Fred Alger Management’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.9M | Sell |
1,219,700
-544,436
| -31% | -$35.2M | 0.35% | 38 |
|
|
2025
Q1 | $81.2M | Sell |
1,764,136
-150,985
| -8% | -$6.95M | 0.46% | 36 |
|
|
2024
Q4 | $118M | Buy |
1,915,121
+668,282
| +54% | +$41.1M | 0.56% | 30 |
|
|
2024
Q3 | $49.9M | Buy |
1,246,839
+754,416
| +153% | +$30.2M | 0.24% | 72 |
|
|
2024
Q2 | $11.6M | Sell |
492,423
-15,103
| -3% | -$356K | 0.06% | 176 |
|
|
2024
Q1 | $13.6M | Buy |
507,526
+232,211
| +84% | +$6.24M | 0.07% | 175 |
|
|
2023
Q4 | $11.2M | Sell |
275,315
-232,735
| -46% | -$9.51M | 0.06% | 174 |
|
|
2023
Q3 | $14.5M | Buy |
508,050
+279,110
| +122% | +$7.97M | 0.08% | 162 |
|
|
2023
Q2 | $8.2M | Buy |
228,940
+80,428
| +54% | +$2.88M | 0.04% | 204 |
|
|
2023
Q1 | $2.36M | Sell |
148,512
-94,282
| -39% | -$1.5M | 0.01% | 324 |
|
|
2022
Q4 | $3.21M | Sell |
242,794
-50,860
| -17% | -$672K | 0.02% | 300 |
|
|
2022
Q3 | $6.11M | Sell |
293,654
-17,822
| -6% | -$371K | 0.03% | 242 |
|
|
2022
Q2 | $9.85M | Sell |
311,476
-1,553,967
| -83% | -$49.1M | 0.05% | 214 |
|
|
2022
Q1 | $204M | Buy |
1,865,443
+955,883
| +105% | +$104M | 0.65% | 36 |
|
|
2021
Q4 | $138M | Sell |
909,560
-1,229,479
| -57% | -$186M | 0.34% | 93 |
|
|
2021
Q3 | $677M | Buy |
2,139,039
+248,964
| +13% | +$78.8M | 1.61% | 9 |
|
|
2021
Q2 | $236M | Buy |
1,890,075
+288,710
| +18% | +$36.1M | 0.56% | 57 |
|
|
2021
Q1 | $206M | Buy |
1,601,365
+279,256
| +21% | +$36M | 0.54% | 54 |
|
|
2020
Q4 | $53.9M | Buy |
+1,322,109
| New | +$53.9M | 0.14% | 144 |
|