Holdings in UPLD
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$675,678 |
472,503 |
+5.3%
|
Shares |
Other |
2026-02-13 |
| 2025-09-30 |
$1,063,295 |
448,648 |
+29.4%
|
Shares |
Other |
2025-11-13 |
| 2025-06-30 |
$675,845 |
346,588 |
-11.5%
|
Shares |
Other |
2025-08-13 |
| 2025-03-31 |
$1,119,546 |
391,450 |
+189.0%
|
Shares |
Other |
2025-05-15 |
| 2024-12-31 |
$587,770 |
135,431 |
+278.2%
|
Shares |
Other |
2025-02-13 |
| 2024-09-30 |
$89,176 |
35,814 |
-18.9%
|
Shares |
Other |
2024-11-14 |
| 2023-12-31 |
$186,733 |
44,145 |
+111.2%
|
Shares |
Other |
2024-02-14 |
| 2023-03-31 |
$89,870 |
20,900 |
-83.7%
|
Shares |
Other |
2023-05-15 |
| 2022-03-31 |
$2,251,561 |
127,857 |
-56.1%
|
Shares |
Other |
2022-05-16 |
| 2021-12-31 |
$5,226,621 |
291,339 |
+138.0%
|
Shares |
Other |
2022-02-14 |
| 2021-03-31 |
$5,776,763 |
122,415 |
+25.8%
|
Shares |
Sole |
2021-05-17 |
| 2020-12-31 |
$4,464,408 |
97,285 |
+96.9%
|
Shares |
Sole |
2021-02-16 |
| 2020-09-30 |
$1,862,643 |
49,407 |
—
|
Shares |
Sole |
2020-11-16 |
