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Dmitry Balyasny’s Upstart Holdings UPST Stock Holding History

Dmitry Balyasny’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
Q2 		$2.12M Sell
59,800
-27,000
-31% -$832K ﹤0.01% 1785
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 $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

Dmitry Balyasny's UPST Position: Q2 2026 in Review

Dmitry Balyasny reduced its Upstart Holdings (UPST) stake by 36% in Q2 2026, selling an estimated $9.63M and leaving 556,759 shares worth $19.7M. The position accounts for 0.02% of the portfolio, ranked #720.

Dmitry Balyasny first reported a position in UPST in Q3 2023 and has held it in 9 quarters since. The position peaked at $22.3M in Q1 2026. 365 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Dmitry Balyasny held 556,759 shares of Upstart Holdings worth $19.7M as of Q2 2026.
  • Dmitry Balyasny sold 312,657 Upstart Holdings shares in Q2 2026, an estimated $9.63M.
  • Upstart Holdings made up 0.02% of Dmitry Balyasny's portfolio in Q2 2026, its #720 holding.
  • Dmitry Balyasny first reported a position in Upstart Holdings in Q3 2023 and has held it in 9 quarters since.
  • Dmitry Balyasny's Upstart Holdings position peaked at $22.3M in Q1 2026.
  • 365 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.