UPST: Upstart Holdings, Inc. Stock

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SIC 6199 – Finance Services

Valuation
Market Cap ($M) 2,263.74
Enterprise Value ($M) 3,097.58
Book Value ($M) 612.80
Book Value / Share 6.97
Price / Book 3.69
NCAV ($M) 205.15
NCAV / Share 2.33
Price / NCAV 11.03

Profitability (mra)
Return on Invested Capital (ROIC) -0.10
Return on Assets (ROA) -0.10
Return on Equity (ROE) -0.27

Liquidity (mrq)
Quick Ratio 24.49
Current Ratio 24.49

Balance Sheet (mrq) ($M)
Current Assets 1,520.02
Assets 1,927.67
Liabilities 1,314.87
Debt n/a
Equity n/a

Income Statement (mra) ($M)
Revenue 548.46
Operating Income -221.63
Net Income -240.13
Earnings Per Share Diluted n/a
Earnings Per Share Basic n/a

Cash Flow Statement (mra) ($M)
Cash From Operations -160.49
Cash from Investing -118.45
Cash from Financing 214.27

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File Date Form Activist 13D/G Investors Ownership
(%)		 Change
(%)
02-13 13G/A Vanguard Group Inc 8.25
02-09 13G/A Upstart Holdings, Inc. 14.70
01-29 13G BlackRock Inc. 6.50

Top 13F Investors Shares
(1000)		 Change
(%)		 Value
($1000)		 Change
(%)

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Date Insider Trades Code Shares Value

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File Date Form SEC Filings
2024-02-15 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PUR
2023-11-08 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION R
2023-08-09 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT

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Short Volume
Market Date Short Volume Total Volume Short Volume Ratio
2024-07-26 736,948 3,459,402 21.30
2024-07-25 664,061 4,123,997 16.10
2024-07-24 1,176,257 5,511,784 21.34
2024-07-23 437,759 2,463,682 17.77
2024-07-22 647,952 3,906,978 16.58

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