UPLD
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -4.1% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | -6 | 538.72K | $2.52M | +1 | −7 |
| 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 | The Vanguard Group ✦ (passive) | 1.81M | -1.7% | $2.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Ameriprise Financial Inc | 1.34M | — | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | D. E. Shaw & Co. ✦ | 848.39K | -23.4% | $1.21M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 4 | BlackRock ✦ (passive) | 621.24K | +0.1% | $888,367 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 5 | Marshall Wace ✦ | 472.50K | +5.3% | $675,680 | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 6 | Assenagon Asset Management S.A. | 301.38K | — | $430,969 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 286.99K | -18.6% | $410,394 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passive) | 278.14K | 0.0% | $397,852 | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 9 | Russell Investments Group, Ltd. | 262.39K | — | $375,213 | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 10 | Man Group plc | 260.59K | — | $372,644 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Renaissance Technologies ✦ | 234.09K | -9.2% | $334,750 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 12 | Squarepoint Ops LLC | 139.20K | — | $199,052 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | State Street Global Advisors ✦ (passive) | 109.95K | 0.0% | $157,230 | 0.0% | Held | 5 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 103.83K | +15.1% | $148,470 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Hsbc Holdings Plc | 77.75K | — | $110,404 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 16 | Northern Trust Corp | 64.04K | — | $91,582 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | UBS Group AG | 49.95K | — | $71,433 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Boston Partners | 45.30K | — | $64,780 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 31.89K | — | $45,605 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Citadel Advisors ✦ | 31.11K | New | $44,492 | 0.0% | New | 1 | SEC ↗ |
| 21 | Barclays Plc | 30.21K | — | $43,201 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | T. Rowe Price ✦ | 23.52K | 0.0% | $34,000 | 0.0% | Held | 7 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 19.73K | 0.0% | $28,212 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Dimensional Fund Advisors Lp | 11.77K | — | $16,837 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 25 | Susquehanna International Group, Llp | 10.95K | — | $15,661 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 8.38K | — | $11,973 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Federated Hermes, Inc. | 2.23K | — | $3,187 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 846 | — | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 588 | -91.9% | $841 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | Bnp Paribas Financial Markets | 172 | — | $246 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Citigroup Inc | 1 | — | $1 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $44,492 | 0.0% |
Exited
| JPMorgan Chase | $10,092 | 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