UPSTART HLDGS INC - NOTE 0.250% 8/1

Historical Holders from Q3 2022 to Q3 2025

Type / Class
Debt / NOTE 0.250% 8/1
All holders as of 30 Sep 2025
Q3 2025
Total 13F principal, excl. options
51,609,350
Holdings value
$59,028,473
% of all portfolios
0%
Number of holders
18
Number of buys
4
Number of sells
-16
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of UPSTART HLDGS INC - NOTE 0.250% 8/1

Period Principal Value Change Price Investors
2025 Q3 51,609,350 $59,028,473 -$199,756,160 $0.9541 18
2025 Q2 204,076,408 $247,937,287 +$15,050,852 $0.9475 25
2025 Q1 188,810,058 $229,720,696 +$9,984,561 $0.9340 23
2024 Q4 195,133,058 $214,633,282 -$37,841,005 $0.9073 21
2024 Q3 239,869,558 $212,997,156 -$209,558,299 $0.8850 28
2024 Q2 510,604,752 $403,362,381 -$13,015,290 $0.7917 33
2024 Q1 527,527,999 $412,295,120 -$25,198,069 $0.7807 33
2023 Q4 560,419,180 $412,402,175 -$4,603,994 $0.7360 36
2023 Q3 580,331,448 $383,965,758 -$1,592,385 $0.6606 37
2023 Q2 581,949,900 $397,994,398 +$14,006,495 $0.6848 33
2023 Q1 564,983,900 $327,975,552 +$1,905,209 $0.5795 31
2022 Q4 565,180,000 $298,803,368 -$48,055,807 $0.5300 35
2022 Q3 590,030,000 $329,831,365 +$307,448,216 $0.5627 37