Upstart Holdings, Inc.
Company Information
Industry Finance Services
SIC Code 6199
Entity Type operating
SEC Category Large accelerated filer
State of Incorporation DE
Business Address 2950 S. DELAWARE STREET, SUITE 410, SAN MATEO, CA, 94403
Mailing Address 2950 S. DELAWARE STREET, SUITE 410, SAN MATEO, CA, 94403
Phone (650) 204-1000
Fiscal Year End 1231
EIN 464332431
Financial Overview
FY2025
$2.97B
Total Assets
$2.18B
Total Liabilities
Recent SEC Filings
| Form Type | Date Filed | Document |
|---|---|---|
| SCHEDULE 13G/A Passive ownership amendment | March 27, 2026 | View on SEC |
| 3 Initial insider ownership report | March 26, 2026 | View on SEC |
| 8-K Current report of material events | March 10, 2026 | View on SEC |
| 4 Insider stock transaction report | March 3, 2026 | View on SEC |
| 4 Insider stock transaction report | March 3, 2026 | View on SEC |
| 4 Insider stock transaction report | March 3, 2026 | View on SEC |
| 4 Insider stock transaction report | March 3, 2026 | View on SEC |
| 4 Insider stock transaction report | February 27, 2026 | View on SEC |
| 4 Insider stock transaction report | February 24, 2026 | View on SEC |
| 4 Insider stock transaction report | February 24, 2026 | View on SEC |
Annual Reports
10-K February 10, 2026
- Proprietary AI lending platform uses over 1,600 data points for superior credit assessment.
- Expands access to affordable credit by approving more applicants and offering lower interest rates.
Material Events
8-K Strategy Change March 10, 2026
High Impact
- Strategic pivot to establish Upstart Bank, N.A. and become a bank holding company.
- Aims to stabilize funding through customer deposits, reducing reliance on volatile external capital markets.
Insider Trading
STRONG SELL 4 insiders
9 recent transactions
View Full Insider Trading Profile
Related Companies
Companies in the same industry (SIC: 6199)
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Important Disclaimer
This AI-generated analysis is for informational purposes only and does not constitute financial or investment advice. Always consult with qualified professionals and conduct your own research before making investment decisions.