UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

CHARLES SCHWAB INVESTMENT MANAGEMENT INC's Holding History (CIK: 0000884546)

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

Q4 2025
Shares 745,836 Value ($000) $32,615 Avg Close $46.04 Range $34.23 - $55.22
Q3 2025
Shares 741,430 Value ($000) $37,665 Avg Close $70.35 Range $50.10 - $87.30
Q2 2025
Shares 690,122 Value ($000) $44,637 Avg Close $49.03 Range $31.40 - $66.61
Q1 2025
Shares 657,855 Value ($000) $30,281 Avg Close $62.17 Range $43.24 - $96.43
Q4 2024
Shares 657,118 Value ($000) $40,459 Avg Close $62.34 Range $37.41 - $88.95
Q3 2024
Shares 642,876 Value ($000) $25,721 Avg Close $33.26 Range $20.60 - $45.71
Q2 2024
Shares 610,824 Value ($000) $14,409 Avg Close $24.13 Range $20.68 - $30.17
Q1 2024
Shares 582,602 Value ($000) $15,666 Avg Close $29.57 Range $22.81 - $40.82
Q4 2023
Shares 573,176 Value ($000) $23,420 Avg Close $30.45 Range $19.84 - $49.62
Q3 2023
Shares 555,713 Value ($000) $15,860 Avg Close $40.19 Range $25.85 - $72.58
Q2 2023
Shares 534,369 Value ($000) $19,136 Avg Close $23.00 Range $11.93 - $38.84
Q1 2023
Shares 373,899 Value ($000) $5,941 Avg Close $16.82 Range $12.53 - $26.35
Q4 2022
Shares 371,670 Value ($000) $4,913 Avg Close $19.32 Range $12.01 - $26.09
Q3 2022
Shares 363,166 Value ($000) $7,551 Avg Close $26.90 Range $20.22 - $37.67
Q2 2022
Shares 289,224 Value ($000) $9,146 Avg Close $59.55 Range $25.43 - $116.90
Q1 2022
Shares 270,008 Value ($000) $29,455 Avg Close $115.22 Range $75.15 - $161.00
Q4 2021
Shares 264,048 Value ($000) $39,951 Avg Close $249.80 Range $128.45 - $401.49
Q3 2021
Shares 242,225 Value ($000) $76,650 Avg Close $197.24 Range $107.26 - $346.54
Q2 2021
Shares 118,880 Value ($000) $14,849 Avg Close $123.07 Range $80.85 - $191.89
Q1 2021
Shares 84,984 Value ($000) $10,952 Avg Close $76.68 Range $38.05 - $165.66