Position in UPLD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,997,625
-$979,762 QoQ
Shares Held
450,094
+61.8% QoQ
Ownership
1.53%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 45 holders
Holding Since
Mar 2020
25 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)
Position in Software - Application
Technology · as of Mar 31, 2026GEODE CAPITAL MANAGEMENT, LLC holds $36,551,633,450 across 182 Software - Application names. UPLD ranks #121 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
22,225,157 | $4,148,770,056 | |
| 2 | UBER |
Uber Technologies, Inc
|
47,882,508 | $3,444,188,799 | |
| 3 | INTU |
Intuit Inc.
|
6,792,421 | $2,936,906,991 | |
| 4 | ADBE |
Adobe Inc.
|
11,726,888 | $2,850,571,934 | |
| 5 | NOW |
ServiceNow, Inc.
|
24,423,811 | $2,553,509,439 | |
| 6 | ADP |
Automatic Data Processing Inc
|
11,993,206 | $2,436,779,594 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
7,875,471 | $2,188,357,126 | |
| 8 | SHOP |
Shopify Inc.
|
12,910,116 | $1,531,397,959 |
All Filings in UPLD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,997,625 | 450,094 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,977,387 | 278,139 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $6,593,196 | 278,194 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $5,424,782 | 278,194 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $7,946,681 | 277,856 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $11,851,671 | 273,080 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $6,820,532 | 273,917 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $7,133,451 | 286,484 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $9,936,698 | 321,576 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $13,563,241 | 320,644 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $14,260,092 | 308,660 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $10,543,104 | 292,864 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $24,696,405 | 574,335 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $39,690,998 | 556,676 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $43,095,422 | 530,079 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $74,499,361 | 513,081 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $85,282,236 | 484,283 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $90,941,627 | 506,921 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $169,779,227 | 507,713 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $196,023,132 | 476,131 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $208,380,658 | 441,578 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $182,912,492 | 398,589 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $138,392,176 | 367,088 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $114,022,532 | 328,028 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $85,622,045 | 319,247 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||