Citigroup
UPST icon

Citigroup’s Upstart Holdings UPST Stock Holding History

Citigroup’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
Q2 		$40.2M Buy
1,135,682
+329,341
+41% +$10.1M 0.01% 835
2026
Q1 		$20.7M Buy
806,341
+242,696
+43% +$8.54M 0.01% 1037
2025
Q4 		$24.6M Buy
563,645
+13,507
+2% +$622K 0.01% 991
2025
Q3 		$27.9M Buy
550,138
+199,315
+57% +$14M 0.01% 893
2025
Q2 		$22.7M Sell
350,823
-278
-0.1% -$13.6K 0.01% 902
2025
Q1 		$16.2M Sell
351,101
-5,539
-2% -$344K 0.01% 1077
2024
Q4 		$22M Buy
356,640
+249,796
+234% +$15.6M 0.01% 911
2024
Q3 		$4.27M Buy
106,844
+59,822
+127% +$1.99M ﹤0.01% 1984
2024
Q2 		$1.11M Sell
47,022
-7,945
-14% -$192K ﹤0.01% 2838
2024
Q1 		$1.48M Sell
54,967
-7,031
-11% -$208K ﹤0.01% 2701
2023
Q4 		$2.53M Buy
61,998
+19,911
+47% +$606K ﹤0.01% 2043
2023
Q3 		$1.2M Sell
42,087
-10,223
-20% -$411K ﹤0.01% 2362
2023
Q2 		$1.87M Buy
52,310
+27,292
+109% +$628K ﹤0.01% 2280
2023
Q1 		$398K Sell
25,018
-36,650
-59% -$617K ﹤0.01% 3283
2022
Q4 		$815K Sell
61,668
-22,255
-27% -$430K ﹤0.01% 2807
2022
Q3 		$1.75M Sell
83,923
-82,575
-50% -$2.22M ﹤0.01% 2250
2022
Q2 		$5.26M Buy
166,498
+97,997
+143% +$5.84M ﹤0.01% 1509
2022
Q1 		$7.47M Buy
68,501
+6,122
+10% +$705K ﹤0.01% 1449
2021
Q4 		$9.44M Buy
62,379
+25,586
+70% +$6.39M 0.01% 1416
2021
Q3 		$11.6M Buy
36,793
+24,939
+210% +$4.92M 0.01% 1316
2021
Q2 		$1.48M Buy
11,854
+5,859
+98% +$721K ﹤0.01% 2923
2021
Q1 		$773K Buy
+5,995
New +$460K ﹤0.01% 3156

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

Citigroup's UPST Position: Q2 2026 in Review

Citigroup increased its Upstart Holdings (UPST) stake by 41% in Q2 2026, buying an estimated $10.1M and bringing the position to 1,135,682 shares worth $40.2M. The position accounts for 0.01% of the portfolio, ranked #835.

Citigroup first reported a position in UPST in Q1 2021 and has held it in 22 quarters since. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Citigroup held 1,135,682 shares of Upstart Holdings worth $40.2M as of Q2 2026.
  • Citigroup bought 329,341 Upstart Holdings shares in Q2 2026, an estimated $10.1M.
  • Upstart Holdings made up 0.01% of Citigroup's portfolio in Q2 2026, its #835 holding.
  • Citigroup first reported a position in Upstart Holdings in Q1 2021 and has held it in 22 quarters since.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.