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Secondary marketplace / Trade private companies / Buy and sell Upgrade stock
Upgrade

Upgrade stock

Highest bid
$XXXX
x/xx/xx
Lowest ask
$XXXX
x/xx/xx
Last matched price
$XXXX
x/xx/xx
$2.50 -$3.14 (-55.67%)
Forge Price Beacon Updated Sep 17, 2025
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Upgrade stock price

Trade metrics

Market activity 2
Medium
Active bids
XX
Active asks
XX
Highest bid price
$ XXX.XX
Lowest ask price
$ XXX.XX
Total bids
$XXX
Total asks
$XXX
Last matched price
$ XXX.XX
xx/xx/xxxx
Last matched valuation
$ XXX.XX
xx/xx/xxxx
Price history chart
7D
1M
3M
1Y
All
Forge Price
Forge Price Beacon $2.50
9/17/2025
Forge Price valuation
$3.13B

Price history chart

7D
1M
3M
1Y
ALL
Forge Price
Forge Price Beacon $2.50-$0.82 (-24.70%)+$0.00 (0.00%)+$0.00 (0.00%)+$0.00 (0.00%)+$0.67 (36.61%)
9/17/2025
Forge Price valuation
$3.13B

Actively traded Fintech companies

Active market

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Upgrade stock FAQs

To buy and sell Upgrade stock

Can you buy Upgrade stock?

As Upgrade is not publicly traded, purchasing its stock is not available to everyone. To buy the stock of a private companies like Upgrade, you must be an accredited investor. If you meet the accreditation criteria, you can register for Forge to buy private market stock on our secondary marketplace. If you are not accredited, find out how to begin the process and qualify for new investment opportunities.

How to buy Upgrade stock?

To invest in a private company like Upgrade through Forge, you must first qualify as an accredited investor. Create your account. Verify your identity and accreditation status to access Forge’s real-time marketplace.

  1. Explore opportunities. Browse companies with active bids and asks, plus data-driven pricing insights like historical trades and Forge Price™.
  2. Submit or negotiate a bid. Place a bid or engage with existing asks—self-directed and fully transparent.
  3. Complete your trade. Forge handles paperwork and approvals, with settlement typically in 45-60 days.
If you’d like additional guidance, Forge private market specialists are available to help.

Can you sell Upgrade stock?

Yes, as a shareholder, you may be able to sell your Upgrade shares through Forge’s private market platform—subject to company policies and market interest.

To get started:

  1. Create a Forge account and complete identity and ownership verification.
  2. Submit a sell order (ask) by specifying your desired price, quantity and share class.
  3. Forge will work to match your order with interested buyers in the marketplace.
  4. If a match occurs, Forge coordinates the necessary company approvals and compliance checks, including any transfer restrictions or right of first refusal (ROFR) processes Upgrade may have in place.
Please note that the ability to complete a transaction depends on Upgrade’s secondary trading policies, available demand and transaction approvals. While liquidity is not guaranteed, listing your shares on Forge allows you to signal interest and potentially connect with qualified buyers.

How to sell Upgrade stock?

  1. Create a free Forge account to access Forge’s next generation marketplace
  2. Explore potential demand for your shares and view live market interest
  3. Use proprietary pricing insights and market data to assess timing and valuation
  4. Submit an indication to sell, negotiate terms, complete the transaction and receive your payment

To learn more about Upgrade stock

Is Upgrade a public company?

No, Upgrade is a privately held company and is currently not publicly traded on any stock markets including NYSE or NASDAQ.

What is Upgrade’s stock price?

Upgrade is a private company, meaning it does’t have a publicly traded stock price. However, as of 09/17/2025 the Upgrade Forge Price is $2.50 per share. The Forge Price is a derived price calculated for private companies like Upgrade to provide insights into their current valuation. Learn more about Forge Price.

What is Upgrade’s stock ticker symbol?

Upgrade does not have an official ticker symbol because this company is not currently publicly traded.

Can institutional investors buy and sell private market stocks?

Yes. As one of the largest trading platform for the private market, Forge helps institutional investors seek liquidity as they buy and sell private stock for their portfolios or their clients. Our private market specialists have decades of experience working with institutional firms. Learn more or register today to get started.

Upgrade funding rounds and valuation

Total funding $786.09MM

Funding history chart

Funding round details

Funding Date Share Class Amount Raised Price Per Share Post-Money Valuation 3 Key Investors
07/25/2025 Series F-2 $80.58MM $5.64 $7.06B Undisclosed Investors
Price Per Share
$5.64
Shares Outstanding
14,297,363
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Undisclosed Investors
07/25/2025 Series F-3 $75MM $4.50 $7.06B Undisclosed Investors
Price Per Share
$4.50
Shares Outstanding
16,666,667
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
10.0%
Cumulative
Cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Undisclosed Investors
11/16/2021 Series F-1 $279.6MM $5.64 $6.28B Coatue Management, Dst Global. Dragoneer Investment Group, Gopher Asset Management, G Squared, Koch Disruptive Technologies, Old Well Partners, Ribbit Capital, Sands Capital, Ventura Capital, Vy Capital
Price Per Share
$5.64
Shares Outstanding
49,607,432
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Coatue Management, Dst Global. Dragoneer Investment Group, Gopher Asset Management, G Squared, Koch Disruptive Technologies, Old Well Partners, Ribbit Capital, Sands Capital, Ventura Capital, Vy Capital
08/11/2021 Series E $105.05MM $3.22 $3.33B Brv, Koch Disruptive Technologies, Ventura Capital
Price Per Share
$3.22
Shares Outstanding
32,601,690
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Brv, Koch Disruptive Technologies, Ventura Capital
06/17/2020 Series D $74.76MM $1.08 $1.11B Ribbit Capital, Santander Innoventures, Silicon Valley Bank, Uncorrelated Ventures, Union Square Ventures, Ventura Capital, Vy Capital
Price Per Share
$1.08
Shares Outstanding
69,360,055
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Ribbit Capital, Santander Innoventures, Silicon Valley Bank, Uncorrelated Ventures, Union Square Ventures, Ventura Capital, Vy Capital
08/23/2018 Series C-2 $9.89MM $0.58 $652.34MM Apoletto, Creditease, Firstmark Capital, Noah Holdings, Ribbit Capital, Sands Capital, Silicon Valley Bank, Union Square Ventures, Vy Capital
Price Per Share
$0.58
Shares Outstanding
16,928,384
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Apoletto, Creditease, Firstmark Capital, Noah Holdings, Ribbit Capital, Sands Capital, Silicon Valley Bank, Union Square Ventures, Vy Capital
08/23/2018 Series C-1 $93.15MM $0.58 $652.34MM Apoletto, Creditease, Firstmark Capital, Noah Holdings, Ribbit Capital, Sands Capital, Silicon Valley Bank, Union Square Ventures, Vy Capital
Price Per Share
$0.58
Shares Outstanding
159,363,504
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Apoletto, Creditease, Firstmark Capital, Noah Holdings, Ribbit Capital, Sands Capital, Silicon Valley Bank, Union Square Ventures, Vy Capital
04/06/2017 Series B $20MM $0.43 $309.99MM Undisclosed Investors
Price Per Share
$0.43
Shares Outstanding
46,390,912
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Undisclosed Investors
04/06/2017 Series A-2 $42.3MM $0.26 $309.99MM Apoletto, Creditease, Firstmark Capital, Noah Holdings, Ribbit Capital, Sands Capital, Silicon Valley Bank, Union Square Ventures, Uprising, Vy Capital
Price Per Share
$0.26
Shares Outstanding
161,679,392
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Participating
Participation Cap
1000
Key Investors
Apoletto, Creditease, Firstmark Capital, Noah Holdings, Ribbit Capital, Sands Capital, Silicon Valley Bank, Union Square Ventures, Uprising, Vy Capital
05/31/2016 Series A-1 $3.25MM $0.05 $12.36MM Undisclosed Investors
Price Per Share
$0.05
Shares Outstanding
69,333,344
Liquidation Pref Order
2
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
0.0%
Cumulative
Non-cumulative
Participating
Participating
Participation Cap
1000
Key Investors
Undisclosed Investors
05/31/2016 Series A $2.5MM $0.05 $12.36MM Undisclosed Investors
Price Per Share
$0.05
Shares Outstanding
53,333,344
Liquidation Pref Order
2
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
0.0%
Cumulative
Non-cumulative
Participating
Participating
Participation Cap
1000
Key Investors
Undisclosed Investors

Company details

Upgrade, founded in 2016, is a neobank and the developer of an online and mobile banking experience designed to deliver exceptional value, including affordable loans and cards, and helps customers make good financial decisions so they can build the future they want. Upgrade is headquartered in San Francisco, CA.
Sector
Founded
2016
Headquarters
San Francisco, CA, United States
Leadership
Renaud Laplanche JD
Co-Founder & Chief Executive Officer
Jeffrey Bogan
Co-Founder & Chief Financial Officer
Paresh Gangodker
Chief Technology Officer
Sudip Lahiri
Chief Accounting Officer
Thomas Curran
Chief Compliance Officer & Chief Risk Officer
Myles Reaz
Chief Credit Officer & Executive Vice President
Visar Nimani
Co-Founder & Chief Information Officer
Matt Wierman
Co-Founder, Head of Cards and Loans & Executive Vice President
Adelina Grozdanova
Co-Founder & Head, Investor Group
Soul Htite
Co-Founder & Senior Advisor
Board
Anju Patwardhan
CreditEase
Christopher Gottschalk
Mouro Capital
Meyer Malka
Ribbit Capital

Upgrade investors also invested in these private compaies

Basil Capital
Black River Ventures
Frontline One Capital
Inertia Ventures
Nevcaut Ventures
Union Square Ventures
Ventura Capital
Winter Capital
Winter Capital Advisors

Upgrade news and media highlights

Upgrade's Uplift doubles revenue run rate

Lending startup Upgrade says it has doubled the annual revenue run rate at its BNPL unit to $240 million from $120 million in the year since its acquisition. Upgrade acquired Uplift, which focuses on BNPL for travel-related expenses, for $100 million in cash and stock last summer. Acquiring Uplift helped both entities make their loans more attractive to a broader set of buyers. The company now has a network of 250 banks and asset managers to buy loans, each with different risk appetites and preferences.

Upgrade Premier Savings Account Rates & Review 2024

The Motley Fool reviews Upgrade's Premier Savings account which offers a high 5.21% APY on balances over $1,000, no monthly fees, and secure online access. However, customers need $1,000 to earn interest and there is no physical branch access.

Upgrade Acquires Uplift for $100 Million in Cash and Stock

Upgrade, Inc., a fintech company that offers affordable and responsible credit, mobile banking and payment products to mainstream consumers, today announced the acquisition of Uplift, Inc., the leading provider of Buy Now Pay Later (BNPL) payment and credit products to travelers.

Fintech firm Upgrade offers top U.S. savings rate of 3.5% as competition for deposits heats up

Credit card startup Upgrade is releasing a new savings account with what it says is the country’s top interest rate as competition for deposits heats up, CNBC has learned. The fintech firm’s Premier Savings account is being launched Thursday with a 3.5% annual percentage yield, according to CEO Renaud Laplanche. That is higher than any account currently tracked by Bankrate.com, senior analyst Ted Rossman said in an email.
Browse More Insights

Other companies like Upgrade in the Digital Banking sector

Sector: Fintech
Subsector: Digital Banking
Trade Metrics Last Funding Round
Company Forge Price Last Matched Price Share Class Post-Money Valuation 3 Price Per Share Amount Raised
AvantAvant--$xx.xx--------
BrexBrex$9.75 -$0.60 (5.80%)$xx.xxSeries D-2$12.3B$34.74$300MM
Cross River BankCross River Bank$42.91 +$3.95 (10.14%)$xx.xxSeries D------
EreborErebor--$xx.xx--------
MercuryMercury$13.62 +$0.42 (3.18%)$xx.xxSeries C$3.5B$12.93$242.55MM
MonzoMonzo--$xx.xxSeries I------
RampRamp$65.00 +$17.50 (36.84%)$xx.xxSeries E-2$22.5B$65.00$500MM
Starling BankStarling Bank--$xx.xx--------
Taptap SendTaptap Send--$xx.xxSeries C------
VaroVaro--$xx.xxSeries E------

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Updated on: Aug 20, 2025

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