UPST Upstart Holdings, Inc. - Common stock
$29,24
Kurs · Aug 18, 2026
Fundamentaldaten per Aug 5, 2026
52W-Spanne
$24–$77
10% of range
Analystenbewertung
BUY
21 analysts
Kursziel
$41
+39% upside
P/E (TTM)
63.4
ROE
7.0%
Nettogewinnmarge
5.1%
Über Upstart Holdings, Inc. - Common stock Unternehmensübersicht von Wikipedia
Upstart is a lending platform based in San Mateo, California. It was first launched in April 2012 with an Income Share Agreement (ISA) product, which enabled individuals to raise money by contracting to share a percent of their future income. In May 2014, Upstart pivoted away from this product and toward the personal loan marketplace. With this pivot, Upstart began offering a traditional 3-year loan, and has since expanded to offer a 5-year loan product as well.
Mehr lesen
Upstart is a lending platform based in San Mateo, California. It was first launched in April 2012 with an Income Share Agreement (ISA) product, which enabled individuals to raise money by contracting to share a percent of their future income. In May 2014, Upstart pivoted away from this product and toward the personal loan marketplace. With this pivot, Upstart began offering a traditional 3-year loan, and has since expanded to offer a 5-year loan product as well.
Upstart developed an income and default prediction model to determine creditworthiness of a potential borrower. This means that in addition to traditional underwriting criteria—FICO score, credit report, and income—the Upstart underwriting considers education variables—colleges attended, area of study, GPA, and standardized test scores—and work history to develop a statistical model of the borrower's financial capacity and personal propensity to repay.
Upstart raised a $1.75M seed round from First Round Capital, Kleiner Perkins Caufield & Byers, New Enterprise Associates, Google Ventures, Crunchfund and Mark Cuban. They subsequently raised a series A round of $5.9M which included new investors Eric Schmidt (Google Executive Chairman), Marc Benioff, Khosla Ventures, Correlation Ventures, Founders Fund, and Collaborative Fund. Upstart raised a Series C round of $35M from Third Point Capital in June 2015, and $32.5M from Rakuten in 2017. Upstart raised a Series D round of $50M from The Progressive Corporation in 2019.
In late 2020, Upstart went public via an initial public offering.
Quelle: Wikipedia (Englisch), CC BY-SA 4.0 · Auf Wikipedia ansehen ↗
UPST Aktien-Snapshot Kurs, Marktkapitalisierung, P/E, EPS, ROE, Schulden/Eigenkapital, 52-Wochen-Spanne
Kurs
$29.23
Marktkapitalisierung
$2.80B
P/E (TTM)
63.4
EPS (TTM)
$0.45
Umsatz (TTM)
$1.04B
Dividendenrendite
—
ROE
7.0%
Verschuldungsgrad
—
52W-Spanne
$24 – $77
UPST Aktienkurs-Chart Täglich OHLCV mit technischen Indikatoren — Schwenken, Zoom und Ansicht anpassen
Configure
10-Jahres-Performance Umsatz-, Nettoergebnis-, Margen- und EPS-Trends
Umsatz & Nettoergebnis
$1.04B
2019-12-31
→
2025-12-31
EPS
$0.45
2019-12-31
→
2025-12-31
Freier Cashflow
$-148M
2021-12-31
→
2025-12-31
Margen
5.1%
Bewertung P/E-, P/S-, P/B-, EV/EBITDA-Verhältnisse — ist die Aktie teuer oder günstig?
Kennzahl
5-Jahres-Trend
UPST
Peer-Median
P/E (TTM)
63.4
12.8
P/S (TTM) (K/V (TTM))
2.7
2.5
P/B (K/B)
3.5
2.7
Price / FCF (Kurs / FCF)
-18.9
—
Rentabilität Brutto-, Betriebs- und Nettomargen; ROE, ROA, ROIC
Kennzahl
5-Jahres-Trend
UPST
Peer-Median
Operating Margin (Betriebsgewinnmarge)
4.1%
—
Net Profit Margin (Nettogewinnmarge)
5.1%
17.7%
ROA
2.0%
4.5%
ROE
7.0%
24.9%
Finanzielle Gesundheit Verschuldung, Liquidität, Solvenz — Bilanzstärke
Kennzahl
5-Jahres-Trend
UPST
Peer-Median
Wachstum Umsatz-, EPS- und Nettoergebniswachstum: YoY, 3-Jahres-CAGR, 5-Jahres-CAGR
Kennzahl
5-Jahres-Trend
UPST
Peer-Median
Revenue YoY (Umsatz YoY)
64.0%
—
Revenue CAGR 3Y (Umsatz CAGR 3J)
7.4%
—
Revenue CAGR 5Y (Umsatz CAGR 5J)
34.9%
—
Kapitaleffizienz Umsatz pro Vermögenswert, Lagerumschlag, Forderungsumschlag
Kennzahl
5-Jahres-Trend
UPST
Peer-Median
UPST Analysten-Konsens Bullische und bärische Analystenmeinungen, 12-Monats-Kursziel, Aufwärtspotenzial
KAUF
21 Analysten
- Starker Kauf 4 19,0%
- Kauf 9 42,9%
- Halten 7 33,3%
- Verkauf 1 4,8%
- Starker Verkauf 0 0,0%
12-Monats-Kursziel
15 Analysten · 2026-08-13
Median
$40.00
Jetzt
$29.23
Tief
$20.00
Hoch
$61.00
Median-Ziel
$40.00
+36,8%
Mittelwert-Ziel
$40.60
+38,9%
Ergebnisverlauf EPS Ist vs. Schätzung, Überraschung %, Beat-Rate, nächstes Ergebnisdatum
Durchschn. Überraschung
0.03%
| Zeitraum | EPS Actual | EPS est. | Überraschung |
|---|---|---|---|
| 30. Juni 2026 | $0.57 | $0.54 | 0.03% |
| 31. März 2026 | $0.30 | $0.43 | -0.13% |
| 31. Dezember 2025 | $0.46 | $0.47 | -0.01% |
| 30. September 2025 | $0.52 | $0.43 | 0.09% |
| 30. Juni 2025 | $0.36 | $0.26 | 0.10% |
| 31. März 2025 | $0.30 | $0.18 | 0.12% |
Peer-Vergleich (GICS-Subbranche) Wichtige Kennzahlen im Vergleich zu Branchenkollegen
| Ticker | Marktkapitalisierung | P/E | Umsatz Vj. | Nettomarge | ROE | Bruttogewinnmarge |
|---|---|---|---|---|---|---|
| UPST | $4.29B | 97.2 | 64.0% | 5.1% | 7.0% | — |
| CACC | $4.74B | 12.2 | 7.2% | 18.3% | 27.5% | — |
| SLM | $5.39B | 7.8 | 7.3% | 37.5% | 30.9% | — |
| NNI | — | 11.3 | 21.1% | 120.9% | 12.2% | — |
| DAVE | — | — | — | — | — | — |
| BFH | $3.26B | 6.8 | — | 12.8% | 16.0% | — |
| HAPN | — | — | — | — | — | — |
| ECPG | $1.18B | 5.0 | 34.4% | 14.5% | 27.4% | — |
| EZPW | $1.16B | 13.4 | 9.7% | 8.6% | 11.7% | 58.6% |
| PRG | $2.42B | 8.2 | 0.42% | 6.1% | 20.8% | — |
| ATLC | — | — | — | — | — | — |
Vollständige Fundamentaldaten Alle Kennzahlen nach Jahr — Gewinn- und Verlustrechnung, Bilanz, Cashflow
Gewinn- und Verlustrechnung 15
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.04B | $637M | $514M | $842M | $849M | $233M | $164M | |
| R&D Expense | $258M | $254M | $280M | $237M | $134M | $39M | $19M | |
| SG&A Expense | $254M | $231M | $212M | $185M | $123M | $46M | $32M | |
| Operating Expenses | $1.00B | $809M | $770M | $956M | $708M | $222M | $169M | |
| Operating Income | $43M | $-173M | $-257M | $-114M | $141M | $12M | $-5M | |
| Interest Expense | · | · | $35M | $11M | $3M | $8M | $26M | |
| Interest Income | $204M | $186M | $169M | $106M | $21M | $26M | $63M | |
| Other Non-op | $24M | $19M | $21M | $9M | $-5M | $6M | $1M | |
| Income Tax | $728.0K | $185.0K | $107.0K | $-409.0K | $-2M | $371.0K | $74.0K | |
| Net Income | $54M | $-129M | $-240M | $-109M | $135M | $6M | $-466.0K | |
| EPS (Basic) | $0.56 | $-1.44 | $-2.87 | $-1.31 | $1.73 | $0.00 | $-0.03 | |
| EPS (Diluted) | $0.45 | $-1.44 | $-2.87 | $-1.31 | $1.43 | $0.00 | $-0.03 | |
| Shares (Basic) | 96,030,558 | 89,450,038 | 83,765,896 | 82,771,268 | 78,106,359 | 17,513,670 | 14,335,611 | |
| Shares (Diluted) | 107,492,735 | 89,450,038 | 83,765,896 | 82,771,268 | 94,772,641 | 17,513,670 | 14,335,611 | |
| EBITDA | $67M | $-152M | $-232M | $-100M | $148M | · | · |
Bilanz 14
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $652M | $788M | $368M | $422M | $987M | $251M | · | |
| PP&E (Net) | $44M | $39M | $43M | $44M | $24M | $10M | · | |
| PP&E (Gross) | $123M | $94M | $80M | $61M | $32M | $14M | · | |
| Accum. Depreciation | $78M | $55M | $37M | $17M | $8M | $4M | · | |
| Goodwill | $67M | $67M | $67M | $67M | $67M | $0 | · | |
| Intangibles | $8M | $9M | $11M | $16M | $20M | $0 | · | |
| Total Assets | $2.97B | $2.37B | $2.02B | $1.94B | $1.82B | $477M | · | |
| Total Liabilities | $2.18B | $1.73B | $1.38B | $1.26B | $1.01B | $177M | · | |
| Common Stock | $10.0K | $9.0K | $9.0K | $8.0K | $8.0K | $7.0K | · | |
| Paid-in Capital | $1.16B | $1.04B | $918M | $715M | $741M | $369M | · | |
| Retained Earnings | $-358M | $-411M | $-283M | $-42M | $66M | $-69M | · | |
| Stockholders' Equity | $799M | $633M | $635M | $672M | $807M | $300M | $-62M | |
| Liabilities + Equity | $2.97B | $2.37B | $2.02B | $1.94B | $1.82B | $477M | · | |
| Shares Outstanding | 98,033,361 | 93,469,721 | 86,330,303 | 81,259,676 | 83,659,665 | 73,314,026 | 14,561,398 |
Cashflow 14
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $25M | $21M | $25M | $14M | $8M | $2M | $774.0K | |
| Stock-based Comp | $132M | $133M | $175M | $126M | $73M | $12M | $4M | |
| Deferred Tax | $0 | $0 | $0 | $-583.0K | $-2M | $0 | $0 | |
| Other Non-cash | $-358M | $161M | $-120M | $-705M | $-46M | · | · | |
| Operating Cash Flow | $-148M | $186M | $-112M | $-658M | $168M | $16M | $32M | |
| CapEx | $347.0K | $837.0K | $2M | $9M | $8M | $1M | $4M | |
| Investing Cash Flow | $-177M | $-238M | $-118M | $-114M | $-144M | $137M | $45M | |
| Stock Issued | · | · | $0 | $0 | $264M | $0 | $0 | |
| Stock Repurchased | · | $0 | $0 | $178M | $0 | · | · | |
| Net Stock Activity | · | $0 | $0 | $-178M | $264M | · | · | |
| Financing Cash Flow | $406M | $560M | $165M | $113M | $855M | $79M | $-119M | |
| Net Change in Cash | $81M | $508M | $-65M | $-659M | $880M | $231M | $-42M | |
| Taxes Paid | $590.0K | $258.0K | $-658.0K | $328.0K | $2M | · | · | |
| Free Cash Flow | $-148M | $185M | $-162M | $-684M | $160M | · | · |
Rentabilität 5
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Operating Margin | 4.1% | -27.2% | -50.0% | -13.5% | 16.6% | · | · | |
| Net Margin | 5.1% | -20.2% | -46.8% | -12.9% | 16.0% | · | · | |
| EBITDA Margin | 6.5% | -23.9% | -45.1% | -11.9% | 17.5% | · | · | |
| ROA | 2.0% | -5.9% | -12.2% | -5.8% | 11.8% | · | · | |
| ROE | 7.0% | -20.9% | -37.6% | -15.6% | 17.8% | · | · |
Liquidität & Solvenz 1
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | -7.4 | -10.5 | 43.0 | · | · |
Effizienz 1
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.3 | 0.3 | 0.4 | 0.7 | · | · |
Wachstumsraten 5
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 64.0% | 23.9% | -39.0% | -0.72% | 263.6% | · | · | |
| Revenue CAGR 3Y | 7.4% | -9.1% | 30.1% | · | · | · | · | |
| Revenue CAGR 5Y | 34.9% | · | · | · | · | · | · | |
| Net Income YoY | · | · | · | · | 2163.8% | · | · | |
| Net Income CAGR 5Y | 55.0% | · | · | · | · | · | · |
Bewertung (TTM) 10
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.04B | $637M | $514M | $842M | $849M | $233M | · | |
| Net Income TTM | $54M | $-129M | $-240M | $-109M | $135M | $6M | · | |
| Market Cap | $4.29B | $5.75B | $3.53B | $1.07B | $12.66B | · | · | |
| P/E | 97.2 | -42.8 | -14.2 | -10.1 | 105.8 | · | · | |
| P/S | 4.1 | 9.0 | 6.9 | 1.3 | 14.9 | · | · | |
| P/B | 5.4 | 9.1 | 5.6 | 1.6 | 15.7 | · | · | |
| P / Tangible Book | 5.9 | 10.3 | 6.3 | 1.8 | 17.6 | · | · | |
| P / Cash Flow | -29.0 | 30.9 | -22.0 | -1.6 | 75.2 | · | · | |
| P / FCF | -29.0 | 31.0 | -21.8 | -1.6 | 79.1 | · | · | |
| Earnings Yield | 1.0% | -2.3% | -7.0% | -9.9% | 0.95% | 0.00% | · |
Gewinn- und Verlustrechnung 15
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $365M | $308M | $296M | $277M | $257M | $213M | $219M | $162M | $128M | $128M | $140M | $135M | $136M | $103M | $147M | $157M | |
| R&D Expense | $94M | $80M | $67M | $64M | $69M | $58M | $67M | $65M | $58M | $63M | $57M | $55M | $58M | $110M | $64M | $66M | |
| SG&A Expense | $80M | $76M | $68M | $61M | $65M | $61M | $60M | $60M | $53M | $58M | $56M | $54M | $50M | $53M | $47M | $48M | |
| Operating Expenses | $350M | $316M | $277M | $253M | $253M | $218M | $224M | $207M | $183M | $195M | $188M | $178M | $169M | $235M | $205M | $215M | |
| Operating Income | $15M | $-8M | $19M | $24M | $5M | $-4M | $-5M | $-45M | $-55M | $-67M | $-48M | $-44M | $-33M | $-132M | $-58M | $-58M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $11M | · | $9M | $4M | $7M | · | $3M | |
| Interest Income | $57M | $56M | $61M | $57M | $46M | $41M | $41M | $41M | $53M | $51M | $52M | $38M | $34M | $45M | $39M | $22M | |
| Other Non-op | $3M | $956.0K | $20M | $1M | $1M | $2M | $10M | $5M | $1M | $3M | $10M | $4M | $5M | $3M | $7M | $2M | |
| Income Tax | $614.0K | $84.0K | $526.0K | $124.0K | $49.0K | $29.0K | $111.0K | $45.0K | $15.0K | $14.0K | $63.0K | $10.0K | $18.0K | $16.0K | $-464.0K | $12.0K | |
| Net Income | $17M | $-7M | $19M | $32M | $6M | $-2M | $-3M | $-7M | $-54M | $-65M | $-42M | $-40M | $-28M | $-129M | $-55M | $-56M | |
| EPS (Basic) | $0.17 | $-0.07 | $0.20 | $0.33 | $0.06 | $-0.03 | $-0.01 | $-0.07 | $-0.62 | $-0.74 | $-0.47 | $-0.48 | $-0.34 | $-1.58 | $-0.65 | $-0.69 | |
| EPS (Diluted) | $0.16 | $-0.07 | $0.20 | $0.23 | $0.05 | $-0.03 | $-0.01 | $-0.07 | $-0.62 | $-0.74 | $-0.47 | $-0.48 | $-0.34 | $-1.58 | $-0.60 | $-0.69 | |
| Shares (Basic) | 96,573,751 | 96,901,974 | -190,453,118 | 96,682,774 | 95,526,364 | 94,274,538 | -176,136,031 | 90,119,481 | 88,435,893 | 87,030,695 | -165,681,141 | 84,404,966 | 83,130,638 | 81,911,433 | -166,965,239 | 81,672,099 | |
| Shares (Diluted) | 109,720,846 | 96,901,974 | -199,358,756 | 109,724,669 | 102,852,284 | 94,274,538 | -176,136,031 | 90,119,481 | 88,435,893 | 87,030,695 | -165,681,141 | 84,404,966 | 83,130,638 | 81,911,433 | -178,192,570 | 81,672,099 | |
| EBITDA | · | $-2M | · | $24M | $5M | $2M | · | $-45M | $-55M | $-62M | · | $-44M | $-33M | $-125M | · | $-58M |
Bilanz 14
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $456M | $473M | $652M | $490M | $396M | $600M | $788M | $445M | $375M | $301M | · | $517M | $444M | $387M | · | $684M | |
| PP&E (Net) | $49M | $48M | $44M | $44M | $44M | $42M | $39M | $38M | $40M | $41M | · | $48M | $47M | $47M | · | $41M | |
| PP&E (Gross) | $140M | $132M | $123M | $117M | $111M | $104M | $94M | $89M | $86M | $82M | · | $78M | $73M | $69M | · | $56M | |
| Accum. Depreciation | $91M | $84M | $78M | $72M | $67M | $61M | $55M | $51M | $46M | $42M | · | $30M | $26M | $22M | · | $15M | |
| Goodwill | $67M | $67M | $67M | $67M | $67M | $67M | $67M | $67M | $67M | $67M | · | $67M | $67M | $67M | · | $67M | |
| Intangibles | $8M | $8M | $8M | $9M | $9M | $9M | $9M | $10M | $10M | $10M | · | $12M | $13M | $15M | · | $17M | |
| Total Assets | $3.17B | $2.96B | $2.97B | $2.90B | $2.48B | $2.30B | $2.37B | $1.81B | $1.82B | $1.93B | · | $2.00B | $1.76B | $1.82B | · | $1.92B | |
| Total Liabilities | $2.37B | $2.23B | $2.18B | $2.16B | $1.76B | $1.62B | $1.73B | $1.21B | $1.23B | $1.31B | · | $1.36B | $1.13B | $1.19B | · | $1.20B | |
| Common Stock | $10.0K | $10.0K | $10.0K | $10.0K | $10.0K | $10.0K | $9.0K | $9.0K | $9.0K | $9.0K | · | $9.0K | $8.0K | $8.0K | · | $8.0K | |
| Paid-in Capital | $1.15B | $1.10B | $1.16B | $1.12B | $1.13B | $1.09B | $1.04B | $1.00B | $996M | $960M | · | $881M | $838M | $799M | · | $706M | |
| Retained Earnings | $-348M | $-364M | $-358M | $-376M | $-408M | $-414M | $-411M | $-408M | $-402M | $-347M | · | $-240M | $-200M | $-172M | · | $13M | |
| Stockholders' Equity | $797M | $733M | $799M | $744M | $722M | $677M | $633M | $596M | $595M | $613M | $635M | $641M | $638M | $627M | $672M | $719M | |
| Liabilities + Equity | $3.17B | $2.96B | $2.97B | $2.90B | $2.48B | $2.30B | $2.37B | $1.81B | $1.82B | $1.93B | · | $2.00B | $1.76B | $1.82B | · | $1.92B | |
| Shares Outstanding | 97,306,813 | 95,708,872 | 98,033,361 | 97,275,544 | 96,091,343 | 95,071,582 | 93,469,721 | 90,998,255 | 89,084,180 | 87,805,393 | 86,330,303 | 85,024,889 | 83,811,484 | 82,600,748 | 81,259,676 | 81,831,178 |
Cashflow 13
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $7M | $6M | $6M | $6M | $6M | $6M | $5M | $5M | $5M | $6M | $9M | $5M | $4M | $6M | $4M | $4M | |
| Stock-based Comp | $44M | $35M | $32M | $34M | $36M | $30M | $30M | $34M | $34M | $36M | $33M | $36M | $33M | $74M | $34M | $37M | |
| Other Non-cash | · | $-167M | · | · | · | $-47M | · | · | · | $76M | · | · | · | $-27M | · | · | |
| Operating Cash Flow | $-137M | $-133M | $109M | $-123M | $-120M | $-13M | $-111M | $179M | $65M | $44M | $-146M | $-53M | $217M | $-76M | $-236M | $-101M | |
| CapEx | $2M | $3M | $157.0K | $75.0K | $115.0K | $0 | $0 | $116.0K | $37.0K | $684.0K | $242.0K | $135.0K | $39.0K | $1M | $2M | $2M | |
| Investing Cash Flow | $94M | $876.0K | $132M | $-121M | $-110M | $-79M | $-78M | $-46M | $-76M | $-38M | $-30M | $-24M | $-38M | $-26M | $-85M | $-24M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Stock Repurchased | $0 | $100M | · | · | $0 | $0 | · | · | · | · | · | $0 | · | · | $28M | $25M | |
| Net Stock Activity | · | $-100M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $93M | $7M | $-20M | $379M | $92M | $-45M | $509M | $-38M | $132M | $-35M | $28M | $182M | $-121M | $21M | $24M | $41M | |
| Net Change in Cash | $51M | $-126M | $220M | $135M | $-138M | $-137M | $320M | $95M | $121M | $-29M | $-147M | $105M | $58M | $-81M | $-297M | $-84M | |
| Taxes Paid | $1M | $79.0K | $18.0K | $22.0K | $454.0K | $96.0K | $8.0K | $37.0K | $125.0K | $88.0K | $324.0K | $7.0K | $164.0K | $-1M | $122.0K | $154.0K | |
| Free Cash Flow | · | $-136M | · | · | · | $-13M | · | · | · | $52M | · | · | · | $-77M | · | · |
Rentabilität 5
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | · | -2.4% | · | 8.5% | 1.8% | -2.1% | · | -27.9% | -43.5% | -52.8% | · | -32.6% | -24.6% | -128.1% | · | -37.0% | |
| Net Margin | · | -2.2% | · | 11.5% | 2.2% | -1.1% | · | -4.2% | -42.7% | -50.5% | · | -30.0% | -20.8% | -125.6% | · | -35.8% | |
| EBITDA Margin | · | -0.54% | · | 8.5% | 1.8% | 0.89% | · | -27.9% | -43.5% | -48.4% | · | -32.6% | -24.6% | -121.8% | · | -37.0% | |
| ROA | · | -0.25% | · | 1.4% | 0.26% | -0.12% | · | -0.35% | -3.0% | -3.5% | · | -2.1% | -1.5% | -6.8% | · | -3.2% | |
| ROE | · | -0.94% | · | 4.8% | 0.85% | -0.38% | · | -1.1% | -8.8% | -10.4% | · | -5.9% | -4.0% | -17.2% | · | -7.8% |
Liquidität & Solvenz 1
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | · | · | · | · | · | · | · | -6.3 | · | -4.7 | -7.8 | -18.5 | · | -19.0 |
Effizienz 1
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 |
Bewertung (TTM) 10
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.21B | $1.06B | · | $910M | $760M | $631M | · | $552M | $526M | $501M | · | $530M | $624M | $798M | · | $924M | |
| Net Income TTM | $47M | $28M | · | $28M | $-58M | $-128M | · | $-166M | $-188M | $-262M | · | $-254M | $-244M | $-183M | · | $-24M | |
| Market Cap | · | $2.45B | · | $4.94B | $6.22B | $4.38B | · | $3.64B | $2.10B | $2.36B | · | $2.43B | $3.00B | $1.31B | · | $1.70B | |
| P/E | 95.8 | 142.5 | · | 282.2 | -96.5 | -31.5 | · | -20.9 | -10.8 | -8.6 | · | -9.2 | -12.1 | -6.9 | · | -50.7 | |
| P/S | · | 2.3 | · | 5.4 | 8.2 | 6.9 | · | 6.6 | 4.0 | 4.7 | · | 4.6 | 4.8 | 1.6 | · | 1.8 | |
| P/B | · | 3.3 | · | 6.6 | 8.6 | 6.5 | · | 6.1 | 3.5 | 3.9 | · | 3.8 | 4.7 | 2.1 | · | 2.4 | |
| P / Tangible Book | 4.8 | 3.7 | · | 7.4 | 9.6 | 7.3 | · | 7.0 | 4.1 | 4.4 | · | 4.3 | 5.4 | 2.4 | · | 2.7 | |
| P / Cash Flow | · | -18.4 | · | · | · | -324.5 | · | · | · | 44.9 | · | · | · | -17.3 | · | · | |
| P / FCF | · | -18.0 | · | · | · | -324.5 | · | · | · | 45.5 | · | · | · | -17.1 | · | · | |
| Earnings Yield | 1.0% | 0.70% | · | 0.35% | -1.0% | -3.2% | · | -4.8% | -9.2% | -11.7% | · | -10.8% | -8.3% | -14.4% | · | -2.0% |
Finanzberichte Gewinn- und Verlustrechnung, Bilanz, Cashflow — jährlich, letzte 5 Jahre
Gewinn- und Verlustrechnung
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Umsatz | $1.04B | $637M | $514M | $842M | $849M |
| Betriebsgewinnmarge % | 4.1% | -27.2% | -50.0% | -13.5% | 16.6% |
| Nettoergebnis | $54M | $-129M | $-240M | $-109M | $135M |
| Verwässerte EPS | $0.45 | $-1.44 | $-2.87 | $-1.31 | $1.43 |
Cashflow
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Freier Cashflow | $-148M | $185M | $-162M | $-684M | $160M |
Neueste Nachrichten Aktuelle Schlagzeilen über dieses Unternehmen
- Upstart vs. Pagaya Technologies: Which Financial Stock Is a Better Buy in 2026?
- Um 39 % tiefer: Ist jetzt endlich der richtige Zeitpunkt, Upstart-Aktien zu kaufen?
- Warum stürzt die Upstart-Aktie ab, und ist sie eine Kaufchance?
- Warum der Aktienkurs von Upstart im April um 23 % stieg
- Ist Upstart Stock ein Kauf, nachdem ein Hedgefonds Halter Ferguson Aktien im Wert von 37 Millionen Dollar gekauft hat?
- SoFi Technologies vs. Upstart: Welche Fintech-Aktie ist die bessere langfristige Kaufoption?
- Ist Upstart-Aktie ein Millionaire Maker?
- Ist Dieser Fintech-Aktienkurs Schließlich Den Wendepunkt Für Die Rentabilität Erreicht?
Meine Kennzahlen Ihre persönliche Watchlist — ausgewählte Zeilen aus den vollständigen Fundamentaldaten
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Institutionelle Eigentümer (13F) 449 Einreicher · $2.0B gesamt · Stand 30. Juni 2026
Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.
Institutionelle Aktivität — Q2 2026 vs. Vorquartal
| Neue Positionen | Geschlossene Positionen | Erhöht | Abgenommen | Nettoveränderung der Aktien |
|---|---|---|---|---|
| 81 (+26 vs. Vorquartal) | 38 (-55 vs. Vorquartal) | 124 (-26 vs. Vorquartal) | 120 (+15 vs. Vorquartal) | +7.1M |
Verglichen mit Q1 2026. SEC-Formular 13F-Einreichungen sind innerhalb von 45 Tagen nach Quartalsende fällig, zuzüglich einer kurzen Pufferzeit für verspätete Einreicher — Quartale, die noch in diesem Fenster liegen, werden zugunsten des letzten vollständig berichteten Paares übersprungen.
| Institution | Wert | Aktien | % der verfolgten 13F | Typ |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $132.499.626 | 3.739.758 | 6,63% | Aktien |
| VANGUARD CAPITAL MANAGEMENT LLC | $131.039.733 | 3.698.553 | 6,55% | Aktien |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $108.401.628 | 3.059.600 | 5,42% | Kaufoption |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $91.745.985 | 2.589.500 | 4,59% | Verkaufsoption |
| STATE STREET CORP | $75.057.286 | 2.118.467 | 3,75% | Aktien |
| GEODE CAPITAL MANAGEMENT, LLC | $67.789.016 | 1.912.926 | 3,39% | Aktien |
| Clear Street Group Inc. | $64.803.702 | 1.829.063 | 3,24% | Aktien |
| MORGAN STANLEY | $62.775.724 | 1.771.824 | 3,14% | Aktien |
| Halter Ferguson Financial Inc. | $61.935.857 | 1.748.119 | 3,10% | Aktien |
| JANE STREET GROUP, LLC | $60.975.030 | 1.721.000 | 3,05% | Verkaufsoption |
| GOLDMAN SACHS GROUP INC | $60.860.616 | 1.717.771 | 3,04% | Aktien |
| CITADEL ADVISORS LLC | $56.985.612 | 1.608.400 | 2,85% | Kaufoption |
| JANE STREET GROUP, LLC | $50.643.642 | 1.429.400 | 2,53% | Kaufoption |
| WOLVERINE TRADING, LLC | $48.088.332 | 911.800 | 2,40% | Kaufoption |
| BARCLAYS PLC | $39.716.285 | 1.120.979 | 1,99% | Aktien |
| DIMENSIONAL FUND ADVISORS LP | $37.085.963 | 1.046.739 | 1,85% | Aktien |
| CITADEL ADVISORS LLC | $33.856.377 | 955.585 | 1,69% | Aktien |
| CITADEL ADVISORS LLC | $31.589.388 | 891.600 | 1,58% | Verkaufsoption |
| Point72 Asset Management, L.P. | $31.361.183 | 885.159 | 1,57% | Aktien |
| COATUE MANAGEMENT LLC | $30.857.652 | 870.947 | 1,54% | Aktien |
| BANK OF AMERICA CORP /DE/ | $28.394.240 | 801.418 | 1,42% | Aktien |
| CAPITAL FUND MANAGEMENT S.A. | $28.379.217 | 800.994 | 1,42% | Aktien |
| D. E. Shaw & Co., Inc. | $28.103.076 | 793.200 | 1,41% | Kaufoption |
| MILLENNIUM MANAGEMENT LLC | $27.098.529 | 764.847 | 1,36% | Aktien |
| FMR LLC | $24.902.436 | 702.863 | 1,25% | Aktien |
| WOLVERINE TRADING, LLC | $23.226.696 | 440.400 | 1,16% | Verkaufsoption |
| VANGUARD FIDUCIARY TRUST CO | $21.373.396 | 603.257 | 1,07% | Aktien |
| Balyasny Asset Management L.P. | $19.725.971 | 556.759 | 0,99% | Aktien |
| HSBC HOLDINGS PLC | $18.300.044 | 508.900 | 0,92% | Kaufoption |
| PEAK6 LLC | $16.683.987 | 470.900 | 0,83% | Verkaufsoption |
| Walleye Capital LLC | $15.912.711 | 449.131 | 0,80% | Aktien |
| FIRST TRUST ADVISORS LP | $13.429.954 | 379.056 | 0,67% | Aktien |
| D. E. Shaw & Co., Inc. | $12.832.746 | 362.200 | 0,64% | Verkaufsoption |
| MARSHALL WACE, LLP | $12.005.527 | 338.852 | 0,60% | Aktien |
| Pathstone Holdings, LLC | $11.878.899 | 335.278 | 0,59% | Aktien |
| Squarepoint Ops LLC | $11.695.939 | 330.114 | 0,58% | Aktien |
| BAILLIE GIFFORD & CO | $9.984.245 | 281.802 | 0,50% | Aktien |
| Hidden Lake Asset Management LP | $9.977.584 | 281.614 | 0,50% | Aktien |
| BlackRock, Inc. | $9.281.597 | 261.970 | 0,46% | Aktien |
| Caption Management, LLC | $8.857.500 | 250.000 | 0,44% | Kaufoption |
| Alberta Investment Management Corp | $8.460.684 | 238.800 | 0,42% | Aktien |
| BNP PARIBAS FINANCIAL MARKETS | $8.382.171 | 236.584 | 0,42% | Aktien |
| Point72 Asset Management, L.P. | $8.219.760 | 232.000 | 0,41% | Kaufoption |
| Cubist Systematic Strategies, LLC | $7.371.080 | 145.100 | 0,37% | Kaufoption |
| HSBC HOLDINGS PLC | $7.191.209 | 199.978 | 0,36% | Aktien |
| Walleye Trading LLC | $7.039.941 | 198.700 | 0,35% | Verkaufsoption |
| IMC-Chicago, LLC | $6.874.873 | 194.041 | 0,34% | Aktien |
| BARCLAYS PLC | $6.377.400 | 180.000 | 0,32% | Verkaufsoption |
| Swiss National Bank | $5.902.638 | 166.600 | 0,30% | Aktien |
| Gator Capital Management, LLC | $5.721.591 | 161.490 | 0,29% | Aktien |
| Quantinno Capital Management LP | $5.293.796 | 149.415 | 0,26% | Aktien |
| Squarepoint Ops LLC | $5.261.355 | 148.500 | 0,26% | Verkaufsoption |
| Walleye Trading LLC | $5.162.151 | 145.700 | 0,26% | Kaufoption |
| CREDIT AGRICOLE S A | $5.033.717 | 142.075 | 0,25% | Aktien |
| LPL Financial LLC | $5.018.249 | 141.638 | 0,25% | Aktien |
| AXA Investment Managers S.A. | $4.686.097 | 92.246 | 0,23% | Aktien |
| PEAK6 LLC | $4.382.691 | 123.700 | 0,22% | Kaufoption |
| BANK OF NOVA SCOTIA | $4.247.846 | 119.894 | 0,21% | Aktien |
| Clear Street Group Inc. | $4.233.885 | 119.500 | 0,21% | Verkaufsoption |
| TUDOR INVESTMENT CORP ET AL | $4.170.111 | 117.700 | 0,21% | Kaufoption |
| Cubist Systematic Strategies, LLC | $4.155.440 | 81.800 | 0,21% | Verkaufsoption |
| Schonfeld Strategic Advisors LLC | $4.073.563 | 114.975 | 0,20% | Aktien |
| Headlands Technologies LLC | $4.014.219 | 113.300 | 0,20% | Aktien |
| Nebula Research & Development LLC | $3.925.365 | 60.689 | 0,20% | Aktien |
| RHUMBLINE ADVISERS | $3.915.354 | 110.510 | 0,20% | Aktien |
| MML INVESTORS SERVICES, LLC | $3.789.770 | 106.965 | 0,19% | Aktien |
| Squarepoint Ops LLC | $3.741.408 | 105.600 | 0,19% | Kaufoption |
| CAPITAL FUND MANAGEMENT S.A. | $3.663.462 | 103.400 | 0,18% | Kaufoption |
| BLUE JEAN FINANCIAL LLC | $3.651.026 | 103.049 | 0,18% | Aktien |
| Walleye Trading LLC | $3.611.238 | 101.926 | 0,18% | Aktien |
| NOMURA HOLDINGS INC | $3.543.000 | 100.000 | 0,18% | Kaufoption |
| NORGES BANK | $3.328.967 | 93.959 | 0,17% | Aktien |
| Banco Santander, S.A. | $3.269.480 | 92.280 | 0,16% | Aktien |
| Liontrust Investment Partners LLP | $3.127.745 | 71.524 | 0,16% | Aktien |
| VANGUARD ASSET MANAGEMENT, Ltd | $3.081.949 | 86.987 | 0,15% | Aktien |
| Bank of New York Mellon Corp | $3.049.992 | 86.085 | 0,15% | Aktien |
| Bank Julius Baer & Co. Ltd, Zurich | $3.028.531 | 85.480 | 0,15% | Aktien |
| MILLENNIUM MANAGEMENT LLC | $2.922.975 | 82.500 | 0,15% | Verkaufsoption |
| Edgestream Partners, L.P. | $2.910.433 | 82.146 | 0,15% | Aktien |
| Odyssean, LLC | $2.848.324 | 80.393 | 0,14% | Aktien |
| Trexquant Investment LP | $2.825.153 | 79.739 | 0,14% | Aktien |
| Private Advisor Group, LLC | $2.736.488 | 77.236 | 0,14% | Aktien |
| Brevan Howard Capital Management LP | $2.724.850 | 76.908 | 0,14% | Aktien |
| Quadrature Capital Ltd | $2.704.797 | 76.342 | 0,14% | Aktien |
| ExodusPoint Capital Management, LP | $2.677.764 | 75.579 | 0,13% | Aktien |
| Jefferies Financial Group Inc. | $2.657.250 | 75.000 | 0,13% | Kaufoption |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $2.631.032 | 74.260 | 0,13% | Aktien |
| Jefferies Financial Group Inc. | $2.593.689 | 73.206 | 0,13% | Aktien |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.582.775 | 100.693 | 0,13% | Aktien |
| PEAK6 LLC | $2.581.820 | 72.871 | 0,13% | Aktien |
| ALLIANCEBERNSTEIN L.P. | $2.565.180 | 100.007 | 0,13% | Aktien |
| Tyler-Stone Wealth Management | $2.563.526 | 39.634 | 0,13% | Aktien |
| Centiva Capital, LP | $2.494.272 | 70.400 | 0,12% | Verkaufsoption |
| Divisadero Street Capital Management, LP | $2.390.143 | 67.461 | 0,12% | Aktien |
| CenterBook Partners LP | $2.385.077 | 67.318 | 0,12% | Aktien |
| Point72 Asset Management, L.P. | $2.352.552 | 66.400 | 0,12% | Verkaufsoption |
| Aquatic Capital Management LLC | $2.286.829 | 64.545 | 0,11% | Aktien |
| Manchester Capital Management LLC | $2.234.641 | 63.072 | 0,11% | Aktien |
| SANDLER CAPITAL MANAGEMENT | $2.193.117 | 61.900 | 0,11% | Verkaufsoption |
| Man Group plc | $2.169.698 | 61.239 | 0,11% | Aktien |
Unternehmensinsider 14 Insider · 6 Führungskräfte · 9 Direktoren
| Insider | Rolle | Letzte Aktivität | Gehaltene Aktien | Käufe 12m | Verkäufe 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Dave Girouard | Chief Executive Officer | 1. Oktober 2021 S | 987.502 | 0 | 0 | $0 |
| Sanjay Datta | President, Capital& Enterprise | 9. Juni 2026 S | 313.556 | 0 | 1 | $-456.116 |
| Alison Nicoll | General Counsel | 20. Oktober 2021 M | 14.230 | 0 | 0 | $0 |
| Paul Gu | SVP, Product and Data Science | 15. Oktober 2021 M | 277.412 | 0 | 0 | $0 |
| Natalia Mirgorodskaya | Corporate Controller | 31. August 2021 S | 23.007 | 0 | 0 | $0 |
| Anna M. Counselman | SVP, People and Operations | 19. August 2021 M | 12.230 | 0 | 0 | $0 |
| Peter J Bernard | Direktor | 29. Mai 2026 A | 11.392 | 0 | 0 | $0 |
| Ciaran O'Kelly | Direktor | 29. Mai 2026 A | 39.484 | 0 | 0 | $0 |
| Mary Hentges | Direktor | 29. Mai 2026 A | 37.149 | 0 | 0 | $0 |
| Kerry Whorton Cooper | Direktor | 29. Mai 2026 A | 6.476 | 0 | 0 | $0 |
| Hilliard C. Terry III | Direktor | 29. Mai 2026 A | 37.432 | 0 | 0 | $0 |
| Timothy H Wennes | Direktor | 29. Mai 2026 A | 6.476 | 0 | 0 | $0 |
| Cassidy Sukhinder Singh | Direktor | 27. Mai 2021 A | 1.491 | 0 | 0 | $0 |
| Jeff Huber | — | 23. Juni 2021 A | 1.234 | 0 | 0 | $0 |
Insider aus SEC-Einreichungen Form 3/4/5; Netto = nur P/S aus offenen Märkten
ETF-Besitz Gehalten von 46 ETFs
Gewichtung spiegelt nur direkte Aktienbestände (N-PORT) wider; gehebelte oder derivatbasierte Fonds können zusätzliche Swap-Exposure halten, die hier nicht angezeigt wird.
| Fonds | Gewicht | Anteile | Stand | Quelle |
|---|---|---|---|---|
| FINX · Global X Funds | 0,59% | 33.960 NS | 31. Mai 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,18% | 91.282 SH | 8. August 2026 | Täglich |
| TMFX · RBB Fund, Inc. | 0,16% | 1.525 NS | 31. Mai 2026 | N-PORT |
| IWO · iShares Trust | 0,16% | 777.982 SH | 8. August 2026 | Täglich |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,14% | 32.077 NS | 30. April 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,13% | 44.668 NS | 30. April 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,12% | 3.094 NS | 30. April 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,09% | 492.357 SH | 8. August 2026 | Täglich |
| RSSL · Global X Funds | 0,08% | 37.413 NS | 30. April 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,08% | 1.070.193 SH | 8. August 2026 | Täglich |
| IWM · iShares Trust | 0,08% | 2.161.182 SH | 8. August 2026 | Täglich |
| ISCG · iShares Trust | 0,08% | 26.638 SH | 8. August 2026 | Täglich |
| ITWO · ProShares Trust | 0,07% | 4.056 NS | 31. Mai 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,07% | 62.944 SH | 8. August 2026 | Täglich |
| DFAS · Dimensional ETF Trust | 0,07% | 301.103 NS | 30. April 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,06% | 416.495 NS | 31. Mai 2026 | N-PORT |
| ESML · iShares Trust | 0,05% | 49.451 SH | 8. August 2026 | Täglich |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,05% | 4.235 SH | 8. August 2026 | Täglich |
| UWM · ProShares Trust | 0,04% | 3.172 NS | 31. Mai 2026 | N-PORT |
| ISCB · iShares Trust | 0,04% | 3.904 SH | 8. August 2026 | Täglich |
| FNCL · FIDELITY COVINGTON TRUST | 0,03% | 23.558 NS | 30. April 2026 | N-PORT |
| URTY · ProShares Trust | 0,03% | 3.210 NS | 31. Mai 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 967.149 SH | 8. August 2026 | Täglich |
| VB · VANGUARD INDEX FUNDS | 0,03% | 1.859.762 SH | 8. August 2026 | Täglich |
| VFH · VANGUARD WORLD FUND | 0,03% | 135.095 SH | 8. August 2026 | Täglich |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,03% | 4.164 NS | 30. April 2026 | N-PORT |
| WSML · iShares Trust | 0,02% | 5.054 SH | 8. August 2026 | Täglich |
| TECB · iShares Trust | 0,02% | 2.672 SH | 8. August 2026 | Täglich |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 3.306 NS | 31. Mai 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 81 NS | 31. Mai 2026 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0,01% | 18.892 SH | 8. August 2026 | Täglich |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 22.940 NS | 31. Mai 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 3.893 NS | 30. April 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 53.173 NS | 31. Mai 2026 | N-PORT |
| SCHK · SCHWAB STRATEGIC TRUST | 0,00% | 6.771 NS | 31. Mai 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 122.095 SH | 8. August 2026 | Täglich |
| IWV · iShares Trust | 0,00% | 23.077 SH | 8. August 2026 | Täglich |
| DCOR · Dimensional ETF Trust | 0,00% | 1.194 NS | 30. April 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 16.131 NS | 30. April 2026 | N-PORT |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,00% | 36 NS | 31. Mai 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 297 NS | 30. April 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 747 NS | 30. April 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 2.576.682 SH | 8. August 2026 | Täglich |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 70.548 SH | 8. August 2026 | Täglich |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 7.204 SH | 8. August 2026 | Täglich |
| EBI · RBB Fund Trust | 0,00% | 3 NS | 31. Mai 2026 | N-PORT |