Anchor Investment Management, LLC

Holdings History for Upstart Holdings, Inc. - Common Stock, par value $0.0001 per share (UPST)

Symbol: UPST on Nasdaq
Investment type: Equity / Common Stock, par value $0.0001 per share

Shares, Excluding Options vs Price

Value, Excluding Options

Holdings date	Option	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
31 Dec 2025		0%	0%	$1,793	41	0		$43.73	Q4 2025
30 Sep 2025		0%	0%	$2,083	41	0		$50.80	Q3 2025
30 Jun 2025		0%	0%	$2,652	41	0		$64.68	Q2 2025
31 Mar 2025		0%	0%	$1,887	41	0		$46.02	Q1 2025
31 Dec 2024		0%	0%	$2,524	41	0		$61.56	Q4 2024
30 Sep 2024		0%	0%	$1,640	41	0		$40.00	Q3 2024
30 Jun 2024		0%	0%	$967	41	0		$23.59	Q2 2024
31 Mar 2024		0%	0%	$1,102	41	0		$26.88	Q1 2024
31 Dec 2023		0%	0%	$1,675	41	0		$40.85	Q4 2023
30 Sep 2023		0%	0%	$1,170	41	0		$28.54	Q3 2023
30 Jun 2023		0%	0%	$1,468	41	0		$35.80	Q2 2023
31 Mar 2023		0%	0%	$651	41	0		$15.88	Q1 2023
31 Dec 2022		0%	0%	$542	41	0		$13.22	Q4 2022
30 Sep 2022		0%	-0%	$852	41	-100	-71%	$20.78	Q3 2022
30 Sep 2022	call		0%	$4	200	0		$0.02 ^*	Q3 2022
30 Jun 2022		0%	0%	$4,458	141	0		$31.62	Q2 2022
30 Jun 2022	call		0%	$6	200	0		$0.03 ^*	Q2 2022
31 Mar 2022		0%	0%	$15,382	141	0		$109.09	Q1 2022
31 Mar 2022	call		0%	$22	200	0		$0.11 ^*	Q1 2022
31 Dec 2021		0%	+0%	$21,333	141	+91	+182%	$151.30	Q4 2021
30 Sep 2021		0%	+0%	$15,822	50	+9	+22%	$316.44	Q3 2021
30 Jun 2021		0%	+0%	$5,121	41	+41	NEW	$124.90	Q2 2021

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.