ($000) $1,039 Avg Close $197.24 Range $107.26 - $346.54