Latest Period
Q2 2026
Security Snapshot
UPSTART HLDGS INC - NOTE 1.000%11/1 Institutional Ownership
CUSIP: 91680MAF4
13F Institutional Holders and Ownership History from Q4 2025 to Q3 2026
Institutions Reporting
33
Principal
$519,943,350
Price (% of par)
81.48%
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- Security type / class
- Debt / NOTE 1.000%11/1
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F principal
- $519,943,350
- Total 13F market value
- $425,889,252
- Principal change
- +$14,728,150
- Market value change
- +$15,701,876
- Number of holders
- 33
- SEC-reported market price (% of par)
- 73.85%
Latest holder snapshot
3 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- 91680MAF4 - UPSTART HLDGS INC - NOTE 1.000%11/1 is tracked under CUSIP 91680MAF4.
- 33 institutions reported positions in Q2 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 33 to 2 between Q2 2026 and Q3 2026.
- SEC-reported value moved from $425,889,252 to $18,559,916.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 33 institutions filings for Q2 2026.
Security key
91680MAF4
Latest holder period
Q2 2026
13F holders
33
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 91680MAF4:
As of 30 Jun 2026, 33 institutional investors reported holding $519,943,350 in principal (par value) of UPSTART HLDGS INC - NOTE 1.000%11/1.
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
4
Latest
Q2 2026
Rows shown
1-4 of 4