Upstart HoldingsInc Ownership
| UPST Stock | USD 23.12 0.18 0.78% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Upstart |
Upstart Stock Ownership Analysis
About 13.0% of the company outstanding shares are owned by insiders. The book value of Upstart HoldingsInc was at this time reported as 7.36. The company recorded a loss per share of 2.87. Upstart HoldingsInc had not issued any dividends in recent years. Upstart Holdings, Inc., together with its subsidiaries, operates a cloud-based artificial intelligence lending platform in the United States. The company was founded in 2012 and is headquartered in San Mateo, California. Upstart Holdings operates under Credit Services classification in the United States and is traded on NASDAQ Exchange. It employs 1497 people. For more information please call the company at 833 212 2461 or visit https://www.upstart.com.Besides selling stocks to institutional investors, Upstart HoldingsInc also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Upstart HoldingsInc's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Upstart HoldingsInc's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Upstart HoldingsInc Quarterly Liabilities And Stockholders Equity |
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Upstart HoldingsInc Insider Trades History
About 13.0% of Upstart HoldingsInc are currently held by insiders. Unlike Upstart HoldingsInc's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Upstart HoldingsInc's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Upstart HoldingsInc's insider trades
Upstart Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Upstart HoldingsInc is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Upstart HoldingsInc backward and forwards among themselves. Upstart HoldingsInc's institutional investor refers to the entity that pools money to purchase Upstart HoldingsInc's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Voloridge Investment Management, Llc | 2023-09-30 | 1.2 M | Two Sigma Investments Llc | 2023-12-31 | 1.1 M | Mirae Asset Global Investments (korea) Co Ltd | 2023-12-31 | 1 M | Northern Trust Corp | 2023-12-31 | 711.8 K | Coatue Management Llc | 2023-12-31 | 684.8 K | Citadel Advisors Llc | 2023-09-30 | 661.1 K | Charles Schwab Investment Management Inc | 2023-12-31 | 573.2 K | Norges Bank | 2023-12-31 | 465.4 K | Barclays Plc | 2023-12-31 | 421.6 K | Vanguard Group Inc | 2023-12-31 | 7 M | Blackrock Inc | 2023-12-31 | 5.5 M |
Upstart HoldingsInc Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Upstart HoldingsInc insiders, such as employees or executives, is commonly permitted as long as it does not rely on Upstart HoldingsInc's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Upstart HoldingsInc insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Paul Gu a day ago Disposition of 10000 shares by Paul Gu of Upstart HoldingsInc at 0.43 subject to Rule 16b-3 | ||
Paul Gu few days ago Disposition of 60000 shares by Paul Gu of Upstart HoldingsInc at 26.3112 subject to Rule 16b-3 | ||
Datta Sanjay over a month ago Disposition of 1000 shares by Datta Sanjay of Upstart HoldingsInc at 27.5 subject to Rule 16b-3 | ||
Datta Sanjay over a month ago Disposition of 1000 shares by Datta Sanjay of Upstart HoldingsInc at 26.21 subject to Rule 16b-3 | ||
Scott Darling over a month ago Disposition of 1000 shares by Scott Darling of Upstart HoldingsInc at 25.4229 subject to Rule 16b-3 | ||
Natalia Mirgorodskaya over two months ago Disposition of 1919 shares by Natalia Mirgorodskaya of Upstart HoldingsInc at 24.3 subject to Rule 16b-3 | ||
Alison Nicoll over six months ago Sale by Alison Nicoll of 400 shares of Upstart HoldingsInc |
Upstart HoldingsInc Corporate Filings
| 5th of April 2024 Other Reports | ViewVerify | |
F4 | 3rd of April 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
| 16th of February 2024 Other Reports | ViewVerify | |
10K | 15th of February 2024 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
Upstart HoldingsInc Investors Sentiment
The influence of Upstart HoldingsInc's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Upstart. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to Upstart HoldingsInc's public news can be used to forecast risks associated with an investment in Upstart. The trend in average sentiment can be used to explain how an investor holding Upstart can time the market purely based on public headlines and social activities around Upstart HoldingsInc. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Upstart HoldingsInc's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Upstart HoldingsInc's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Upstart HoldingsInc's news discussions. The higher the estimated score, the more favorable is the investor's outlook on Upstart HoldingsInc.
Upstart HoldingsInc Implied Volatility | 108.08 |
Upstart HoldingsInc's implied volatility exposes the market's sentiment of Upstart HoldingsInc stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Upstart HoldingsInc's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Upstart HoldingsInc stock will not fluctuate a lot when Upstart HoldingsInc's options are near their expiration.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Upstart HoldingsInc in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Upstart HoldingsInc's short interest history, or implied volatility extrapolated from Upstart HoldingsInc options trading.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.When determining whether Upstart HoldingsInc is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Upstart Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Upstart Holdingsinc Stock. Highlighted below are key reports to facilitate an investment decision about Upstart Holdingsinc Stock:Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Upstart HoldingsInc. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in state. For more information on how to buy Upstart Stock please use our How to Invest in Upstart HoldingsInc guide.You can also try the Share Portfolio module to track or share privately all of your investments from the convenience of any device.
Complementary Tools for Upstart Stock analysis
When running Upstart HoldingsInc's price analysis, check to measure Upstart HoldingsInc's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Upstart HoldingsInc is operating at the current time. Most of Upstart HoldingsInc's value examination focuses on studying past and present price action to predict the probability of Upstart HoldingsInc's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Upstart HoldingsInc's price. Additionally, you may evaluate how the addition of Upstart HoldingsInc to your portfolios can decrease your overall portfolio volatility.
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Is Upstart HoldingsInc's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Upstart HoldingsInc. If investors know Upstart will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Upstart HoldingsInc listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 2.091 | Earnings Share (2.87) | Revenue Per Share 6.547 | Quarterly Revenue Growth 0.019 | Return On Assets (0.07) |
The market value of Upstart HoldingsInc is measured differently than its book value, which is the value of Upstart that is recorded on the company's balance sheet. Investors also form their own opinion of Upstart HoldingsInc's value that differs from its market value or its book value, called intrinsic value, which is Upstart HoldingsInc's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Upstart HoldingsInc's market value can be influenced by many factors that don't directly affect Upstart HoldingsInc's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Upstart HoldingsInc's value and its price as these two are different measures arrived at by different means. Investors typically determine if Upstart HoldingsInc is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Upstart HoldingsInc's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.