Upstart Holdings, Inc.
UPSTAs of the close on Sep 25, 2026
Price
$23.81
Market cap
—
The cover-page share count does not match the latest report's share count
P/E (diluted TTM)
—
The fourth quarter's per-share figure could not be confirmed from the annual report
EPS (TTM)
—
The fourth quarter's per-share figure could not be confirmed from the annual report
Dividend yield
—
Dividend records do not yet cover the latest payments
Figures shown here come from public SEC filings. Dates beside each section show the available history.
How Upstart Holdings, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 7 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 11, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| N.E.W. Advisory Services LLC | 2026-03-31 | 34 | $872 | SEC filing |
| Bell Investment Advisors, Inc | 2026-03-31 | 29 | $744 | SEC filing |
| Western Wealth Management, LLC | 2026-03-31 | 2,052 | $52.6K | SEC filing |
| KBC Group NV | 2026-03-31 | 3,510 | Not shown | SEC filing |
| KERR FINANCIAL PLANNING Corp | 2026-03-31 | 150 | Not shown | SEC filing |
| Sawyer & Company, Inc | 2026-03-31 | 17 | $436 | SEC filing |
| CREDIT AGRICOLE S A | 2026-03-31 | 97,272 | $2.5M | SEC filing |
| Russell Investments Group, Ltd. | 2026-03-31 | 15,629 | $401K | SEC filing |
| Pictet Asset Management Holding SA | 2026-03-31 | 14,528 | $373K | SEC filing |
| Mitsubishi UFJ Asset Management Co., Ltd. | 2026-03-31 | 6,334 | $162K | SEC filing |
| CWM, LLC | 2026-03-31 | 2,705 | $69.4K | SEC filing |
| Dogwood Wealth Management LLC | 2026-03-31 | 165 | $4.23K | SEC filing |
| True Wealth Design, LLC | 2026-03-31 | 13 | $334 | SEC filing |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 2026-03-31 | 21,350 | $548K | SEC filing |
| Caption Management, LLC | 2026-03-31 | 30,000 | $770K | SEC filing |
| DARK FOREST CAPITAL MANAGEMENT LP | 2026-03-31 | 45,836 | $1.18M | SEC filing |
| Sound Income Strategies, LLC | 2026-03-31 | 200 | $5.07K | SEC filing |
| FIFTH THIRD BANCORP | 2026-03-31 | 4,957 | $127K | SEC filing |
| Legal & General Group Plc | 2026-03-31 | 69,694 | $1.79M | SEC filing |
| Quaker Wealth Management, LLC | 2026-03-31 | 14 | $360 | SEC filing |
- Each value is checked against Upstart Holdings, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Upstart Holdings, Inc.'s share price.
- Value not shown for 1 row: the value per share could not be confirmed against the share prices on file from within three months of the report date.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Upstart Holdings, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2025-09-15 · Girouard Dave: Larger than 92 of the 97 other insider sales of Common Stock on file. SEC filing
- 2025-08-15 · Girouard Dave: Larger than 95 of the 97 other insider sales of Common Stock on file. SEC filing
- 2025-07-15 · Girouard Dave: Larger than 91 of the 97 other insider sales of Common Stock on file. SEC filing
- 2025-06-20 · Girouard Dave: Larger than 96 of the 97 other insider sales of Common Stock on file. SEC filing
- 2025-06-11 · Girouard Dave: Larger than 96 of the 97 other insider sales of Common Stock on file. SEC filing
- 2025-02-18 · Girouard Dave: Larger than 89 of the 97 other insider sales of Common Stock on file. SEC filing
- 2025-01-15 · Girouard Dave: Larger than 94 of the 97 other insider sales of Common Stock on file. SEC filing
- 2024-12-16 · Girouard Dave: Larger than 88 of the 97 other insider sales of Common Stock on file. SEC filing
- 2024-12-06 · Gu Paul: Larger than 93 of the 97 other insider sales of Common Stock on file. SEC filing
- 2024-12-04 · Gu Paul: Larger than 90 of the 97 other insider sales of Common Stock on file. SEC filing
Independent insiders buying near the same time
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-09 | Datta Sanjay · President, Capital& Enterprise | Common Stock | S — Open market or private sale | −15,000 | 30.41 | SEC filing |
| 2026-05-26 | Mirgorodskaya Natalia · See Remarks | Common Stock | S — Open market or private sale | −974 | 28.99 | SEC filing |
| 2026-05-20 | Mirgorodskaya Natalia · See Remarks | Common Stock | S — Open market or private sale | −526 | 28.77 | SEC filing |
| 2026-05-20 | Darling Scott · Chief Legal Officer | Common Stock | S — Open market or private sale | −6,634 | 28.78 | SEC filing |
| 2026-05-20 | Datta Sanjay · President, Capital& Enterprise | Common Stock | S — Open market or private sale | −7,985 | 28.77 | SEC filing |
| 2026-05-15 | Darling Scott · Chief Legal Officer | Common Stock | S — Open market or private sale | −286 | 28.84 | SEC filing |
| 2026-05-15 | Blankmeyer Andrea · Chief Financial Officer | Common Stock | S — Open market or private sale | −101 | 30.54 | SEC filing |
| 2026-05-15 | Datta Sanjay · President, Capital& Enterprise | Common Stock | S — Open market or private sale | −1,011 | 30.03 | SEC filing |
Showing 8 of 15 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-29 | Bernard Peter J · Director | Common Stock | A — Grant, award, or other acquisition | +6,476 | SEC filing |
| 2026-05-29 | O'Kelly Ciaran · Director | Common Stock | A — Grant, award, or other acquisition | +6,476 | SEC filing |
| 2026-05-29 | Terry Hilliard C. III · Director | Common Stock | A — Grant, award, or other acquisition | +6,476 | SEC filing |
| 2026-05-29 | Cooper Kerry Whorton · Director | Common Stock | A — Grant, award, or other acquisition | +6,476 | SEC filing |
| 2026-05-29 | Wennes Timothy H · Director | Common Stock | A — Grant, award, or other acquisition | +6,476 | SEC filing |
| 2026-05-29 | Hentges Mary · Director | Common Stock | A — Grant, award, or other acquisition | +6,476 | SEC filing |
| 2026-05-15 | Mirgorodskaya Natalia · See Remarks | Employee Stock Option (Right to buy) | M — Exercise or conversion of derivative security | −4,600 | SEC filing |
| 2026-05-15 | Mirgorodskaya Natalia · See Remarks | Common Stock | M — Exercise or conversion of derivative security | +4,600 | SEC filing |
Showing 8 of 21 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-02-20 | Darling Scott · Chief Legal Officer | Common Stock | J — Other acquisition or disposition | +6,638 | SEC filing |
| 2026-02-20 | Darling Scott · Chief Legal Officer | Common Stock | J — Other acquisition or disposition | −6,638 | SEC filing |
| 2026-01-05 | Darling Scott · Chief Legal Officer | Common Stock | J — Other acquisition or disposition | −1,000 | SEC filing |
| 2026-01-05 | Darling Scott · Chief Legal Officer | Common Stock | J — Other acquisition or disposition | +1,000 | SEC filing |
| 2025-12-12 | Darling Scott · Chief Legal Officer | Common Stock | J — Other acquisition or disposition | +2,000 | SEC filing |
| 2025-12-12 | Darling Scott · Chief Legal Officer | Common Stock | J — Other acquisition or disposition | −2,000 | SEC filing |
| 2025-11-20 | Darling Scott · Chief Legal Officer | Common Stock | J — Other acquisition or disposition | +5,392 | SEC filing |
| 2025-11-20 | Darling Scott · Chief Legal Officer | Common Stock | J — Other acquisition or disposition | −5,392 | SEC filing |
Showing 8 of 8 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.