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
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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Halter Ferguson Financial's UPST Position: Q1 2026 in Review

Halter Ferguson Financial increased its Upstart Holdings (UPST) stake by 253% in Q1 2026, buying an estimated $37M and bringing the position to 1,467,360 shares worth $37.6M. The position accounts for 8.26% of the portfolio, ranked #3.

Halter Ferguson Financial first reported a position in UPST in Q3 2025 and has held it in 3 quarters since. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Halter Ferguson Financial held 1,467,360 shares of Upstart Holdings worth $37.6M as of Q1 2026.
  • Halter Ferguson Financial bought 1,052,039 Upstart Holdings shares in Q1 2026, an estimated $37M.
  • Upstart Holdings made up 8.26% of Halter Ferguson Financial's portfolio in Q1 2026, its #3 holding.
  • Halter Ferguson Financial first reported a position in Upstart Holdings in Q3 2025 and has held it in 3 quarters since.
  • 338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Halter Ferguson Financial's 13F filing for Q1 2026, filed 28 Apr 2026.