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Disclosery

Balyasny Asset Management: UPST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Balyasny Asset Management on UPST, newest first. How the timeline and the estimate are built.

Balyasny Asset Management held 556,759 UPST shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 556,759 shares
    Change vs previous 13F -312,657 shares

    0.04% of the 13F portfolio, value $19,725,971.

    13F-HR 0001193125-26-351940 filed by Balyasny Asset Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 869,416 shares
    Change vs previous 13F +849,704 shares

    0.04% of the 13F portfolio, value $22,300,520.

    13F-HR 0001193125-26-226359 filed by Balyasny Asset Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,712 shares
    Change vs previous 13F -268,052 shares

    <0.01% of the 13F portfolio, value $862,006.

    13F-HR 0001193125-26-054303 filed by Balyasny Asset Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 287,764 shares
    Change vs previous 13F +182,763 shares

    0.03% of the 13F portfolio, value $14,618,411.

    13F-HR 0001193125-25-282267 filed by Balyasny Asset Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 105,001 shares
    Change vs previous 13F +105,001 shares

    0.02% of the 13F portfolio, value $6,791,465.

    13F-HR 0000950123-25-008224 filed by Balyasny Asset Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0000950123-24-011629 filed by Balyasny Asset Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.