UPSTART HOLDINGS INC 1 11/15/2030 SDBCV is a security (CUSIP 91680MAF4) tracked across SEC portfolio filings. 36 institutional managers reported $375.7M on Form 13F as of 2026-06-30; 2 registered fund positions totaling $9.5M via N-PORT as of 2026-04-30.
Showing 15 of 36 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Linden Advisors LP | New York, NY | $90.9M | 126,302,000 |
| Context Capital Management, LLC | LAJOLLA, CA | $64.1M | 78,174,000 |
| WHITEBOX ADVISORS LLC | MINNEAPOLIS, MN | $43.0M | 60,730,000 |
| AQR Arbitrage LLC | Greenwich, CT | $27.6M | 38,700,000 |
| D. E. Shaw & Co., Inc. | New York, NY | $24.8M | 34,374,000 |
| Jump Financial, LLC | Chicago, IL | $22.8M | 32,000,000 |
| MacKay Shields LLC | New York, NY | $20.6M | 25,168,000 |
| MILLENNIUM MANAGEMENT LLC | NEW YORK, NY | $9.3M | 12,925,000 |
| STATE STREET CORP | BOSTON, MA | $8.1M | 11,150,000 |
| Jefferies Financial Group Inc. | NEW YORK, NY | $7.9M | 10,835,000 |
| BNP PARIBAS ARBITRAGE, SNC | PARIS, I0 | $7.3M | 10,387,000 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $6.7M | 9,509,000 |
| Nuveen, LLC | CHARLOTTE, NC | $6.7M | 9,459,000 |
| BlackRock, Inc. | New York, NY | $5.7M | 8,011,000 |
| ADVENT CAPITAL MANAGEMENT /DE/ | NEW YORK, NY | $4.9M | 6,806,000 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| NYLI MacKay Convertible Fund | NEW YORK LIFE INVESTMENTS FUNDS | $9.5M | 52.74% |
| Fidelity Multi-Strategy Credit Fund | Fidelity Multi-Strategy Credit Fund | $8K | 1.38% |