UPLD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +14.3% ·
share flow -2.3% ·
net new positions +12.5%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| 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 | D. E. Shaw & Co. ✦ | 1.15M | -9.3% | $2.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | D. E. Shaw & Co. ✦ | 1.15M | -9.3% | $2.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Renaissance Technologies ✦ | 292.12K | +1.3% | $727,389 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 273.92K | -4.4% | $682,242 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 273.92K | -4.4% | $682,242 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 152.34K | +26.5% | $379,334 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Millennium Management ✦ | 69.03K | -8.0% | $171,877 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 44.00K | 0.0% | $110,000 | 0.0% | Held | 2 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 37.95K | +79.7% | $94,483 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 37.95K | +79.7% | $94,483 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Marshall Wace ✦ | 35.81K | New | $89,176 | 0.0% | New | 1 | SEC ↗ |
| 12 | Marshall Wace ✦ | 35.81K | New | $89,176 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $89,176 | 0.0% |
| Marshall Wace | $89,176 | 0.0% |
Exited
| No tracked exits this quarter. |
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