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 $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. 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.