证券记录 · 已归档季度
UPLD
名称等待档案录入
13被追踪持有人
-2Δ持有人
5.16M持有股份
$12.24M报告持仓市值
+0新建仓位
−2清仓
动量输入(同类管理人):
持有人广度 -13.3% ·
股份流向 -9.7% ·
净新建仓位 -15.4%
— 公式
广泛派发 — 持股数量下降且持有人减少
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q3 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q3 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (被动) | 1.84M | -0.5% | $4.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | The Vanguard Group ✦ (被动) | 1.84M | -0.5% | $4.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (被动) | 1.84M | -0.5% | $4.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | D. E. Shaw & Co. ✦ | 1.11M | -16.9% | $2.62M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 1.11M | -16.9% | $2.62M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 6 | BlackRock ✦ (被动) | 620.60K | -19.4% | $1.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | BlackRock ✦ (被动) | 620.60K | -19.4% | $1.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | BlackRock ✦ (被动) | 620.60K | -19.4% | $1.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | BlackRock ✦ (被动) | 620.60K | -19.4% | $1.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | BlackRock ✦ (被动) | 620.60K | -19.4% | $1.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Marshall Wace ✦ | 448.65K | +29.4% | $1.06M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | Marshall Wace ✦ | 448.65K | +29.4% | $1.06M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 352.70K | +35.4% | $835,897 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 14 | Geode Capital Management ✦ (被动) | 278.19K | 0.0% | $659,519 | 0.0% | Held | 6 | SEC ↗ |
| 15 | Geode Capital Management ✦ (被动) | 278.19K | 0.0% | $659,519 | 0.0% | Held | 6 | SEC ↗ |
| 16 | Renaissance Technologies ✦ | 257.71K | -16.4% | $610,770 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 17 | State Street Global Advisors ✦ (被动) | 109.95K | 0.0% | $260,584 | 0.0% | Held | 4 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 90.24K | — | $213,868 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 90.24K | — | $213,868 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | T. Rowe Price ✦ | 23.52K | -46.1% | $56,000 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 19.73K | -77.4% | $46,758 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 7.24K | — | $17,169 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 7.24K | — | $17,169 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 4.26K | — | $10,092 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 4.26K | — | $10,092 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| Arrowstreet Capital | $397,357 | 曾为 0.0% |
| Citadel Advisors | $42,081 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 46 持有人, 10.09M 股份, $5.87M 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数,而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Aug 07
Mattox Timothy
Director · 847 股 · $3,627
Aug 06
Mattox Timothy
Director · 1.00K 股 · $4,270
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。
报告期: Q3 2025 ·
方法论 ·
通过API获取此数据