UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

ZACKS INVESTMENT MANAGEMENT's Holding History (CIK: 0001086483)

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

Q4 2025

Shares 36,446 Value ($000) $1,594 Avg Close $46.04 Range $34.23 - $55.22

Q3 2025

Shares 41,191 Value ($000) $2,093 Avg Close $70.35 Range $50.10 - $87.30

Q2 2025

Shares 38,353 Value ($000) $2,481 Avg Close $49.03 Range $31.40 - $66.61

Q1 2025

Shares 38,948 Value ($000) $1,793 Avg Close $62.17 Range $43.24 - $96.43

Q4 2024

Shares 26,742 Value ($000) $1,647 Avg Close $62.34 Range $37.41 - $88.95

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	36,446	$1,594	$46.04	$34.23 - $55.22
Q3 2025	41,191	$2,093	$70.35	$50.10 - $87.30
Q2 2025	38,353	$2,481	$49.03	$31.40 - $66.61
Q1 2025	38,948	$1,793	$62.17	$43.24 - $96.43
Q4 2024	26,742	$1,647	$62.34	$37.41 - $88.95