Upstart Holdings, Inc., together with its subsidiaries, operates a cloud-based artificial intelligence (AI) lending platform in the United States. Its platform includes personal loans, automotive retail and refinance loans, home equity lines of credit, and small dollar loans that connects consumer demand for loans to its to bank and credit unions. Upstart Holdings, Inc. was founded in 2012 and is headquartered in San Mateo, California.
Date |
For |
Estimate |
Reported |
Surprise |
surprise % |
2024-11-05 |
2024-09 |
-0.14 |
N/A |
N/A |
N/A |
2024-08-06 |
2024-06 |
-0.39 |
-0.17 |
0.22 |
56.41% |
2024-05-07 |
2024-03 |
-0.38 |
-0.31 |
0.07 |
18.42% |
2024-05-07 |
2024-03 |
-0.38 |
N/A |
N/A |
N/A |
2024-02-13 |
2023-12 |
-0.15 |
-0.11 |
0.04 |
26.67% |
2024-02-13 |
2023-12 |
-0.15 |
N/A |
N/A |
N/A |
Date |
Firm |
Action |
From |
To |
2023-09-24 |
Needham |
Upgrade |
|
Hold |
2023-09-20 |
B. Riley Securities |
Upgrade |
Neutral |
Neutral |
2023-09-10 |
Piper Sandler |
Upgrade |
Neutral |
Neutral |
2023-08-22 |
Compass Point |
Upgrade |
Sell |
Sell |
2023-08-21 |
JP Morgan |
Upgrade |
Underweight |
Underweight |
2023-08-13 |
Mizuho |
Upgrade |
Underperform |
Underperform |
Date |
Name |
Relation |
Quantity |
Description |
2024-05-29 |
COOPER KERRY WHORTON |
Director |
26.74K |
Stock Award(Grant) |
2024-09-02 |
DARLING SCOTT L |
Officer |
161.04K |
Conversion of Exercise of derivative security |
2024-09-29 |
DATTA SANJAY |
Chief Financial Officer |
340.09K |
Sale |
2024-08-19 |
GIROUARD DAVID |
Chief Executive Officer |
10.75M |
Sale |
2024-09-30 |
GU PAUL XINQUAN |
Chief Technology Officer |
878.57K |
Conversion of Exercise of derivative security |
2024-05-29 |
HENTGES MARY M. |
Director |
25.73K |
Stock Award(Grant) |
Institution Ownership
...
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2023-06-29 |
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Report Date |
Organization |
Position |
Value |
Percentage |
2023-06-29 |
Vanguard Total Stock Market Index Fund |
2.17M |
77.81M |
2.59% |
2023-06-29 |
Vanguard Small-Cap Index Fund |
1.81M |
64.96M |
2.16% |
2023-08-30 |
iShares Russell 2000 ETF |
1.64M |
52.86M |
1.96% |
2023-06-29 |
Vanguard Small-Cap Growth Index Fund |
1.04M |
37.21M |
1.24% |
2023-06-29 |
Vanguard Extended Market Index Fund |
987.38K |
35.36M |
1.18% |
2023-09-29 |
Global X Fds-Global X Robotics & Artificial Intelligence Thematic ETF |
846.77K |
24.17M |
1.01% |