UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

NewEdge Advisors, LLC's Holding History (CIK: 0001633516)

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

Q4 2025
Shares 410 Value ($000) $18 Avg Close $46.04 Range $34.23 - $55.22
Q3 2025
Shares 697 Value ($000) $35 Avg Close $70.35 Range $50.10 - $87.30
Q2 2025
Shares 697 Value ($000) $45 Avg Close $49.03 Range $31.40 - $66.61
Q1 2025
Shares 1,997 Value ($000) $92 Avg Close $62.17 Range $43.24 - $96.43
Q4 2024
Shares 1,664 Value ($000) $102 Avg Close $62.34 Range $37.41 - $88.95
Q3 2024
Shares 664 Value ($000) $27 Avg Close $33.26 Range $20.60 - $45.71
Q2 2024
Shares 2,764 Value ($000) $65 Avg Close $24.13 Range $20.68 - $30.17
Q1 2024
Shares 3,145 Value ($000) $85 Avg Close $29.57 Range $22.81 - $40.82
Q4 2023
Shares 3,485 Value ($000) $142 Avg Close $30.45 Range $19.84 - $49.62
Q3 2023
Shares 3,278 Value ($000) $94 Avg Close $40.19 Range $25.85 - $72.58
Q2 2023
Shares 3,034 Value ($000) $109 Avg Close $23.00 Range $11.93 - $38.84
Q1 2023
Shares 3,640 Value ($000) $58 Avg Close $16.82 Range $12.53 - $26.35
Q4 2022
Shares 2,446 Value ($000) $9 Avg Close $19.32 Range $12.01 - $26.09
Q2 2022
Shares 7,959 Value ($000) $252 Avg Close $59.55 Range $25.43 - $116.90
Q4 2021
Shares 2,621 Value ($000) $397 Avg Close $249.80 Range $128.45 - $401.49
Q3 2021
Shares 5,114 Value ($000) $1,618 Avg Close $197.24 Range $107.26 - $346.54