UPST Upstart Holdings, Inc. - Common stock
$29,24
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 5, 2026
Rango 52S
$24–$77
10% of range
Calificación del Analista
BUY
21 analysts
Precio Objetivo
$41
+39% upside
P/E (TTM)
63.4
ROE
7.0%
Margen de Beneficio Neto
5.1%
Acerca de Upstart Holdings, Inc. - Common stock Descripción general de la empresa de 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.
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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.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
UPST Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$29.23
Capitalización Bursátil
$2.80B
P/E (TTM)
63.4
BPA (TTM)
$0.45
Ingresos (TTM)
$1.04B
Rendimiento div.
—
ROE
7.0%
Deuda/Capital
—
Rango 52S
$24 – $77
UPST Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$1.04B
2019-12-31
→
2025-12-31
BPA
$0.45
2019-12-31
→
2025-12-31
Flujo de caja libre
$-148M
2021-12-31
→
2025-12-31
Márgenes
5.1%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
UPST
Mediana de Pares
P/E (TTM)
63.4
12.8
P/S (TTM) (P/V (TTM))
2.7
2.5
P/B (P/C)
3.5
2.7
Price / FCF (Precio / FCF)
-18.9
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
UPST
Mediana de Pares
Operating Margin (Margen Operativo)
4.1%
—
Net Profit Margin (Margen de Beneficio Neto)
5.1%
17.7%
ROA
2.0%
4.5%
ROE
7.0%
24.9%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
UPST
Mediana de Pares
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
UPST
Mediana de Pares
Revenue YoY (Ingresos interanuales)
64.0%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
7.4%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
34.9%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
UPST
Mediana de Pares
UPST Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
21 analistas
- Compra fuerte 4 19,0%
- Compra 9 42,9%
- Mantener 7 33,3%
- Venta 1 4,8%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
15 analistas · 2026-08-13
Mediana
$40.00
Ahora
$29.23
Mín
$20.00
Máx
$61.00
Objetivo mediano
$40.00
+36,8%
Objetivo medio
$40.60
+38,9%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.03%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.57 | $0.54 | 0.03% |
| 31 de marzo de 2026 | $0.30 | $0.43 | -0.13% |
| 31 de diciembre de 2025 | $0.46 | $0.47 | -0.01% |
| 30 de septiembre de 2025 | $0.52 | $0.43 | 0.09% |
| 30 de junio de 2025 | $0.36 | $0.26 | 0.10% |
| 31 de marzo de 2025 | $0.30 | $0.18 | 0.12% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| 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 | — | — | — | — | — | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 15
| Métrica | Tendencia | 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 | · | · |
Balance general 14
| Métrica | Tendencia | 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 |
Flujo de Efectivo 14
| Métrica | Tendencia | 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 | · | · |
Rentabilidad 5
| Métrica | Tendencia | 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% | · | · |
Liquidez y Solvencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | -7.4 | -10.5 | 43.0 | · | · |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.3 | 0.3 | 0.4 | 0.7 | · | · |
Tasas de Crecimiento 5
| Métrica | Tendencia | 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% | · | · | · | · | · | · |
Valoración (TTM) 10
| Métrica | Tendencia | 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% | · |
Estado de resultados 15
| Métrica | Tendencia | 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 |
Balance general 14
| Métrica | Tendencia | 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 |
Flujo de Efectivo 13
| Métrica | Tendencia | 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 | · | · |
Rentabilidad 5
| Métrica | Tendencia | 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% |
Liquidez y Solvencia 1
| Métrica | Tendencia | 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 |
Eficiencia 1
| Métrica | Tendencia | 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 |
Valoración (TTM) 10
| Métrica | Tendencia | 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% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $1.04B | $637M | $514M | $842M | $849M |
| Margen Operativo % | 4.1% | -27.2% | -50.0% | -13.5% | 16.6% |
| Beneficio neto | $54M | $-129M | $-240M | $-109M | $135M |
| EPS Diluido | $0.45 | $-1.44 | $-2.87 | $-1.31 | $1.43 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $-148M | $185M | $-162M | $-684M | $160M |
Últimas noticias Noticias recientes que mencionan a esta empresa
- Upstart vs. Pagaya Technologies: Which Financial Stock Is a Better Buy in 2026?
- ¿Es hora de comprar acciones de Upstart, que han caído un 39%?
- ¿Por qué está cayendo la acción de Upstart y, ¿es una oportunidad de compra?
- Por qué el stock de Upstart subió un 23% en abril
- ¿Es Upstart Stock una compra después de que el fondo de cobertura Halter Ferguson comprara acciones por 37 millones de dólares?
- SoFi Technologies vs. Upstart: ¿Qué Acción Fintech es la Mejor Compra a Largo Plazo?
- ¿Es Upstart una Acción para Hacer Millonarios?
- ¿Está esta Fintech Stock Dando la Vuelta Hacia la Rentabilidad?
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Propietarios institucionales (13F) 449 declarantes · $2.0B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 81 (+26 vs trimestre anterior) | 38 (-55 vs trimestre anterior) | 124 (-26 vs trimestre anterior) | 120 (+15 vs trimestre anterior) | +7.1M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $132 499 626 | 3 739 758 | 6,63% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $131 039 733 | 3 698 553 | 6,55% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $108 401 628 | 3 059 600 | 5,42% | Opción de compra |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $91 745 985 | 2 589 500 | 4,59% | Opción de venta |
| STATE STREET CORP | $75 057 286 | 2 118 467 | 3,75% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $67 789 016 | 1 912 926 | 3,39% | Acciones |
| Clear Street Group Inc. | $64 803 702 | 1 829 063 | 3,24% | Acciones |
| MORGAN STANLEY | $62 775 724 | 1 771 824 | 3,14% | Acciones |
| Halter Ferguson Financial Inc. | $61 935 857 | 1 748 119 | 3,10% | Acciones |
| JANE STREET GROUP, LLC | $60 975 030 | 1 721 000 | 3,05% | Opción de venta |
| GOLDMAN SACHS GROUP INC | $60 860 616 | 1 717 771 | 3,04% | Acciones |
| CITADEL ADVISORS LLC | $56 985 612 | 1 608 400 | 2,85% | Opción de compra |
| JANE STREET GROUP, LLC | $50 643 642 | 1 429 400 | 2,53% | Opción de compra |
| WOLVERINE TRADING, LLC | $48 088 332 | 911 800 | 2,40% | Opción de compra |
| BARCLAYS PLC | $39 716 285 | 1 120 979 | 1,99% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $37 085 963 | 1 046 739 | 1,85% | Acciones |
| CITADEL ADVISORS LLC | $33 856 377 | 955 585 | 1,69% | Acciones |
| CITADEL ADVISORS LLC | $31 589 388 | 891 600 | 1,58% | Opción de venta |
| Point72 Asset Management, L.P. | $31 361 183 | 885 159 | 1,57% | Acciones |
| COATUE MANAGEMENT LLC | $30 857 652 | 870 947 | 1,54% | Acciones |
| BANK OF AMERICA CORP /DE/ | $28 394 240 | 801 418 | 1,42% | Acciones |
| CAPITAL FUND MANAGEMENT S.A. | $28 379 217 | 800 994 | 1,42% | Acciones |
| D. E. Shaw & Co., Inc. | $28 103 076 | 793 200 | 1,41% | Opción de compra |
| MILLENNIUM MANAGEMENT LLC | $27 098 529 | 764 847 | 1,36% | Acciones |
| FMR LLC | $24 902 436 | 702 863 | 1,25% | Acciones |
| WOLVERINE TRADING, LLC | $23 226 696 | 440 400 | 1,16% | Opción de venta |
| VANGUARD FIDUCIARY TRUST CO | $21 373 396 | 603 257 | 1,07% | Acciones |
| Balyasny Asset Management L.P. | $19 725 971 | 556 759 | 0,99% | Acciones |
| HSBC HOLDINGS PLC | $18 300 044 | 508 900 | 0,92% | Opción de compra |
| PEAK6 LLC | $16 683 987 | 470 900 | 0,83% | Opción de venta |
| Walleye Capital LLC | $15 912 711 | 449 131 | 0,80% | Acciones |
| FIRST TRUST ADVISORS LP | $13 429 954 | 379 056 | 0,67% | Acciones |
| D. E. Shaw & Co., Inc. | $12 832 746 | 362 200 | 0,64% | Opción de venta |
| MARSHALL WACE, LLP | $12 005 527 | 338 852 | 0,60% | Acciones |
| Pathstone Holdings, LLC | $11 878 899 | 335 278 | 0,59% | Acciones |
| Squarepoint Ops LLC | $11 695 939 | 330 114 | 0,58% | Acciones |
| BAILLIE GIFFORD & CO | $9 984 245 | 281 802 | 0,50% | Acciones |
| Hidden Lake Asset Management LP | $9 977 584 | 281 614 | 0,50% | Acciones |
| BlackRock, Inc. | $9 281 597 | 261 970 | 0,46% | Acciones |
| Caption Management, LLC | $8 857 500 | 250 000 | 0,44% | Opción de compra |
| Alberta Investment Management Corp | $8 460 684 | 238 800 | 0,42% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $8 382 171 | 236 584 | 0,42% | Acciones |
| Point72 Asset Management, L.P. | $8 219 760 | 232 000 | 0,41% | Opción de compra |
| Cubist Systematic Strategies, LLC | $7 371 080 | 145 100 | 0,37% | Opción de compra |
| HSBC HOLDINGS PLC | $7 191 209 | 199 978 | 0,36% | Acciones |
| Walleye Trading LLC | $7 039 941 | 198 700 | 0,35% | Opción de venta |
| IMC-Chicago, LLC | $6 874 873 | 194 041 | 0,34% | Acciones |
| BARCLAYS PLC | $6 377 400 | 180 000 | 0,32% | Opción de venta |
| Swiss National Bank | $5 902 638 | 166 600 | 0,30% | Acciones |
| Gator Capital Management, LLC | $5 721 591 | 161 490 | 0,29% | Acciones |
| Quantinno Capital Management LP | $5 293 796 | 149 415 | 0,26% | Acciones |
| Squarepoint Ops LLC | $5 261 355 | 148 500 | 0,26% | Opción de venta |
| Walleye Trading LLC | $5 162 151 | 145 700 | 0,26% | Opción de compra |
| CREDIT AGRICOLE S A | $5 033 717 | 142 075 | 0,25% | Acciones |
| LPL Financial LLC | $5 018 249 | 141 638 | 0,25% | Acciones |
| AXA Investment Managers S.A. | $4 686 097 | 92 246 | 0,23% | Acciones |
| PEAK6 LLC | $4 382 691 | 123 700 | 0,22% | Opción de compra |
| BANK OF NOVA SCOTIA | $4 247 846 | 119 894 | 0,21% | Acciones |
| Clear Street Group Inc. | $4 233 885 | 119 500 | 0,21% | Opción de venta |
| TUDOR INVESTMENT CORP ET AL | $4 170 111 | 117 700 | 0,21% | Opción de compra |
| Cubist Systematic Strategies, LLC | $4 155 440 | 81 800 | 0,21% | Opción de venta |
| Schonfeld Strategic Advisors LLC | $4 073 563 | 114 975 | 0,20% | Acciones |
| Headlands Technologies LLC | $4 014 219 | 113 300 | 0,20% | Acciones |
| Nebula Research & Development LLC | $3 925 365 | 60 689 | 0,20% | Acciones |
| RHUMBLINE ADVISERS | $3 915 354 | 110 510 | 0,20% | Acciones |
| MML INVESTORS SERVICES, LLC | $3 789 770 | 106 965 | 0,19% | Acciones |
| Squarepoint Ops LLC | $3 741 408 | 105 600 | 0,19% | Opción de compra |
| CAPITAL FUND MANAGEMENT S.A. | $3 663 462 | 103 400 | 0,18% | Opción de compra |
| BLUE JEAN FINANCIAL LLC | $3 651 026 | 103 049 | 0,18% | Acciones |
| Walleye Trading LLC | $3 611 238 | 101 926 | 0,18% | Acciones |
| NOMURA HOLDINGS INC | $3 543 000 | 100 000 | 0,18% | Opción de compra |
| NORGES BANK | $3 328 967 | 93 959 | 0,17% | Acciones |
| Banco Santander, S.A. | $3 269 480 | 92 280 | 0,16% | Acciones |
| Liontrust Investment Partners LLP | $3 127 745 | 71 524 | 0,16% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $3 081 949 | 86 987 | 0,15% | Acciones |
| Bank of New York Mellon Corp | $3 049 992 | 86 085 | 0,15% | Acciones |
| Bank Julius Baer & Co. Ltd, Zurich | $3 028 531 | 85 480 | 0,15% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $2 922 975 | 82 500 | 0,15% | Opción de venta |
| Edgestream Partners, L.P. | $2 910 433 | 82 146 | 0,15% | Acciones |
| Odyssean, LLC | $2 848 324 | 80 393 | 0,14% | Acciones |
| Trexquant Investment LP | $2 825 153 | 79 739 | 0,14% | Acciones |
| Private Advisor Group, LLC | $2 736 488 | 77 236 | 0,14% | Acciones |
| Brevan Howard Capital Management LP | $2 724 850 | 76 908 | 0,14% | Acciones |
| Quadrature Capital Ltd | $2 704 797 | 76 342 | 0,14% | Acciones |
| ExodusPoint Capital Management, LP | $2 677 764 | 75 579 | 0,13% | Acciones |
| Jefferies Financial Group Inc. | $2 657 250 | 75 000 | 0,13% | Opción de compra |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $2 631 032 | 74 260 | 0,13% | Acciones |
| Jefferies Financial Group Inc. | $2 593 689 | 73 206 | 0,13% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2 582 775 | 100 693 | 0,13% | Acciones |
| PEAK6 LLC | $2 581 820 | 72 871 | 0,13% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $2 565 180 | 100 007 | 0,13% | Acciones |
| Tyler-Stone Wealth Management | $2 563 526 | 39 634 | 0,13% | Acciones |
| Centiva Capital, LP | $2 494 272 | 70 400 | 0,12% | Opción de venta |
| Divisadero Street Capital Management, LP | $2 390 143 | 67 461 | 0,12% | Acciones |
| CenterBook Partners LP | $2 385 077 | 67 318 | 0,12% | Acciones |
| Point72 Asset Management, L.P. | $2 352 552 | 66 400 | 0,12% | Opción de venta |
| Aquatic Capital Management LLC | $2 286 829 | 64 545 | 0,11% | Acciones |
| Manchester Capital Management LLC | $2 234 641 | 63 072 | 0,11% | Acciones |
| SANDLER CAPITAL MANAGEMENT | $2 193 117 | 61 900 | 0,11% | Opción de venta |
| Man Group plc | $2 169 698 | 61 239 | 0,11% | Acciones |
Informantes de la empresa 14 insiders · 6 directivos · 9 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Dave Girouard | Chief Executive Officer | 1 de octubre de 2021 S | 987 502 | 0 | 0 | $0 |
| Sanjay Datta | President, Capital& Enterprise | 9 de junio de 2026 S | 313 556 | 0 | 1 | $-456 116 |
| Alison Nicoll | General Counsel | 20 de octubre de 2021 M | 14 230 | 0 | 0 | $0 |
| Paul Gu | SVP, Product and Data Science | 15 de octubre de 2021 M | 277 412 | 0 | 0 | $0 |
| Natalia Mirgorodskaya | Corporate Controller | 31 de agosto de 2021 S | 23 007 | 0 | 0 | $0 |
| Anna M. Counselman | SVP, People and Operations | 19 de agosto de 2021 M | 12 230 | 0 | 0 | $0 |
| Peter J Bernard | Consejero | 29 de mayo de 2026 A | 11 392 | 0 | 0 | $0 |
| Ciaran O'Kelly | Consejero | 29 de mayo de 2026 A | 39 484 | 0 | 0 | $0 |
| Mary Hentges | Consejero | 29 de mayo de 2026 A | 37 149 | 0 | 0 | $0 |
| Kerry Whorton Cooper | Consejero | 29 de mayo de 2026 A | 6 476 | 0 | 0 | $0 |
| Hilliard C. Terry III | Consejero | 29 de mayo de 2026 A | 37 432 | 0 | 0 | $0 |
| Timothy H Wennes | Consejero | 29 de mayo de 2026 A | 6 476 | 0 | 0 | $0 |
| Cassidy Sukhinder Singh | Consejero | 27 de mayo de 2021 A | 1 491 | 0 | 0 | $0 |
| Jeff Huber | — | 23 de junio de 2021 A | 1 234 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 46 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| FINX · Global X Funds | 0,59% | 33 960 NS | 31 de mayo de 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,18% | 91 282 SH | 8 de agosto de 2026 | Diario |
| TMFX · RBB Fund, Inc. | 0,16% | 1 525 NS | 31 de mayo de 2026 | N-PORT |
| IWO · iShares Trust | 0,16% | 777 982 SH | 8 de agosto de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,14% | 32 077 NS | 30 de abril de 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,13% | 44 668 NS | 30 de abril de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,12% | 3 094 NS | 30 de abril de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,09% | 492 357 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,08% | 37 413 NS | 30 de abril de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,08% | 1 070 193 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,08% | 2 161 182 SH | 8 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,08% | 26 638 SH | 8 de agosto de 2026 | Diario |
| ITWO · ProShares Trust | 0,07% | 4 056 NS | 31 de mayo de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,07% | 62 944 SH | 8 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,07% | 301 103 NS | 30 de abril de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,06% | 416 495 NS | 31 de mayo de 2026 | N-PORT |
| ESML · iShares Trust | 0,05% | 49 451 SH | 8 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,05% | 4 235 SH | 8 de agosto de 2026 | Diario |
| UWM · ProShares Trust | 0,04% | 3 172 NS | 31 de mayo de 2026 | N-PORT |
| ISCB · iShares Trust | 0,04% | 3 904 SH | 8 de agosto de 2026 | Diario |
| FNCL · FIDELITY COVINGTON TRUST | 0,03% | 23 558 NS | 30 de abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,03% | 3 210 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 967 149 SH | 8 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,03% | 1 859 762 SH | 8 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,03% | 135 095 SH | 8 de agosto de 2026 | Diario |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,03% | 4 164 NS | 30 de abril de 2026 | N-PORT |
| WSML · iShares Trust | 0,02% | 5 054 SH | 8 de agosto de 2026 | Diario |
| TECB · iShares Trust | 0,02% | 2 672 SH | 8 de agosto de 2026 | Diario |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 3 306 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 81 NS | 31 de mayo de 2026 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0,01% | 18 892 SH | 8 de agosto de 2026 | Diario |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 22 940 NS | 31 de mayo de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 3 893 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 53 173 NS | 31 de mayo de 2026 | N-PORT |
| SCHK · SCHWAB STRATEGIC TRUST | 0,00% | 6 771 NS | 31 de mayo de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 122 095 SH | 8 de agosto de 2026 | Diario |
| IWV · iShares Trust | 0,00% | 23 077 SH | 8 de agosto de 2026 | Diario |
| DCOR · Dimensional ETF Trust | 0,00% | 1 194 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 16 131 NS | 30 de abril de 2026 | N-PORT |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,00% | 36 NS | 31 de mayo de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 297 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 747 NS | 30 de abril de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 2 576 682 SH | 8 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 70 548 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 7 204 SH | 8 de agosto de 2026 | Diario |
| EBI · RBB Fund Trust | 0,00% | 3 NS | 31 de mayo de 2026 | N-PORT |