Position in UPST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,725,971
-$2,574,549 QoQ
Shares Held
556,759
-36.0% QoQ
Ownership
0.572%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#27
of 364 holders
Holding Since
Sep 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Derivatives in UPST
reported options exposure · as of Jun 30, 2026CallValue
$2,118,714
CallShares
59,800
PutValue
$1,045,185
PutShares
29,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026Balyasny Asset Management L.P. holds $502,333,634 across 20 Credit Services names. UPST ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
624,899 | $125,367,237 | |
| 2 | V |
Visa Inc.
|
297,581 | $102,097,065 | |
| 3 | AXP |
American Express Co
|
234,516 | $79,325,036 | |
| 4 | MA |
Mastercard Inc
|
147,249 | $75,627,086 | |
| 5 | GDOT |
Green Dot Corp
|
2,400,668 | $32,433,024 | |
| 6 | UPST |
Upstart Holdings, Inc.
This page
|
556,759 | $19,725,971 | |
| 7 | ALLY |
Ally Financial Inc.
|
417,058 | $19,163,815 | |
| 8 | KLAR |
Klarna Group plc
|
643,861 | $13,031,746 |
All Filings in UPST
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,118,714 | 59,800 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $1,045,185 | 29,500 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $19,725,971 | 556,759 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,046,520 | 40,800 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $22,300,520 | 869,416 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $2,226,420 | 86,800 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $862,005 | 19,712 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $6,345,223 | 145,100 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $2,768,109 | 63,300 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $9,403,080 | 185,100 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $14,618,411 | 287,764 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $8,239,760 | 162,200 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $20,600,580 | 318,500 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $8,363,124 | 129,300 | Put | Sole | 2025-08-14 | |
| 2025-06-30 | $6,791,464 | 105,001 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,331,423 | 94,100 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $4,630,618 | 100,600 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $5,787,580 | 94,000 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $8,662,899 | 140,700 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $3,760,940 | 94,000 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $7,829,957 | 195,700 | Put | Sole | 2024-11-14 | |
| 2024-06-30 | $5,284,160 | 224,000 | Call | Sole | 2024-08-14 | |
| 2024-06-30 | $724,213 | 30,700 | Put | Sole | 2024-08-14 | |
| 2024-06-30 | $2,008,122 | 85,126 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,253,719 | 46,624 | Shares | Sole | 2024-05-13 | |
| 2024-03-31 | $255,455 | 9,500 | Call | Sole | 2024-05-13 | |
| 2024-03-31 | $5,531,273 | 205,700 | Put | Sole | 2024-05-13 | |
| 2023-12-31 | $836,117 | 20,463 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $244,130 | 8,554 | Shares | Sole | 2023-11-14 | |
| 2022-09-30 | $17,619,525 | 847,500 | Put | Sole | 2022-11-15 | |
| 2022-06-30 | $2,589,678 | 81,900 | Call | Sole | 2022-08-15 | |
| 2022-06-30 | $7,114,500 | 225,000 | Put | Sole | 2022-08-15 | |
| 2021-12-31 | $13,843,950 | 91,500 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $15,822,000 | 50,000 | Put | Sole | 2021-12-01 | |
| No filing history on record for this holder in this stock. | ||||||