Upstart Holdings (UPST) Tax Rate (2020 - 2026)
Upstart Holdings (UPST) posted Tax Rate of 1.79% for Q3 2026, up 1.40 percentage points from 0.39% a year earlier but down 1.79 percentage points from the prior quarter.
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Analysis
Upstart Holdings (UPST) Tax Rate (2020 - 2026) Analysis & Trends
For the trailing twelve months through Sep 30, 2026, Tax Rate at Upstart Holdings was 2.82%, up 1.86 percentage points year-over-year; for FY2025, it came in at 1.34%.
- Annual Tax Rate shows a five-year change of -4.90 percentage points (FY2020 to FY2025).
- Quarterly Tax Rate has run from a low of 0.06% in Q1 2022 to a high of 3.58% in Q2 2026 over five years.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Block | 51.56 Bn | 23.34 Bn | 3.24 Bn | 7.90% |
| 2 | PayPal Holdings | 50.29 Bn | 8.99 Bn | - | 21.91% |
| 3 | Coinbase Global | 35.53 Bn | -4.11 Bn | - | 12.77% |
| 4 | Fiserv | 33.43 Bn | 30.64 Bn | 2.76 Bn | - |
| 5 | Corpay | 29.86 Bn | 18.68 Bn | - | 23.89% |
| 6 | Global Payments | 25.78 Bn | 604.58 Mn | 2.01 Bn | - |
| 7 | Guidewire Software | 13.57 Bn | 10.14 Bn | 269.68 Mn | 30.70% |
| 8 | Jack Henry & Associates | 12.44 Bn | 12.35 Bn | 273.85 Mn | 20.40% |
| 9 | Chime Financial | 11.95 Bn | 7.64 Bn | 646.07 Mn | 0.57% |
| 10 | Upstart Holdings | 2.14 Bn | 101.94 Mn | 307.18 Mn | 1.79% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 1.79% |
| Jun 30, 2026 | 3.58% |
| Dec 31, 2025 | 2.75% |
| Sep 30, 2025 | 0.39% |
| Jun 30, 2025 | 0.87% |
| Mar 31, 2022 | 0.06% |
| Dec 31, 2021 | 0.54% |
| Mar 31, 2021 | 2.14% |
| Dec 31, 2020 | 26.54% |
API Access
Upstart Holdings Tax Rate API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-rate&ticker=UPST&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "ticker": "UPST", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=tax-rate&ticker=UPST&period=max&api_key=YOUR_API_KEY");
const data = await res.json();