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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 		$1.05M Sell
29,500
-11,300
-28% -$348K ﹤0.01% 2184
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 $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.