Number of Shares
223,208.00
Current Holdings Value*
$10.67 Mil
% of Portfolio
3.21%
Total Estimate Gain
$156.07 Mil
% of Total Estimate Gain
254.04%

Alger Weatherbie Specialized Growth Fund's Upstart Holdings Inc Holding Summary

As of 2025-04-30, ALGER FUNDS held 223,208.00 shares of Upstart Holdings Inc(UPST), totaling $10.67 Mil. This investment constitutes 3.21% of their stock portfolio, and ALGER FUNDS now holds 0.23% of the outstanding Upstart Holdings Inc(UPST) stock.

The initial trade took place in 2021Q1. And since then Alger Weatherbie Specialized Growth Fund has made 7 purchases of UPST, at an average price of $50.18, for a total of 1.22 Mil shares. In addition, there have been 6 sales at an average price of $199.81 for 1.00 Mil shares. Based on historical transaction data and UPST's current price of $78.36, Alger Weatherbie Specialized Growth Fund's estimated gain on his UPST holdings is $156.07 Mil, reflecting a 254.04% gain to date.

Alger Weatherbie Specialized Growth Fund UPST ($78.36) Holding Chart

Alger Weatherbie Specialized Growth Fund UPST ($78.36) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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