Security record
UFPT
UFP Technologies, Inc. · Healthcare · Medical - Devices
84Tracked holders
0Δ holders
5.60MShares held
$1.48BReported value
+5New positions
−5Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +11.5% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 1.14M | +4.0% | $302.62M | 0.0% | ▲ Add | 5 | SEC ↗ ×13 |
| 2 | Neuberger Berman Group LLC | 537.04K | +78.7% | $142.38M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | T. Rowe Price ✦ | 357.33K | +45.0% | $94.74M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 4 | Vanguard Capital Management Llc | 329.62K | +0.9% | $87.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passive) | 312.81K | +3.1% | $82.94M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 6 | American Century Companies Inc | 279.98K | +122.5% | $74.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 254.74K | +46.6% | $67.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Massachusetts Financial Services Co… | 223.47K | -1.7% | $59.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passive) | 200.93K | +5.4% | $53.28M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 10 | Allspring Global Investments… | 195.72K | +3.1% | $52.58M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Dimensional Fund Advisors Lp | 186.31K | +3.5% | $49.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 12 | Morgan Stanley ✦ | 124.39K | -3.3% | $32.98M | 0.0% | ▼ Trim | 4 | SEC ↗ ×9 |
| 13 | Franklin Resources Inc | 114.07K | +38.9% | $30.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 14 | Swedbank AB | 105.50K | -8.3% | $27.97M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Envestnet Asset Management Inc | 98.35K | -10.4% | $26.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Northern Trust Corp | 91.26K | +5.6% | $24.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 17 | Renaissance Technologies ✦ | 84.47K | -20.7% | $22.39M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 18 | Charles Schwab Investment… | 73.28K | -2.0% | $19.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 68.14K | -13.9% | $18.07M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 20 | Bank Of America Corp /De/ | 60.31K | +10.2% | $15.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 21 | Osaic Holdings, Inc. | 58.52K | +0.9% | $15.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 22 | Principal Financial Group Inc | 53.55K | +2.6% | $14.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | New York State Common Retirement… | 51.48K | -0.8% | $13.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 46.30K | -29.2% | $12.27M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 25 | Raymond James Financial Inc | 46.05K | -14.2% | $12.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 26 | Sei Investments Co | 44.19K | +68.0% | $11.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | Bank of New York Mellon Corp | 42.70K | +3.0% | $11.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 28 | First Trust Advisors Lp | 30.83K | +10.3% | $8.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 24.99K | -58.1% | $6.62M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 30 | Invesco Ltd. | 24.19K | +0.8% | $6.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 31 | Russell Investments Group, Ltd. | 23.25K | +4.4% | $6.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 32 | Nuveen, LLC | 23.16K | -7.1% | $6.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 33 | Point72 Asset Management ✦ | 21.33K | New | $5.65M | 0.0% | New | 1 | SEC ↗ |
| 34 | Rhumbline Advisers | 18.05K | -13.4% | $4.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Legal & General Group Plc | 18.02K | +2.2% | $4.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 36 | Stifel Financial Corp | 17.88K | -3.1% | $4.74M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 37 | LPL Financial LLC | 16.57K | -14.3% | $4.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Swiss National Bank | 14.70K | +2.1% | $3.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Marshall Wace ✦ | 13.58K | +21.8% | $3.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | UBS AM, a distinct business unit of… | 13.36K | -4.5% | $3.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 41 | Ameriprise Financial Inc | 12.13K | -5.0% | $3.22M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 42 | JPMorgan Chase ✦ | 11.58K | -8.2% | $3.15M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 43 | Mml Investors Services, Llc | 11.40K | +16.7% | $3.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 9.35K | -20.6% | $2.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 45 | Deutsche Bank Ag\ | 8.57K | +21.8% | $2.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 46 | Prudential Financial Inc | 8.08K | +0.9% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Alliancebernstein L.P. | 10.96K | +15.8% | $2.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Citadel Advisors ✦ | 7.79K | -59.1% | $2.06M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 49 | Cetera Investment Advisers | 6.24K | -6.5% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Truist Financial Corp | 6.18K | -15.2% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | State Board Of Administration Of… | 5.01K | +78.9% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Citigroup Inc | 4.55K | +210.2% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 53 | Assenagon Asset Management S.A. | 4.12K | +100.0% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 54 | Manufacturers Life Insurance… | 3.73K | +8.7% | $989,465 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 3.50K | -0.3% | $927,160 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Two Sigma Investments ✦ | 3.04K | -61.2% | $806,791 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 57 | Universal- Beteiligungs- und… | 3.01K | +4.9% | $796,981 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Quantinno Capital Management LP | 2.95K | +26.4% | $783,194 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | AQR Capital Management ✦ | 2.60K | +19.1% | $689,073 | 0.0% | ▲ Add | 9 | SEC ↗ ×4 |
| 60 | Creative Planning | 2.50K | +132.4% | $663,620 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 61 | Voya Investment Management Llc | 2.34K | +7.0% | $620,404 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Northwestern Mutual Wealth… | 2.13K | -4.7% | $564,992 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Us Bancorp \De\ | 2.09K | -2.2% | $553,856 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 64 | Fifth Third Bancorp | 2.08K | -8.0% | $550,608 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Balyasny Asset Management L.P. | 1.65K | -90.1% | $437,199 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Amundi | 1.57K | -10.2% | $415,724 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Mercer Global Advisors Inc /Adv | 1.55K | New | $410,686 | 0.0% | New | 1 | SEC ↗ |
| 68 | Mariner, LLC | 1.35K | 0.0% | $357,926 | 0.0% | Held | 3 | SEC ↗ |
| 69 | Fidelity (FMR) ✦ | 1.30K | +16.0% | $345,160 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 70 | Bnp Paribas Financial Markets | 1.29K | -25.0% | $341,487 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Zurcher Kantonalbank (Zurich… | 1.28K | -35.3% | $340,427 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Pictet Asset Management Holding SA | 1.22K | 0.0% | $322,663 | 0.0% | Held | 3 | SEC ↗ |
| 73 | Barclays Plc | 1.19K | -33.4% | $314,710 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 74 | Victory Capital Management Inc | 1.16K | +1.1% | $307,021 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | ProShare Advisors LLC | 1.09K | -7.2% | $288,462 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | State Of Wisconsin Investment Board | 981 | New | $260,093 | 0.0% | New | 1 | SEC ↗ |
| 77 | Commonwealth Equity Services, Llc | 887 | New | $235,174 | 0.0% | New | 1 | SEC ↗ |
| 78 | Jones Financial Companies Lllp | 816 | +99.0% | $211,997 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Pnc Financial Services Group, Inc. | 306 | -67.6% | $81,130 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 80 | BNP Paribas Asset Management… | 113 | -23.1% | $29,960 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Optiver Holding B.V. | 66 | New | $17,499 | 0.0% | New | 1 | SEC ↗ |
| 82 | Assetmark, Inc | 58 | 0.0% | $15,378 | 0.0% | Held | 3 | SEC ↗ |
| 83 | TD Waterhouse Canada Inc. | 33 | 0.0% | $8,863 | 0.0% | Held | 3 | SEC ↗ |
| 84 | Mitsubishi UFJ Asset Management… | 25 | 0.0% | $6,628 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $5.65M | 0.0% |
| Mercer Global Advisors Inc… | $410,686 | 0.0% |
| State Of Wisconsin Investment… | $260,093 | 0.0% |
| Commonwealth Equity Services… | $235,174 | 0.0% |
| Optiver Holding B.V. | $17,499 | 0.0% |
Exited
| Gotham Asset Management | $1.74M | was 0.0% |
| Man Group plc | $1.51M | was 0.0% |
| Susquehanna International… | $525,237 | was 0.0% |
| Simplex Trading, Llc | $459,993 | was 0.0% |
| Loomis Sayles & Co L P | $37,977 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 271 holders, 8.76M shares, $1.58B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Aug 25
KOZIN MARC D
Director · 3.65K sh · $1.11M
Aug 25
KOZIN MARC D
Director · 3.35K sh · $1.02M
Aug 18
Hudson Symeria
Director · 298 sh · $95,095
Aug 14
Hudson Symeria
Director · 1.93K sh · $625,141
Aug 13
FELDMANN CYNTHIA L
Director · 1.00K sh · $324,260
Aug 10
BAILLY R JEFFREY
Officer, Director · 374 sh · $118,659
Aug 10
BAILLY R JEFFREY
Officer, Director · 6.87K sh · $2.17M
Aug 10
BAILLY R JEFFREY
Officer, Director · 5.77K sh · $1.82M
Aug 07
BAILLY R JEFFREY
Officer, Director · 542 sh · $170,763
Aug 07
BAILLY R JEFFREY
Officer, Director · 4.47K sh · $1.42M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
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
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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