Upstart Holdings UPST
NASDAQ UPST
$29.08 -1.38 (-4.53%)
At close: Aug 28, 2026 · 4:00 PM EDT

Upstart Holdings (UPST) Long-Term Investments (2021 - 2026)

Upstart Holdings (UPST) posted quarterly Long-Term Investments of $41.2 million for Q1 2026, down 89.09% year-over-year from $378.0 million in Q1 2025, and little changed quarter-over-quarter from $41.2 million in Q4 2025.

Analysis

Upstart Holdings (UPST) Long-Term Investments (2021 - 2026) Analysis & Trends

Upstart Holdings (UPST) has reported Long-Term Investments for 6 consecutive years, with $41.2 million the latest figure, recorded in Q1 2026.

  • In Q1 2026, Long-Term Investments fell 89.09% year-over-year to $41.2 million; the TTM figure through Mar 2026 stood at $41.2 million (down 89.09% YoY), while the FY2025 annual figure was $41.2 million, down 59.93% from the prior year.
  • Long-Term Investments held at $41.2 million in Q1 2026 per UPST's latest filing, from $41.2 million in the prior quarter.
  • Across five years, Long-Term Investments topped out at $972.3 million in Q3 2023 and bottomed at $3.9 million in Q2 2023.
  • Historically, Long-Term Investments has averaged $290.3 million across 5 years, with a median of $102.9 million in 2024.
  • On a YoY basis, Long-Term Investments climbed as much as 4701.28% in 2024 and fell as far as 95.76% in 2024.
  • Upstart Holdings' Long-Term Investments stood at $882.8 million in 2022, then tumbled by 95.35% to $41.0 million in 2023, then soared by 151.02% to $102.9 million in 2024, then slumped by 59.93% to $41.2 million in 2025, then changed by 0.0% to $41.2 million in 2026.
  • Business Quant data shows UPST's Long-Term Investments at $41.2 million in Q1 2026, $41.2 million in Q4 2025, and $41.2 million in Q3 2025.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Visa 680.39 Bn 668.03 Bn - 1.43 Bn
2 Mastercard 518.33 Bn 504.84 Bn - 318.00 Mn
3 American Express 224.91 Bn 175.59 Bn 17.99 Bn -
4 Capital One Financial 132.31 Bn 77.60 Bn - -
5 PayPal Holdings 46.25 Bn 35.00 Bn - 4.01 Bn
6 Affirm Holdings 26.22 Bn 24.59 Bn - 972.64 Mn
7 Synchrony Financial 25.37 Bn 9.17 Bn - -
8 SoFi Technologies 23.30 Bn 20.18 Bn 1.02 Bn 4.23 Bn
9 Ally Financial 12.85 Bn 5.01 Bn 2.08 Bn 835.00 Mn
10 Upstart Holdings 2.83 Bn 2.38 Bn 303.39 Mn 41.00 Mn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 41.00 Mn
Mar 31, 2026 1.01 Bn
Dec 31, 2025 41.25 Mn
Sep 30, 2025 41.25 Mn
Jun 30, 2025 1.02 Bn
Mar 31, 2025 814.68 Mn
Dec 31, 2024 806.30 Mn
Sep 30, 2024 41.25 Mn
Jun 30, 2024 820.63 Mn
Mar 31, 2024 1.08 Bn
Dec 31, 2023 1.16 Bn
Sep 30, 2023 972.34 Mn
Jun 30, 2023 837.57 Mn
Mar 31, 2023 982.23 Mn
Dec 31, 2022 1.01 Bn
Sep 30, 2022 700.46 Mn
Jun 30, 2022 623.76 Mn
Mar 31, 2022 41.00 Mn
Dec 31, 2021 252.48 Mn
Sep 30, 2021 40.00 Mn