# UPSTART HOLDINGS INC 2 10/01/2029 144A SDBCV

UPSTART HOLDINGS INC 2 10/01/2029 144A SDBCV is a security (CUSIP 91680MAD9) tracked across SEC portfolio filings. 23 institutional managers reported $387.2M on Form 13F as of 2026-06-30; 2 registered fund positions totaling $3.6M via N-PORT as of 2026-05-29.

## Summary

- Issuer: UPSTART HOLDINGS INC 2 10/01/2029 144A
- Class: SDBCV
- CUSIP: 91680MAD9
- Asset category: DBT
- 13F holders: 23
- 13F value: $387.2M
- 13F period: 2026-06-30
- N-PORT fund positions: 2
- N-PORT value: $3.6M
- N-PORT report: 2026-05-29

## Top institutional holders (Form 13F)

_Showing 15 of 23 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| Linden Advisors LP | New York, NY | $173.2M | 176,645,000 |
| [WHITEBOX ADVISORS LLC](https://search.stillhousedata.com/firm/121995) | MINNEAPOLIS, MN | $63.3M | 64,900,000 |
| D. E. Shaw & Co., Inc. | New York, NY | $41.4M | 42,370,000 |
| NATIXIS | Paris, I0 | $15.4M | 15,934 |
| ADVENT CAPITAL MANAGEMENT /DE/ | NEW YORK, NY | $14.5M | 14,822,000 |
| [CITADEL ADVISORS LLC](https://search.stillhousedata.com/firm/148826) | MIAMI, FL | $13.7M | 14,000,000 |
| ARISTEIA CAPITAL LLC | GREENWICH, CT | $11.8M | 12,000,000 |
| Mirabaud Asset Management (France) SAS | PARIS, I0 | $10.6M | 11,050,000 |
| STATE STREET CORP | BOSTON, MA | $9.4M | 9,577,000 |
| BNP PARIBAS ARBITRAGE, SNC | PARIS, I0 | $8.3M | 8,543,000 |
| BlackRock, Inc. | New York, NY | $7.1M | 7,250,000 |
| [TWO SIGMA INVESTMENTS, LP](https://search.stillhousedata.com/firm/137137) | New York, NY | $4.9M | 5,000,000 |
| FMR LLC | BOSTON, MA | $4.7M | 4,824,000 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | FRANKFURT AM MAIN, 2M | $3.3M | 2,905,000 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | London, X0 | $2.0M | 2,025,000 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| Advent Convertible & Income Fund | ADVENT CONVERTIBLE & INCOME FUND | $3.2M | 53.81% |
| [Franklin Alternative Strategies Fund](https://search.stillhousedata.com/fund/S000042023) | Franklin Alternative Strategies Funds | $426K | 7.23% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/91680MAD9.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.