Financial Intelligence
Scored 6/28/2026
Buffett Quality
1.0/10
Lynch Category
Slow Grower
Margin of Safety
—
Acquisition Risk
Not flagged
Owner Earnings
$-147,898,500
Recent Signals
20 foundUpstart Holdings, Inc.
source: edgar_efts · fund_count: 1 · fund_names: Investment Managers Series Trust II
6/8/2026
55%
Upstart Holdings, Inc.
is_buy: false · shares: 974 · filing_date: 2026-05-27
5/27/2026
50%
Upstart Holdings, Inc.
is_buy: false · shares: 4184 · filing_date: 2026-05-18
5/18/2026
50%
Upstart Holdings, Inc.
is_buy: false · shares: 2759 · filing_date: 2026-05-18
5/18/2026
50%
Upstart Holdings, Inc.
is_buy: false · shares: 806 · filing_date: 2026-05-18
5/18/2026
50%
Upstart Holdings, Inc.
is_buy: false · shares: 1011 · filing_date: 2026-05-18
5/18/2026
50%
Upstart Holdings, Inc.
is_buy: true · shares: 50000 · filing_date: 2026-05-14
5/14/2026
70%
Upstart Holdings, Inc.
news_score: null · bearish_pct: null · bullish_pct: null
5/5/2026
48%
Upstart Holdings, Inc.
role: Executive · event_type: appointment · interpretation: C-suite appointment — monitor for subsequent strategic announcements
3/10/2025
45%
Upstart Holdings, Inc.
role: Executive · event_type: appointment · interpretation: C-suite appointment — monitor for subsequent strategic announcements
3/10/2025
45%
Upstart Holdings, Inc.
role: Executive · event_type: appointment · interpretation: C-suite appointment — monitor for subsequent strategic announcements
3/10/2025
45%
Upstart Holdings, Inc.
role: Executive · event_type: appointment · interpretation: C-suite appointment — monitor for subsequent strategic announcements
3/10/2025
45%
Upstart Holdings, Inc.
role: Executive · event_type: appointment · interpretation: C-suite appointment — monitor for subsequent strategic announcements
3/10/2025
45%
Upstart Holdings, Inc.
role: Executive · event_type: appointment · interpretation: C-suite appointment — monitor for subsequent strategic announcements
2/19/2025
45%
Upstart Holdings, Inc.
role: Executive · event_type: appointment · interpretation: C-suite appointment — monitor for subsequent strategic announcements
2/19/2025
45%
Upstart Holdings, Inc.
role: Executive · event_type: appointment · interpretation: C-suite appointment — monitor for subsequent strategic announcements
2/19/2025
45%
Upstart Holdings, Inc.
role: Executive · event_type: appointment · interpretation: C-suite appointment — monitor for subsequent strategic announcements
2/19/2025
45%
Upstart Holdings, Inc.
role: Executive · event_type: appointment · interpretation: C-suite appointment — monitor for subsequent strategic announcements
2/19/2025
45%
Upstart Holdings, Inc.
role: Executive · event_type: appointment · interpretation: C-suite appointment — monitor for subsequent strategic announcements
6/27/2024
45%
Upstart Holdings, Inc.
role: Executive · event_type: appointment · interpretation: C-suite appointment — monitor for subsequent strategic announcements
6/27/2024
45%
Watch Reason
S&P 500 / major index component — seeded via EDGAR