证券记录 · 已归档季度
UPLD
名称等待档案录入
31被追踪持有人
0Δ持有人
7.48M持有股份
$10.70M报告持仓市值
+1新建仓位
−1清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -4.1% · 净新建仓位 0.0% · 公式
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 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 | 18 | -6 | 538.72K | $2.52M | +1 | −7 |
| Q1 2026 | 24 | -7 | 5.94M | $3.96M | n/a | −7 |
| Q4 2025 | 31 | 0 | 7.48M | $10.70M | +1 | −1 |
| Q3 2025 | 13 | -2 | 5.16M | $12.24M | n/a | −2 |
| Q2 2025 | 12 | -1 | 5.62M | $10.96M | n/a | −1 |
| Q1 2025 | 10 | 0 | 3.04M | $8.69M | n/a | n/a |
| Q4 2024 | 10 | +1 | 2.84M | $12.34M | +1 | n/a |
| Q3 2024 | 8 | +1 | 2.05M | $5.11M | +1 | n/a |
| Q2 2024 | 7 | n/a | 2.10M | $5.23M | n/a | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (被动) | 1.81M | -1.7% | $2.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Ameriprise Financial Inc | 1.34M | n/a | $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 ✦ (被动) | 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 | n/a | $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 ✦ (被动) | 278.14K | 0.0% | $397,852 | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 9 | Russell Investments Group, Ltd. | 262.39K | n/a | $375,213 | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 10 | Man Group plc | 260.59K | n/a | $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 | n/a | $199,052 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | State Street Global Advisors ✦ (被动) | 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 | n/a | $110,404 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 16 | Northern Trust Corp | 64.04K | n/a | $91,582 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | UBS Group AG | 49.95K | n/a | $71,433 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Boston Partners | 45.30K | n/a | $64,780 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 31.89K | n/a | $45,605 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Citadel Advisors ✦ | 31.11K | 新增 | $44,492 | 0.0% | New | 1 | SEC ↗ |
| 21 | Barclays Plc | 30.21K | n/a | $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 | n/a | $16,837 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 25 | Susquehanna International Group, Llp | 10.95K | n/a | $15,661 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 8.38K | n/a | $11,973 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Federated Hermes, Inc. | 2.23K | n/a | $3,187 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 846 | n/a | $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 | n/a | $246 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Citigroup Inc | 1 | n/a | $1 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Citadel Advisors | $44,492 | 0.0% |
已清仓
| JPMorgan Chase | $10,092 | 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
持有该证券的受追踪机构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: Q4 2025 ·
方法论 ·
通过API获取此数据