UPST Upstart Holdings, Inc. - Common stock
Upstart Holdings, Inc. - Common stock के बारे में विकिपीडिया से कंपनी का अवलोकन
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.
और पढ़ें
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.
स्रोत: विकिपीडिया (अंग्रेज़ी), CC BY-SA 4.0 · विकिपीडिया पर देखें ↗
UPST स्टॉक स्नैपशॉट मूल्य, बाजार पूंजीकरण, P/E, EPS, ROE, ऋण/इक्विटी, 52-सप्ताह की सीमा
UPST स्टॉक मूल्य चार्ट तकनीकी संकेतकों के साथ दैनिक OHLCV — पैन, ज़ूम और अपना दृश्य कस्टमाइज़ करें
10-वर्षीय प्रदर्शन राजस्व, शुद्ध आय, मार्जिन और ईपीएस रुझान
मूल्यांकन P/E, P/S, P/B, EV/EBITDA अनुपात — क्या स्टॉक महंगा है या सस्ता?
लाभप्रदता सकल, परिचालन और शुद्ध मार्जिन; ROE, ROA, ROIC
वित्तीय स्वास्थ्य ऋण, तरलता, शोधन क्षमता — बैलेंस शीट की मजबूती
विकास राजस्व, EPS और शुद्ध आय वृद्धि: YoY, 3Y CAGR, 5Y CAGR
पूंजी दक्षता एसेट टर्नओवर, इन्वेंटरी टर्नओवर, प्राप्य टर्नओवर
UPST विश्लेषक सर्वसम्मति तेजी और मंदी के विश्लेषक राय, 12-महीने का मूल्य लक्ष्य, अपसाइड
- मजबूत खरीद 4 19.0%
- खरीदें 9 42.9%
- होल्ड 7 33.3%
- बेचें 1 4.8%
- मजबूत बिक्री 0 0.0%
12-महीने का मूल्य लक्ष्य
15 विश्लेषक · 2026-08-13Earnings History EPS वास्तविक बनाम अनुमान, आश्चर्य %, बीट दर, अगली आय तिथि
| Period | EPS Actual | EPS अनुमान | आश्चर्य |
|---|---|---|---|
| 30 जून 2026 | $0.57 | $0.54 | 0.03% |
| 31 मार्च 2026 | $0.30 | $0.43 | -0.13% |
| 31 दिसमबर 2025 | $0.46 | $0.47 | -0.01% |
| 30 सितमबर 2025 | $0.52 | $0.43 | 0.09% |
| 30 जून 2025 | $0.36 | $0.26 | 0.10% |
| 31 मार्च 2025 | $0.30 | $0.18 | 0.12% |
सहकर्मी तुलना (GICS उप-उद्योग) प्रमुख मेट्रिक्स बनाम सेक्टर के साथी
| टिकर | मार्केट कैप | P/E | राजस्व YoY | शुद्ध मार्जिन | ROE | सकल मार्जिन |
|---|---|---|---|---|---|---|
| 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% | — |
| ECPG | $1.18B | 5.0 | 34.4% | 14.5% | 27.4% | — |
| HAPN | — | — | — | — | — | — |
| 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 | — | — | — | — | — | — |
पूर्ण मौलिक सभी मेट्रिक्स प्रति वर्ष — आय विवरण, बैलेंस शीट, नकदी प्रवाह
आय विवरण 15
| मेट्रिक | रुझान | 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 | · | · |
बैलेंस शीट 14
| मेट्रिक | रुझान | 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 |
नकदी प्रवाह 14
| मेट्रिक | रुझान | 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 | · | · |
लाभप्रदता 5
| मेट्रिक | रुझान | 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% | · | · |
तरलता और शोधन क्षमता 1
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | -7.4 | -10.5 | 43.0 | · | · |
दक्षता 1
| मेट्रिक | रुझान | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.3 | 0.3 | 0.4 | 0.7 | · | · |
विकास दरें 5
| मेट्रिक | रुझान | 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% | · | · | · | · | · | · |
मूल्यांकन (TTM) 10
| मेट्रिक | रुझान | 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% | · |
आय विवरण 15
| मेट्रिक | रुझान | 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 |
बैलेंस शीट 14
| मेट्रिक | रुझान | 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 |
नकदी प्रवाह 13
| मेट्रिक | रुझान | 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 | · | · |
लाभप्रदता 5
| मेट्रिक | रुझान | 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% |
तरलता और शोधन क्षमता 1
| मेट्रिक | रुझान | 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 |
दक्षता 1
| मेट्रिक | रुझान | 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 |
मूल्यांकन (TTM) 10
| मेट्रिक | रुझान | 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% |
वित्तीय विवरण आय विवरण, बैलेंस शीट, नकदी प्रवाह — वार्षिक, पिछले 5 वर्ष
आय विवरण
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| राजस्व | $1.04B | $637M | $514M | $842M | $849M |
| परिचालन मार्जिन % | 4.1% | -27.2% | -50.0% | -13.5% | 16.6% |
| शुद्ध आय | $54M | $-129M | $-240M | $-109M | $135M |
| तनुकरणित EPS | $0.45 | $-1.44 | $-2.87 | $-1.31 | $1.43 |
नकदी प्रवाह
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| फ्री कैश फ्लो | $-148M | $185M | $-162M | $-684M | $160M |
ताज़ा समाचार इस कंपनी का उल्लेख करने वाली हालिया सुर्खियां
- Upstart vs. Pagaya Technologies: Which Financial Stock Is a Better Buy in 2026?
- 39% नीचे, क्या अपस्टार्ट स्टॉक खरीदने का यह सही समय है?
- अपस्टार्ट स्टॉक क्यों गिर रहा है, और क्या यह खरीदने का अवसर है?
- अपस्टार्ट स्टॉक अप्रैल में 23% क्यों बढ़ा
- क्या अपस्टार्ट स्टॉक एक खरीदें है, हेज फंड हॉल्टर फर्ग्यूसन ने $37 मिलियन के शेयर खरीदे?
- सोफी टेक्नोलॉजीज बनाम अपस्टार्ट: कौन सा फिनटेक स्टॉक बेहतर दीर्घकालिक खरीद है?
- क्या अपस्टार्ट स्टॉक करोड़पति बनाने वाला है?
- क्या यह फिनटेक स्टॉक लाभप्रदता के मोड़ पर है?
मेरे मेट्रिक्स आपकी व्यक्तिगत वॉचलिस्ट — पूर्ण फंडामेंटल से चयनित पंक्तियाँ
उन मेट्रिक्स को चुनें जो आपके लिए मायने रखते हैं — ऊपर पूर्ण फंडामेंटल में किसी भी पंक्ति के बगल में ➕ पर क्लिक करें।
आपका चयन सहेजा गया है और यह सभी टिकर में आपके साथ रहता है।
संस्थागत मालिक (13F) 449 फाइलर्स · $2.0B कुल · तिथि अनुसार 30 जून 2026
संस्थान जो अपनी तिमाही SEC फॉर्म 13F में इस स्टॉक को होल्ड करने की रिपोर्ट करते हैं। केवल लॉन्ग पोजीशन; एक ही फाइलर अलग-अलग ऑप्शन लेग्स के लिए दो बार दिखाई दे सकता है। बड़े ऑफसेटिंग पुट/कॉल लेग्स आमतौर पर मार्केट-मेकिंग या हेज्ड इन्वेंट्री को दर्शाते हैं, न कि दिशात्मक विश्वास को।
| नई स्थितियाँ | बाहर निकली पोजीशन | बढ़ाया | घटा हुआ | शुद्ध शेयर परिवर्तन |
|---|---|---|---|---|
| 81 (+26 पिछली तिमाही की तुलना में) | 38 (-55 पिछली तिमाही की तुलना में) | 124 (-26 पिछली तिमाही की तुलना में) | 120 (+15 पिछली तिमाही की तुलना में) | +7.1M |
Q1 2026 की तुलना में। SEC फॉर्म 13F फाइलिंग तिमाही के अंत के 45 दिनों के भीतर देय होती है, साथ ही देर से फाइल करने वालों के लिए एक छोटा बफर भी होता है — उस विंडो के भीतर आने वाली तिमाहियों को सबसे हालिया पूरी तरह से रिपोर्ट की गई जोड़ी के पक्ष में छोड़ दिया जाता है।
| संस्था | मूल्य | शेयर | % ट्रैक किए गए 13F का | प्रकार |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $132499626 | 3739758 | 6.63% | शेयर |
| VANGUARD CAPITAL MANAGEMENT LLC | $131039733 | 3698553 | 6.55% | शेयर |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $108401628 | 3059600 | 5.42% | कॉल ऑप्शन |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $91745985 | 2589500 | 4.59% | पुट ऑप्शन |
| STATE STREET CORP | $75057286 | 2118467 | 3.75% | शेयर |
| GEODE CAPITAL MANAGEMENT, LLC | $67789016 | 1912926 | 3.39% | शेयर |
| Clear Street Group Inc. | $64803702 | 1829063 | 3.24% | शेयर |
| MORGAN STANLEY | $62775724 | 1771824 | 3.14% | शेयर |
| Halter Ferguson Financial Inc. | $61935857 | 1748119 | 3.10% | शेयर |
| JANE STREET GROUP, LLC | $60975030 | 1721000 | 3.05% | पुट ऑप्शन |
| GOLDMAN SACHS GROUP INC | $60860616 | 1717771 | 3.04% | शेयर |
| CITADEL ADVISORS LLC | $56985612 | 1608400 | 2.85% | कॉल ऑप्शन |
| JANE STREET GROUP, LLC | $50643642 | 1429400 | 2.53% | कॉल ऑप्शन |
| WOLVERINE TRADING, LLC | $48088332 | 911800 | 2.40% | कॉल ऑप्शन |
| BARCLAYS PLC | $39716285 | 1120979 | 1.99% | शेयर |
| DIMENSIONAL FUND ADVISORS LP | $37085963 | 1046739 | 1.85% | शेयर |
| CITADEL ADVISORS LLC | $33856377 | 955585 | 1.69% | शेयर |
| CITADEL ADVISORS LLC | $31589388 | 891600 | 1.58% | पुट ऑप्शन |
| Point72 Asset Management, L.P. | $31361183 | 885159 | 1.57% | शेयर |
| COATUE MANAGEMENT LLC | $30857652 | 870947 | 1.54% | शेयर |
| BANK OF AMERICA CORP /DE/ | $28394240 | 801418 | 1.42% | शेयर |
| CAPITAL FUND MANAGEMENT S.A. | $28379217 | 800994 | 1.42% | शेयर |
| D. E. Shaw & Co., Inc. | $28103076 | 793200 | 1.41% | कॉल ऑप्शन |
| MILLENNIUM MANAGEMENT LLC | $27098529 | 764847 | 1.36% | शेयर |
| FMR LLC | $24902436 | 702863 | 1.25% | शेयर |
| WOLVERINE TRADING, LLC | $23226696 | 440400 | 1.16% | पुट ऑप्शन |
| VANGUARD FIDUCIARY TRUST CO | $21373396 | 603257 | 1.07% | शेयर |
| Balyasny Asset Management L.P. | $19725971 | 556759 | 0.99% | शेयर |
| HSBC HOLDINGS PLC | $18300044 | 508900 | 0.92% | कॉल ऑप्शन |
| PEAK6 LLC | $16683987 | 470900 | 0.83% | पुट ऑप्शन |
| Walleye Capital LLC | $15912711 | 449131 | 0.80% | शेयर |
| FIRST TRUST ADVISORS LP | $13429954 | 379056 | 0.67% | शेयर |
| D. E. Shaw & Co., Inc. | $12832746 | 362200 | 0.64% | पुट ऑप्शन |
| MARSHALL WACE, LLP | $12005527 | 338852 | 0.60% | शेयर |
| Pathstone Holdings, LLC | $11878899 | 335278 | 0.59% | शेयर |
| Squarepoint Ops LLC | $11695939 | 330114 | 0.58% | शेयर |
| BAILLIE GIFFORD & CO | $9984245 | 281802 | 0.50% | शेयर |
| Hidden Lake Asset Management LP | $9977584 | 281614 | 0.50% | शेयर |
| BlackRock, Inc. | $9281597 | 261970 | 0.46% | शेयर |
| Caption Management, LLC | $8857500 | 250000 | 0.44% | कॉल ऑप्शन |
| Alberta Investment Management Corp | $8460684 | 238800 | 0.42% | शेयर |
| BNP PARIBAS FINANCIAL MARKETS | $8382171 | 236584 | 0.42% | शेयर |
| Point72 Asset Management, L.P. | $8219760 | 232000 | 0.41% | कॉल ऑप्शन |
| Cubist Systematic Strategies, LLC | $7371080 | 145100 | 0.37% | कॉल ऑप्शन |
| HSBC HOLDINGS PLC | $7191209 | 199978 | 0.36% | शेयर |
| Walleye Trading LLC | $7039941 | 198700 | 0.35% | पुट ऑप्शन |
| IMC-Chicago, LLC | $6874873 | 194041 | 0.34% | शेयर |
| BARCLAYS PLC | $6377400 | 180000 | 0.32% | पुट ऑप्शन |
| Swiss National Bank | $5902638 | 166600 | 0.30% | शेयर |
| Gator Capital Management, LLC | $5721591 | 161490 | 0.29% | शेयर |
| Quantinno Capital Management LP | $5293796 | 149415 | 0.26% | शेयर |
| Squarepoint Ops LLC | $5261355 | 148500 | 0.26% | पुट ऑप्शन |
| Walleye Trading LLC | $5162151 | 145700 | 0.26% | कॉल ऑप्शन |
| CREDIT AGRICOLE S A | $5033717 | 142075 | 0.25% | शेयर |
| LPL Financial LLC | $5018249 | 141638 | 0.25% | शेयर |
| AXA Investment Managers S.A. | $4686097 | 92246 | 0.23% | शेयर |
| PEAK6 LLC | $4382691 | 123700 | 0.22% | कॉल ऑप्शन |
| BANK OF NOVA SCOTIA | $4247846 | 119894 | 0.21% | शेयर |
| Clear Street Group Inc. | $4233885 | 119500 | 0.21% | पुट ऑप्शन |
| TUDOR INVESTMENT CORP ET AL | $4170111 | 117700 | 0.21% | कॉल ऑप्शन |
| Cubist Systematic Strategies, LLC | $4155440 | 81800 | 0.21% | पुट ऑप्शन |
| Schonfeld Strategic Advisors LLC | $4073563 | 114975 | 0.20% | शेयर |
| Headlands Technologies LLC | $4014219 | 113300 | 0.20% | शेयर |
| Nebula Research & Development LLC | $3925365 | 60689 | 0.20% | शेयर |
| RHUMBLINE ADVISERS | $3915354 | 110510 | 0.20% | शेयर |
| MML INVESTORS SERVICES, LLC | $3789770 | 106965 | 0.19% | शेयर |
| Squarepoint Ops LLC | $3741408 | 105600 | 0.19% | कॉल ऑप्शन |
| CAPITAL FUND MANAGEMENT S.A. | $3663462 | 103400 | 0.18% | कॉल ऑप्शन |
| BLUE JEAN FINANCIAL LLC | $3651026 | 103049 | 0.18% | शेयर |
| Walleye Trading LLC | $3611238 | 101926 | 0.18% | शेयर |
| NOMURA HOLDINGS INC | $3543000 | 100000 | 0.18% | कॉल ऑप्शन |
| NORGES BANK | $3328967 | 93959 | 0.17% | शेयर |
| Banco Santander, S.A. | $3269480 | 92280 | 0.16% | शेयर |
| Liontrust Investment Partners LLP | $3127745 | 71524 | 0.16% | शेयर |
| VANGUARD ASSET MANAGEMENT, Ltd | $3081949 | 86987 | 0.15% | शेयर |
| Bank of New York Mellon Corp | $3049992 | 86085 | 0.15% | शेयर |
| Bank Julius Baer & Co. Ltd, Zurich | $3028531 | 85480 | 0.15% | शेयर |
| MILLENNIUM MANAGEMENT LLC | $2922975 | 82500 | 0.15% | पुट ऑप्शन |
| Edgestream Partners, L.P. | $2910433 | 82146 | 0.15% | शेयर |
| Odyssean, LLC | $2848324 | 80393 | 0.14% | शेयर |
| Trexquant Investment LP | $2825153 | 79739 | 0.14% | शेयर |
| Private Advisor Group, LLC | $2736488 | 77236 | 0.14% | शेयर |
| Brevan Howard Capital Management LP | $2724850 | 76908 | 0.14% | शेयर |
| Quadrature Capital Ltd | $2704797 | 76342 | 0.14% | शेयर |
| ExodusPoint Capital Management, LP | $2677764 | 75579 | 0.13% | शेयर |
| Jefferies Financial Group Inc. | $2657250 | 75000 | 0.13% | कॉल ऑप्शन |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $2631032 | 74260 | 0.13% | शेयर |
| Jefferies Financial Group Inc. | $2593689 | 73206 | 0.13% | शेयर |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2582775 | 100693 | 0.13% | शेयर |
| PEAK6 LLC | $2581820 | 72871 | 0.13% | शेयर |
| ALLIANCEBERNSTEIN L.P. | $2565180 | 100007 | 0.13% | शेयर |
| Tyler-Stone Wealth Management | $2563526 | 39634 | 0.13% | शेयर |
| Centiva Capital, LP | $2494272 | 70400 | 0.12% | पुट ऑप्शन |
| Divisadero Street Capital Management, LP | $2390143 | 67461 | 0.12% | शेयर |
| CenterBook Partners LP | $2385077 | 67318 | 0.12% | शेयर |
| Point72 Asset Management, L.P. | $2352552 | 66400 | 0.12% | पुट ऑप्शन |
| Aquatic Capital Management LLC | $2286829 | 64545 | 0.11% | शेयर |
| Manchester Capital Management LLC | $2234641 | 63072 | 0.11% | शेयर |
| SANDLER CAPITAL MANAGEMENT | $2193117 | 61900 | 0.11% | पुट ऑप्शन |
| Man Group plc | $2169698 | 61239 | 0.11% | शेयर |
कंपनी के अंदरूनी सूत्र 14 इनसाइडर्स · 6 अधिकारी · 9 निदेशक
| अंदरूनी | भूमिका | अंतिम गतिविधि | शेयरों का स्वामित्व | खरीद 12m | बिक्री 12m | नेट 12m |
|---|---|---|---|---|---|---|
| Dave Girouard | Chief Executive Officer | 1 अक्टूबर 2021 S | 987502 | 0 | 0 | $0 |
| Sanjay Datta | President, Capital& Enterprise | 9 जून 2026 S | 313556 | 0 | 1 | $-456116 |
| Alison Nicoll | General Counsel | 20 अक्टूबर 2021 M | 14230 | 0 | 0 | $0 |
| Paul Gu | SVP, Product and Data Science | 15 अक्टूबर 2021 M | 277412 | 0 | 0 | $0 |
| Natalia Mirgorodskaya | Corporate Controller | 31 अगस्त 2021 S | 23007 | 0 | 0 | $0 |
| Anna M. Counselman | SVP, People and Operations | 19 अगस्त 2021 M | 12230 | 0 | 0 | $0 |
| Peter J Bernard | निदेशक | 29 मई 2026 A | 11392 | 0 | 0 | $0 |
| Ciaran O'Kelly | निदेशक | 29 मई 2026 A | 39484 | 0 | 0 | $0 |
| Mary Hentges | निदेशक | 29 मई 2026 A | 37149 | 0 | 0 | $0 |
| Kerry Whorton Cooper | निदेशक | 29 मई 2026 A | 6476 | 0 | 0 | $0 |
| Hilliard C. Terry III | निदेशक | 29 मई 2026 A | 37432 | 0 | 0 | $0 |
| Timothy H Wennes | निदेशक | 29 मई 2026 A | 6476 | 0 | 0 | $0 |
| Cassidy Sukhinder Singh | निदेशक | 27 मई 2021 A | 1491 | 0 | 0 | $0 |
| Jeff Huber | — | 23 जून 2021 A | 1234 | 0 | 0 | $0 |
SEC फॉर्म 3/4/5 फाइलिंग से अंदरूनी सूत्र; नेट = केवल ओपन-मार्केट P/S
ईटीएफ स्वामित्व 46 ETFs द्वारा धारित
वजन केवल प्रत्यक्ष इक्विटी होल्डिंग्स (N-PORT) को दर्शाता है; लीवरेज्ड या डेरिवेटिव-आधारित फंड में अतिरिक्त स्वैप एक्सपोजर हो सकता है जो नहीं दिखाया गया है।
| फंड | भार | इकाइयाँ | तिथि अनुसार | स्रोत |
|---|---|---|---|---|
| FINX · Global X Funds | 0.59% | 33960 NS | 31 मई 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.18% | 91282 SH | 8 अगस्त 2026 | दैनिक |
| TMFX · RBB Fund, Inc. | 0.16% | 1525 NS | 31 मई 2026 | N-PORT |
| IWO · iShares Trust | 0.16% | 777982 SH | 8 अगस्त 2026 | दैनिक |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.14% | 32077 NS | 30 अप्रैल 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0.13% | 44668 NS | 30 अप्रैल 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.12% | 3094 NS | 30 अप्रैल 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.09% | 492357 SH | 8 अगस्त 2026 | दैनिक |
| RSSL · Global X Funds | 0.08% | 37413 NS | 30 अप्रैल 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0.08% | 1070193 SH | 8 अगस्त 2026 | दैनिक |
| IWM · iShares Trust | 0.08% | 2161182 SH | 8 अगस्त 2026 | दैनिक |
| ISCG · iShares Trust | 0.08% | 26638 SH | 8 अगस्त 2026 | दैनिक |
| ITWO · ProShares Trust | 0.07% | 4056 NS | 31 मई 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.07% | 62944 SH | 8 अगस्त 2026 | दैनिक |
| DFAS · Dimensional ETF Trust | 0.07% | 301103 NS | 30 अप्रैल 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.06% | 416495 NS | 31 मई 2026 | N-PORT |
| ESML · iShares Trust | 0.05% | 49451 SH | 8 अगस्त 2026 | दैनिक |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.05% | 4235 SH | 8 अगस्त 2026 | दैनिक |
| UWM · ProShares Trust | 0.04% | 3172 NS | 31 मई 2026 | N-PORT |
| ISCB · iShares Trust | 0.04% | 3904 SH | 8 अगस्त 2026 | दैनिक |
| FNCL · FIDELITY COVINGTON TRUST | 0.03% | 23558 NS | 30 अप्रैल 2026 | N-PORT |
| URTY · ProShares Trust | 0.03% | 3210 NS | 31 मई 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.03% | 967149 SH | 8 अगस्त 2026 | दैनिक |
| VB · VANGUARD INDEX FUNDS | 0.03% | 1859762 SH | 8 अगस्त 2026 | दैनिक |
| VFH · VANGUARD WORLD FUND | 0.03% | 135095 SH | 8 अगस्त 2026 | दैनिक |
| FAD · First Trust Exchange-Traded AlphaDE… | 0.03% | 4164 NS | 30 अप्रैल 2026 | N-PORT |
| WSML · iShares Trust | 0.02% | 5054 SH | 8 अगस्त 2026 | दैनिक |
| TECB · iShares Trust | 0.02% | 2672 SH | 8 अगस्त 2026 | दैनिक |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.01% | 3306 NS | 31 मई 2026 | N-PORT |
| HDG · ProShares Trust | 0.01% | 81 NS | 31 मई 2026 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0.01% | 18892 SH | 8 अगस्त 2026 | दैनिक |
| ONEQ · Fidelity Commonwealth Trust | 0.01% | 22940 NS | 31 मई 2026 | N-PORT |
| TILT · FlexShares Trust | 0.01% | 3893 NS | 30 अप्रैल 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0.00% | 53173 NS | 31 मई 2026 | N-PORT |
| SCHK · SCHWAB STRATEGIC TRUST | 0.00% | 6771 NS | 31 मई 2026 | N-PORT |
| ITOT · iShares Trust | 0.00% | 122095 SH | 8 अगस्त 2026 | दैनिक |
| IWV · iShares Trust | 0.00% | 23077 SH | 8 अगस्त 2026 | दैनिक |
| DCOR · Dimensional ETF Trust | 0.00% | 1194 NS | 30 अप्रैल 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.00% | 16131 NS | 30 अप्रैल 2026 | N-PORT |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0.00% | 36 NS | 31 मई 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 297 NS | 30 अप्रैल 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 747 NS | 30 अप्रैल 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 2576682 SH | 8 अगस्त 2026 | दैनिक |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 70548 SH | 8 अगस्त 2026 | दैनिक |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 7204 SH | 8 अगस्त 2026 | दैनिक |
| EBI · RBB Fund Trust | 0.00% | 3 NS | 31 मई 2026 | N-PORT |