UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

CI INVESTMENTS INC.'s Holding History (CIK: 0001163648)

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

Q3 2025

Shares 139 Value ($000) $0 Avg Close $70.35 Range $50.10 - $87.30

Q1 2025

Shares 58 Value ($000) $0 Avg Close $62.17 Range $43.24 - $96.43

Q2 2022

Shares 31,294 Value ($000) $990 Avg Close $59.55 Range $25.43 - $116.90

Q1 2022

Shares 31,290 Value ($000) $3,413 Avg Close $115.22 Range $75.15 - $161.00

Q4 2021

Shares 31,296 Value ($000) $4,735 Avg Close $249.80 Range $128.45 - $401.49

Q3 2021

Shares 31,293 Value ($000) $9,902 Avg Close $197.24 Range $107.26 - $346.54

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	139	$0	$70.35	$50.10 - $87.30
Q1 2025	58	$0	$62.17	$43.24 - $96.43
Q2 2022	31,294	$990	$59.55	$25.43 - $116.90
Q1 2022	31,290	$3,413	$115.22	$75.15 - $161.00
Q4 2021	31,296	$4,735	$249.80	$128.45 - $401.49
Q3 2021	31,293	$9,902	$197.24	$107.26 - $346.54