UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

ENVESTNET ASSET MANAGEMENT INC's Holding History (CIK: 0001407543)

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

Q4 2025
Shares 28,145 Value ($000) $1,231 Avg Close $46.04 Range $34.23 - $55.22
Q3 2025
Shares 31,986 Value ($000) $1,625 Avg Close $70.35 Range $50.10 - $87.30
Q2 2025
Shares 33,997 Value ($000) $2,199 Avg Close $49.03 Range $31.40 - $66.61
Q1 2025
Shares 49,670 Value ($000) $2,286 Avg Close $62.17 Range $43.24 - $96.43
Q4 2024
Shares 59,211 Value ($000) $3,646 Avg Close $62.34 Range $37.41 - $88.95
Q3 2024
Shares 54,385 Value ($000) $2,176 Avg Close $33.26 Range $20.60 - $45.71
Q2 2024
Shares 19,467 Value ($000) $459 Avg Close $24.13 Range $20.68 - $30.17
Q1 2024
Shares 17,732 Value ($000) $477 Avg Close $29.57 Range $22.81 - $40.82
Q4 2023
Shares 23,715 Value ($000) $969 Avg Close $30.45 Range $19.84 - $49.62
Q3 2023
Shares 29,902 Value ($000) $853 Avg Close $40.19 Range $25.85 - $72.58
Q2 2023
Shares 19,459 Value ($000) $697 Avg Close $23.00 Range $11.93 - $38.84
Q4 2022
Shares 16,660 Value ($000) $220 Avg Close $19.32 Range $12.01 - $26.09
Q3 2022
Shares 14,710 Value ($000) $306 Avg Close $26.90 Range $20.22 - $37.67
Q2 2022
Shares 13,118 Value ($000) $415 Avg Close $59.55 Range $25.43 - $116.90
Q1 2022
Shares 11,811 Value ($000) $1,288 Avg Close $115.22 Range $75.15 - $161.00
Q4 2021
Shares 1,913 Value ($000) $289 Avg Close $249.80 Range $128.45 - $401.49
Q3 2021
Shares 5,237 Value ($000) $1,657 Avg Close $197.24 Range $107.26 - $346.54
Q2 2021
Shares 57,225 Value ($000) $7,147 Avg Close $123.07 Range $80.85 - $191.89
Q1 2021
Shares 55,436 Value ($000) $7,143 Avg Close $76.68 Range $38.05 - $165.66
Q4 2020
Shares 8,395 Value ($000) $342 Avg Close $41.05 Range $22.61 - $51.40