UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

CAPTRUST FINANCIAL ADVISORS's Holding History (CIK: 0001512024)

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

Q2 2025

Shares 3,345 Value ($000) $216 Avg Close $49.03 Range $31.40 - $66.61

Q4 2023

Shares 5,766 Value ($000) $236 Avg Close $30.45 Range $19.84 - $49.62

Q2 2022

Shares 2,584 Value ($000) $82 Avg Close $59.55 Range $25.43 - $116.90

Q1 2022

Shares 1,837 Value ($000) $200 Avg Close $115.22 Range $75.15 - $161.00

Q4 2021

Shares 1,007 Value ($000) $152 Avg Close $249.80 Range $128.45 - $401.49

Q3 2021

Shares 709 Value ($000) $224 Avg Close $197.24 Range $107.26 - $346.54

Q2 2021

Shares 50 Value ($000) $6 Avg Close $123.07 Range $80.85 - $191.89

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	3,345	$216	$49.03	$31.40 - $66.61
Q4 2023	5,766	$236	$30.45	$19.84 - $49.62
Q2 2022	2,584	$82	$59.55	$25.43 - $116.90
Q1 2022	1,837	$200	$115.22	$75.15 - $161.00
Q4 2021	1,007	$152	$249.80	$128.45 - $401.49
Q3 2021	709	$224	$197.24	$107.26 - $346.54
Q2 2021	50	$6	$123.07	$80.85 - $191.89