Position in UPLD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,383,012
-$7,748,935 QoQ
Shares Held
658,110
-22.4% QoQ
Ownership
2.24%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 45 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UPLD Over Time
Shares Held
Position Value (USD)
Derivatives in UPLD
reported options exposure · as of Jun 30, 2022CallValue
$0
CallShares
0
PutValue
$4,356,000
PutShares
30,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Mar 31, 2026D. E. Shaw & Co., Inc. holds $5,040,991,059 across 104 Software - Application names. UPLD ranks #55 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
4,256,672 | $728,784,812 | |
| 2 | ROP |
Roper Technologies Inc
|
1,154,318 | $408,466,966 | |
| 3 | NOW |
ServiceNow, Inc.
|
3,474,317 | $363,239,841 | |
| 4 | ALIT |
Alight, Inc. / Delaware
|
25,569,847 | $297,990,996 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
921,690 | $256,110,000 | |
| 6 | ADP |
Automatic Data Processing Inc
|
1,185,559 | $240,881,877 | |
| 7 | FICO |
Fair Isaac Corp
|
191,578 | $204,517,177 | |
| 8 | U |
Unity Software Inc.
|
8,018,061 | $175,916,257 |
All Filings in UPLD
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,383,012 | 658,110 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $12,131,947 | 848,388 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $26,243,886 | 1,107,337 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $26,000,617 | 1,333,365 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $38,198,874 | 1,335,625 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $56,466,047 | 1,301,061 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $28,545,210 | 1,146,394 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $31,481,393 | 1,264,313 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $37,436,616 | 1,211,541 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $53,691,686 | 1,269,307 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $59,721,630 | 1,292,676 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $45,307,224 | 1,258,534 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $46,553,520 | 1,082,640 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $57,622,591 | 808,171 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $48,338,621 | 594,571 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,356,000 | 30,000 | Put | Defined | 2022-08-15 | |
| 2022-06-30 | $53,994,216 | 371,861 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $71,281,053 | 404,776 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $5,283,000 | 30,000 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $76,425,475 | 426,006 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||