Holdings in UPLD
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$1,213,194 |
848,388 |
-23.4%
|
Shares |
Defined |
2026-02-17 |
| 2025-09-30 |
$2,624,387 |
1,107,337 |
-17.0%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$2,600,061 |
1,333,365 |
-0.2%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$3,819,887 |
1,335,625 |
+2.7%
|
Shares |
Defined |
2025-05-15 |
| 2024-12-31 |
$5,646,604 |
1,301,061 |
+13.5%
|
Shares |
Defined |
2025-02-14 |
| 2024-09-30 |
$2,854,521 |
1,146,394 |
+30.0%
|
Shares |
Defined |
2024-11-14 |
| 2024-06-30 |
$2,196,473 |
882,118 |
-31.8%
|
Shares |
Defined |
2024-08-14 |
| 2023-09-30 |
$5,972,163 |
1,292,676 |
+2.7%
|
Shares |
Defined |
2023-11-14 |
| 2023-06-30 |
$4,530,722 |
1,258,534 |
+16.2%
|
Shares |
Defined |
2023-08-14 |
| 2023-03-31 |
$4,655,352 |
1,082,640 |
+34.0%
|
Shares |
Defined |
2023-05-15 |
| 2022-12-31 |
$5,762,259 |
808,171 |
+35.9%
|
Shares |
Defined |
2023-02-14 |
| 2022-09-30 |
$4,833,862 |
594,571 |
+1881.9%
|
Shares |
Defined |
2022-11-14 |
| 2022-06-30 |
$435,600 |
30,000 |
-91.9%
|
Shares |
Defined |
2022-08-15 |
| 2022-06-30 |
$5,399,421 |
371,861 |
-8.1%
|
Shares |
Defined |
2022-08-15 |
| 2022-03-31 |
$7,128,105 |
404,776 |
+1249.3%
|
Shares |
Defined |
2022-05-16 |
| 2022-03-31 |
$528,300 |
30,000 |
-93.0%
|
Shares |
Defined |
2022-05-16 |
| 2021-12-31 |
$7,642,547 |
426,006 |
—
|
Shares |
Defined |
2022-02-14 |
