As of 31 Dec 2025, 19 institutional investors reported holding $55,825,350 in principal (par value) of UPSTART HLDGS INC - NOTE 0.250% 8/1.
| Period | Principal | Value | Change | Price (% of par) (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | $55,825,350 | $54,065,384 | +$4,765,634 | 96.25% | 19 |
| 2025 Q3 | $51,609,350 | $59,028,473 | -$199,756,160 | 95.41% | 18 |
| 2025 Q2 | $204,076,408 | $247,937,287 | +$15,050,852 | 94.75% | 25 |
| 2025 Q1 | $188,810,058 | $229,720,696 | +$9,984,561 | 93.4% | 23 |
| 2024 Q4 | $195,133,058 | $214,633,282 | -$37,841,005 | 90.73% | 21 |
| 2024 Q3 | $239,869,558 | $212,997,156 | -$209,558,299 | 88.5% | 28 |
| 2024 Q2 | $510,604,752 | $403,362,381 | -$13,015,290 | 79.17% | 33 |
| 2024 Q1 | $527,527,999 | $412,295,120 | -$25,198,069 | 78.07% | 33 |
| 2023 Q4 | $560,419,180 | $412,402,175 | -$4,603,994 | 73.6% | 36 |
| 2023 Q3 | $580,331,448 | $383,965,758 | -$1,592,385 | 66.06% | 37 |
| 2023 Q2 | $581,949,900 | $397,994,398 | +$14,006,495 | 68.48% | 33 |
| 2023 Q1 | $564,983,900 | $327,975,552 | +$1,905,209 | 57.95% | 31 |
| 2022 Q4 | $565,180,000 | $298,803,368 | -$48,055,807 | 53.0% | 35 |
| 2022 Q3 | $590,030,000 | $329,831,365 | +$307,448,216 | 56.27% | 37 |