UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 45,390 Value ($000) $1,985 Avg Close $46.04 Range $34.23 - $55.22
Q3 2025
Shares 27,955 Value ($000) $1,420 Avg Close $70.35 Range $50.10 - $87.30
Q2 2025
Shares 19,581 Value ($000) $1,267 Avg Close $49.03 Range $31.40 - $66.61
Q1 2025
Shares 31,248 Value ($000) $1,438 Avg Close $62.17 Range $43.24 - $96.43
Q4 2024
Shares 17,932 Value ($000) $1,104 Avg Close $62.34 Range $37.41 - $88.95
Q3 2024
Shares 23,138 Value ($000) $926 Avg Close $33.26 Range $20.60 - $45.71
Q2 2024
Shares 26,169 Value ($000) $617 Avg Close $24.13 Range $20.68 - $30.17
Q1 2024
Shares 27,651 Value ($000) $744 Avg Close $29.57 Range $22.81 - $40.82
Q4 2023
Shares 26,805 Value ($000) $1,095 Avg Close $30.45 Range $19.84 - $49.62
Q3 2023
Shares 15,377 Value ($000) $439 Avg Close $40.19 Range $25.85 - $72.58
Q2 2023
Shares 15,673 Value ($000) $561 Avg Close $23.00 Range $11.93 - $38.84
Q1 2023
Shares 14,119 Value ($000) $224 Avg Close $16.82 Range $12.53 - $26.35
Q4 2022
Shares 10,411 Value ($000) $138 Avg Close $19.32 Range $12.01 - $26.09
Q3 2022
Shares 12,083 Value ($000) $251 Avg Close $26.90 Range $20.22 - $37.67
Q2 2022
Shares 13,000 Value ($000) $411 Avg Close $59.55 Range $25.43 - $116.90
Q1 2022
Shares 8,454 Value ($000) $922 Avg Close $115.22 Range $75.15 - $161.00
Q4 2021
Shares 2,179 Value ($000) $330 Avg Close $249.80 Range $128.45 - $401.49
Q3 2021
Shares 3,523 Value ($000) $1,115 Avg Close $197.24 Range $107.26 - $346.54
Q2 2021
Shares 2,816 Value ($000) $352 Avg Close $123.07 Range $80.85 - $191.89