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)
97.82%
All holders as of 30 Sep 2025
Q3 2025
Total 13F principal
$60,428,000
Total reported market value
$60,038,971
Principal change
-$5,174,000
Market value change
-$5,246,761
Number of holders
35
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 35 institutional investors reported holding $60,428,000 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 $5,000 $4,891 -$6,987 97.82% 1
2025 Q3 $60,428,000 $60,038,971 -$5,246,761 99.23% 35
2025 Q2 $74,421,000 $78,634,649 +$119,823 102.4% 36
2025 Q1 $69,542,060 $69,061,275 -$279,637,330 98.5% 39
2024 Q4 $351,868,930 $350,219,537 -$3,270,560 98.55% 53
2024 Q3 $368,573,000 $350,082,037 -$7,407,331 94.44% 55
2024 Q2 $369,352,657 $355,662,577 +$16,105,988 90.37% 61
2024 Q1 $360,293,772 $327,978,574 +$2,028,501 89.0% 61
2023 Q4 $6,760,000 $5,830,501 -$388,125 86.25% 1
2023 Q3 $358,380,895 $299,037,069 -$4,680,963 82.63% 58
2023 Q2 $362,998,446 $309,597,232 -$12,106,071 84.12% 59
2023 Q1 $372,544,241 $310,324,267 +$58,088,782 82.81% 55
2022 Q4 $296,256,883 $245,047,731 +$24,198,360 82.23% 60
2022 Q3 $268,210,985 $758,122,061 +$83,299,639 77.31% 55
2022 Q2 $296,005,420 $666,007,905 +$50,090,106 76.25% 50
2022 Q1 $252,825,068 $719,440,352 +$124,429,984 89.51% 41
2021 Q4 $270,675,353 $592,905,227 +$69,265,936 89.56% 42
2021 Q3 $286,456,575 $590,607,126 +$271,293,843 95.25% 46
2021 Q2 $290,811,500 $335,625,263 +$328,076,305 98.83% 49