Position in UPLD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$415,517
-$476,660 QoQ
Shares Held
62,390
0.0% QoQ
Ownership
0.212%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#17
of 45 holders
Holding Since
Jun 2025
4 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, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $89,651,137 across 49 Software - Application names. UPLD ranks #27 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
318,036 | $22,876,328 | |
| 2 | INTU |
Intuit Inc.
|
33,654 | $14,551,316 | |
| 3 | CRM |
Salesforce, Inc.
|
59,975 | $11,195,532 | |
| 4 | CHYM |
Chime Financial, Inc.
|
341,979 | $6,405,266 | |
| 5 | ADSK |
Autodesk, Inc.
|
24,371 | $5,834,417 | |
| 6 | SAP |
Sap SE
|
16,275 | $2,786,442 | |
| 7 | ADBE |
Adobe Inc.
|
11,126 | $2,704,507 | |
| 8 | NOW |
ServiceNow, Inc.
|
22,670 | $2,370,147 |
All Filings in UPLD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $415,517 | 62,390 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $892,177 | 62,390 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,478,643 | 62,390 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,216,605 | 62,390 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||