UPSTART HLDGS INC - NOTE 1.000%11/1 Institutional Ownership

13F Institutional Holders and Ownership History for Q4 2025

Type / Class
Debt / NOTE 1.000%11/1
Market price (% of par)
87.21%
All holders as of 31 Dec 2025
Q4 2025
Total 13F principal
$501,664,200
Total reported market value
$439,144,860
Principal change
+$498,977,200
Market value change
+$436,796,311
Number of holders
36
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 36 institutional investors reported holding $501,664,200 in principal (par value) of UPSTART HLDGS INC - NOTE 1.000%11/1.

Institutional Holders of UPSTART HLDGS INC - NOTE 1.000%11/1 across Reporting Periods

Period Principal Value Change Price (% of par) (Median) Investors
2025 Q4 $501,664,200 $439,144,860 +$436,796,311 87.21% 36