Upstart Holdings, Inc. UPST Securities retained under unconsolidated securitization transactions

Securities retained under unconsolidated securitization transactions at other companies

Affirm Holdings, Inc.AFRM

$42.78M-26.9%

Morgan StanleyMS

$3.48B+25.1%

Hannon Armstrong Sustainable Infrastructure CapitalHASI

$17.29M+136%

Redwood TrustRWT

$309.91M—

Annaly Capital ManagementNLY

$34.21B+39.8%

Federal Agricultural MortgageAGM

$15.21B+27.0%

Other financials

Income statement

See full

Revenue$308.2M+44.4%

Operating income-$7.5M-67.2%

Net income-$6.6M-172%

EPS (diluted)-$0.07-133%

Balance sheet

See full

Cash & equivalents$931.3M+10.9%

Total debt$1.9B+40.3%

Total equity$733.2M+8.4%

Total assets$3.0B+29.0%

Cash flow

See full

Operating cash flow-$133.3M-888%

CapEx$2.8M—

Free cash flow-$136.0M-909%

Valuation

See full

Market cap$3.12B-43.6%

Profitability

See full

Operating margin3.5%+1.9pp

Net margin4.3%+2.6pp

FCF margin27%+16.9pp

Returns & leverage

See full

Return on equity7%+4.4pp

Debt / equity2.6×+0.6×

Where this comes from

Reported directly by Upstart Holdings, Inc. in its filing.

Tagged under the XBRL concept upst:SecuritiesRetainedUnderUnconsolidatedSecuritizationTransactions.

The official record: Upstart Holdings, Inc.’s 10-Q, filed May 5, 2026, on SEC EDGAR. View the filing →

Ask your AI about Upstart Holdings, Inc.'s securities retained under unconsolidated securitization transactions.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI

Claude

Questions, answered.

What is Upstart Holdings, Inc.'s securities retained under unconsolidated securitization transactions?: Upstart Holdings, Inc. (UPST) reported securities retained under unconsolidated securitization transactions of $18.81M in Q1 2026.
What does securities retained under unconsolidated securitization transactions mean?: Measures the fair value of securities or residual interests held by the company following the transfer of loans to an unconsolidated securitization vehicle. This highlights the company's continued economic interest and risk exposure in assets that are no longer on the primary balance sheet.