Position in UPLD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$114,807
-$46,625 QoQ
Shares Held
24,584
+1.4% QoQ
Ownership
0.831%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
of 27 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPLD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026RENAISSANCE TECHNOLOGIES LLC holds $2,715,064,038 across 121 Software - Application names. UPLD ranks #106 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
2,553,692 | $221,992,445 | |
| 2 | ZM |
Zoom Communications, Inc.
|
2,380,704 | $205,478,562 | |
| 3 | INTU |
Intuit Inc.
|
765,048 | $199,677,528 | |
| 4 | YOU |
Clear Secure, Inc.
|
3,276,617 | $182,605,865 | |
| 5 | DAVE |
Dave Inc./DE
|
367,378 | $136,881,369 | |
| 6 | DOCU |
Docusign, Inc.
|
3,075,061 | $136,594,209 | |
| 7 | FROG |
JFrog Ltd
|
1,445,248 | $131,344,138 | |
| 8 | CVLT |
Commvault Systems Inc
|
848,898 | $120,314,313 |
All Filings in UPLD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,807 | 24,584 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $161,432 | 242,391 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $334,750 | 234,091 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $610,770 | 257,709 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $601,200 | 308,308 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $818,554 | 286,208 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,557,226 | 358,808 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $727,388 | 292,124 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $718,135 | 288,408 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $317,624 | 102,791 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $293,139 | 69,300 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $160,812 | 34,808 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,306,969 | 363,047 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,496,043 | 347,917 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $661,072 | 92,717 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,444,567 | 423,686 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,533,558 | 105,617 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $840,296 | 47,717 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,883,729 | 160,743 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,244,392 | 67,117 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,714,664 | 114,517 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,587,670 | 97,217 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,006,173 | 43,717 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||