UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

Advisors Asset Management, Inc.'s Holding History (CIK: 0001297376)

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

Q4 2025
Shares 13,216 Value ($000) $578 Avg Close $46.04 Range $34.23 - $55.22
Q3 2025
Shares 13,320 Value ($000) $677 Avg Close $70.35 Range $50.10 - $87.30
Q2 2025
Shares 13,500 Value ($000) $873 Avg Close $49.03 Range $31.40 - $66.61
Q1 2025
Shares 12,980 Value ($000) $597 Avg Close $62.17 Range $43.24 - $96.43
Q4 2024
Shares 1,520 Value ($000) $94 Avg Close $62.34 Range $37.41 - $88.95
Q3 2023
Shares 371 Value ($000) $11 Avg Close $40.19 Range $25.85 - $72.58
Q2 2023
Shares 623 Value ($000) $22 Avg Close $23.00 Range $11.93 - $38.84
Q1 2023
Shares 998 Value ($000) $16 Avg Close $16.82 Range $12.53 - $26.35
Q4 2022
Shares 1,046 Value ($000) $14 Avg Close $19.32 Range $12.01 - $26.09
Q3 2022
Shares 5,143 Value ($000) $107 Avg Close $26.90 Range $20.22 - $37.67
Q2 2022
Shares 4,777 Value ($000) $151 Avg Close $59.55 Range $25.43 - $116.90
Q1 2022
Shares 4,584 Value ($000) $500 Avg Close $115.22 Range $75.15 - $161.00
Q4 2021
Shares 4,219 Value ($000) $638 Avg Close $249.80 Range $128.45 - $401.49
Q3 2021
Shares 2,705 Value ($000) $856 Avg Close $197.24 Range $107.26 - $346.54