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Nasdaq Stock Loans in the United States

Stock loans (securities-backed financing) against shares listed on Nasdaq Stock Market (Nasdaq) — for family offices, founders and controlling shareholders.

01 · Process
How it works

From enquiry to funding.

StageWhat happensTiming
01Confidential enquiryThe holding and the objective, shared under NDA through a secure channel.Day one
02Indicative termsStructure, sizing and indicative pricing returned against the position.1–2 days
03Structuring & documentationKYC, share and market review; terms formalised under institutional documentation alongside your counsel.1–2 weeks
04Custody & fundingPledged shares held at a qualified custodian; collateral secured and proceeds released.On completion
02 · The Market
Americas

About Nasdaq Stock Market.

Nasdaq Stock Market is the principal cash-equity venue of the United States. Founded in 1971, it operates under the oversight of U.S. Securities and Exchange Commission (SEC), and its leading benchmarks are Nasdaq-100, Nasdaq Composite. Listing standards are set out in the Nasdaq Stock Market Rules.

Nasdaq at a glance:

Listed venueNasdaq Stock Market (Nasdaq)
RegulatorU.S. Securities and Exchange Commission (SEC)
CurrencyUSD
SettlementT+1
Disclosure threshold5%
Principal indicesNasdaq-100, Nasdaq Composite

The first fully electronic stock market, today the principal listing venue for technology, biotechnology, and growth issuers. Three tiers calibrate listing standards to issuer maturity.

On Nasdaq specifically, eligibility turns on the tier and the sector. Nasdaq-100 and larger Nasdaq Composite names on the Global Select Market carry the free float and turnover that support a higher loan-to-value; Global Market and Capital Market issuers are financed more selectively. Because Nasdaq is the principal venue for technology and biotechnology growth issuers, single-catalyst volatility — a trial readout, an earnings gap — is weighed into the loan-to-value on those names, alongside affiliate status and any Rule 144 restriction on the specific line.

03 · Eligibility
For Institutional Positions

What qualifies on Nasdaq.

Nasdaq ranks among the deepest equity pools anywhere; eligibility turns on the stock itself — its free float, daily traded volume, and how concentrated the line is.

For any given Nasdaq position, our review looks at: free float and daily traded volume against the size of the transaction; your status (controlling shareholder, director, substantial shareholder) and the disclosure that follows; the issuer’s sector and listing segment; and what the transaction must do (LTV, tenor, currency, recourse, custody).

04 · Disclosure
SEC

Framework cited on Nasdaq.

The principal regulatory reference on Nasdaq is Schedule 13D / 13G beneficial ownership reports under Section 13(d) of the Securities Exchange Act of 1934. How it applies to any single transaction — reporting levels, step thresholds — turns on the underlying rules and national-law overlays, which we map against your contemplated transaction at the structuring stage alongside the counsel you appoint.

The citations above are public regulatory references, given for orientation only and not as legal advice. Take independent legal advice in the relevant jurisdiction for any specific transaction.

See the full process →

05 · FAQ
Nasdaq · Stock Loans

What holders ask about Nasdaq.

01Which Nasdaq-listed shares qualify for a stock loan?
The more liquid and less catalyst-driven the name, the cleaner the facility. Nasdaq-100 and Global Select constituents support the highest loan-to-value; smaller Global Market and Capital Market names, and single-catalyst biotech, are taken case by case. We quote indicative terms only after reviewing the specific line — its free float, daily turnover, volatility, and any lock-up or Rule 144 restriction.
02How much can I borrow against a Nasdaq-listed holding?
The loan-to-value is set to the specific holding — free float, daily traded volume, volatility, and your regulatory standing. We quote indicative ratios only after reviewing the actual Nasdaq position.
03Which Nasdaq segments can I borrow against?
We look at each case across the segments Nasdaq Stock Market runs: Nasdaq Global Select Market; Nasdaq Global Market; Nasdaq Capital Market. Higher tiers are usually simpler to structure, as free float and liquidity are deeper.
04What currency can the facility be drawn in?
The default is USD, the listing currency. Cross-currency structures are common and readily arranged.
05What is the settlement cycle on Nasdaq?
Equities listed on Nasdaq Stock Market generally settle on T+1. We align the pledge and the drawdown mechanics to that cycle.
06What is the disclosure threshold on Nasdaq?
The principal level is 5%, under Schedule 13D / 13G beneficial ownership reports under Section 13(d) of the Securities Exchange Act of 1934. Crossing it triggers a notification; we map the exact thresholds to your holding.
07How long does a Nasdaq stock loan take to arrange?
Indicative terms within one to two business days of an enquiry, with documentation and funding usually inside about three weeks, depending on custody onboarding and the size of the line.
06 · Other Venues
United States

Other venues.

NYSE

United States overview →

A particular Nasdaq holding to talk through?

Send a confidential enquiry, and a senior principal will reply within one business day.