UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

MAI Capital Management's Holding History (CIK: 0001040197)

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

Q4 2025

Shares 14 Value ($000) $1 Avg Close $46.04 Range $34.23 - $55.22

Q3 2025

Shares 414 Value ($000) $21 Avg Close $70.35 Range $50.10 - $87.30

Q2 2025

Shares 218 Value ($000) $14 Avg Close $49.03 Range $31.40 - $66.61

Q1 2025

Shares 204 Value ($000) $9 Avg Close $62.17 Range $43.24 - $96.43

Q4 2024

Shares 204 Value ($000) $13 Avg Close $62.34 Range $37.41 - $88.95

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	14	$1	$46.04	$34.23 - $55.22
Q3 2025	414	$21	$70.35	$50.10 - $87.30
Q2 2025	218	$14	$49.03	$31.40 - $66.61
Q1 2025	204	$9	$62.17	$43.24 - $96.43
Q4 2024	204	$13	$62.34	$37.41 - $88.95