Запись по ценной бумаге · архивный квартал
UFPT
UFP Technologies, Inc. · Healthcare · Medical - Devices
87Отслеживаемые держатели
-2Δ держателей
5.05MАкций в держании
$977.88MОтчётная стоимость
+5Новые позиции
−7Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -2.2% ·
поток акций -1.7% ·
новые чистые позиции -2.3%
— формула
Широкое распределение — снижение доли акций и уменьшение числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 84 | 0 | 5.60M | $1.48B | +5 | −5 |
| Q1 2026 | 87 | -2 | 5.05M | $977.88M | +5 | −7 |
| Q4 2025 | 89 | -3 | 5.34M | $1.19B | — | −3 |
| Q3 2025 | 18 | 0 | 2.83M | $564.24M | — | — |
| Q2 2025 | 15 | +2 | 2.67M | $652.20M | +2 | — |
| Q1 2025 | 10 | -1 | 1.10M | $222.08M | +1 | −2 |
| Q4 2024 | 11 | 0 | 1.06M | $258.43M | +1 | −1 |
| Q3 2024 | 10 | 0 | 609.62K | $193.08M | +1 | −1 |
| Q2 2024 | 10 | — | 642.12K | $169.45M | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 1.10M | 0.0% | $212.41M | 0.0% | ▼ Trim | 4 | SEC ↗ ×14 |
| 2 | Vanguard Capital Management Llc | 326.73K | — | $63.25M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (пассивный) | 303.31K | +4.7% | $58.72M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 4 | Neuberger Berman Group LLC | 300.59K | -2.9% | $58.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | T. Rowe Price ✦ | 246.50K | +35.8% | $47.72M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 6 | Massachusetts Financial Services Co… | 227.30K | +86.5% | $44.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Geode Capital Management ✦ (пассивный) | 190.62K | +3.1% | $36.91M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 8 | Allspring Global Investments… | 189.86K | +14.3% | $36.83M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Dimensional Fund Advisors Lp | 179.97K | +6.6% | $34.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 10 | UBS Group AG | 173.74K | -8.3% | $33.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Morgan Stanley ✦ | 128.58K | -18.8% | $24.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 12 | American Century Companies Inc | 125.86K | -52.9% | $24.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Swedbank AB | 115.00K | -28.1% | $22.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Envestnet Asset Management Inc | 109.79K | +15.5% | $21.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 106.47K | -24.5% | $20.61M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 16 | Northern Trust Corp | 86.40K | +0.4% | $16.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 17 | Franklin Resources Inc | 82.15K | -25.5% | $15.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 18 | Royal Bank Of Canada | 79.18K | -12.5% | $15.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 19 | Charles Schwab Investment… | 74.77K | -1.3% | $14.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 65.38K | +9.5% | $12.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 21 | Goldman Sachs Group ✦ | 59.71K | +118.0% | $11.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Osaic Holdings, Inc. | 58.01K | +23.6% | $11.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 23 | Bank Of America Corp /De/ | 54.73K | +20.8% | $10.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 24 | Raymond James Financial Inc | 53.69K | +8.2% | $10.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 25 | Principal Financial Group Inc | 52.21K | +5.6% | $10.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | New York State Common Retirement… | 51.87K | +1.1% | $10.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 41.45K | -3.5% | $8.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 28 | First Trust Advisors Lp | 27.94K | +160.0% | $5.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Sei Investments Co | 26.30K | +144.7% | $5.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Nuveen, LLC | 24.93K | -0.3% | $4.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | Invesco Ltd. | 24.00K | -51.9% | $4.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 32 | Russell Investments Group, Ltd. | 22.27K | +0.4% | $4.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 33 | Rhumbline Advisers | 20.85K | +1.8% | $4.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Janus Henderson Group Plc | 19.44K | -75.5% | $3.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | LPL Financial LLC | 19.35K | +1.6% | $3.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 19.06K | Новый | $3.69M | 0.0% | New | 1 | SEC ↗ |
| 37 | Stifel Financial Corp | 18.44K | +8.0% | $3.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 38 | Legal & General Group Plc | 17.64K | -8.5% | $3.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 39 | Balyasny Asset Management L.P. | 16.68K | Новый | $3.23M | 0.0% | New | 1 | SEC ↗ |
| 40 | Swiss National Bank | 14.40K | 0.0% | $2.79M | 0.0% | Held | 2 | SEC ↗ |
| 41 | UBS AM, a distinct business unit of… | 13.99K | +1.5% | $2.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 42 | Ameriprise Financial Inc | 12.78K | -5.2% | $2.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 43 | JPMorgan Chase ✦ | 12.62K | -19.8% | $2.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 44 | Wells Fargo & Company/Mn | 11.78K | -32.9% | $2.28M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 45 | Marshall Wace ✦ | 11.14K | Новый | $2.16M | 0.0% | New | 1 | SEC ↗ ×3 |
| 46 | Alliancebernstein L.P. | 9.46K | +2.0% | $2.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Mml Investors Services, Llc | 9.76K | -33.0% | $1.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | California State Teachers… | 9.16K | +29.5% | $1.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Gotham Asset Management ✦ | 8.96K | -46.5% | $1.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 50 | Prudential Financial Inc | 8.01K | +10.0% | $1.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Two Sigma Investments ✦ | 7.84K | +4.0% | $1.52M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 52 | Man Group plc | 7.79K | +160.3% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 53 | Truist Financial Corp | 7.28K | +2.9% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Deutsche Bank Ag\ | 7.04K | +11.1% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 55 | Cetera Investment Advisers | 6.67K | -3.3% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 3.51K | +1.7% | $679,342 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Manufacturers Life Insurance… | 3.43K | -5.4% | $664,435 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Cwm, Llc | 2.87K | +2.4% | $555,632 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Universal- Beteiligungs- und… | 2.87K | +41.9% | $554,857 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | State Board Of Administration Of… | 2.80K | -6.5% | $542,661 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Susquehanna International Group, Llp | 2.71K | Новый | $525,237 | 0.0% | New | 1 | SEC ↗ |
| 62 | Simplex Trading, Llc | 2.38K | +2401.1% | $459,993 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Quantinno Capital Management LP | 2.34K | -13.7% | $452,637 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Fifth Third Bancorp | 2.26K | +10652.4% | $437,098 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Northwestern Mutual Wealth… | 2.24K | +1.4% | $432,890 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Voya Investment Management Llc | 2.19K | -2.0% | $423,210 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | AQR Capital Management ✦ | 2.18K | +44.3% | $422,436 | 0.0% | ▲ Add | 8 | SEC ↗ ×4 |
| 68 | Us Bancorp \De\ | 2.14K | +0.1% | $413,723 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 69 | Assenagon Asset Management S.A. | 2.06K | -8.7% | $398,816 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Zurcher Kantonalbank (Zurich… | 1.99K | +54.6% | $384,296 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Barclays Plc | 1.78K | -84.8% | $345,189 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 72 | Amundi | 1.75K | +69.2% | $338,026 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Bnp Paribas Financial Markets | 1.72K | -2.9% | $332,605 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Citigroup Inc | 1.47K | -38.0% | $283,817 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 75 | Mariner, LLC | 1.35K | 0.0% | $261,360 | 0.0% | Held | 2 | SEC ↗ |
| 76 | Pictet Asset Management Holding SA | 1.22K | 0.0% | $235,611 | 0.0% | Held | 2 | SEC ↗ |
| 77 | ProShare Advisors LLC | 1.17K | -20.1% | $226,898 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Victory Capital Management Inc | 1.15K | +5.4% | $221,672 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Fidelity (FMR) ✦ | 1.12K | -27.8% | $217,190 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 80 | Creative Planning | 1.08K | Новый | $208,507 | 0.0% | New | 1 | SEC ↗ |
| 81 | Pnc Financial Services Group, Inc. | 944 | +300.0% | $182,758 | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 82 | Jones Financial Companies Lllp | 410 | +5025.0% | $77,675 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Loomis Sayles & Co L P | 196 | -94.1% | $37,977 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | BNP Paribas Asset Management… | 147 | +32.4% | $28,459 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Assetmark, Inc | 58 | 0.0% | $11,229 | 0.0% | Held | 2 | SEC ↗ |
| 86 | TD Waterhouse Canada Inc. | 33 | 0.0% | $6,396 | 0.0% | Held | 2 | SEC ↗ |
| 87 | Mitsubishi UFJ Asset Management… | 25 | 0.0% | $4,840 | 0.0% | Held | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Citadel Advisors | $3.69M | 0.0% |
| Balyasny Asset Management L.P. | $3.23M | 0.0% |
| Marshall Wace | $2.16M | 0.0% |
| Susquehanna International… | $525,237 | 0.0% |
| Creative Planning | $208,507 | 0.0% |
Закрыто
| D. E. Shaw & Co. | $7.51M | составлял 0.0% |
| Jane Street Group, Llc | $3.38M | составлял 0.0% |
| Commonwealth Equity Services… | $460,050 | составлял 0.0% |
| Millennium Management | $308,178 | составлял 0.0% |
| Pacer Advisors, Inc. | $112,569 | составлял 0.0% |
| Group One Trading Llc | $40,409 | составлял 0.0% |
| Canada Pension Plan… | $22,203 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 271 держатели, 8.76M акции, $1.58B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Покупки на открытом рынке (P)
Покупок инсайдеров на открытом рынке в нашем окне покрытия нет.
Продажи на открытом рынке (S)
Aug 25
KOZIN MARC D
Director · 3.65K акц. · $1.11M
Aug 25
KOZIN MARC D
Director · 3.35K акц. · $1.02M
Aug 18
Hudson Symeria
Director · 298 акц. · $95,095
Aug 14
Hudson Symeria
Director · 1.93K акц. · $625,141
Aug 13
FELDMANN CYNTHIA L
Director · 1.00K акц. · $324,260
Aug 10
BAILLY R JEFFREY
Officer, Director · 374 акц. · $118,659
Aug 10
BAILLY R JEFFREY
Officer, Director · 6.87K акц. · $2.17M
Aug 10
BAILLY R JEFFREY
Officer, Director · 5.77K акц. · $1.82M
Aug 07
BAILLY R JEFFREY
Officer, Director · 542 акц. · $170,763
Aug 07
BAILLY R JEFFREY
Officer, Director · 4.47K акц. · $1.42M
Вознаграждения, исполнение опционов и удержание налогов никогда не учитываются здесь как покупки или продажи. Методология
Oct 09
SC 13G/A — WASATCH ADVISORS LP
Jul 31
SC 13G — VANGUARD CAPITAL MANAGEMENT LLC
Jul 17
SC 13G/A — WASATCH ADVISORS LP
Jul 07
SC 13G — Neuberger Berman Group LLC
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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