Position in UPLD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,679
+$4,381 QoQ
Shares Held
1,002
+2126.7% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 27 holders
Holding Since
Jun 2020
22 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, 2026Tower Research Capital LLC (TRC) holds $48,568,181 across 173 Software - Application names. UPLD ranks #148 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
24,640 | $6,431,040 | |
| 2 | DDOG |
Datadog, Inc.
|
17,736 | $4,617,744 | |
| 3 | SHOP |
Shopify Inc.
|
39,471 | $4,506,797 | |
| 4 | SAP |
Sap SE
|
18,774 | $2,893,261 | |
| 5 | UBER |
Uber Technologies, Inc
|
28,705 | $2,071,352 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
4,941 | $1,854,456 | |
| 7 | CRM |
Salesforce, Inc.
|
9,946 | $1,558,139 | |
| 8 | ADP |
Automatic Data Processing Inc
|
6,632 | $1,485,235 |
All Filings in UPLD
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,679 | 1,002 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $298 | 448 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $874 | 369 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,938 | 4,071 | Shares | Defined | 2025-08-15 | |
| 2024-12-31 | $10,580 | 2,438 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,436 | 1,380 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $7,305 | 2,934 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $8,104 | 1,916 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $8,694 | 1,882 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $39,027 | 10,841 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $56,802 | 13,210 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $15,743 | 2,208 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $17,682 | 2,175 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $366,136 | 25,216 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $43,091 | 2,447 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $14,154 | 789 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $50,125 | 1,499 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $29,518 | 717 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $68,283 | 1,447 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $69,385 | 1,512 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $836,940 | 22,200 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $128,855 | 3,707 | Shares | Other | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||