Position in UPLD
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$8,991
-$10,314 QoQ
Shares Held
1,350
0.0% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPLD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Savant Capital, LLC holds $159,901,307 across 38 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
1,303,095 | $94,031,335 | |
| 2 | CRM |
Salesforce, Inc.
|
72,361 | $11,336,074 | |
| 3 | PAYX |
Paychex Inc
|
93,874 | $9,230,630 | |
| 4 | NOW |
ServiceNow, Inc.
|
57,899 | $5,748,212 | |
| 5 | ADP |
Automatic Data Processing Inc
|
24,117 | $5,401,002 | |
| 6 | SHOP |
Shopify Inc.
|
44,610 | $5,093,569 | |
| 7 | ESTC |
Elastic N.V.
|
74,254 | $4,233,963 | |
| 8 | SAP |
Sap SE
|
21,867 | $3,369,923 |
All Filings in UPLD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,991 | 13,500 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $19,305 | 13,500 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $31,995 | 13,500 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $26,325 | 13,500 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $38,610 | 13,500 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $58,590 | 13,500 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $33,615 | 13,500 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $33,615 | 13,500 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||