Upstart Holdings Ownership
| UPST Stock | USD 74.06 2.63 3.68% |
Shares in Circulation | First Issued 2019-12-31 | Previous Quarter 88.4 M | Current Value 90.1 M | Avarage Shares Outstanding 71.2 M | Quarterly Volatility 31.3 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Upstart |
Upstart Stock Ownership Analysis
About 13.0% of the company outstanding shares are owned by insiders. The company recorded a loss per share of 1.91. Upstart Holdings had not issued any dividends in recent years. Upstart Holdings, Inc., together with its subsidiaries, operates a cloud-based artificial intelligence lending platform in the United States. The company was founded in 2012 and is headquartered in San Mateo, California. Upstart Holdings operates under Credit Services classification in the United States and is traded on NASDAQ Exchange. It employs 1497 people. For more information please call the company at 833 212 2461 or visit https://www.upstart.com.Besides selling stocks to institutional investors, Upstart Holdings also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Upstart Holdings' stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Upstart Holdings' strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Upstart Holdings Quarterly Liabilities And Stockholders Equity |
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Upstart Holdings Insider Trades History
About 13.0% of Upstart Holdings are currently held by insiders. Unlike Upstart Holdings' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Upstart Holdings' private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Upstart Holdings' insider trades
Upstart Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Upstart Holdings is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Upstart Holdings backward and forwards among themselves. Upstart Holdings' institutional investor refers to the entity that pools money to purchase Upstart Holdings' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Fred Alger Management, Llc | 2024-09-30 | 1.2 M | Bank Of America Corp | 2024-06-30 | 1.1 M | Renaissance Technologies Corp | 2024-09-30 | 1.1 M | Coatue Management Llc | 2024-09-30 | 870.9 K | Northern Trust Corp | 2024-09-30 | 673.4 K | Charles Schwab Investment Management Inc | 2024-09-30 | 642.9 K | Citadel Advisors Llc | 2024-09-30 | 526.9 K | Jane Street Group Llc | 2024-06-30 | 501.2 K | Bank Of Montreal | 2024-06-30 | 447.7 K | Vanguard Group Inc | 2024-09-30 | 7.4 M | Blackrock Inc | 2024-06-30 | 5.7 M |
Upstart Holdings Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Upstart Holdings insiders, such as employees or executives, is commonly permitted as long as it does not rely on Upstart Holdings' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Upstart Holdings insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Upstart Holdings Outstanding Bonds
Upstart Holdings issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Upstart Holdings uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Upstart bonds can be classified according to their maturity, which is the date when Upstart Holdings has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View |
Upstart Holdings Corporate Filings
F4 | 22nd of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 15th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
10Q | 8th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
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