whalstreet

UPST· Upstart Hldgs Inc.

CUSIP 91680MAB3·Sector Financial Services··Investor Relations
Current price
$28.96
Market cap
$2.8B
52w low
$23.96
52w high
$87.30
Whale holders
1
Aggregate held
$7M
Net flow (Q/Q)
-$4M
Insider buys/sells · last 6 mo · open market only
TransactionsTotal $
Buys2$5M
Sells6$498K
Whale% of portfolioRecent activityΔ sharesValue
Oaktree Capital Management LP0.1%Reduce 37.1%-4,244,000$7M
Quarterly ownership history
Last 5 quarters
QuarterWhalesAggregateBuyingSellingNet flow
2025-12-311$7M0 · $01 · $4M-$4M
2025-09-301$11M0 · $01 · $406K-$406K
2025-06-301$11M1 · $2M0 · $0$2M
2025-03-311$9M1 · $500K0 · $0$500K
2024-12-311$9M1 · $9M0 · $0$9M
UPST Financials
Live via yfinance — refreshed daily.
Valuation
Market capitalization$2.8B
Enterprise value$4.3B
EV / EBITDA (TTM)43.22
P/E ratio (TTM)70.63
Forward P/E8.62
P/S ratio2.36
P/B ratio3.55
PEG ratio
Cash Flow
Operating cash flow (TTM)-$268M
Free cash flow (TTM)-$313M
Total cash$475M
Total debt$2.0B
Debt / equity269.84
Current ratio11.65
Income Statement
Total revenue (TTM)$1.2B
Revenue per share (TTM)12.14
Gross profit (TTM)$971M
EBITDA (TTM)$99M
Net income (TTM)$49M
EPS diluted (TTM)0.41
Shares outstanding95,711,569
Float shares78,410,746
Profitability
Gross margin82.71%
Operating margin0.90%
EBITDA margin8.43%
Net margin4.21%
Efficiency
Return on assets (TTM)1.77%
Return on equity (TTM)7.01%
Price History
Current price$28.96
52 Week high$87.30
52 Week low$23.96
50 day average$28.87
200 day average$45.98
Average volume (10 day)5,277,090
1-year beta2.26
1-year price target$40.20
Dividends
Dividend yield
Dividend rate (annual)
Payout ratio0.00%
Fundamentals are sourced from yfinance and refreshed daily. Last updated May 10, 2026, 5:42 PM. Empty cells (—) mean yfinance doesn't have that field for this ticker (common for ADRs, recent IPOs, or non-applicable ratios).
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