Citadel Advisors
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Citadel Advisors’s Upstart Holdings UPST Stock Holding History

Citadel Advisors’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
Q1 		$16.2M Sell
631,162
-474,597
-43% -$16.7M ﹤0.01% 2598
2025
Q4 		$48.4M Buy
1,105,759
+809,601
+273% +$37.3M 0.01% 1448
2025
Q3 		$15M Buy
296,158
+277,182
+1,461% +$19.5M ﹤0.01% 2679
2025
Q2 		$1.23M Sell
18,976
-215,818
-92% -$10.6M ﹤0.01% 6646
2025
Q1 		$10.8M Buy
234,794
+202,094
+618% +$12.6M ﹤0.01% 2748
2024
Q4 		$2.01M Sell
32,700
-494,249
-94% -$30.8M ﹤0.01% 5609
2024
Q3 		$21.1M Buy
526,949
+29,742
+6% +$989K ﹤0.01% 1996
2024
Q2 		$11.7M Sell
497,207
-305
-0.1% -$7.36K ﹤0.01% 2581
2024
Q1 		$13.4M Sell
497,512
-10,152
-2% -$300K ﹤0.01% 2550
2023
Q4 		$20.7M Sell
507,664
-153,453
-23% -$4.67M ﹤0.01% 1981
2023
Q3 		$18.9M Buy
661,117
+389,264
+143% +$15.6M ﹤0.01% 1929
2023
Q2 		$9.74M Buy
271,853
+148,134
+120% +$3.41M ﹤0.01% 2712
2023
Q1 		$1.97M Buy
123,719
+113,052
+1,060% +$1.9M ﹤0.01% 5409
2022
Q4 		$141K Sell
10,667
-12,022
-53% -$232K ﹤0.01% 10704
2022
Q3 		$472K Buy
22,689
+7,000
+45% +$188K ﹤0.01% 8582
2022
Q2 		$496K Sell
15,689
-3,734
-19% -$222K ﹤0.01% 8677
2022
Q1 		$2.12M Sell
19,423
-267,049
-93% -$30.8M ﹤0.01% 5966
2021
Q4 		$43.3M Buy
286,472
+207,105
+261% +$51.7M 0.01% 1282
2021
Q3 		$25.1M Sell
79,367
-93,046
-54% -$18.4M 0.01% 1746
2021
Q2 		$21.5M Buy
172,413
+161,992
+1,554% +$19.9M ﹤0.01% 1996
2021
Q1 		$1.34M Buy
+10,421
New +$799K ﹤0.01% 7377

Other funds holding UPST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

Citadel Advisors's UPST Position: Q1 2026 in Review

Citadel Advisors reduced its Upstart Holdings (UPST) stake by 43% in Q1 2026, selling an estimated $16.7M and leaving 631,162 shares worth $16.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2598.

Citadel Advisors first reported a position in UPST in Q1 2021 and has held it in 21 quarters since. The position peaked at $48.4M in Q4 2025. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Citadel Advisors held 631,162 shares of Upstart Holdings worth $16.2M as of Q1 2026.
  • Citadel Advisors sold 474,597 Upstart Holdings shares in Q1 2026, an estimated $16.7M.
  • Upstart Holdings made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #2598 holding.
  • Citadel Advisors first reported a position in Upstart Holdings in Q1 2021 and has held it in 21 quarters since.
  • Citadel Advisors's Upstart Holdings position peaked at $48.4M in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.