UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

OPPENHEIMER ASSET MANAGEMENT INC.'s Holding History (CIK: 0001269119)

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

Q4 2025
Shares 8,765 Value ($000) $383 Avg Close $46.04 Range $34.23 - $55.22
Q3 2025
Shares 11,112 Value ($000) $564 Avg Close $70.35 Range $50.10 - $87.30
Q2 2025
Shares 10,701 Value ($000) $692 Avg Close $49.03 Range $31.40 - $66.61
Q1 2025
Shares 24,352 Value ($000) $1,121 Avg Close $62.17 Range $43.24 - $96.43
Q4 2024
Shares 24,030 Value ($000) $1,480 Avg Close $62.34 Range $37.41 - $88.95
Q3 2024
Shares 20,651 Value ($000) $826 Avg Close $33.26 Range $20.60 - $45.71
Q4 2023
Shares 4,958 Value ($000) $203 Avg Close $30.45 Range $19.84 - $49.62
Q3 2023
Shares 7,747 Value ($000) $221 Avg Close $40.19 Range $25.85 - $72.58
Q1 2022
Shares 3,010 Value ($000) $328 Avg Close $115.22 Range $75.15 - $161.00
Q3 2021
Shares 1,424 Value ($000) $451 Avg Close $197.24 Range $107.26 - $346.54
Q2 2021
Shares 20,019 Value ($000) $2,500 Avg Close $123.07 Range $80.85 - $191.89
Q1 2021
Shares 20,251 Value ($000) $2,610 Avg Close $76.68 Range $38.05 - $165.66
Q4 2020
Shares 18,585 Value ($000) $757 Avg Close $41.05 Range $22.61 - $51.40