UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

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

Q4 2025
Shares 161 Value ($000) $7 Avg Close $46.04 Range $34.23 - $55.22
Q3 2025
Shares 91 Value ($000) $5 Avg Close $70.35 Range $50.10 - $87.30
Q2 2025
Shares 64 Value ($000) $4 Avg Close $49.03 Range $31.40 - $66.61
Q1 2025
Shares 111 Value ($000) $5 Avg Close $62.17 Range $43.24 - $96.43
Q4 2024
Shares 34 Value ($000) $2 Avg Close $62.34 Range $37.41 - $88.95
Q3 2024
Shares 29 Value ($000) $1 Avg Close $33.26 Range $20.60 - $45.71
Q2 2024
Shares 23 Value ($000) $1 Avg Close $24.13 Range $20.68 - $30.17
Q1 2024
Shares 2 Value ($000) $0 Avg Close $29.57 Range $22.81 - $40.82
Q4 2023
Shares 20 Value ($000) $1 Avg Close $30.45 Range $19.84 - $49.62
Q4 2022
Shares 95 Value ($000) $1 Avg Close $19.32 Range $12.01 - $26.09