Upstart Holdings (UPST) Long-Term Investments (2021 - 2026)
Upstart Holdings (UPST) posted quarterly Long-Term Investments of $41.2 million for Q1 2026, down 94.94% YoY from $814.7 million in Q1 2025, and little changed sequentially from $41.2 million in Q4 2025.
Upstart Holdings (UPST) Long-Term Investments (2021 - 2026) Analysis & Trends
Upstart Holdings has disclosed Long-Term Investments across 6 years of filings, most recently posting $41.2 million for Q1 2026.
- In Q1 2026, Long-Term Investments fell 94.94% year-over-year to $41.2 million; the TTM figure through Mar 2026 stood at $41.2 million (down 94.94% YoY), while the FY2025 annual figure was $41.2 million, down 89.84% from the prior year.
- Long-Term Investments was little changed at $41.2 million in Q1 2026, from $41.2 million in the prior quarter.
- Over the last five years, Long-Term Investments for UPST reached as high as $1.0 billion in Q4 2022 and fell as low as $4.7 million in Q2 2022.
- The 5-year median for Long-Term Investments is $179.1 million (2023), against an average of $323.0 million.
- Annual changes were most pronounced in 2023 — Long-Term Investments surged 3044.19% — and 2026, when it tumbled 94.94%.
- A 5-year view of Long-Term Investments shows it stood at $1.0 billion in 2022, then sank by 82.28% to $179.1 million in 2023, then surged by 126.62% to $405.8 million in 2024, then plunged by 89.84% to $41.2 million in 2025, then changed by 0.0% to $41.2 million in 2026.
- According to Business Quant data, Long-Term Investments over the past three periods registered $41.2 million, $41.2 million, and $41.2 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Visa | 587.74 Bn | 575.34 Bn | - | 308.00 Mn |
| 2 | Mastercard | 465.55 Bn | 455.34 Bn | - | 313.00 Mn |
| 3 | American Express | 238.39 Bn | 184.35 Bn | 17.43 Bn | - |
| 4 | PayPal Holdings | 40.24 Bn | 30.89 Bn | 7.84 Bn | 4.13 Bn |
| 5 | Affirm Holdings | 28.27 Bn | 26.55 Bn | 261.64 Mn | 757.60 Mn |
| 6 | SoFi Technologies | 23.54 Bn | 20.13 Bn | 929.25 Mn | 3.23 Bn |
| 7 | Ally Financial | 14.34 Bn | 13.89 Bn | 1.98 Bn | - |
| 8 | Credit Acceptance | 7.51 Bn | 7.49 Bn | 562.70 Mn | 106.20 Mn |
| 9 | FinVolution | 6.22 Bn | 4.97 Bn | 311.24 Mn | 19.95 Mn |
| 10 | Upstart Holdings | 3.46 Bn | 2.99 Bn | 221.97 Mn | 41.25 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 41.25 Mn |
| Dec 31, 2025 | 41.25 Mn |
| Sep 30, 2025 | 41.25 Mn |
| Jun 30, 2025 | 497.87 Mn |
| Mar 31, 2025 | 814.68 Mn |
| Dec 31, 2024 | 405.81 Mn |
| Sep 30, 2024 | 41.25 Mn |
| Jun 30, 2024 | 187.59 Mn |
| Mar 31, 2024 | 157.32 Mn |
| Dec 31, 2023 | 179.07 Mn |
| Sep 30, 2023 | 196.53 Mn |
| Jun 30, 2023 | 147.71 Mn |
| Mar 31, 2023 | 982.23 Mn |
| Dec 31, 2022 | 1.01 Bn |
| Sep 30, 2022 | 700.46 Mn |
| Jun 30, 2022 | 4.70 Mn |
| Mar 31, 2022 | 41.00 Mn |
| Dec 31, 2021 | 252.48 Mn |
| Sep 30, 2021 | 40.00 Mn |