UPSTART HLDGS INC - NOTE 2.000%10/0 Institutional Ownership

13F Institutional Holders and Ownership History for Q4 2025

Type / Class
Debt / NOTE 2.000%10/0
Market price (% of par)
126.37%
All holders as of 31 Dec 2025
Q4 2025
Total 13F principal
$385,073,934
Total reported market value
$486,670,516
Principal change
+$375,295,934
Market value change
+$474,347,735
Number of holders
20
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 20 institutional investors reported holding $385,073,934 in principal (par value) of UPSTART HLDGS INC - NOTE 2.000%10/0.

Institutional Holders of UPSTART HLDGS INC - NOTE 2.000%10/0 across Reporting Periods

Period Principal Value Change Price (% of par) (Median) Investors
2025 Q4 $385,073,934 $486,670,516 +$474,347,735 126.37% 20