UPLD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -22.6% ·
share flow -13.5% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| 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 | Ameriprise Financial Inc | 1.36M | +1.1% | $902,857 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Vanguard Capital Management Llc | 1.20M | — | $801,713 | 0.0% | n/c | 1 | SEC ↗ |
| 3 | D. E. Shaw & Co. ✦ | 658.11K | -22.4% | $438,301 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 624.54K | +0.5% | $415,943 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 624.54K | +0.5% | $415,943 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 624.54K | +0.5% | $415,943 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 624.54K | +0.5% | $415,943 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passive) | 450.09K | +61.8% | $299,817 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passive) | 450.09K | +61.8% | $299,817 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 412.11K | +43.6% | $274,468 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 11 | Russell Investments Group, Ltd. | 267.16K | +1.8% | $177,922 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Russell Investments Group, Ltd. | 267.16K | +1.8% | $177,922 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Russell Investments Group, Ltd. | 267.16K | +1.8% | $177,922 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Russell Investments Group, Ltd. | 267.16K | +1.8% | $177,922 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Russell Investments Group, Ltd. | 267.16K | +1.8% | $177,922 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Russell Investments Group, Ltd. | 267.16K | +1.8% | $177,922 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Russell Investments Group, Ltd. | 267.16K | +1.8% | $177,922 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Renaissance Technologies ✦ | 242.39K | +3.5% | $161,432 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 19 | Man Group plc | 200.90K | -22.9% | $133,796 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Assenagon Asset Management S.A. | 125.37K | -58.4% | $83,494 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | State Street Global Advisors ✦ (passive) | 109.95K | 0.0% | $73,227 | 0.0% | Held | 6 | SEC ↗ |
| 22 | Northern Trust Corp | 64.04K | 0.0% | $42,654 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Northern Trust Corp | 64.04K | 0.0% | $42,654 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Boston Partners | 43.74K | -3.4% | $29,130 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Hsbc Holdings Plc | 38.87K | -50.0% | $25,634 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | UBS Group AG | 33.08K | -33.8% | $22,029 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | UBS Group AG | 33.08K | -33.8% | $22,029 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Bank Of America Corp /De/ | 31.15K | -2.3% | $20,745 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Barclays Plc | 30.21K | 0.0% | $20,121 | 0.0% | Held | 2 | SEC ↗ |
| 30 | T. Rowe Price ✦ | 23.52K | 0.0% | $16,000 | 0.0% | Held | 8 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 17.20K | -12.8% | $11,457 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 6.72K | -19.7% | $4,502 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Federated Hermes, Inc. | 1.33K | -40.1% | $888 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 588 | 0.0% | $392 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 588 | 0.0% | $392 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Bnp Paribas Financial Markets | 222 | +29.1% | $148 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Royal Bank Of Canada | 785 | -7.2% | $0 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Royal Bank Of Canada | 785 | -7.2% | $0 | 0.0% | ▼ Trim | 2 | 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
| Marshall Wace | $675,680 | was 0.0% |
| Squarepoint Ops LLC | $199,052 | was 0.0% |
| Goldman Sachs Group | $148,470 | was 0.0% |
| Citadel Advisors | $44,492 | was 0.0% |
| Dimensional Fund Advisors Lp | $16,837 | was 0.0% |
| Susquehanna International… | $15,661 | was 0.0% |
| Citigroup Inc | $1 | 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