Position in UPLD
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$89,910
-$103,140 QoQ
Shares Held
13,500
0.0% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#32
of 45 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in UPLD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Savant Capital, LLC holds $82,921,244 across 34 Software - Application names. UPLD ranks #33 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
706,429 | $50,813,437 | |
| 2 | ADP |
Automatic Data Processing Inc
|
22,029 | $4,475,852 | |
| 3 | ESTC |
Elastic N.V.
|
75,428 | $3,770,645 | |
| 4 | CRM |
Salesforce, Inc.
|
19,176 | $3,579,583 | |
| 5 | SHOP |
Shopify Inc.
|
22,786 | $2,702,875 | |
| 6 | ADBE |
Adobe Inc.
|
6,578 | $1,598,980 | |
| 7 | INTU |
Intuit Inc.
|
3,613 | $1,562,188 | |
| 8 | SNOW |
Snowflake Inc.
|
9,391 | $1,416,350 |
All Filings in UPLD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $89,910 | 13,500 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $193,050 | 13,500 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $319,950 | 13,500 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $263,250 | 13,500 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $386,100 | 13,500 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $585,900 | 13,500 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $336,150 | 13,500 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $336,150 | 13,500 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||