UPLD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -22.6% ·
aandelenstroom -13.5% ·
netto nieuwe posities -20.0%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 1.36M | +1.1% | $902,857 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Vanguard Capital Management Llc | 1.20M | n/a | $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 ✦ (passief) | 624.54K | +0.5% | $415,943 | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 5 | Geode Capital Management ✦ (passief) | 450.09K | +61.8% | $299,817 | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 6 | Two Sigma Investments ✦ | 412.11K | +43.6% | $274,468 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 7 | Russell Investments Group, Ltd. | 267.16K | +1.8% | $177,922 | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 8 | Renaissance Technologies ✦ | 242.39K | +3.5% | $161,432 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 9 | Man Group plc | 200.90K | -22.9% | $133,796 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Assenagon Asset Management S.A. | 125.37K | -58.4% | $83,494 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | State Street Global Advisors ✦ (passief) | 109.95K | 0.0% | $73,227 | 0.0% | Held | 6 | SEC ↗ |
| 12 | Northern Trust Corp | 64.04K | 0.0% | $42,654 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 13 | Boston Partners | 43.74K | -3.4% | $29,130 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Hsbc Holdings Plc | 38.87K | -50.0% | $25,634 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | UBS Group AG | 33.08K | -33.8% | $22,029 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Bank Of America Corp /De/ | 31.15K | -2.3% | $20,745 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Barclays Plc | 30.21K | 0.0% | $20,121 | 0.0% | Held | 2 | SEC ↗ |
| 18 | T. Rowe Price ✦ | 23.52K | 0.0% | $16,000 | 0.0% | Held | 8 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 17.20K | -12.8% | $11,457 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 6.72K | -19.7% | $4,502 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Federated Hermes, Inc. | 1.33K | -40.1% | $888 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 588 | 0.0% | $392 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 23 | Bnp Paribas Financial Markets | 222 | +29.1% | $148 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 785 | -7.2% | $0 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| 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% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 46 houders, 10.09M aandelen, $5.87M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Geen open-market insider-aankopen in ons dekkingsvenster.
Open-market verkopen (S)
Director · 847 aand · $3,627
Director · 1.00K aand · $4,270
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie