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 		$1.05M Sell
40,800
-22,500
-36% -$792K ﹤0.01% 2060
2025
Q4 		$2.77M Sell
63,300
-98,900
-61% -$4.55M ﹤0.01% 1712
2025
Q3 		$8.24M Buy
162,200
+32,900
+25% +$2.31M 0.01% 1149
2025
Q2 		$8.36M Buy
129,300
+28,700
+29% +$1.41M 0.01% 1046
2025
Q1 		$4.63M Sell
100,600
-40,100
-29% -$2.49M 0.01% 1287
2024
Q4 		$8.66M Sell
140,700
-55,000
-28% -$3.43M 0.01% 1026
2024
Q3 		$7.83M Buy
195,700
+165,000
+537% +$5.49M 0.01% 1061
2024
Q2 		$724K Sell
30,700
-175,000
-85% -$4.22M ﹤0.01% 1916
2024
Q1 		$5.53M Buy
+205,700
New +$6.08M 0.01% 1179
2022
Q4 		– Sell
-847,500
Closed -$17.6M – 3262
2022
Q3 		$17.6M Buy
847,500
+622,500
+277% +$16.7M 0.05% 470
2022
Q2 		$7.12M Buy
+225,000
New +$13.4M 0.02% 794
2022
Q1 		– Sell
-91,500
Closed -$13.8M – 2868
2021
Q4 		$13.8M Buy
91,500
+41,500
+83% +$10.4M 0.05% 540
2021
Q3 		$15.8M Buy
+50,000
New +$9.86M 0.07% 400

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.