UPST: Upstart Holdings, Inc. Stock

SIC 6199 – Finance Services

Valuation
Market Cap ($M) 2,035.26
Enterprise Value ($M) 2,869.10
Book Value ($M) 612.80
Book Value / Share 6.97
Price / Book 3.32
NCAV ($M) 205.15
NCAV / Share 2.33
Price / NCAV 9.92

Profitability (mra)
Return on Invested Capital (ROIC) -0.10
Return on Assets (ROA) -0.10
Return on Equity (ROE) -0.28

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
2024-05-24 438,225 852,435 51.41
2024-05-23 701,944 1,232,552 56.95
2024-05-22 743,500 892,143 83.34
2024-05-21 707,964 894,485 79.15

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