UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

Carnegie Capital Asset Management, LLC's Holding History (CIK: 0001511506)

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

Q4 2025
Shares 238,163 Value ($000) $10,415 Avg Close $46.04 Range $34.23 - $55.22
Q4 2023
Shares 171,558 Value ($000) $7,010 Avg Close $30.45 Range $19.84 - $49.62
Q3 2023
Shares 93,337 Value ($000) $2,664 Avg Close $40.19 Range $25.85 - $72.58
Q2 2023
Shares 10,967 Value ($000) $393 Avg Close $23.00 Range $11.93 - $38.84
Q1 2023
Shares 71,258 Value ($000) $1,132 Avg Close $16.82 Range $12.53 - $26.35
Q4 2022
Shares 106,761 Value ($000) $1,411 Avg Close $19.32 Range $12.01 - $26.09
Q3 2022
Shares 205,965 Value ($000) $4,282 Avg Close $26.90 Range $20.22 - $37.67
Q2 2022
Shares 185,425 Value ($000) $5,863 Avg Close $59.55 Range $25.43 - $116.90
Q1 2022
Shares 183,341 Value ($000) $20,001 Avg Close $115.22 Range $75.15 - $161.00
Q4 2021
Shares 145,095 Value ($000) $21,953 Avg Close $249.80 Range $128.45 - $401.49
Q3 2021
Shares 99,741 Value ($000) $31,562 Avg Close $197.24 Range $107.26 - $346.54
Q2 2021
Shares 89,470 Value ($000) $11,175 Avg Close $123.07 Range $80.85 - $191.89
Q1 2021
Shares 91,325 Value ($000) $11,768 Avg Close $76.68 Range $38.05 - $165.66