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Fred Alger Management’s Upstart Holdings UPST Stock Holding History

Fred Alger Management’s Portfolio UPST Stock Details UPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.7M Sell
303,325
-256,200
-46% -$7.89M 0.04% 166
2026
Q1 		$14.4M Sell
559,525
-446,605
-44% -$15.7M 0.06% 137
2025
Q4 		$44M Sell
1,006,130
-121,438
-11% -$5.59M 0.17% 68
2025
Q3 		$57.3M Sell
1,127,568
-92,132
-8% -$6.48M 0.22% 50
2025
Q2 		$78.9M Sell
1,219,700
-544,436
-31% -$26.7M 0.35% 38
2025
Q1 		$81.2M Sell
1,764,136
-150,985
-8% -$9.39M 0.46% 36
2024
Q4 		$118M Buy
1,915,121
+668,282
+54% +$41.7M 0.56% 30
2024
Q3 		$49.9M Buy
1,246,839
+754,416
+153% +$25.1M 0.24% 72
2024
Q2 		$11.6M Sell
492,423
-15,103
-3% -$364K 0.06% 176
2024
Q1 		$13.6M Buy
507,526
+232,211
+84% +$6.87M 0.07% 175
2023
Q4 		$11.2M Sell
275,315
-232,735
-46% -$7.09M 0.06% 174
2023
Q3 		$14.5M Buy
508,050
+279,110
+122% +$11.2M 0.08% 162
2023
Q2 		$8.2M Buy
228,940
+80,428
+54% +$1.85M 0.04% 204
2023
Q1 		$2.36M Sell
148,512
-94,282
-39% -$1.59M 0.01% 324
2022
Q4 		$3.21M Sell
242,794
-50,860
-17% -$983K 0.02% 300
2022
Q3 		$6.11M Sell
293,654
-17,822
-6% -$479K 0.03% 242
2022
Q2 		$9.85M Sell
311,476
-1,553,967
-83% -$92.5M 0.05% 214
2022
Q1 		$204M Buy
1,865,443
+955,883
+105% +$110M 0.65% 36
2021
Q4 		$138M Sell
909,560
-1,229,479
-57% -$307M 0.34% 93
2021
Q3 		$677M Buy
2,139,039
+248,964
+13% +$49.1M 1.61% 9
2021
Q2 		$236M Buy
1,890,075
+288,710
+18% +$35.5M 0.56% 57
2021
Q1 		$206M Buy
1,601,365
+279,256
+21% +$21.4M 0.54% 54
2020
Q4 		$53.9M Buy
+1,322,109
New +$54.3M 0.14% 144

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

Fred Alger Management's UPST Position: Q2 2026 in Review

Fred Alger Management reduced its Upstart Holdings (UPST) stake by 46% in Q2 2026, selling an estimated $7.89M and leaving 303,325 shares worth $10.7M. The position accounts for 0.04% of the portfolio, ranked #166.

Fred Alger Management first reported a position in UPST in Q4 2020 and has held it in 23 quarters since. The position peaked at $677M in Q3 2021. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Fred Alger Management held 303,325 shares of Upstart Holdings worth $10.7M as of Q2 2026.
  • Fred Alger Management sold 256,200 Upstart Holdings shares in Q2 2026, an estimated $7.89M.
  • Upstart Holdings made up 0.04% of Fred Alger Management's portfolio in Q2 2026, its #166 holding.
  • Fred Alger Management first reported a position in Upstart Holdings in Q4 2020 and has held it in 23 quarters since.
  • Fred Alger Management's Upstart Holdings position peaked at $677M in Q3 2021.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Fred Alger Management's 13F filing for Q2 2026, filed 14 Aug 2026.