UPST Upstart Holdings, Inc. - Common stock
$30,35
Cena · Sie 19, 2026
Dane fundamentalne na dzień Sie 5, 2026
Zakres 52 tyg.
$24–$77
12% of range
Ocena Analityków
BUY
21 analysts
Cena Docelowa
$41
+34% upside
P/E (TTM)
65.8
ROE
7.0%
Marża Zysku Netto
5.1%
O Upstart Holdings, Inc. - Common stock Przegląd firmy z Wikipedii
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.
Czytaj więcej
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.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
UPST Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
Cena
$30.35
Kapitalizacja Rynkowa
$2.90B
P/E (TTM)
65.8
EPS (TTM)
$0.45
Przychody (TTM)
$1.04B
Stopa dywidendy
—
ROE
7.0%
D/E Dług/Kapitał
—
Zakres 52 tyg.
$24 – $77
UPST Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
Configure
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Przychody i Zysk Netto
$1.04B
2019-12-31
→
2025-12-31
EPS
$0.45
2019-12-31
→
2025-12-31
Wolny przepływ pieniężny
$-148M
2021-12-31
→
2025-12-31
Marże
5.1%
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Wskaźnik
Trend 5-letni
UPST
Mediana porównawcza
P/E (TTM)
65.8
12.8
P/S (TTM)
2.8
2.5
P/B
3.6
2.7
Price / FCF (Cena / FCF)
-19.6
—
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Wskaźnik
Trend 5-letni
UPST
Mediana porównawcza
Operating Margin (Marża Operacyjna)
4.1%
—
Net Profit Margin (Marża Zysku Netto)
5.1%
17.7%
ROA
2.0%
4.5%
ROE
7.0%
24.9%
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Wskaźnik
Trend 5-letni
UPST
Mediana porównawcza
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Wskaźnik
Trend 5-letni
UPST
Mediana porównawcza
Revenue YoY (Przychody R/R)
64.0%
—
Revenue CAGR 3Y (Przychody CAGR 3L)
7.4%
—
Revenue CAGR 5Y (Przychody CAGR 5L)
34.9%
—
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Wskaźnik
Trend 5-letni
UPST
Mediana porównawcza
UPST Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
KUP
21 analityków
- Mocne kupno 4 19,0%
- Kup 9 42,9%
- Trzymaj 7 33,3%
- Sprzedaj 1 4,8%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
15 analityków · 2026-08-13
Mediana
$40.00
Teraz
$30.35
Niski
$20.00
Wysoki
$61.00
Średni cel
$40.00
+31,8%
Średnia cel
$40.60
+33,8%
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
Średnie zaskoczenie
0.03%
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $0.57 | $0.54 | 0.03% |
| 31 marca 2026 | $0.30 | $0.43 | -0.13% |
| 31 grudnia 2025 | $0.46 | $0.47 | -0.01% |
| 30 września 2025 | $0.52 | $0.43 | 0.09% |
| 30 czerwca 2025 | $0.36 | $0.26 | 0.10% |
| 31 marca 2025 | $0.30 | $0.18 | 0.12% |
Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora
| Ticker | Kapitalizacja Rynkowa | P/E | Przychody r/r | Marża Netto | ROE | Marża brutto |
|---|---|---|---|---|---|---|
| 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 | — | — | — | — | — | — |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 15
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.04B | $637M | $514M | $842M | $849M | $233M | $164M | |
| R&D Expense | $258M | $254M | $280M | $237M | $134M | $39M | $19M | |
| SG&A Expense | $254M | $231M | $212M | $185M | $123M | $46M | $32M | |
| Operating Expenses | $1.00B | $809M | $770M | $956M | $708M | $222M | $169M | |
| Operating Income | $43M | $-173M | $-257M | $-114M | $141M | $12M | $-5M | |
| Interest Expense | · | · | $35M | $11M | $3M | $8M | $26M | |
| Interest Income | $204M | $186M | $169M | $106M | $21M | $26M | $63M | |
| Other Non-op | $24M | $19M | $21M | $9M | $-5M | $6M | $1M | |
| Income Tax | $728.0K | $185.0K | $107.0K | $-409.0K | $-2M | $371.0K | $74.0K | |
| Net Income | $54M | $-129M | $-240M | $-109M | $135M | $6M | $-466.0K | |
| EPS (Basic) | $0.56 | $-1.44 | $-2.87 | $-1.31 | $1.73 | $0.00 | $-0.03 | |
| EPS (Diluted) | $0.45 | $-1.44 | $-2.87 | $-1.31 | $1.43 | $0.00 | $-0.03 | |
| Shares (Basic) | 96,030,558 | 89,450,038 | 83,765,896 | 82,771,268 | 78,106,359 | 17,513,670 | 14,335,611 | |
| Shares (Diluted) | 107,492,735 | 89,450,038 | 83,765,896 | 82,771,268 | 94,772,641 | 17,513,670 | 14,335,611 | |
| EBITDA | $67M | $-152M | $-232M | $-100M | $148M | · | · |
Bilans 14
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $652M | $788M | $368M | $422M | $987M | $251M | · | |
| PP&E (Net) | $44M | $39M | $43M | $44M | $24M | $10M | · | |
| PP&E (Gross) | $123M | $94M | $80M | $61M | $32M | $14M | · | |
| Accum. Depreciation | $78M | $55M | $37M | $17M | $8M | $4M | · | |
| Goodwill | $67M | $67M | $67M | $67M | $67M | $0 | · | |
| Intangibles | $8M | $9M | $11M | $16M | $20M | $0 | · | |
| Total Assets | $2.97B | $2.37B | $2.02B | $1.94B | $1.82B | $477M | · | |
| Total Liabilities | $2.18B | $1.73B | $1.38B | $1.26B | $1.01B | $177M | · | |
| Common Stock | $10.0K | $9.0K | $9.0K | $8.0K | $8.0K | $7.0K | · | |
| Paid-in Capital | $1.16B | $1.04B | $918M | $715M | $741M | $369M | · | |
| Retained Earnings | $-358M | $-411M | $-283M | $-42M | $66M | $-69M | · | |
| Stockholders' Equity | $799M | $633M | $635M | $672M | $807M | $300M | $-62M | |
| Liabilities + Equity | $2.97B | $2.37B | $2.02B | $1.94B | $1.82B | $477M | · | |
| Shares Outstanding | 98,033,361 | 93,469,721 | 86,330,303 | 81,259,676 | 83,659,665 | 73,314,026 | 14,561,398 |
Przepływy pieniężne 14
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $25M | $21M | $25M | $14M | $8M | $2M | $774.0K | |
| Stock-based Comp | $132M | $133M | $175M | $126M | $73M | $12M | $4M | |
| Deferred Tax | $0 | $0 | $0 | $-583.0K | $-2M | $0 | $0 | |
| Other Non-cash | $-358M | $161M | $-120M | $-705M | $-46M | · | · | |
| Operating Cash Flow | $-148M | $186M | $-112M | $-658M | $168M | $16M | $32M | |
| CapEx | $347.0K | $837.0K | $2M | $9M | $8M | $1M | $4M | |
| Investing Cash Flow | $-177M | $-238M | $-118M | $-114M | $-144M | $137M | $45M | |
| Stock Issued | · | · | $0 | $0 | $264M | $0 | $0 | |
| Stock Repurchased | · | $0 | $0 | $178M | $0 | · | · | |
| Net Stock Activity | · | $0 | $0 | $-178M | $264M | · | · | |
| Financing Cash Flow | $406M | $560M | $165M | $113M | $855M | $79M | $-119M | |
| Net Change in Cash | $81M | $508M | $-65M | $-659M | $880M | $231M | $-42M | |
| Taxes Paid | $590.0K | $258.0K | $-658.0K | $328.0K | $2M | · | · | |
| Free Cash Flow | $-148M | $185M | $-162M | $-684M | $160M | · | · |
Rentowność 5
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Operating Margin | 4.1% | -27.2% | -50.0% | -13.5% | 16.6% | · | · | |
| Net Margin | 5.1% | -20.2% | -46.8% | -12.9% | 16.0% | · | · | |
| EBITDA Margin | 6.5% | -23.9% | -45.1% | -11.9% | 17.5% | · | · | |
| ROA | 2.0% | -5.9% | -12.2% | -5.8% | 11.8% | · | · | |
| ROE | 7.0% | -20.9% | -37.6% | -15.6% | 17.8% | · | · |
Płynność i wypłacalność 1
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | -7.4 | -10.5 | 43.0 | · | · |
Efektywność 1
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.3 | 0.3 | 0.4 | 0.7 | · | · |
Stopy Wzrostu 5
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 64.0% | 23.9% | -39.0% | -0.72% | 263.6% | · | · | |
| Revenue CAGR 3Y | 7.4% | -9.1% | 30.1% | · | · | · | · | |
| Revenue CAGR 5Y | 34.9% | · | · | · | · | · | · | |
| Net Income YoY | · | · | · | · | 2163.8% | · | · | |
| Net Income CAGR 5Y | 55.0% | · | · | · | · | · | · |
Wycena (TTM) 10
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.04B | $637M | $514M | $842M | $849M | $233M | · | |
| Net Income TTM | $54M | $-129M | $-240M | $-109M | $135M | $6M | · | |
| Market Cap | $4.29B | $5.75B | $3.53B | $1.07B | $12.66B | · | · | |
| P/E | 97.2 | -42.8 | -14.2 | -10.1 | 105.8 | · | · | |
| P/S | 4.1 | 9.0 | 6.9 | 1.3 | 14.9 | · | · | |
| P/B | 5.4 | 9.1 | 5.6 | 1.6 | 15.7 | · | · | |
| P / Tangible Book | 5.9 | 10.3 | 6.3 | 1.8 | 17.6 | · | · | |
| P / Cash Flow | -29.0 | 30.9 | -22.0 | -1.6 | 75.2 | · | · | |
| P / FCF | -29.0 | 31.0 | -21.8 | -1.6 | 79.1 | · | · | |
| Earnings Yield | 1.0% | -2.3% | -7.0% | -9.9% | 0.95% | 0.00% | · |
Rachunek zysków i strat 15
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $365M | $308M | $296M | $277M | $257M | $213M | $219M | $162M | $128M | $128M | $140M | $135M | $136M | $103M | $147M | $157M | |
| R&D Expense | $94M | $80M | $67M | $64M | $69M | $58M | $67M | $65M | $58M | $63M | $57M | $55M | $58M | $110M | $64M | $66M | |
| SG&A Expense | $80M | $76M | $68M | $61M | $65M | $61M | $60M | $60M | $53M | $58M | $56M | $54M | $50M | $53M | $47M | $48M | |
| Operating Expenses | $350M | $316M | $277M | $253M | $253M | $218M | $224M | $207M | $183M | $195M | $188M | $178M | $169M | $235M | $205M | $215M | |
| Operating Income | $15M | $-8M | $19M | $24M | $5M | $-4M | $-5M | $-45M | $-55M | $-67M | $-48M | $-44M | $-33M | $-132M | $-58M | $-58M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $11M | · | $9M | $4M | $7M | · | $3M | |
| Interest Income | $57M | $56M | $61M | $57M | $46M | $41M | $41M | $41M | $53M | $51M | $52M | $38M | $34M | $45M | $39M | $22M | |
| Other Non-op | $3M | $956.0K | $20M | $1M | $1M | $2M | $10M | $5M | $1M | $3M | $10M | $4M | $5M | $3M | $7M | $2M | |
| Income Tax | $614.0K | $84.0K | $526.0K | $124.0K | $49.0K | $29.0K | $111.0K | $45.0K | $15.0K | $14.0K | $63.0K | $10.0K | $18.0K | $16.0K | $-464.0K | $12.0K | |
| Net Income | $17M | $-7M | $19M | $32M | $6M | $-2M | $-3M | $-7M | $-54M | $-65M | $-42M | $-40M | $-28M | $-129M | $-55M | $-56M | |
| EPS (Basic) | $0.17 | $-0.07 | $0.20 | $0.33 | $0.06 | $-0.03 | $-0.01 | $-0.07 | $-0.62 | $-0.74 | $-0.47 | $-0.48 | $-0.34 | $-1.58 | $-0.65 | $-0.69 | |
| EPS (Diluted) | $0.16 | $-0.07 | $0.20 | $0.23 | $0.05 | $-0.03 | $-0.01 | $-0.07 | $-0.62 | $-0.74 | $-0.47 | $-0.48 | $-0.34 | $-1.58 | $-0.60 | $-0.69 | |
| Shares (Basic) | 96,573,751 | 96,901,974 | -190,453,118 | 96,682,774 | 95,526,364 | 94,274,538 | -176,136,031 | 90,119,481 | 88,435,893 | 87,030,695 | -165,681,141 | 84,404,966 | 83,130,638 | 81,911,433 | -166,965,239 | 81,672,099 | |
| Shares (Diluted) | 109,720,846 | 96,901,974 | -199,358,756 | 109,724,669 | 102,852,284 | 94,274,538 | -176,136,031 | 90,119,481 | 88,435,893 | 87,030,695 | -165,681,141 | 84,404,966 | 83,130,638 | 81,911,433 | -178,192,570 | 81,672,099 | |
| EBITDA | · | $-2M | · | $24M | $5M | $2M | · | $-45M | $-55M | $-62M | · | $-44M | $-33M | $-125M | · | $-58M |
Bilans 14
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $456M | $473M | $652M | $490M | $396M | $600M | $788M | $445M | $375M | $301M | · | $517M | $444M | $387M | · | $684M | |
| PP&E (Net) | $49M | $48M | $44M | $44M | $44M | $42M | $39M | $38M | $40M | $41M | · | $48M | $47M | $47M | · | $41M | |
| PP&E (Gross) | $140M | $132M | $123M | $117M | $111M | $104M | $94M | $89M | $86M | $82M | · | $78M | $73M | $69M | · | $56M | |
| Accum. Depreciation | $91M | $84M | $78M | $72M | $67M | $61M | $55M | $51M | $46M | $42M | · | $30M | $26M | $22M | · | $15M | |
| Goodwill | $67M | $67M | $67M | $67M | $67M | $67M | $67M | $67M | $67M | $67M | · | $67M | $67M | $67M | · | $67M | |
| Intangibles | $8M | $8M | $8M | $9M | $9M | $9M | $9M | $10M | $10M | $10M | · | $12M | $13M | $15M | · | $17M | |
| Total Assets | $3.17B | $2.96B | $2.97B | $2.90B | $2.48B | $2.30B | $2.37B | $1.81B | $1.82B | $1.93B | · | $2.00B | $1.76B | $1.82B | · | $1.92B | |
| Total Liabilities | $2.37B | $2.23B | $2.18B | $2.16B | $1.76B | $1.62B | $1.73B | $1.21B | $1.23B | $1.31B | · | $1.36B | $1.13B | $1.19B | · | $1.20B | |
| Common Stock | $10.0K | $10.0K | $10.0K | $10.0K | $10.0K | $10.0K | $9.0K | $9.0K | $9.0K | $9.0K | · | $9.0K | $8.0K | $8.0K | · | $8.0K | |
| Paid-in Capital | $1.15B | $1.10B | $1.16B | $1.12B | $1.13B | $1.09B | $1.04B | $1.00B | $996M | $960M | · | $881M | $838M | $799M | · | $706M | |
| Retained Earnings | $-348M | $-364M | $-358M | $-376M | $-408M | $-414M | $-411M | $-408M | $-402M | $-347M | · | $-240M | $-200M | $-172M | · | $13M | |
| Stockholders' Equity | $797M | $733M | $799M | $744M | $722M | $677M | $633M | $596M | $595M | $613M | $635M | $641M | $638M | $627M | $672M | $719M | |
| Liabilities + Equity | $3.17B | $2.96B | $2.97B | $2.90B | $2.48B | $2.30B | $2.37B | $1.81B | $1.82B | $1.93B | · | $2.00B | $1.76B | $1.82B | · | $1.92B | |
| Shares Outstanding | 97,306,813 | 95,708,872 | 98,033,361 | 97,275,544 | 96,091,343 | 95,071,582 | 93,469,721 | 90,998,255 | 89,084,180 | 87,805,393 | 86,330,303 | 85,024,889 | 83,811,484 | 82,600,748 | 81,259,676 | 81,831,178 |
Przepływy pieniężne 13
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $7M | $6M | $6M | $6M | $6M | $6M | $5M | $5M | $5M | $6M | $9M | $5M | $4M | $6M | $4M | $4M | |
| Stock-based Comp | $44M | $35M | $32M | $34M | $36M | $30M | $30M | $34M | $34M | $36M | $33M | $36M | $33M | $74M | $34M | $37M | |
| Other Non-cash | · | $-167M | · | · | · | $-47M | · | · | · | $76M | · | · | · | $-27M | · | · | |
| Operating Cash Flow | $-137M | $-133M | $109M | $-123M | $-120M | $-13M | $-111M | $179M | $65M | $44M | $-146M | $-53M | $217M | $-76M | $-236M | $-101M | |
| CapEx | $2M | $3M | $157.0K | $75.0K | $115.0K | $0 | $0 | $116.0K | $37.0K | $684.0K | $242.0K | $135.0K | $39.0K | $1M | $2M | $2M | |
| Investing Cash Flow | $94M | $876.0K | $132M | $-121M | $-110M | $-79M | $-78M | $-46M | $-76M | $-38M | $-30M | $-24M | $-38M | $-26M | $-85M | $-24M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Stock Repurchased | $0 | $100M | · | · | $0 | $0 | · | · | · | · | · | $0 | · | · | $28M | $25M | |
| Net Stock Activity | · | $-100M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $93M | $7M | $-20M | $379M | $92M | $-45M | $509M | $-38M | $132M | $-35M | $28M | $182M | $-121M | $21M | $24M | $41M | |
| Net Change in Cash | $51M | $-126M | $220M | $135M | $-138M | $-137M | $320M | $95M | $121M | $-29M | $-147M | $105M | $58M | $-81M | $-297M | $-84M | |
| Taxes Paid | $1M | $79.0K | $18.0K | $22.0K | $454.0K | $96.0K | $8.0K | $37.0K | $125.0K | $88.0K | $324.0K | $7.0K | $164.0K | $-1M | $122.0K | $154.0K | |
| Free Cash Flow | · | $-136M | · | · | · | $-13M | · | · | · | $52M | · | · | · | $-77M | · | · |
Rentowność 5
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | · | -2.4% | · | 8.5% | 1.8% | -2.1% | · | -27.9% | -43.5% | -52.8% | · | -32.6% | -24.6% | -128.1% | · | -37.0% | |
| Net Margin | · | -2.2% | · | 11.5% | 2.2% | -1.1% | · | -4.2% | -42.7% | -50.5% | · | -30.0% | -20.8% | -125.6% | · | -35.8% | |
| EBITDA Margin | · | -0.54% | · | 8.5% | 1.8% | 0.89% | · | -27.9% | -43.5% | -48.4% | · | -32.6% | -24.6% | -121.8% | · | -37.0% | |
| ROA | · | -0.25% | · | 1.4% | 0.26% | -0.12% | · | -0.35% | -3.0% | -3.5% | · | -2.1% | -1.5% | -6.8% | · | -3.2% | |
| ROE | · | -0.94% | · | 4.8% | 0.85% | -0.38% | · | -1.1% | -8.8% | -10.4% | · | -5.9% | -4.0% | -17.2% | · | -7.8% |
Płynność i wypłacalność 1
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | · | · | · | · | · | · | · | -6.3 | · | -4.7 | -7.8 | -18.5 | · | -19.0 |
Efektywność 1
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 |
Wycena (TTM) 10
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.21B | $1.06B | · | $910M | $760M | $631M | · | $552M | $526M | $501M | · | $530M | $624M | $798M | · | $924M | |
| Net Income TTM | $47M | $28M | · | $28M | $-58M | $-128M | · | $-166M | $-188M | $-262M | · | $-254M | $-244M | $-183M | · | $-24M | |
| Market Cap | · | $2.45B | · | $4.94B | $6.22B | $4.38B | · | $3.64B | $2.10B | $2.36B | · | $2.43B | $3.00B | $1.31B | · | $1.70B | |
| P/E | 95.8 | 142.5 | · | 282.2 | -96.5 | -31.5 | · | -20.9 | -10.8 | -8.6 | · | -9.2 | -12.1 | -6.9 | · | -50.7 | |
| P/S | · | 2.3 | · | 5.4 | 8.2 | 6.9 | · | 6.6 | 4.0 | 4.7 | · | 4.6 | 4.8 | 1.6 | · | 1.8 | |
| P/B | · | 3.3 | · | 6.6 | 8.6 | 6.5 | · | 6.1 | 3.5 | 3.9 | · | 3.8 | 4.7 | 2.1 | · | 2.4 | |
| P / Tangible Book | 4.8 | 3.7 | · | 7.4 | 9.6 | 7.3 | · | 7.0 | 4.1 | 4.4 | · | 4.3 | 5.4 | 2.4 | · | 2.7 | |
| P / Cash Flow | · | -18.4 | · | · | · | -324.5 | · | · | · | 44.9 | · | · | · | -17.3 | · | · | |
| P / FCF | · | -18.0 | · | · | · | -324.5 | · | · | · | 45.5 | · | · | · | -17.1 | · | · | |
| Earnings Yield | 1.0% | 0.70% | · | 0.35% | -1.0% | -3.2% | · | -4.8% | -9.2% | -11.7% | · | -10.8% | -8.3% | -14.4% | · | -2.0% |
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
Rachunek zysków i strat
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Przychody | $1.04B | $637M | $514M | $842M | $849M |
| Marża Operacyjna % | 4.1% | -27.2% | -50.0% | -13.5% | 16.6% |
| Zysk netto | $54M | $-129M | $-240M | $-109M | $135M |
| Rozwodniony EPS | $0.45 | $-1.44 | $-2.87 | $-1.31 | $1.43 |
Przepływy pieniężne
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $-148M | $185M | $-162M | $-684M | $160M |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
- Upstart vs. Pagaya Technologies: Which Financial Stock Is a Better Buy in 2026?
- Spadek o 39%: Czy to wreszcie czas na kupno akcji Upstart?
- Dlaczego akcje Upstart spadają i czy to okazja do kupna?
- Dlaczego akcje Upstart wzrosły o 23% w kwietniu
- Czy akcje Upstart są dobrym zakupem po tym, jak fundusz hedgingowy Halter Ferguson kupił akcje o wartości 37 milionów dolarów?
- SoFi Technologies vs. Upstart: Który akcja fintech jest lepszą długoterminową inwestycją?
- Czy akcje Upstart mogą uczynić z was milionerów?
- Czy ten fintech w końcu zaczyna przynosić zyski?
Moje wskaźniki Twoja osobista lista obserwowanych — wybrane wiersze z Pełnych Fundamentów
📊
Wybierz metryki, które są dla Ciebie ważne — kliknij ➕ obok dowolnego wiersza w Pełnych Fundamentach powyżej.
Twój wybór został zapisany i będzie Ci towarzyszył we wszystkich tickerach.
Właściciele instytucjonalni (13F) 449 emitentów · $2.0B łącznie · Na dzień 30 czerwca 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
Aktywność instytucjonalna — Q2 2026 vs poprzedni kwartał
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 81 (+26 vs poprzedni kw.) | 38 (-55 vs poprzedni kw.) | 124 (-26 vs poprzedni kw.) | 120 (+15 vs poprzedni kw.) | +7.1M |
Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.
| Instytucja | Wartość | Akcje | % z śledzonych 13F | Typ |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $132 499 626 | 3 739 758 | 6,63% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $131 039 733 | 3 698 553 | 6,55% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $108 401 628 | 3 059 600 | 5,42% | Opcja kupna |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $91 745 985 | 2 589 500 | 4,59% | Opcja sprzedaży |
| STATE STREET CORP | $75 057 286 | 2 118 467 | 3,75% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $67 789 016 | 1 912 926 | 3,39% | Akcje |
| Clear Street Group Inc. | $64 803 702 | 1 829 063 | 3,24% | Akcje |
| MORGAN STANLEY | $62 775 724 | 1 771 824 | 3,14% | Akcje |
| Halter Ferguson Financial Inc. | $61 935 857 | 1 748 119 | 3,10% | Akcje |
| JANE STREET GROUP, LLC | $60 975 030 | 1 721 000 | 3,05% | Opcja sprzedaży |
| GOLDMAN SACHS GROUP INC | $60 860 616 | 1 717 771 | 3,04% | Akcje |
| CITADEL ADVISORS LLC | $56 985 612 | 1 608 400 | 2,85% | Opcja kupna |
| JANE STREET GROUP, LLC | $50 643 642 | 1 429 400 | 2,53% | Opcja kupna |
| WOLVERINE TRADING, LLC | $48 088 332 | 911 800 | 2,40% | Opcja kupna |
| BARCLAYS PLC | $39 716 285 | 1 120 979 | 1,99% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $37 085 963 | 1 046 739 | 1,85% | Akcje |
| CITADEL ADVISORS LLC | $33 856 377 | 955 585 | 1,69% | Akcje |
| CITADEL ADVISORS LLC | $31 589 388 | 891 600 | 1,58% | Opcja sprzedaży |
| Point72 Asset Management, L.P. | $31 361 183 | 885 159 | 1,57% | Akcje |
| COATUE MANAGEMENT LLC | $30 857 652 | 870 947 | 1,54% | Akcje |
| BANK OF AMERICA CORP /DE/ | $28 394 240 | 801 418 | 1,42% | Akcje |
| CAPITAL FUND MANAGEMENT S.A. | $28 379 217 | 800 994 | 1,42% | Akcje |
| D. E. Shaw & Co., Inc. | $28 103 076 | 793 200 | 1,41% | Opcja kupna |
| MILLENNIUM MANAGEMENT LLC | $27 098 529 | 764 847 | 1,36% | Akcje |
| FMR LLC | $24 902 436 | 702 863 | 1,25% | Akcje |
| WOLVERINE TRADING, LLC | $23 226 696 | 440 400 | 1,16% | Opcja sprzedaży |
| VANGUARD FIDUCIARY TRUST CO | $21 373 396 | 603 257 | 1,07% | Akcje |
| Balyasny Asset Management L.P. | $19 725 971 | 556 759 | 0,99% | Akcje |
| HSBC HOLDINGS PLC | $18 300 044 | 508 900 | 0,92% | Opcja kupna |
| PEAK6 LLC | $16 683 987 | 470 900 | 0,83% | Opcja sprzedaży |
| Walleye Capital LLC | $15 912 711 | 449 131 | 0,80% | Akcje |
| FIRST TRUST ADVISORS LP | $13 429 954 | 379 056 | 0,67% | Akcje |
| D. E. Shaw & Co., Inc. | $12 832 746 | 362 200 | 0,64% | Opcja sprzedaży |
| MARSHALL WACE, LLP | $12 005 527 | 338 852 | 0,60% | Akcje |
| Pathstone Holdings, LLC | $11 878 899 | 335 278 | 0,59% | Akcje |
| Squarepoint Ops LLC | $11 695 939 | 330 114 | 0,58% | Akcje |
| BAILLIE GIFFORD & CO | $9 984 245 | 281 802 | 0,50% | Akcje |
| Hidden Lake Asset Management LP | $9 977 584 | 281 614 | 0,50% | Akcje |
| BlackRock, Inc. | $9 281 597 | 261 970 | 0,46% | Akcje |
| Caption Management, LLC | $8 857 500 | 250 000 | 0,44% | Opcja kupna |
| Alberta Investment Management Corp | $8 460 684 | 238 800 | 0,42% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $8 382 171 | 236 584 | 0,42% | Akcje |
| Point72 Asset Management, L.P. | $8 219 760 | 232 000 | 0,41% | Opcja kupna |
| Cubist Systematic Strategies, LLC | $7 371 080 | 145 100 | 0,37% | Opcja kupna |
| HSBC HOLDINGS PLC | $7 191 209 | 199 978 | 0,36% | Akcje |
| Walleye Trading LLC | $7 039 941 | 198 700 | 0,35% | Opcja sprzedaży |
| IMC-Chicago, LLC | $6 874 873 | 194 041 | 0,34% | Akcje |
| BARCLAYS PLC | $6 377 400 | 180 000 | 0,32% | Opcja sprzedaży |
| Swiss National Bank | $5 902 638 | 166 600 | 0,30% | Akcje |
| Gator Capital Management, LLC | $5 721 591 | 161 490 | 0,29% | Akcje |
| Quantinno Capital Management LP | $5 293 796 | 149 415 | 0,26% | Akcje |
| Squarepoint Ops LLC | $5 261 355 | 148 500 | 0,26% | Opcja sprzedaży |
| Walleye Trading LLC | $5 162 151 | 145 700 | 0,26% | Opcja kupna |
| CREDIT AGRICOLE S A | $5 033 717 | 142 075 | 0,25% | Akcje |
| LPL Financial LLC | $5 018 249 | 141 638 | 0,25% | Akcje |
| AXA Investment Managers S.A. | $4 686 097 | 92 246 | 0,23% | Akcje |
| PEAK6 LLC | $4 382 691 | 123 700 | 0,22% | Opcja kupna |
| BANK OF NOVA SCOTIA | $4 247 846 | 119 894 | 0,21% | Akcje |
| Clear Street Group Inc. | $4 233 885 | 119 500 | 0,21% | Opcja sprzedaży |
| TUDOR INVESTMENT CORP ET AL | $4 170 111 | 117 700 | 0,21% | Opcja kupna |
| Cubist Systematic Strategies, LLC | $4 155 440 | 81 800 | 0,21% | Opcja sprzedaży |
| Schonfeld Strategic Advisors LLC | $4 073 563 | 114 975 | 0,20% | Akcje |
| Headlands Technologies LLC | $4 014 219 | 113 300 | 0,20% | Akcje |
| Nebula Research & Development LLC | $3 925 365 | 60 689 | 0,20% | Akcje |
| RHUMBLINE ADVISERS | $3 915 354 | 110 510 | 0,20% | Akcje |
| MML INVESTORS SERVICES, LLC | $3 789 770 | 106 965 | 0,19% | Akcje |
| Squarepoint Ops LLC | $3 741 408 | 105 600 | 0,19% | Opcja kupna |
| CAPITAL FUND MANAGEMENT S.A. | $3 663 462 | 103 400 | 0,18% | Opcja kupna |
| BLUE JEAN FINANCIAL LLC | $3 651 026 | 103 049 | 0,18% | Akcje |
| Walleye Trading LLC | $3 611 238 | 101 926 | 0,18% | Akcje |
| NOMURA HOLDINGS INC | $3 543 000 | 100 000 | 0,18% | Opcja kupna |
| NORGES BANK | $3 328 967 | 93 959 | 0,17% | Akcje |
| Banco Santander, S.A. | $3 269 480 | 92 280 | 0,16% | Akcje |
| Liontrust Investment Partners LLP | $3 127 745 | 71 524 | 0,16% | Akcje |
| VANGUARD ASSET MANAGEMENT, Ltd | $3 081 949 | 86 987 | 0,15% | Akcje |
| Bank of New York Mellon Corp | $3 049 992 | 86 085 | 0,15% | Akcje |
| Bank Julius Baer & Co. Ltd, Zurich | $3 028 531 | 85 480 | 0,15% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $2 922 975 | 82 500 | 0,15% | Opcja sprzedaży |
| Edgestream Partners, L.P. | $2 910 433 | 82 146 | 0,15% | Akcje |
| Odyssean, LLC | $2 848 324 | 80 393 | 0,14% | Akcje |
| Trexquant Investment LP | $2 825 153 | 79 739 | 0,14% | Akcje |
| Private Advisor Group, LLC | $2 736 488 | 77 236 | 0,14% | Akcje |
| Brevan Howard Capital Management LP | $2 724 850 | 76 908 | 0,14% | Akcje |
| Quadrature Capital Ltd | $2 704 797 | 76 342 | 0,14% | Akcje |
| ExodusPoint Capital Management, LP | $2 677 764 | 75 579 | 0,13% | Akcje |
| Jefferies Financial Group Inc. | $2 657 250 | 75 000 | 0,13% | Opcja kupna |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $2 631 032 | 74 260 | 0,13% | Akcje |
| Jefferies Financial Group Inc. | $2 593 689 | 73 206 | 0,13% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2 582 775 | 100 693 | 0,13% | Akcje |
| PEAK6 LLC | $2 581 820 | 72 871 | 0,13% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $2 565 180 | 100 007 | 0,13% | Akcje |
| Tyler-Stone Wealth Management | $2 563 526 | 39 634 | 0,13% | Akcje |
| Centiva Capital, LP | $2 494 272 | 70 400 | 0,12% | Opcja sprzedaży |
| Divisadero Street Capital Management, LP | $2 390 143 | 67 461 | 0,12% | Akcje |
| CenterBook Partners LP | $2 385 077 | 67 318 | 0,12% | Akcje |
| Point72 Asset Management, L.P. | $2 352 552 | 66 400 | 0,12% | Opcja sprzedaży |
| Aquatic Capital Management LLC | $2 286 829 | 64 545 | 0,11% | Akcje |
| Manchester Capital Management LLC | $2 234 641 | 63 072 | 0,11% | Akcje |
| SANDLER CAPITAL MANAGEMENT | $2 193 117 | 61 900 | 0,11% | Opcja sprzedaży |
| Man Group plc | $2 169 698 | 61 239 | 0,11% | Akcje |
Insiderzy spółki 14 insiderów · 6 dyrektorzy generalni · 9 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Dave Girouard | Chief Executive Officer | 1 października 2021 S | 987 502 | 0 | 0 | $0 |
| Sanjay Datta | President, Capital& Enterprise | 9 czerwca 2026 S | 313 556 | 0 | 1 | $-456 116 |
| Alison Nicoll | General Counsel | 20 października 2021 M | 14 230 | 0 | 0 | $0 |
| Paul Gu | SVP, Product and Data Science | 15 października 2021 M | 277 412 | 0 | 0 | $0 |
| Natalia Mirgorodskaya | Corporate Controller | 31 sierpnia 2021 S | 23 007 | 0 | 0 | $0 |
| Anna M. Counselman | SVP, People and Operations | 19 sierpnia 2021 M | 12 230 | 0 | 0 | $0 |
| Peter J Bernard | Dyrektor | 29 maja 2026 A | 11 392 | 0 | 0 | $0 |
| Ciaran O'Kelly | Dyrektor | 29 maja 2026 A | 39 484 | 0 | 0 | $0 |
| Mary Hentges | Dyrektor | 29 maja 2026 A | 37 149 | 0 | 0 | $0 |
| Kerry Whorton Cooper | Dyrektor | 29 maja 2026 A | 6 476 | 0 | 0 | $0 |
| Hilliard C. Terry III | Dyrektor | 29 maja 2026 A | 37 432 | 0 | 0 | $0 |
| Timothy H Wennes | Dyrektor | 29 maja 2026 A | 6 476 | 0 | 0 | $0 |
| Cassidy Sukhinder Singh | Dyrektor | 27 maja 2021 A | 1 491 | 0 | 0 | $0 |
| Jeff Huber | — | 23 czerwca 2021 A | 1 234 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 46 funduszy ETF
Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.
| Fundusz | Waga | Jednostki | Na dzień | Źródło |
|---|---|---|---|---|
| FINX · Global X Funds | 0,59% | 33 960 NS | 31 maja 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,18% | 91 282 SH | 8 sierpnia 2026 | Dziennie |
| TMFX · RBB Fund, Inc. | 0,16% | 1 525 NS | 31 maja 2026 | N-PORT |
| IWO · iShares Trust | 0,16% | 777 982 SH | 8 sierpnia 2026 | Dziennie |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,14% | 32 077 NS | 30 kwietnia 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,13% | 44 668 NS | 30 kwietnia 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,12% | 3 094 NS | 30 kwietnia 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,09% | 492 357 SH | 8 sierpnia 2026 | Dziennie |
| RSSL · Global X Funds | 0,08% | 37 413 NS | 30 kwietnia 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,08% | 1 070 193 SH | 8 sierpnia 2026 | Dziennie |
| IWM · iShares Trust | 0,08% | 2 161 182 SH | 8 sierpnia 2026 | Dziennie |
| ISCG · iShares Trust | 0,08% | 26 638 SH | 8 sierpnia 2026 | Dziennie |
| ITWO · ProShares Trust | 0,07% | 4 056 NS | 31 maja 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,07% | 62 944 SH | 8 sierpnia 2026 | Dziennie |
| DFAS · Dimensional ETF Trust | 0,07% | 301 103 NS | 30 kwietnia 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,06% | 416 495 NS | 31 maja 2026 | N-PORT |
| ESML · iShares Trust | 0,05% | 49 451 SH | 8 sierpnia 2026 | Dziennie |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,05% | 4 235 SH | 8 sierpnia 2026 | Dziennie |
| UWM · ProShares Trust | 0,04% | 3 172 NS | 31 maja 2026 | N-PORT |
| ISCB · iShares Trust | 0,04% | 3 904 SH | 8 sierpnia 2026 | Dziennie |
| FNCL · FIDELITY COVINGTON TRUST | 0,03% | 23 558 NS | 30 kwietnia 2026 | N-PORT |
| URTY · ProShares Trust | 0,03% | 3 210 NS | 31 maja 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 967 149 SH | 8 sierpnia 2026 | Dziennie |
| VB · VANGUARD INDEX FUNDS | 0,03% | 1 859 762 SH | 8 sierpnia 2026 | Dziennie |
| VFH · VANGUARD WORLD FUND | 0,03% | 135 095 SH | 8 sierpnia 2026 | Dziennie |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,03% | 4 164 NS | 30 kwietnia 2026 | N-PORT |
| WSML · iShares Trust | 0,02% | 5 054 SH | 8 sierpnia 2026 | Dziennie |
| TECB · iShares Trust | 0,02% | 2 672 SH | 8 sierpnia 2026 | Dziennie |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 3 306 NS | 31 maja 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 81 NS | 31 maja 2026 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0,01% | 18 892 SH | 8 sierpnia 2026 | Dziennie |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 22 940 NS | 31 maja 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 3 893 NS | 30 kwietnia 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 53 173 NS | 31 maja 2026 | N-PORT |
| SCHK · SCHWAB STRATEGIC TRUST | 0,00% | 6 771 NS | 31 maja 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 122 095 SH | 8 sierpnia 2026 | Dziennie |
| IWV · iShares Trust | 0,00% | 23 077 SH | 8 sierpnia 2026 | Dziennie |
| DCOR · Dimensional ETF Trust | 0,00% | 1 194 NS | 30 kwietnia 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 16 131 NS | 30 kwietnia 2026 | N-PORT |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,00% | 36 NS | 31 maja 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 297 NS | 30 kwietnia 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 747 NS | 30 kwietnia 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 2 576 682 SH | 8 sierpnia 2026 | Dziennie |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 70 548 SH | 8 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 7 204 SH | 8 sierpnia 2026 | Dziennie |
| EBI · RBB Fund Trust | 0,00% | 3 NS | 31 maja 2026 | N-PORT |