Upstart Holdings (UPST): Fred Alger Management, LLC added to its stake +668K shares

1.92M

Shares reported · +668K vs prior quarter

0.56%

Disclosed portfolio weight

$118M

Reported value

Holdings as of

Dec 31, 2024

Filed

Feb 14, 2025

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Dec 16, 2024Insider · 1 personInsiders: 4 sales (~$3.5M)
2. Jan 15, 2025Insider · 1 personInsiders: 2 sales (~$2.6M)

What came next

1. Feb 18, 2025Insider · 1 personInsiders: 3 sales (~$3.5M)
2. Feb 20, 2025Insider · 5 peopleInsiders: 10 sales (~$3.0M)
3. Feb 25, 2025InsiderOfficer sold ~$90K of UPST shares in the open market
4. Feb 28, 2025Insider · 1 personInsiders: 3 sales (~$1.0M)
5. Mar 3, 2025Insider · 2 peopleInsiders: 2 sales (~$170K)
6. Apr 29, 2025InsiderOfficer sold ~$50K of UPST shares in the open market
7. May 1, 2025InsiderOfficer sold ~$50K of UPST shares in the open market
8. May 20, 2025Insider · 3 peopleInsiders: 3 sales (~$987K)
9. May 23, 2025InsiderOfficer sold ~$59K of UPST shares in the open market
10. Jun 2, 2025InsiderDirector sold ~$23K of UPST shares in the open market
11. Jun 3, 2025Insider · 1 personInsiders: 2 sales (~$369K)
12. Jun 11, 2025Insider · 2 peopleInsiders: 2 sales (~$2.7M)

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Upstart Holdings

For Upstart Holdings, OQRO holds 2 insider filings (SEC Form 4 or Form 144) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its UPST page.

How this filing works

• SEC Form 13F

Other disclosures at Upstart Holdings

• SEC Form 144Nov 13, 2026
• SEC Form 4Nov 13, 2026
• SEC Form 13F-HRMay 15, 2026
• SEC Form 13F-HRMay 15, 2026
• SEC Form 13F-HRMay 15, 2026
• SEC Form 13F-HRMay 15, 2026

Everything OQRO holds on this company is on its UPST page.