UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

Synergy Financial Group, LTD's Holding History (CIK: 0001905669)

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

Q4 2025
Shares 6,233 Value ($000) $273 Avg Close $46.04 Range $34.23 - $55.22
Q3 2025
Shares 6,186 Value ($000) $314 Avg Close $70.35 Range $50.10 - $87.30
Q2 2025
Shares 6,281 Value ($000) $406 Avg Close $49.03 Range $31.40 - $66.61
Q1 2025
Shares 5,793 Value ($000) $267 Avg Close $62.17 Range $43.24 - $96.43
Q4 2024
Shares 5,793 Value ($000) $357 Avg Close $62.34 Range $37.41 - $88.95
Q3 2024
Shares 6,444 Value ($000) $258 Avg Close $33.26 Range $20.60 - $45.71
Q4 2023
Shares 6,588 Value ($000) $269 Avg Close $30.45 Range $19.84 - $49.62
Q2 2023
Shares 6,446 Value ($000) $231 Avg Close $23.00 Range $11.93 - $38.84
Q3 2022
Shares 16,834 Value ($000) $350 Avg Close $26.90 Range $20.22 - $37.67
Q2 2022
Shares 15,202 Value ($000) $481 Avg Close $59.55 Range $25.43 - $116.90
Q1 2022
Shares 13,089 Value ($000) $1,428 Avg Close $115.22 Range $75.15 - $161.00
Q4 2021
Shares 9,806 Value ($000) $1,484 Avg Close $249.80 Range $128.45 - $401.49