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 $5.72T AUM 30.48% 1-Year Est. Return

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 London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Citigroup's UPST Position: Q1 2026 in Review

Citigroup increased its Upstart Holdings (UPST) stake by 43% in Q1 2026, buying an estimated $8.54M and bringing the position to 806,341 shares worth $20.7M. The position accounts for 0.01% of the portfolio, ranked #1037.

Citigroup first reported a position in UPST in Q1 2021 and has held it in 21 quarters since. The position peaked at $27.9M in Q3 2025. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

Citigroup held 806,341 shares of Upstart Holdings worth $20.7M as of Q1 2026.
Citigroup bought 242,696 Upstart Holdings shares in Q1 2026, an estimated $8.54M.
Upstart Holdings made up 0.01% of Citigroup's portfolio in Q1 2026, its #1037 holding.
Citigroup first reported a position in Upstart Holdings in Q1 2021 and has held it in 21 quarters since.
Citigroup's Upstart Holdings position peaked at $27.9M in Q3 2025.
339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.