Position in UPST
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$61,935,856
+$24,298,072 QoQ
Shares Held
1,748,119
+19.1% QoQ
Ownership
1.80%
of shares outstanding
% of Portfolio
10.30%
of 13F equity value
Holder Rank
#10
of 364 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Halter Ferguson Financial Inc. holds $61,935,856 across 1 Credit Services name. UPST ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPST |
Upstart Holdings, Inc.
This page
|
1,748,119 | $61,935,856 |
All Filings in UPST
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,935,856 | 1,748,119 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $37,637,784 | 1,467,360 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $18,161,987 | 415,321 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $10,434,624 | 205,406 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||