Balyasny Asset Management
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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 		$2.23M Sell
86,800
-58,300
-40% -$2.05M ﹤0.01% 1731
2025
Q4 		$6.35M Sell
145,100
-40,000
-22% -$1.84M 0.01% 1275
2025
Q3 		$9.4M Sell
185,100
-133,400
-42% -$9.38M 0.01% 1082
2025
Q2 		$20.6M Buy
318,500
+224,400
+238% +$11M 0.03% 660
2025
Q1 		$4.33M Buy
94,100
+100
+0.1% +$6.22K 0.01% 1314
2024
Q4 		$5.79M Hold
94,000
– – 0.01% 1201
2024
Q3 		$3.76M Sell
94,000
-130,000
-58% -$4.32M 0.01% 1394
2024
Q2 		$5.28M Buy
224,000
+214,500
+2,258% +$5.18M 0.01% 1143
2024
Q1 		$255K Buy
+9,500
New +$281K ﹤0.01% 2318
2022
Q3 		– Sell
-81,900
Closed -$2.59M – 3277
2022
Q2 		$2.59M Buy
+81,900
New +$4.88M 0.01% 1268

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

Balyasny Asset Management's UPST Position: Q1 2026 in Review

Balyasny Asset Management increased its Upstart Holdings (UPST) stake by 4,311% in Q1 2026, buying an estimated $29.9M and bringing the position to 869,416 shares worth $22.3M. The position accounts for 0.03% of the portfolio, ranked #641.

Balyasny Asset Management first reported a position in UPST in Q3 2023 and has held it in 8 quarters since. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Balyasny Asset Management held 869,416 shares of Upstart Holdings worth $22.3M as of Q1 2026.
  • Balyasny Asset Management bought 849,704 Upstart Holdings shares in Q1 2026, an estimated $29.9M.
  • Upstart Holdings made up 0.03% of Balyasny Asset Management's portfolio in Q1 2026, its #641 holding.
  • Balyasny Asset Management first reported a position in Upstart Holdings in Q3 2023 and has held it in 8 quarters since.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.