As of 30 Sep 2025, 18 institutional investors reported holding $51,609,350 in principal (par value) of UPSTART HLDGS INC - NOTE 0.250% 8/1.
| Period | Principal | Value | Change | Price (% of par) (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | $51,609,350 | $59,028,473 | -$173,029,738 | 95.41% | 18 |
| 2025 Q2 | $204,076,408 | $247,937,287 | +$15,050,542 | 94.75% | 25 |
| 2025 Q1 | $188,810,058 | $229,720,696 | +$9,982,356 | 93.4% | 23 |
| 2024 Q4 | $195,133,058 | $214,633,282 | -$37,841,798 | 90.73% | 21 |
| 2024 Q3 | $239,869,558 | $212,997,156 | -$209,556,349 | 88.5% | 28 |
| 2024 Q2 | $425,114,752 | $335,256,669 | -$80,176,133 | 79.17% | 32 |
| 2024 Q1 | $527,527,999 | $453,738,920 | -$14,156,178,839 | 78.07% | 33 |
| 2023 Q4 | $85,490,000 | $62,946,287 | 73.63% | 1 | |
| 2023 Q3 | $494,841,448 | $336,667,564 | -$13,244,217 | 66.06% | 36 |
| 2023 Q2 | $495,499,900 | $342,612,217 | +$19,487,734 | 68.48% | 32 |
| 2023 Q1 | $478,533,900 | $279,722,798 | -$2,270,786,629 | 57.95% | 30 |
| 2022 Q4 | $478,730,000 | $252,984,868 | +$162,279 | 53.0% | 34 |
| 2022 Q3 | $503,495,000 | $256,711,954 | +$256,692,443 | 56.2% | 35 |