FRED ALGER MANAGEMENT, LLC

Position in UPST — Upstart Holdings, Inc.

CIK 3520 NEW YORK, NY

Position in UPST

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$10,746,803

-$3,605,012 QoQ

Shares Held

303,325

-45.8% QoQ

Ownership

0.312%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#33

of 364 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FRED ALGER MANAGEMENT, LLC holds $54,184,241 across 4 Credit Services names. UPST ranks #2 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	124,068	$42,566,490
2	UPST	Upstart Holdings, Inc. This page	303,325	$10,746,803
3	MA	Mastercard Inc	1,305	$670,248
4	PYPL	PayPal Holdings, Inc.	4,648	$200,700

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,746,803	303,325	-45.8%	Shares	Sole	2026-08-14
2026-03-31	$14,351,815	559,525	-44.4%	Shares	Sole	2026-05-15
2025-12-31	$43,998,063	1,006,130	-10.8%	Shares	Sole	2026-02-17
2025-09-30	$57,280,453	1,127,568	-7.6%	Shares	Sole	2025-11-14
2025-06-30	$78,890,194	1,219,700	-30.9%	Shares	Sole	2025-08-14
2025-03-31	$81,203,179	1,764,136	-7.9%	Shares	Sole	2025-05-16
2024-12-31	$117,913,998	1,915,121	+53.6%	Shares	Sole	2025-02-14
2024-09-30	$49,886,027	1,246,839	+153.2%	Shares	Sole	2024-11-14
2024-06-30	$11,616,258	492,423	-3.0%	Shares	Sole	2024-08-14
2024-03-31	$13,647,374	507,526	+84.3%	Shares	Sole	2024-05-15
2023-12-31	$11,249,370	275,315	-45.8%	Shares	Sole	2024-02-14
2023-09-30	$14,499,746	508,050	+121.9%	Shares	Sole	2023-11-14
2023-06-30	$8,198,340	228,940	+54.2%	Shares	Sole	2023-08-14
2023-03-31	$2,359,855	148,512	-38.8%	Shares	Sole	2023-05-16
2022-12-31	$3,209,736	242,794	-17.3%	Shares	Sole	2023-02-14
2022-09-30	$6,105,066	293,654	-5.7%	Shares	Sole	2022-11-15
2022-06-30	$9,848,870	311,476	-83.3%	Shares	Sole	2022-08-15
2022-03-31	$203,501,176	1,865,443	+105.1%	Shares	Sole	2022-05-16
2021-12-31	$137,616,427	909,560	-57.5%	Shares	Sole	2022-02-14
2021-09-30	$676,877,501	2,139,039	+13.2%	Shares	Sole	2021-11-15
2021-06-30	$236,070,367	1,890,075	+18.0%	Shares	Sole	2021-08-16
2021-03-31	$206,351,893	1,601,365	+21.1%	Shares	Sole	2021-05-17
2020-12-31	$53,875,941	1,322,109	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.