Position in UPLD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$41,551
-$47,666 QoQ
Shares Held
6,239
0.0% QoQ
Ownership
0.211%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $85,451,051 across 44 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
293,545 | $21,182,206 | |
| 2 | INTU |
Intuit Inc.
|
48,386 | $12,628,746 | |
| 3 | CRM |
Salesforce, Inc.
|
69,713 | $10,921,238 | |
| 4 | CHYM |
Chime Financial, Inc.
|
386,526 | $7,916,052 | |
| 5 | ADSK |
Autodesk, Inc.
|
23,752 | $4,617,863 | |
| 6 | ADP |
Automatic Data Processing Inc
|
12,562 | $2,813,259 | |
| 7 | SAP |
Sap SE
|
17,369 | $2,676,736 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
5,086 | $1,908,876 |
All Filings in UPLD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,551 | 62,390 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $89,217 | 62,390 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $147,864 | 62,390 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $121,660 | 62,390 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||