Citigroup’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | 0.02% | 991 |
|
|
2025
Q3 | $27.9M | Buy |
550,138
+199,315
| +57% | +$14M | 0.02% | 893 |
|
|
2025
Q2 | $22.7M | Sell |
350,823
-278
| -0.1% | -$13.6K | 0.02% | 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 | 0.02% | 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
VCM
VPM
CS
HFF