UPST Upstart Holdings, Inc. - Common stock

NASDAQ · Financial Services · Lihat di SEC EDGAR ↗
$30,35
Harga · Agu 19, 2026
Fundamental per Agu 5, 2026

Tentang Upstart Holdings, Inc. - Common stock Tinjauan perusahaan dari 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.

Baca selengkapnya

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.

Sumber: Wikipedia (English), CC BY-SA 4.0 · Lihat di Wikipedia ↗

Wikidata ↗

UPST Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu

Harga
$30.35
Kapitalisasi Pasar
$2.90B
P/E (TTM)
65.8
EPS (TTM)
$0.45
Pendapatan (TTM)
$1.04B
Imbal Hasil Dividen
ROE
7.0%
D/E Utang/Ekuitas
Rentang 52M
$24 – $77

UPST Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda

Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS

Pendapatan & Laba Bersih $1.04B
7-point trend, +535.8%
2019-12-31 2025-12-31
EPS $0.45
7-point trend, +1600.0%
2019-12-31 2025-12-31
Arus Kas Bebas $-148M
5-point trend, -192.6%
2021-12-31 2025-12-31
Margin 5.1%

Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?

Metrik
Tren 5 Tahun
UPST
Median Rekan
P/E (TTM)
5-point trend, -8.2%
65.8
12.8
P/S (TTM)
5-point trend, -72.5%
2.8
2.5
P/B
5-point trend, -65.8%
3.6
2.7
Price / FCF (Harga / FCF)
5-point trend, -136.6%
-19.6

Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC

Metrik
Tren 5 Tahun
UPST
Median Rekan
Operating Margin (Margin Operasi)
5-point trend, -75.4%
4.1%
Net Profit Margin (Margin Laba Bersih)
5-point trend, -67.9%
5.1%
17.7%
ROA
5-point trend, -83.0%
2.0%
4.5%
ROE
5-point trend, -60.3%
7.0%
24.9%

Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca

Metrik
Tren 5 Tahun
UPST
Median Rekan

Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T

Metrik
Tren 5 Tahun
UPST
Median Rekan
Revenue YoY (Pendapatan YoY)
5-point trend, +23.0%
64.0%
Revenue CAGR 3Y (CAGR Pendapatan 3T)
5-point trend, +23.0%
7.4%
Revenue CAGR 5Y (CAGR Pendapatan 5T)
5-point trend, +23.0%
34.9%

Metrik Per Saham EPS, nilai buku per saham, arus kas per saham, dividen per saham

Metrik
Tren 5 Tahun
UPST
Median Rekan
EPS (Diluted)
5-point trend, -68.5%
$0.45

Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang

Metrik
Tren 5 Tahun
UPST
Median Rekan

UPST Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan

BELI 21 analis
  • Beli Kuat 4 19,0%
  • Beli 9 42,9%
  • Tahan 7 33,3%
  • Jual 1 4,8%
  • Jual Kuat 0 0,0%

Target Harga 12 Bulan

15 analis · 2026-08-13
Target median $40.00 +31,8%
Target rata-rata $40.60 +33,8%

Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya

Kejutan Rata-rata
0.03%
Periode EPS Aktual EPS Estimasi Kejutan
30 Juni 2026 $0.57 $0.54 0.03%
31 Maret 2026 $0.30 $0.43 -0.13%
31 Des. 2025 $0.46 $0.47 -0.01%
30 Sep. 2025 $0.52 $0.43 0.09%
30 Juni 2025 $0.36 $0.26 0.10%
31 Maret 2025 $0.30 $0.18 0.12%

Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor

Ticker Kapitalisasi Pasar P/E Pendapatan YoY Margin Bersih ROE Margin Kotor
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

Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas

Laporan Laba Rugi 15
Data Laporan Laba Rugi Tahunan untuk UPST
Metrik Tren 2025202420232022202120202019
Revenue 7-point trend, +535.8% $1.04B $637M $514M $842M $849M $233M $164M
R&D Expense 7-point trend, +1271.9% $258M $254M $280M $237M $134M $39M $19M
SG&A Expense 7-point trend, +696.3% $254M $231M $212M $185M $123M $46M $32M
Operating Expenses 7-point trend, +493.3% $1.00B $809M $770M $956M $708M $222M $169M
Operating Income 7-point trend, +1031.8% $43M $-173M $-257M $-114M $141M $12M $-5M
Interest Expense 5-point trend, +31.8% · · $35M $11M $3M $8M $26M
Interest Income 7-point trend, +222.6% $204M $186M $169M $106M $21M $26M $63M
Other Non-op 7-point trend, +2247.9% $24M $19M $21M $9M $-5M $6M $1M
Income Tax 7-point trend, +883.8% $728.0K $185.0K $107.0K $-409.0K $-2M $371.0K $74.0K
Net Income 7-point trend, +11602.4% $54M $-129M $-240M $-109M $135M $6M $-466.0K
EPS (Basic) 7-point trend, +1966.7% $0.56 $-1.44 $-2.87 $-1.31 $1.73 $0.00 $-0.03
EPS (Diluted) 7-point trend, +1600.0% $0.45 $-1.44 $-2.87 $-1.31 $1.43 $0.00 $-0.03
Shares (Basic) 7-point trend, +569.9% 96,030,558 89,450,038 83,765,896 82,771,268 78,106,359 17,513,670 14,335,611
Shares (Diluted) 7-point trend, +649.8% 107,492,735 89,450,038 83,765,896 82,771,268 94,772,641 17,513,670 14,335,611
EBITDA 5-point trend, -54.5% $67M $-152M $-232M $-100M $148M · ·
Neraca 14
Data Neraca Tahunan untuk UPST
Metrik Tren 2025202420232022202120202019
Cash & Equivalents 6-point trend, +160.1% $652M $788M $368M $422M $987M $251M ·
PP&E (Net) 6-point trend, +340.3% $44M $39M $43M $44M $24M $10M ·
PP&E (Gross) 6-point trend, +793.3% $123M $94M $80M $61M $32M $14M ·
Accum. Depreciation 6-point trend, +2024.1% $78M $55M $37M $17M $8M $4M ·
Goodwill 6-point trend, +67062000.00 $67M $67M $67M $67M $67M $0 ·
Intangibles 6-point trend, +8289000.00 $8M $9M $11M $16M $20M $0 ·
Total Assets 6-point trend, +523.3% $2.97B $2.37B $2.02B $1.94B $1.82B $477M ·
Total Liabilities 6-point trend, +1129.4% $2.18B $1.73B $1.38B $1.26B $1.01B $177M ·
Common Stock 6-point trend, +42.9% $10.0K $9.0K $9.0K $8.0K $8.0K $7.0K ·
Paid-in Capital 6-point trend, +213.0% $1.16B $1.04B $918M $715M $741M $369M ·
Retained Earnings 6-point trend, -416.5% $-358M $-411M $-283M $-42M $66M $-69M ·
Stockholders' Equity 7-point trend, +1394.9% $799M $633M $635M $672M $807M $300M $-62M
Liabilities + Equity 6-point trend, +523.3% $2.97B $2.37B $2.02B $1.94B $1.82B $477M ·
Shares Outstanding 7-point trend, +573.2% 98,033,361 93,469,721 86,330,303 81,259,676 83,659,665 73,314,026 14,561,398
Arus Kas 14
Data Arus Kas Tahunan untuk UPST
Metrik Tren 2025202420232022202120202019
D&A 7-point trend, +3108.7% $25M $21M $25M $14M $8M $2M $774.0K
Stock-based Comp 7-point trend, +3366.9% $132M $133M $175M $126M $73M $12M $4M
Deferred Tax 7-point trend, +0.00 $0 $0 $0 $-583.0K $-2M $0 $0
Other Non-cash 5-point trend, -680.6% $-358M $161M $-120M $-705M $-46M · ·
Operating Cash Flow 7-point trend, -567.8% $-148M $186M $-112M $-658M $168M $16M $32M
CapEx 7-point trend, -91.3% $347.0K $837.0K $2M $9M $8M $1M $4M
Investing Cash Flow 7-point trend, -490.0% $-177M $-238M $-118M $-114M $-144M $137M $45M
Stock Issued 5-point trend, +0.00 · · $0 $0 $264M $0 $0
Stock Repurchased 4-point trend, +0.00 · $0 $0 $178M $0 · ·
Net Stock Activity 4-point trend, -100.0% · $0 $0 $-178M $264M · ·
Financing Cash Flow 7-point trend, +440.3% $406M $560M $165M $113M $855M $79M $-119M
Net Change in Cash 7-point trend, +291.5% $81M $508M $-65M $-659M $880M $231M $-42M
Taxes Paid 5-point trend, -74.3% $590.0K $258.0K $-658.0K $328.0K $2M · ·
Free Cash Flow 5-point trend, -192.6% $-148M $185M $-162M $-684M $160M · ·
Profitabilitas 5
Data Profitabilitas Tahunan untuk UPST
Metrik Tren 2025202420232022202120202019
Operating Margin 5-point trend, -75.4% 4.1% -27.2% -50.0% -13.5% 16.6% · ·
Net Margin 5-point trend, -67.9% 5.1% -20.2% -46.8% -12.9% 16.0% · ·
EBITDA Margin 5-point trend, -63.1% 6.5% -23.9% -45.1% -11.9% 17.5% · ·
ROA 5-point trend, -83.0% 2.0% -5.9% -12.2% -5.8% 11.8% · ·
ROE 5-point trend, -60.3% 7.0% -20.9% -37.6% -15.6% 17.8% · ·
Likuiditas & Solvabilitas 1
Data Likuiditas & Solvabilitas Tahunan untuk UPST
Metrik Tren 2025202420232022202120202019
Interest Coverage 3-point trend, -117.1% · · -7.4 -10.5 43.0 · ·
Efisiensi 1
Data Efisiensi Tahunan untuk UPST
Metrik Tren 2025202420232022202120202019
Asset Turnover 5-point trend, -47.1% 0.4 0.3 0.3 0.4 0.7 · ·
Per Saham 5
Data Per Saham Tahunan untuk UPST
Metrik Tren 2025202420232022202120202019
Book Value / Share 5-point trend, -15.5% $8.15 $6.77 $7.36 $8.28 $9.65 · ·
Revenue / Share 5-point trend, +8.5% $9.71 $7.12 $6.13 $10.18 $8.95 · ·
Cash Flow / Share 5-point trend, -177.4% $-1.37 $2.08 $-1.92 $-8.15 $1.78 · ·
Cash / Share 5-point trend, -43.6% $6.65 $8.44 $4.27 $5.20 $11.79 · ·
EPS (TTM) 6-point trend, +0.45 $0.45 $-1.44 $-2.87 $-1.31 $1.43 $0.00 ·
Tingkat Pertumbuhan 5
Data Tingkat Pertumbuhan Tahunan untuk UPST
Metrik Tren 2025202420232022202120202019
Revenue YoY 5-point trend, -75.7% 64.0% 23.9% -39.0% -0.72% 263.6% · ·
Revenue CAGR 3Y 3-point trend, -75.3% 7.4% -9.1% 30.1% · · · ·
Revenue CAGR 5Y 34.9% · · · · · ·
Net Income YoY · · · · 2163.8% · ·
Net Income CAGR 5Y 55.0% · · · · · ·
Valuasi (TTM) 10
Data Valuasi (TTM) Tahunan untuk UPST
Metrik Tren 2025202420232022202120202019
Revenue TTM 6-point trend, +347.2% $1.04B $637M $514M $842M $849M $233M ·
Net Income TTM 6-point trend, +795.9% $54M $-129M $-240M $-109M $135M $6M ·
Market Cap 5-point trend, -66.1% $4.29B $5.75B $3.53B $1.07B $12.66B · ·
P/E 5-point trend, -8.2% 97.2 -42.8 -14.2 -10.1 105.8 · ·
P/S 5-point trend, -72.5% 4.1 9.0 6.9 1.3 14.9 · ·
P/B 5-point trend, -65.8% 5.4 9.1 5.6 1.6 15.7 · ·
P / Tangible Book 5-point trend, -66.3% 5.9 10.3 6.3 1.8 17.6 · ·
P / Cash Flow 5-point trend, -138.6% -29.0 30.9 -22.0 -1.6 75.2 · ·
P / FCF 5-point trend, -136.6% -29.0 31.0 -21.8 -1.6 79.1 · ·
Earnings Yield 6-point trend, +0.01 1.0% -2.3% -7.0% -9.9% 0.95% 0.00% ·

Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir

Laporan Laba Rugi
2025-12-312024-12-312023-12-312022-12-312021-12-31
Pendapatan $1.04B$637M$514M$842M$849M
Margin Operasi % 4.1%-27.2%-50.0%-13.5%16.6%
Laba Bersih $54M$-129M$-240M$-109M$135M
EPS Dilusian $0.45$-1.44$-2.87$-1.31$1.43
Arus Kas
2025-12-312024-12-312023-12-312022-12-312021-12-31
Arus Kas Bebas $-148M$185M$-162M$-684M$160M

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Pemilik institusional (13F) 449 pengaju · $2.0B total · Per tanggal 30 Juni 2026

Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.

Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
Posisi baru Posisi yang keluar Meningkat Menurun Perubahan bersih saham
82 (+21 vs Kuartal sebelumnya) 39 (-54 vs Kuartal sebelumnya) 125 (-25 vs Kuartal sebelumnya) 120 (+14 vs Kuartal sebelumnya) -1.2M

Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.

Institusi Nilai Saham % dari 13F yang dilacak Tipe
VANGUARD PORTFOLIO MANAGEMENT LLC $132.499.626 3.739.758 6,64% Saham
VANGUARD CAPITAL MANAGEMENT LLC $131.039.733 3.698.553 6,56% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $108.401.628 3.059.600 5,43% Opsi beli
SUSQUEHANNA INTERNATIONAL GROUP, LLP $91.745.985 2.589.500 4,60% Opsi jual
STATE STREET CORP $75.057.286 2.118.467 3,76% Saham
GEODE CAPITAL MANAGEMENT, LLC $67.789.016 1.912.926 3,40% Saham
Clear Street Group Inc. $64.803.702 1.829.063 3,25% Saham
MORGAN STANLEY $62.775.724 1.771.824 3,14% Saham
Halter Ferguson Financial Inc. $61.935.857 1.748.119 3,10% Saham
JANE STREET GROUP, LLC $60.975.030 1.721.000 3,05% Opsi jual
GOLDMAN SACHS GROUP INC $60.860.616 1.717.771 3,05% Saham
CITADEL ADVISORS LLC $56.985.612 1.608.400 2,85% Opsi beli
JANE STREET GROUP, LLC $50.643.642 1.429.400 2,54% Opsi beli
WOLVERINE TRADING, LLC $48.088.332 911.800 2,41% Opsi beli
BARCLAYS PLC $39.716.285 1.120.979 1,99% Saham
DIMENSIONAL FUND ADVISORS LP $37.085.963 1.046.739 1,86% Saham
CITADEL ADVISORS LLC $33.856.377 955.585 1,70% Saham
CITADEL ADVISORS LLC $31.589.388 891.600 1,58% Opsi jual
Point72 Asset Management, L.P. $31.361.183 885.159 1,57% Saham
COATUE MANAGEMENT LLC $30.857.652 870.947 1,55% Saham
BANK OF AMERICA CORP /DE/ $28.394.240 801.418 1,42% Saham
CAPITAL FUND MANAGEMENT S.A. $28.379.217 800.994 1,42% Saham
D. E. Shaw & Co., Inc. $28.103.076 793.200 1,41% Opsi beli
MILLENNIUM MANAGEMENT LLC $27.098.529 764.847 1,36% Saham
FMR LLC $24.902.436 702.863 1,25% Saham
WOLVERINE TRADING, LLC $23.226.696 440.400 1,16% Opsi jual
VANGUARD FIDUCIARY TRUST CO $21.373.396 603.257 1,07% Saham
Balyasny Asset Management L.P. $19.725.971 556.759 0,99% Saham
HSBC HOLDINGS PLC $18.300.044 508.900 0,92% Opsi beli
PEAK6 LLC $16.683.987 470.900 0,84% Opsi jual
Walleye Capital LLC $15.912.711 449.131 0,80% Saham
FIRST TRUST ADVISORS LP $13.429.954 379.056 0,67% Saham
D. E. Shaw & Co., Inc. $12.832.746 362.200 0,64% Opsi jual
MARSHALL WACE, LLP $12.005.527 338.852 0,60% Saham
Pathstone Holdings, LLC $11.878.899 335.278 0,59% Saham
Squarepoint Ops LLC $11.695.939 330.114 0,59% Saham
BAILLIE GIFFORD & CO $9.984.245 281.802 0,50% Saham
Hidden Lake Asset Management LP $9.977.584 281.614 0,50% Saham
BlackRock, Inc. $9.281.597 261.970 0,46% Saham
Caption Management, LLC $8.857.500 250.000 0,44% Opsi beli
Alberta Investment Management Corp $8.460.684 238.800 0,42% Saham
BNP PARIBAS FINANCIAL MARKETS $8.382.171 236.584 0,42% Saham
Point72 Asset Management, L.P. $8.219.760 232.000 0,41% Opsi beli
Cubist Systematic Strategies, LLC $7.371.080 145.100 0,37% Opsi beli
HSBC HOLDINGS PLC $7.191.209 199.978 0,36% Saham
Walleye Trading LLC $7.039.941 198.700 0,35% Opsi jual
IMC-Chicago, LLC $6.874.873 194.041 0,34% Saham
BARCLAYS PLC $6.377.400 180.000 0,32% Opsi jual
Swiss National Bank $5.902.638 166.600 0,30% Saham
Gator Capital Management, LLC $5.721.591 161.490 0,29% Saham
Quantinno Capital Management LP $5.293.796 149.415 0,27% Saham
Squarepoint Ops LLC $5.261.355 148.500 0,26% Opsi jual
Walleye Trading LLC $5.162.151 145.700 0,26% Opsi beli
CREDIT AGRICOLE S A $5.033.717 142.075 0,25% Saham
LPL Financial LLC $5.018.249 141.638 0,25% Saham
AXA Investment Managers S.A. $4.686.097 92.246 0,23% Saham
PEAK6 LLC $4.382.691 123.700 0,22% Opsi beli
BANK OF NOVA SCOTIA $4.247.846 119.894 0,21% Saham
Clear Street Group Inc. $4.233.885 119.500 0,21% Opsi jual
TUDOR INVESTMENT CORP ET AL $4.170.111 117.700 0,21% Opsi beli
Cubist Systematic Strategies, LLC $4.155.440 81.800 0,21% Opsi jual
Schonfeld Strategic Advisors LLC $4.073.563 114.975 0,20% Saham
Headlands Technologies LLC $4.014.219 113.300 0,20% Saham
Nebula Research & Development LLC $3.925.365 60.689 0,20% Saham
RHUMBLINE ADVISERS $3.915.354 110.510 0,20% Saham
MML INVESTORS SERVICES, LLC $3.789.770 106.965 0,19% Saham
Squarepoint Ops LLC $3.741.408 105.600 0,19% Opsi beli
CAPITAL FUND MANAGEMENT S.A. $3.663.462 103.400 0,18% Opsi beli
BLUE JEAN FINANCIAL LLC $3.651.026 103.049 0,18% Saham
Walleye Trading LLC $3.611.238 101.926 0,18% Saham
NOMURA HOLDINGS INC $3.543.000 100.000 0,18% Opsi beli
NORGES BANK $3.328.967 93.959 0,17% Saham
Banco Santander, S.A. $3.269.480 92.280 0,16% Saham
VANGUARD ASSET MANAGEMENT, Ltd $3.081.949 86.987 0,15% Saham
Bank of New York Mellon Corp $3.049.992 86.085 0,15% Saham
Bank Julius Baer & Co. Ltd, Zurich $3.028.531 85.480 0,15% Saham
MILLENNIUM MANAGEMENT LLC $2.922.975 82.500 0,15% Opsi jual
Edgestream Partners, L.P. $2.910.433 82.146 0,15% Saham
Odyssean, LLC $2.848.324 80.393 0,14% Saham
Trexquant Investment LP $2.825.153 79.739 0,14% Saham
Private Advisor Group, LLC $2.736.488 77.236 0,14% Saham
Brevan Howard Capital Management LP $2.724.850 76.908 0,14% Saham
Quadrature Capital Ltd $2.704.797 76.342 0,14% Saham
ExodusPoint Capital Management, LP $2.677.764 75.579 0,13% Saham
Jefferies Financial Group Inc. $2.657.250 75.000 0,13% Opsi beli
Universal- Beteiligungs- und Servicegesellschaft mbH $2.631.032 74.260 0,13% Saham
Jefferies Financial Group Inc. $2.593.689 73.206 0,13% Saham
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $2.582.775 100.693 0,13% Saham
PEAK6 LLC $2.581.820 72.871 0,13% Saham
ALLIANCEBERNSTEIN L.P. $2.565.180 100.007 0,13% Saham
Tyler-Stone Wealth Management $2.563.526 39.634 0,13% Saham
Centiva Capital, LP $2.494.272 70.400 0,12% Opsi jual
Divisadero Street Capital Management, LP $2.390.143 67.461 0,12% Saham
CenterBook Partners LP $2.385.077 67.318 0,12% Saham
Point72 Asset Management, L.P. $2.352.552 66.400 0,12% Opsi jual
Aquatic Capital Management LLC $2.286.829 64.545 0,11% Saham
Manchester Capital Management LLC $2.234.641 63.072 0,11% Saham
SANDLER CAPITAL MANAGEMENT $2.193.117 61.900 0,11% Opsi jual
Man Group plc $2.169.698 61.239 0,11% Saham
Parallax Volatility Advisers, L.P. $2.125.800 60.000 0,11% Opsi beli

Orang dalam perusahaan 14 orang dalam · 6 pejabat · 9 direktur

Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
Dave Girouard Chief Executive Officer 1 Okt. 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 Okt. 2021 M 14.230 0 0 $0
Paul Gu SVP, Product and Data Science 15 Okt. 2021 M 277.412 0 0 $0
Natalia Mirgorodskaya Corporate Controller 31 Agu 2021 S 23.007 0 0 $0
Anna M. Counselman SVP, People and Operations 19 Agu 2021 M 12.230 0 0 $0
Peter J Bernard Direktur 29 Mei 2026 A 11.392 0 0 $0
Ciaran O'Kelly Direktur 29 Mei 2026 A 39.484 0 0 $0
Mary Hentges Direktur 29 Mei 2026 A 37.149 0 0 $0
Kerry Whorton Cooper Direktur 29 Mei 2026 A 6.476 0 0 $0
Hilliard C. Terry III Direktur 29 Mei 2026 A 37.432 0 0 $0
Timothy H Wennes Direktur 29 Mei 2026 A 6.476 0 0 $0
Cassidy Sukhinder Singh Direktur 27 Mei 2021 A 1.491 0 0 $0
Jeff Huber 23 Juni 2021 A 1.234 0 0 $0

Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka

Kepemilikan ETF Dimiliki oleh 46 ETF

Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.

Dana Bobot Unit Per tanggal Sumber
FINX · Global X Funds 0,59% 33.960 NS 31 Mei 2026 N-PORT
TMFX · RBB Fund, Inc. 0,16% 1.525 NS 31 Mei 2026 N-PORT
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
RSSL · Global X Funds 0,08% 37.413 NS 30 April 2026 N-PORT
ITWO · ProShares Trust 0,07% 4.056 NS 31 Mei 2026 N-PORT
DFAS · Dimensional ETF Trust 0,07% 301.103 NS 30 April 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,06% 416.495 NS 31 Mei 2026 N-PORT
UWM · ProShares Trust 0,04% 3.172 NS 31 Mei 2026 N-PORT
FNCL · FIDELITY COVINGTON TRUST 0,03% 23.558 NS 30 April 2026 N-PORT
URTY · ProShares Trust 0,03% 3.210 NS 31 Mei 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0,03% 4.164 NS 30 April 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,01% 3.306 NS 31 Mei 2026 N-PORT
HDG · ProShares Trust 0,01% 81 NS 31 Mei 2026 N-PORT
ONEQ · Fidelity Commonwealth Trust 0,01% 22.940 NS 31 Mei 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 Mei 2026 N-PORT
SCHK · SCHWAB STRATEGIC TRUST 0,00% 6.771 NS 31 Mei 2026 N-PORT
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 Mei 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
EBI · RBB Fund Trust 0,00% 3 NS 31 Mei 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 15 Juli 2026 Harian
VB · VANGUARD INDEX FUNDS 15 Juli 2026 Harian
VBK · VANGUARD INDEX FUNDS 15 Juli 2026 Harian
VTI · VANGUARD INDEX FUNDS 15 Juli 2026 Harian
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 15 Juli 2026 Harian
VTWO · VANGUARD SCOTTSDALE FUNDS 15 Juli 2026 Harian
VTWG · VANGUARD SCOTTSDALE FUNDS 15 Juli 2026 Harian
VTHR · VANGUARD SCOTTSDALE FUNDS 15 Juli 2026 Harian
ITOT · iShares Trust 5 Agu 2026 Harian
IWV · iShares Trust 18 Agu 2026 Harian
IWO · iShares Trust 18 Agu 2026 Harian
IWM · iShares Trust 18 Agu 2026 Harian
PRFZ · Invesco Exchange-Traded Fund Trust 23 Juli 2026 Harian
OMFS · Invesco Exchange-Traded Self-Indexe… 13 Juli 2026 Harian
VFH · VANGUARD WORLD FUND 20 Juli 2026 Harian
ESGV · VANGUARD WORLD FUND 30 Juli 2026 Harian
ISCB · iShares Trust 5 Agu 2026 Harian
ISCG · iShares Trust 5 Agu 2026 Harian
ESML · iShares Trust 14 Agu 2026 Harian
TECB · iShares Trust 5 Agu 2026 Harian
WSML · iShares Trust 5 Agu 2026 Harian