UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

O'SHAUGHNESSY ASSET MANAGEMENT, LLC's Holding History (CIK: 0001423442)

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

Q3 2025
Shares 5,865 Value ($000) $298 Avg Close $70.35 Range $50.10 - $87.30
Q2 2025
Shares 5,120 Value ($000) $331 Avg Close $49.03 Range $31.40 - $66.61
Q1 2025
Shares 5,564 Value ($000) $256 Avg Close $62.17 Range $43.24 - $96.43
Q4 2024
Shares 5,219 Value ($000) $321 Avg Close $62.34 Range $37.41 - $88.95
Q3 2021
Shares 103 Value ($000) $33 Avg Close $197.24 Range $107.26 - $346.54