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
DateValue
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