UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

WMG Financial Advisors, LLC's Holding History (CIK: 0001906711)

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

Q4 2025
Shares 17,462 Value ($000) $764 Avg Close $46.04 Range $34.23 - $55.22
Q3 2025
Shares 15,862 Value ($000) $806 Avg Close $70.35 Range $50.10 - $87.30
Q2 2025
Shares 18,512 Value ($000) $1,197 Avg Close $49.03 Range $31.40 - $66.61
Q1 2025
Shares 19,162 Value ($000) $882 Avg Close $62.17 Range $43.24 - $96.43
Q4 2024
Shares 21,212 Value ($000) $1,306 Avg Close $62.34 Range $37.41 - $88.95
Q3 2024
Shares 44,107 Value ($000) $1,765 Avg Close $33.26 Range $20.60 - $45.71
Q2 2024
Shares 43,732 Value ($000) $1,032 Avg Close $24.13 Range $20.68 - $30.17
Q1 2024
Shares 49,132 Value ($000) $1,321 Avg Close $29.57 Range $22.81 - $40.82
Q4 2023
Shares 51,132 Value ($000) $2,089 Avg Close $30.45 Range $19.84 - $49.62
Q3 2023
Shares 54,497 Value ($000) $1,555 Avg Close $40.19 Range $25.85 - $72.58
Q2 2023
Shares 79,920 Value ($000) $2,862 Avg Close $23.00 Range $11.93 - $38.84
Q1 2023
Shares 82,430 Value ($000) $1,311 Avg Close $16.82 Range $12.53 - $26.35
Q4 2022
Shares 81,670 Value ($000) $1,080 Avg Close $19.32 Range $12.01 - $26.09
Q3 2022
Shares 78,918 Value ($000) $1,641 Avg Close $26.90 Range $20.22 - $37.67
Q2 2022
Shares 79,328 Value ($000) $2,505 Avg Close $59.55 Range $25.43 - $116.90
Q1 2022
Shares 40,025 Value ($000) $4,368 Avg Close $115.22 Range $75.15 - $161.00
Q4 2021
Shares 20,900 Value ($000) $3,163 Avg Close $249.80 Range $128.45 - $401.49