UPLD
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +6.8% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| 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. ✦ | 1.34M | +2.7% | $3.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | D. E. Shaw & Co. ✦ | 1.34M | +2.7% | $3.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Marshall Wace ✦ | 391.45K | +189.0% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Marshall Wace ✦ | 391.45K | +189.0% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Two Sigma Investments ✦ | 305.45K | -5.0% | $873,581 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Renaissance Technologies ✦ | 286.21K | -20.2% | $818,555 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 277.86K | +1.8% | $794,938 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passive) | 277.86K | +1.8% | $794,938 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Arrowstreet Capital ✦ | 207.24K | +10.7% | $592,706 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | State Street Global Advisors ✦ (passive) | 109.95K | 0.0% | $314,460 | 0.0% | Held | 2 | SEC ↗ |
| 11 | Millennium Management ✦ | 55.14K | -48.2% | $157,703 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 44.00K | 0.0% | $126,000 | 0.0% | Held | 4 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 24.21K | +315.6% | $69,255 | 0.0% | ▲ Add | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
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