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UPSTART HOLDINGS, INC.

CIK: 1647639 SIC: 6199 SAN MATEO, CA
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Bank Financial Metrics (FY 2025)
$-46.87M
Net Interest Income
-
Non-Interest Income
$-240.13M
Net Income
-2.87
EPS (Diluted)
Income Structure
Interest Income $169.00M
Interest Expense -
Provision for Losses -
Non-Interest Expense $212.39M
Efficiency & Returns
Efficiency Ratio -
Net Interest Margin -1.98%
Return on Assets (ROA) -10.15%
Return on Equity (ROE) -37.9%
Balance Sheet
Total Assets $2.37B
Total Deposits -
Total Loans -
Loan-to-Deposit Ratio -
Capital & Risk
Stockholders' Equity $633.22M
Capital Ratio 26.8%
Total Liabilities $1.73B
Cash & Due from Banks $788.42M
Revenue Breakdown
Total Revenue -
Net Interest Income $-46.87M
Non-Interest Income -
EPS (Basic) $-2.87
Market Valuation
Market Cap -
P/E Ratio -
Price to Book -
EPS (Diluted) $-2.87
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Neutral Open Market Buys: - Open Market Sales: - Option Exercise & Sale: - Net: -
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SEC Filings by Category
Insider Trading Activity
Neutral 0 Buys $0 0 Sales $0 0 Exercises $0 Net: $0
Insider Title Date Type Shares Price Value
Company Information
Business Address 2950 S. DELAWARE STREET, SUITE 410
SAN MATEO, CA 94403
Phone (650) 204-1000
Incorporated DE, US
EIN 464332431
Fiscal Year End 1231
Stockholders' Equity $633.22M
Cash & Equivalents $788.42M
Recent Filings View All
8-K Current Report
Report of material events (acquisitions, earnings, executive changes)
Filed: 2026-03-10
Local
4 Insider Transaction Report
Statement of changes in beneficial ownership
Filed: 2026-03-03
Local
4 Insider Transaction Report
Statement of changes in beneficial ownership
Filed: 2026-03-03
Local
4 Insider Transaction Report
Statement of changes in beneficial ownership
Filed: 2026-03-03
Local
4 Insider Transaction Report
Statement of changes in beneficial ownership
Filed: 2026-03-03
Local
144 Proposed Sale Notice
Notice of proposed sale of securities
Filed: 2026-03-02
Local
144 Proposed Sale Notice
Notice of proposed sale of securities
Filed: 2026-02-25
Local
4 Insider Transaction Report
Statement of changes in beneficial ownership
Filed: 2026-02-24
Local
4 Insider Transaction Report
Statement of changes in beneficial ownership
Filed: 2026-02-24
Local
4 Insider Transaction Report
Statement of changes in beneficial ownership
Filed: 2026-02-24
Local
8-K Current Report
Report of material events (acquisitions, earnings, executive changes)
Filed: 2026-02-19
Local
SCHEDULE 13G Passive Ownership Report
Schedule 13G - passive beneficial ownership
Filed: 2026-02-17
Local
SCHEDULE 13G/A Amended Schedule 13G
Amendment to Schedule 13G
Filed: 2026-02-13
Local
S-8 Employee Plan Registration
Registration for employee benefit plan securities
Filed: 2026-02-10
Local
10-K Annual Report
Comprehensive annual financial report with audited statements
Filed: 2026-02-10
Local
Bank Financial Statistics
Valuation
Market Cap -
P/E Ratio (TTM) -
Price to Book -
Price to Tangible Book -
Efficiency & Returns
Efficiency Ratio -
Net Interest Margin -1.98%
ROE -37.9%
ROA -10.15%
Capital & Liquidity
Capital Ratio 26.8%
Loan-to-Deposit -
Total Assets $2.37B
Stockholders' Equity $633.22M
Income Statement (FY 2025)
Total Revenue -
Net Interest Income $-46.87M
Non-Interest Income -
Net Income $-240.13M
EPS (Diluted) $-2.87
Balance Sheet (FY 2025)
Total Deposits -
Total Loans -
Cash & Due from Banks $788.42M
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