Algert Global’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.1M	Buy	81,800 +62,013	+313%	+$2.18M	0.03%	706
2025 Q4	$865K	Sell	19,787 -10,510	-35%	-$484K	0.01%	871
2025 Q3	$1.54M	Sell	30,297 -27,392	-47%	-$1.93M	0.03%	745
2025 Q2	$3.73M	Buy	57,689 +505	+0.9%	+$24.8K	0.08%	429
2025 Q1	$2.63M	Buy	57,184 +6,578	+13%	+$409K	0.07%	517
2024 Q4	$3.12M	Buy	50,606 +31,596	+166%	+$1.97M	0.07%	450
2024 Q3	$761K	Buy	19,010 +8,194	+76%	+$273K	0.02%	811
2024 Q2	$255K	Buy	+10,816	New	+$261K	0.01%	1187
2024 Q1	–	Sell	-24,120	Closed	-$986K	–	1283
2023 Q4	$986K	Buy	24,120 +2,690	+13%	+$81.9K	0.04%	624
2023 Q3	$612K	Buy	+21,430	New	+$861K	0.03%	689
2021 Q4	–	Sell	-1,855	Closed	-$587K	–	1122
2021 Q3	$587K	Buy	+1,855	New	+$366K	0.08%	474