Holdings in UPLD
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$91,582 |
64,044 |
+23.2%
|
Shares |
Defined |
2026-02-17 |
| 2025-09-30 |
$123,230 |
51,996 |
-1.2%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$102,586 |
52,609 |
-0.2%
|
Shares |
Defined |
2025-08-13 |
| 2025-03-31 |
$150,766 |
52,716 |
0.0%
|
Shares |
Defined |
2025-05-13 |
| 2024-12-31 |
$228,787 |
52,716 |
-6.7%
|
Shares |
Defined |
2025-02-14 |
| 2024-09-30 |
$140,694 |
56,504 |
-7.0%
|
Shares |
Defined |
2024-11-13 |
| 2024-06-30 |
$151,302 |
60,764 |
-0.7%
|
Shares |
Defined |
2024-08-14 |
| 2024-03-31 |
$189,169 |
61,220 |
-10.0%
|
Shares |
Defined |
2024-05-14 |
| 2023-12-31 |
$287,847 |
68,049 |
+16.8%
|
Shares |
Defined |
2024-02-13 |
| 2023-09-30 |
$269,059 |
58,238 |
-0.1%
|
Shares |
Defined |
2023-11-13 |
| 2023-06-30 |
$209,775 |
58,271 |
-77.0%
|
Shares |
Defined |
2023-08-11 |
| 2023-03-31 |
$1,091,473 |
253,831 |
-3.8%
|
Shares |
Defined |
2023-05-15 |
| 2022-12-31 |
$1,880,836 |
263,792 |
-7.9%
|
Shares |
Defined |
2023-02-13 |
| 2022-09-30 |
$2,328,667 |
286,429 |
-3.3%
|
Shares |
Defined |
2022-11-14 |
| 2022-06-30 |
$4,298,704 |
296,054 |
-2.8%
|
Shares |
Defined |
2022-08-12 |
| 2022-03-31 |
$5,364,798 |
304,645 |
-4.1%
|
Shares |
Defined |
2022-05-13 |
| 2021-12-31 |
$5,696,075 |
317,507 |
-1.2%
|
Shares |
Defined |
2022-02-08 |
| 2021-09-30 |
$10,743,001 |
321,262 |
-1.6%
|
Shares |
Defined |
2021-11-15 |
| 2021-06-30 |
$13,440,399 |
326,461 |
+2.1%
|
Shares |
Defined |
2021-08-13 |
| 2021-03-31 |
$15,086,878 |
319,705 |
-1.9%
|
Shares |
Other |
2021-05-12 |
| 2020-12-31 |
$14,951,329 |
325,808 |
-0.6%
|
Shares |
Defined |
2021-02-11 |
| 2020-09-30 |
$12,362,998 |
327,931 |
+6.5%
|
Shares |
Defined |
2020-11-16 |
| 2020-06-30 |
$10,705,975 |
307,997 |
+5.4%
|
Shares |
Other |
2020-08-14 |
| 2020-03-31 |
$7,836,589 |
292,192 |
—
|
Shares |
Defined |
2020-05-14 |
