UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

Capital Advisors, Ltd. LLC's Holding History (CIK: 0001597878)

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

Q4 2025
Shares 5 Value ($000) $0 Avg Close $46.04 Range $34.23 - $55.22
Q1 2025
Shares 3 Value ($000) $0 Avg Close $62.17 Range $43.24 - $96.43
Q4 2024
Shares 3 Value ($000) $0 Avg Close $62.34 Range $37.41 - $88.95
Q3 2024
Shares 3 Value ($000) $0 Avg Close $33.26 Range $20.60 - $45.71
Q3 2022
Shares 4 Value ($000) $0 Avg Close $26.90 Range $20.22 - $37.67
Q2 2022
Shares 15 Value ($000) $0 Avg Close $59.55 Range $25.43 - $116.90
Q4 2021
Shares 1 Value ($000) $0 Avg Close $249.80 Range $128.45 - $401.49