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Halter Ferguson Financial Inc. → UPST
Halter Ferguson Financial Inc. UPST Position History
Upstart Holdings, Inc. • Financial Services
Quarters held
5
Latest value
$32.6M
Q3 2026
Peak value
$61.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $18.2M |
| Q4 2025 | $18.2M |
| Q1 2026 | $37.6M |
| Q2 2026 | $61.9M |
| Q3 2026 | $32.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $32.6M | 1.42M | — | — |
| Q2 2026 | $61.9M | 1.75M | — | — |
| Q1 2026 | $37.6M | 1.47M | — | — |
| Q4 2025 | $18.2M | 415.3K | — | — |
| Q4 2025 | $18.2M | 415.3K | — | — |
Other funds holding UPST
$200.3M
$167.5M
$135.8M
$92.6M
$88.2M
$76.6M
$75.1M