UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

Perennial Investment Advisors, LLC's Holding History (CIK: 0001801523)

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

Q3 2025
Shares 4,590 Value ($000) $233 Avg Close $70.35 Range $50.10 - $87.30
Q2 2025
Shares 4,540 Value ($000) $294 Avg Close $49.03 Range $31.40 - $66.61
Q1 2025
Shares 4,620 Value ($000) $213 Avg Close $62.17 Range $43.24 - $96.43
Q4 2024
Shares 4,620 Value ($000) $284 Avg Close $62.34 Range $37.41 - $88.95
Q1 2022
Shares 2,259 Value ($000) $245 Avg Close $115.22 Range $75.15 - $161.00
Q4 2021
Shares 2,215 Value ($000) $335 Avg Close $249.80 Range $128.45 - $401.49
Q3 2021
Shares 3,285 Value ($000) $1,042 Avg Close $197.24 Range $107.26 - $346.54
Q2 2021
Shares 2,117 Value ($000) $264 Avg Close $123.07 Range $80.85 - $191.89