HFF
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Halter Ferguson Financial’s Upstart Holdings UPST Stock Holding History

Halter Ferguson Financial’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 		$61.9M Buy
1,748,119
+280,759
+19% +$8.65M 10.03% 3
2026
Q1 		$37.6M Buy
1,467,360
+1,052,039
+253% +$37M 8.26% 3
2025
Q4 		$18.2M Buy
415,321
+209,915
+102% +$9.67M 3.99% 4
2025
Q3 		$10.4M Buy
+205,406
New +$14.5M 2.39% 8

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Halter Ferguson Financial's UPST Position: Q2 2026 in Review

Halter Ferguson Financial increased its Upstart Holdings (UPST) stake by 19% in Q2 2026, buying an estimated $8.65M and bringing the position to 1,748,119 shares worth $61.9M. The position accounts for 10.03% of the portfolio, ranked #3.

Halter Ferguson Financial first reported a position in UPST in Q3 2025 and has held it in 4 quarters since. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Halter Ferguson Financial held 1,748,119 shares of Upstart Holdings worth $61.9M as of Q2 2026.
  • Halter Ferguson Financial bought 280,759 Upstart Holdings shares in Q2 2026, an estimated $8.65M.
  • Upstart Holdings made up 10.03% of Halter Ferguson Financial's portfolio in Q2 2026, its #3 holding.
  • Halter Ferguson Financial first reported a position in Upstart Holdings in Q3 2025 and has held it in 4 quarters since.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Halter Ferguson Financial's 13F filing for Q2 2026, filed 3 Aug 2026.