UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

Toroso Investments, LLC's Holding History (CIK: 0001600064)

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

Q3 2025
Shares 1,000,638 Value ($000) $50,832 Avg Close $70.35 Range $50.10 - $87.30
Q2 2025
Shares 629,285 Value ($000) $40,702 Avg Close $49.03 Range $31.40 - $66.61
Q1 2025
Shares 217,631 Value ($000) $10,018 Avg Close $62.17 Range $43.24 - $96.43
Q4 2024
Shares 140,705 Value ($000) $8,663 Avg Close $62.34 Range $37.41 - $88.95
Q3 2024
Shares 333,463 Value ($000) $13,342 Avg Close $33.26 Range $20.60 - $45.71
Q2 2024
Shares 22,029 Value ($000) $520 Avg Close $24.13 Range $20.68 - $30.17
Q1 2022
Shares 4,483 Value ($000) $489 Avg Close $115.22 Range $75.15 - $161.00
Q4 2021
Shares 2,208 Value ($000) $334 Avg Close $249.80 Range $128.45 - $401.49
Q3 2021
Shares 1,873 Value ($000) $593 Avg Close $197.24 Range $107.26 - $346.54