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
2023 Q1	–	Sell	-200,000	Closed	-$2.64M	–	5877
2022 Q4	$2.64M	Hold	200,000	–	–	﹤0.01%	1838
2022 Q3	$4.16M	Hold	200,000	–	–	﹤0.01%	1647
2022 Q2	$6.32M	Hold	200,000	–	–	﹤0.01%	1392
2022 Q1	$21.8M	Hold	200,000	–	–	0.01%	899
2021 Q4	$30.3M	Hold	200,000	–	–	0.02%	800
2021 Q3	$63.3M	Buy	+200,000	New	+$39.4M	0.04%	426

Other funds holding UPST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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. 368 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.
368 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.