UPSTART HLDGS INC - NOTE 2.000%10/0

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Debt / NOTE 2.000%10/0
Market price (% of par)
126.37%
Total 13F principal
$385,073,934
Principal change
+$375,295,934
Total reported market value
$486,670,516
Number of holders
20
Value change
+$474,347,735
Number of buys
18

Institutional Holders of UPSTART HLDGS INC - NOTE 2.000%10/0 as of Q4 2025

As of 31 Dec 2025, UPSTART HLDGS INC - NOTE 2.000%10/0 was held by 20 institutional bondholders reporting positions in Form 13F filings. These institutions reported holding $385,073,934 in principal (par value) of the bond. The largest 10 bondholders included Linden Advisors LP, WHITEBOX ADVISORS LLC, D. E. Shaw & Co., Inc., DeepCurrents Investment Group LLC, Nuveen, LLC, BNP PARIBAS FINANCIAL MARKETS, STATE STREET CORP, Jefferies Financial Group Inc., ARISTEIA CAPITAL, L.L.C., and BlackRock, Inc.. This page lists 20 institutional bondholders reporting positions for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price (% of par) Principal Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.