Balyasny Asset Management
UPST icon

Balyasny Asset Management’s Upstart Holdings UPST Stock Holding History

Balyasny Asset Management’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
2026
Q1 		$22.3M Buy
869,416
+849,704
+4,311% +$29.9M 0.04% 641
2025
Q4 		$862K Sell
19,712
-268,052
-93% -$12.3M ﹤0.01% 2261
2025
Q3 		$14.6M Buy
287,764
+182,763
+174% +$12.9M 0.03% 865
2025
Q2 		$6.79M Buy
+105,001
New +$5.15M 0.02% 1144
2025
Q1 		– Hold
0
– – – 3360
2024
Q4 		– Hold
0
– – – 3324
2024
Q3 		– Sell
-85,126
Closed -$2.83M – 3236
2024
Q2 		$2.01M Buy
85,126
+38,502
+83% +$929K 0.01% 1529
2024
Q1 		$1.25M Buy
46,624
+26,161
+128% +$774K ﹤0.01% 1700
2023
Q4 		$836K Buy
20,463
+11,909
+139% +$363K ﹤0.01% 1754
2023
Q3 		$244K Buy
+8,554
New +$344K ﹤0.01% 1975
2022
Q4 		– Hold
0
– – – 3319
2022
Q3 		– Hold
0
– – – 3347
2022
Q2 		– Hold
0
– – – 3284
2022
Q1 		– Hold
0
– – – 2935
2021
Q4 		– Hold
0
– – – 2696
2021
Q3 		– Hold
0
– – – 2540

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BlackRock New York $5.7T 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 $93.4B 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 $761B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $452M AUM 49.85% 1-Year Est. Return