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{"artifact_id":"artf_thesis_e1b30b74af {"artifact_id":"artf_thesis_e1b30b74af98f137","evidence_event_ids":["evt_85f6a896aa1f","evt_f5ea6c11a69a"],"kind":"opportunity_thesis","meta":{"confidence":0.389,"lane":"monitor","morning_holdback":false,"rank_score":0.389,"theme_keys":[],"urgency_reason":"not_urgent","urgent":false},"output_json":{"artifact_kind_detail":"research_thesis","catalysts":[],"confidence":0.389,"decision_reason_codes":["research_thesis"],"headline":"Upstart Holdings, Inc. filed Form DEF 14A for its 2026 annual meeting of stockholders to be held May 28, 2026 at 9:00 a.m. Pacific Time.","investigation_questions":["What specific proposals are being voted on is not included in the provided excerpt (the text shows a prompt to vote on proposals but does...","The signal is described as a 'delta' versus prior state, but no prior filing/state is provided here, so the exact change vs prior known i...","What changed vs prior known state is not provided in the signal text (no prior filing comparison content included).","The filing\u2019s amendment number is shown as \u201c(Amendment No. )\u201d with no specific number in the provided text."],"portfolio_fit":{"applied":false,"boost":0.0,"exit_risk_flagged":false,"hedge_suggested":null,"matched_holdings":[],"matched_watchlist":[],"stub_version":"v1","why_you":""},"related_tickers":["UPST"],"risk_level":"medium","theme_keys":[],"thesis":"Form DEF 14A \u00b7 Upstart Holdings, Inc. \u00b7 Filed 20260416; Form type: DEF 14A (proxy statement) for Upstart Holdings, Inc.; 2026 annual meeting of stockholders scheduled for Thursday, May 28, 2026 at 9:00 a.m. Pacific Time. \u2014 Signal convergence: Upstart Holdings, Inc. filed Form DEF 14A for its 2026 annual meeting of stockholders to be held May 28, 2026 at 9:00 a.m. Pacific Time. [neutral]"},"ready_at":"2026-04-17T05:17:03.799200+00:00","status":"ready","summary":"Form DEF 14A \u00b7 Upstart Holdings, Inc. \u00b7 Filed 20260416; Form type: DEF 14A (proxy statement) for Upstart Holdings, Inc.; 2026 annual meeting of stockholders scheduled for Thursday, May 28, 2026 at 9:00 a.m. Pacific Time. \u2014 Signal convergence: Upstart Holdings, Inc. filed Form DEF 14A for its 2026 annual meeting of stockholders to be held May 28, 2026 at 9:00","title":"[THESIS] UPST \u2014 Upstart Holdings, Inc. filed Form DEF 14A for its 2026 annual meeting of stockholders to be held May 28, 2026 at 9:00 a.m. Pacific Time.","updated_at":"2026-04-17T05:17:03.799200+00:00"}... |