Holdings in UPLD
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$148,469 |
103,825 |
+81.3%
|
Shares |
Defined |
2026-02-10 |
| 2025-09-30 |
$135,758 |
57,282 |
-2.8%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$114,955 |
58,952 |
+263.2%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$46,417 |
16,230 |
-87.7%
|
Shares |
Defined |
2025-06-27 |
| 2024-12-31 |
$570,479 |
131,447 |
+363.8%
|
Shares |
Defined |
2025-02-11 |
| 2024-06-30 |
$70,569 |
28,341 |
+166.1%
|
Shares |
Defined |
2024-08-13 |
| 2024-03-31 |
$32,908 |
10,650 |
-5.1%
|
Shares |
Defined |
2024-05-15 |
| 2023-12-31 |
$47,456 |
11,219 |
-40.9%
|
Shares |
Defined |
2024-05-14 |
| 2023-09-30 |
$87,766 |
18,997 |
-69.6%
|
Shares |
Defined |
2024-05-15 |
| 2023-06-30 |
$224,852 |
62,459 |
-73.0%
|
Shares |
Defined |
2024-05-14 |
| 2023-03-31 |
$993,020 |
230,935 |
+116.9%
|
Shares |
Defined |
2024-05-14 |
| 2022-12-31 |
$759,123 |
106,469 |
+1.9%
|
Shares |
Defined |
2024-05-14 |
| 2022-09-30 |
$849,576 |
104,499 |
+186.0%
|
Shares |
Defined |
2024-05-14 |
| 2022-06-30 |
$530,589 |
36,542 |
-90.8%
|
Shares |
Defined |
2024-05-14 |
| 2022-03-31 |
$7,006,191 |
397,853 |
+5.0%
|
Shares |
Defined |
2022-05-16 |
| 2021-12-31 |
$6,797,214 |
378,886 |
+16.0%
|
Shares |
Defined |
2022-02-17 |
| 2021-09-30 |
$10,921,236 |
326,592 |
-12.4%
|
Shares |
Defined |
2022-01-20 |
| 2021-06-30 |
$15,354,186 |
372,946 |
-21.2%
|
Shares |
Defined |
2021-08-13 |
| 2021-03-31 |
$22,328,750 |
473,167 |
+149.7%
|
Shares |
Defined |
2021-05-17 |
| 2020-12-31 |
$8,695,696 |
189,490 |
+27.2%
|
Shares |
Defined |
2021-02-12 |
| 2020-09-30 |
$5,616,018 |
148,966 |
-25.4%
|
Shares |
Defined |
2020-11-13 |
| 2020-06-30 |
$6,937,852 |
199,593 |
-28.4%
|
Shares |
Defined |
2020-08-12 |
| 2020-03-31 |
$7,478,408 |
278,837 |
—
|
Shares |
Defined |
2020-05-15 |
