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
2025
Q3 		– Sell
-30,000
Closed -$1.94M – 6334
2025
Q2 		$1.94M Sell
30,000
-89,800
-75% -$4.4M ﹤0.01% 2677
2025
Q1 		$5.51M Sell
119,800
-14,900
-11% -$926K ﹤0.01% 1812
2024
Q4 		$8.29M Buy
+134,700
New +$8.4M ﹤0.01% 1523

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

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.