UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

Rockefeller Capital Management L.P.'s Holding History (CIK: 0001739439)

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

Q4 2025
Shares 17,316 Value ($000) $757 Avg Close $46.04 Range $34.23 - $55.22
Q3 2025
Shares 18,393 Value ($000) $934 Avg Close $70.35 Range $50.10 - $87.30
Q2 2025
Shares 18,751 Value ($000) $1,213 Avg Close $49.03 Range $31.40 - $66.61
Q1 2025
Shares 21,404 Value ($000) $985 Avg Close $62.17 Range $43.24 - $96.43
Q1 2024
Shares 15,189 Value ($000) $408 Avg Close $29.57 Range $22.81 - $40.82
Q4 2023
Shares 18,360 Value ($000) $750 Avg Close $30.45 Range $19.84 - $49.62
Q3 2023
Shares 18,930 Value ($000) $540 Avg Close $40.19 Range $25.85 - $72.58
Q2 2023
Shares 20,246 Value ($000) $725 Avg Close $23.00 Range $11.93 - $38.84
Q1 2023
Shares 19,787 Value ($000) $0 Avg Close $16.82 Range $12.53 - $26.35
Q4 2022
Shares 23,752 Value ($000) $0 Avg Close $19.32 Range $12.01 - $26.09
Q3 2022
Shares 42,708 Value ($000) $887 Avg Close $26.90 Range $20.22 - $37.67
Q2 2022
Shares 40,448 Value ($000) $1,278 Avg Close $59.55 Range $25.43 - $116.90
Q1 2022
Shares 7,116 Value ($000) $776 Avg Close $115.22 Range $75.15 - $161.00
Q4 2021
Shares 3,965 Value ($000) $599 Avg Close $249.80 Range $128.45 - $401.49
Q3 2021
Shares 2,351 Value ($000) $743 Avg Close $197.24 Range $107.26 - $346.54
Q2 2021
Shares 1,935 Value ($000) $241 Avg Close $123.07 Range $80.85 - $191.89