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
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |