Jefferies Financial Group Inc.'s ownership history for UPST

Jefferies Financial Group Inc. currently holds 36.1K shares with a market value of $927.1K. It started holding UPST on 2024-12-31. At its peak, it held 42.4K shares on 2025-03-31. Its highest holding value was $2.0M on 2025-03-31. At its lowest, it held 7.0K shares on 2025-06-30, with a value of $355.6K on 2025-09-30. In the recent 180 days, Jefferies Financial Group Inc. has increased its shares by 29.1K. In the recent year, Jefferies Financial Group Inc. has decreased its shares by 6.3K.

It has also owned 1.0K contracts of calls, with the market value of the underlying securities totaling $2.6M on 2024-09-30. At its peak, it held 1.0K contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $3.4M on 2025-12-31. At its lowest, it held 50 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $323.4K on 2025-06-30. In the recent 180 days, Jefferies Financial Group Inc. has increased its holdings by 900 contracts. In the recent year, Jefferies Financial Group Inc. has increased its holdings by 500 contracts.

It has also owned 1.1K contracts of puts, with the market value of the underlying securities totaling $2.9M on 2024-09-30. At its peak, it held 1.9K contracts of puts on 2024-09-30 and it owned puts with the market value of the underlying securities totaling $7.6M on 2024-09-30. At its lowest, it held 300 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $1.5M on 2025-09-30. In the recent 180 days, Jefferies Financial Group Inc. has increased its holdings by 850 contracts. In the recent year, Jefferies Financial Group Inc. has increased its holdings by 35.7K contracts.