UPLD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -29.2% ·
share flow -30.0% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | -7 | 527.72K | $2.46M | +1 | −8 |
| Q1 2026 | 24 | -7 | 5.94M | $3.96M | — | −7 |
| Q4 2025 | 31 | 0 | 7.48M | $10.70M | +1 | −1 |
| Q3 2025 | 13 | -2 | 5.16M | $12.24M | — | −2 |
| Q2 2025 | 12 | -1 | 5.62M | $10.96M | — | −1 |
| Q1 2025 | 10 | 0 | 3.04M | $8.69M | — | — |
| Q4 2024 | 10 | +1 | 2.84M | $12.34M | +1 | — |
| Q3 2024 | 8 | +1 | 2.05M | $5.11M | +1 | — |
| Q2 2024 | 7 | — | 2.10M | $5.23M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 137.92K | +1.7% | $644,083 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Vanguard Capital Management Llc | 120.38K | 0.0% | $562,156 | 0.0% | Held | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 54.96K | -12.0% | $256,668 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 54.96K | -12.0% | $256,668 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 54.96K | -12.0% | $256,668 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 54.96K | -12.0% | $256,668 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | D. E. Shaw & Co. ✦ | 47.87K | -27.3% | $223,539 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passive) | 35.84K | -20.4% | $167,408 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passive) | 35.84K | -20.4% | $167,408 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 26.79K | -35.0% | $125,109 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 11 | Man Group plc | 25.27K | +25.8% | $117,988 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 24.58K | +1.4% | $114,807 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 13 | Russell Investments Group, Ltd. | 21.53K | -19.4% | $100,542 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Russell Investments Group, Ltd. | 21.53K | -19.4% | $100,542 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Russell Investments Group, Ltd. | 21.53K | -19.4% | $100,542 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Russell Investments Group, Ltd. | 21.53K | -19.4% | $100,542 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Russell Investments Group, Ltd. | 21.53K | -19.4% | $100,542 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Russell Investments Group, Ltd. | 21.53K | -19.4% | $100,542 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Jane Street Group, Llc | 15.59K | New | $72,782 | 0.0% | New | 1 | SEC ↗ |
| 20 | Jane Street Group, Llc | 15.59K | New | $72,782 | 0.0% | New | 1 | SEC ↗ |
| 21 | UBS Group AG | 11.66K | +252.4% | $54,443 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | UBS Group AG | 11.66K | +252.4% | $54,443 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Barclays Plc | 3.16K | +4.7% | $14,775 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Barclays Plc | 3.16K | +4.7% | $14,775 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 1.72K | 0.0% | $8,032 | 0.0% | Held | 5 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 378 | -43.8% | $1,763 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 60 | 0.0% | $280 | 0.0% | Held | 4 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 60 | 0.0% | $280 | 0.0% | Held | 4 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 60 | 0.0% | $280 | 0.0% | Held | 4 | SEC ↗ |
| 30 | Bnp Paribas Financial Markets | 15 | -31.8% | $70 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Federated Hermes, Inc. | 12 | -91.0% | $56 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $72,782 | 0.0% |
| Jane Street Group, Llc | $72,782 | 0.0% |
Exited
| Assenagon Asset Management… | $83,494 | was 0.0% |
| State Street Global Advisors | $73,227 | was 0.0% |
| Northern Trust Corp | $42,654 | was 0.0% |
| Boston Partners | $29,130 | was 0.0% |
| Hsbc Holdings Plc | $25,634 | was 0.0% |
| Bank Of America Corp /De/ | $20,745 | was 0.0% |
| T. Rowe Price | $16,000 | was 0.0% |
| Royal Bank Of Canada | $0 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 46 holders, 10.09M shares, $5.87M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
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)
Director · 847 sh · $3,627
Director · 1.00K sh · $4,270
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology