Holdings in UPLD
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$1,916,475 |
1,340,193 |
+1.5%
|
Shares |
Defined |
2026-02-17 |
| 2025-09-30 |
$3,130,049 |
1,320,696 |
+10.8%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$2,325,367 |
1,192,496 |
-9.0%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$3,748,427 |
1,310,639 |
+4.3%
|
Shares |
Defined |
2025-05-14 |
| 2024-12-31 |
$5,453,118 |
1,256,479 |
-7.5%
|
Shares |
Defined |
2025-02-14 |
| 2024-09-30 |
$3,383,962 |
1,359,021 |
+2.1%
|
Shares |
Defined |
2024-11-14 |
| 2024-06-30 |
$3,312,768 |
1,330,429 |
+1.5%
|
Shares |
Defined |
2024-08-14 |
| 2024-03-31 |
$4,050,906 |
1,310,973 |
+4.0%
|
Shares |
Defined |
2024-05-15 |
| 2023-12-31 |
$5,331,153 |
1,260,320 |
-11.5%
|
Shares |
Defined |
2024-02-14 |
| 2023-09-30 |
$6,577,304 |
1,423,659 |
-4.2%
|
Shares |
Defined |
2023-11-14 |
| 2023-06-30 |
$5,352,620 |
1,486,839 |
+69.0%
|
Shares |
Defined |
2023-08-14 |
| 2023-03-31 |
$3,782,206 |
879,583 |
+0.1%
|
Shares |
Defined |
2023-05-22 |
| 2022-12-31 |
$6,262,756 |
878,367 |
+21.6%
|
Shares |
Defined |
2023-02-14 |
| 2022-09-30 |
$5,870,689 |
722,102 |
+36.7%
|
Shares |
Defined |
2022-11-14 |
| 2022-06-30 |
$7,671,874 |
528,366 |
+0.4%
|
Shares |
Defined |
2022-08-15 |
| 2022-03-31 |
$9,268,266 |
526,307 |
+22.2%
|
Shares |
Defined |
2022-05-16 |
| 2021-12-31 |
$7,723,654 |
430,527 |
+202.0%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$4,767,540 |
142,570 |
-0.1%
|
Shares |
Defined |
2021-11-15 |
| 2021-06-30 |
$5,877,017 |
142,750 |
-4.6%
|
Shares |
Defined |
2021-08-16 |
| 2021-03-31 |
$7,063,021 |
149,672 |
+9.5%
|
Shares |
Defined |
2021-05-17 |
| 2020-12-31 |
$6,270,134 |
136,634 |
+10.8%
|
Shares |
Defined |
2021-02-12 |
| 2020-09-30 |
$4,648,296 |
123,297 |
+96984.3%
|
Shares |
Defined |
2020-11-16 |
| 2020-06-30 |
$4,414 |
127 |
-99.0%
|
Shares |
Defined |
2020-08-14 |
| 2020-03-31 |
$345,334 |
12,876 |
—
|
Shares |
Defined |
2020-05-15 |
