Upstart Holdings (UPST) Long-Term Investments (2021 - 2026)
Upstart Holdings (UPST) reported Long-Term Investments of $41.2 million for Q1 2026, down 94.94% year-over-year from $814.7 million in Q1 2025, and little changed quarter-over-quarter from $41.2 million in Q4 2025.
Upstart Holdings (UPST) Long-Term Investments (2021 - 2026) Analysis & Trends
Upstart Holdings (UPST) has 6 years of Long-Term Investments data on file, last reported at $41.2 million in Q1 2026.
- Long-Term Investments for Q1 2026 came in at $41.2 million, down 94.94% year-over-year; the trailing twelve-month figure through Mar 2026 was $41.2 million (down 94.94% YoY), and the FY2025 annual result was $41.2 million, down 89.84% 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.
- Over five years, Long-Term Investments peaked at $1.0 billion in Q4 2022 and troughed at $4.7 million in Q2 2022.
- A 5-year average of $323.0 million and a median of $179.1 million in 2023 frame the typical range for Long-Term Investments.
- The sharpest annual moves came in 2023 and 2026: Long-Term Investments surged 3044.19% in 2023, then sank 94.94% in 2026.
- A 5-year view of Long-Term Investments shows it stood at $1.0 billion in 2022, then tumbled by 82.28% to $179.1 million in 2023, then surged by 126.62% to $405.8 million in 2024, then slumped by 89.84% 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 Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Visa | 541.66 Bn | 529.25 Bn | - | 308.00 Mn |
| 2 | Mastercard | 437.55 Bn | 427.34 Bn | - | 313.00 Mn |
| 3 | American Express | 212.80 Bn | 158.76 Bn | 17.43 Bn | - |
| 4 | Capital One Financial | 112.47 Bn | 35.97 Bn | - | - |
| 5 | PayPal Holdings | 37.70 Bn | 28.36 Bn | 7.84 Bn | 4.13 Bn |
| 6 | Synchrony Financial | 24.26 Bn | 3.70 Bn | - | - |
| 7 | Affirm Holdings | 21.24 Bn | 19.51 Bn | 261.64 Mn | 757.60 Mn |
| 8 | SoFi Technologies | 20.46 Bn | 17.06 Bn | 929.25 Mn | 3.23 Bn |
| 9 | Ally Financial | 13.30 Bn | 12.86 Bn | 1.98 Bn | - |
| 10 | Upstart Holdings | 2.88 Bn | 2.41 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 |