CI Investments Inc
UPST icon

CI Investments Inc’s Upstart Holdings UPST Stock Holding History

CI Investments Inc’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
2025
Q4 		– Sell
-139
Closed -$7K – 1227
2025
Q3 		$7K Buy
+139
New +$9.78K ﹤0.01% 1245
2025
Q2 		– Sell
-58
Closed -$3K – 1346
2025
Q1 		$3K Buy
+58
New +$3.61K ﹤0.01% 1294
2022
Q3 		– Sell
-31,294
Closed -$990K – 1369
2022
Q2 		$990K Buy
31,294
+4
+0% +$238 ﹤0.01% 386
2022
Q1 		$3.41M Sell
31,290
-6
-0% -$691 0.01% 349
2021
Q4 		$4.74M Buy
31,296
+3
+0% +$749 0.02% 337
2021
Q3 		$9.9M Buy
+31,293
New +$6.17M 0.04% 299

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CI Investments Inc's UPST Position: Q4 2025 in Review

CI Investments Inc sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 139 shares — an estimated $7K sold.

CI Investments Inc first reported a position in UPST in Q3 2021 and held it in 6 quarters. The position peaked at $9.9M in Q3 2021. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • CI Investments Inc reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 139 Upstart Holdings shares in Q4 2025, an estimated $7K.
  • CI Investments Inc first reported a position in Upstart Holdings in Q3 2021 and held it in 6 quarters.
  • CI Investments Inc's Upstart Holdings position peaked at $9.9M in Q3 2021.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.