UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

ASSETMARK, INC's Holding History (CIK: 0001344551)

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

Q4 2025
Shares 27 Value ($000) $1 Avg Close $46.04 Range $34.23 - $55.22
Q3 2025
Shares 40 Value ($000) $2 Avg Close $70.35 Range $50.10 - $87.30
Q2 2025
Shares 40 Value ($000) $3 Avg Close $49.03 Range $31.40 - $66.61
Q1 2025
Shares 10 Value ($000) $0 Avg Close $62.17 Range $43.24 - $96.43
Q4 2024
Shares 13 Value ($000) $1 Avg Close $62.34 Range $37.41 - $88.95
Q3 2024
Shares 10 Value ($000) $0 Avg Close $33.26 Range $20.60 - $45.71
Q4 2023
Shares 15 Value ($000) $1 Avg Close $30.45 Range $19.84 - $49.62
Q3 2022
Shares 5 Value ($000) $0 Avg Close $26.90 Range $20.22 - $37.67
Q4 2021
Shares 15 Value ($000) $2 Avg Close $249.80 Range $128.45 - $401.49