Citadel Advisors
UPST icon

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 		$30.9M Sell
1,206,600
-423,100
-26% -$14.9M 0.01% 1836
2025
Q4 		$71.3M Sell
1,629,700
-1,409,100
-46% -$64.9M 0.01% 1110
2025
Q3 		$154M Buy
3,038,800
+2,138,900
+238% +$150M 0.02% 604
2025
Q2 		$58.2M Sell
899,900
-715,800
-44% -$35.1M 0.01% 1126
2025
Q1 		$74.4M Sell
1,615,700
-683,300
-30% -$42.5M 0.01% 870
2024
Q4 		$142M Buy
2,299,000
+569,000
+33% +$35.5M 0.02% 549
2024
Q3 		$69.2M Buy
1,730,000
+49,000
+3% +$1.63M 0.01% 956
2024
Q2 		$39.7M Sell
1,681,000
-301,800
-15% -$7.28M 0.01% 1337
2024
Q1 		$53.3M Sell
1,982,800
-4,000
-0.2% -$118K 0.01% 1159
2023
Q4 		$81.2M Buy
1,986,800
+119,700
+6% +$3.64M 0.02% 818
2023
Q3 		$53.3M Buy
1,867,100
+693,200
+59% +$27.9M 0.01% 1020
2023
Q2 		$42M Buy
1,173,900
+128,000
+12% +$2.94M 0.01% 1190
2023
Q1 		$16.6M Sell
1,045,900
-1,407,900
-57% -$23.7M ﹤0.01% 2137
2022
Q4 		$32.4M Sell
2,453,800
-658,600
-21% -$12.7M 0.01% 1487
2022
Q3 		$64.7M Buy
3,112,400
+449,600
+17% +$12.1M 0.01% 860
2022
Q2 		$84.2M Buy
2,662,800
+694,900
+35% +$41.4M 0.02% 668
2022
Q1 		$215M Buy
1,967,900
+1,301,300
+195% +$150M 0.04% 315
2021
Q4 		$101M Buy
666,600
+47,700
+8% +$11.9M 0.02% 652
2021
Q3 		$196M Buy
618,900
+245,400
+66% +$48.4M 0.04% 347
2021
Q2 		$46.6M Buy
373,500
+146,200
+64% +$18M 0.01% 1183
2021
Q1 		$29.3M Buy
+227,300
New +$17.4M 0.01% 1542

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.