CHEESECAKE FACTORY INC - NOTE 0.375% 6/1 Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2021 to Q4 2025

Type / Class
Debt / NOTE 0.375% 6/1
Market price (% of par)
98.57%
All holders as of 31 Dec 2025
Q4 2025
Total 13F principal
$60,664,000
Total reported market value
$59,736,048
Principal change
-$1,364,000
Market value change
-$1,429,072
Number of holders
32
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 32 institutional investors reported holding $60,664,000 in principal (par value) of CHEESECAKE FACTORY INC - NOTE 0.375% 6/1.

Institutional Holders of CHEESECAKE FACTORY INC - NOTE 0.375% 6/1 across Reporting Periods

Period Principal Value Change Price (% of par) (Median) Investors
2025 Q4 $60,664,000 $59,736,048 -$1,429,072 98.57% 32
2025 Q3 $60,428,000 $60,038,971 -$326,896 99.23% 35
2025 Q2 $74,396,000 $76,074,649 +$119,579 102.4% 35
2025 Q1 $69,542,060 $69,061,275 -$279,639,562 98.5% 39
2024 Q4 $351,868,930 $350,219,575 -$3,270,195 98.55% 53
2024 Q3 $368,573,000 $350,081,746 -$7,402,948 94.44% 55
2024 Q2 $369,352,657 $355,662,897 +$16,105,849 90.37% 61
2024 Q1 $360,293,772 $321,950,080 +$5,509,477 89.0% 61
2023 Q4 $350,582,317 $303,590,925 -$33,911,778 86.26% 57
2023 Q3 $365,376,486 $335,852,925 +$24,251,042 82.63% 59
2023 Q2 $376,167,446 $317,002,461 -$13,663,105 84.0% 58
2023 Q1 $394,518,241 $329,007,519 +$68,205,937 82.81% 56
2022 Q4 $306,521,883 $252,438,605 +$33,849,031 82.28% 60
2022 Q3 $261,088,985 $203,284,787 -$23,837,437 77.54% 55
2022 Q2 $289,997,715 $221,931,626 +$30,195,828 76.49% 49
2022 Q1 $247,418,068 $221,565,382 -$20,184,484 89.53% 41
2021 Q4 $266,530,353 $239,384,073 -$11,175,295 89.79% 42
2021 Q3 $283,341,575 $270,332,115 -$6,013,535 95.25% 46
2021 Q2 $290,561,500 $286,651,249 +$279,101,004 98.8% 49