Position in UPLD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,983
-$5,762 QoQ
Shares Held
448
+21.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#39
of 45 holders
Holding Since
Jun 2020
21 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, 2026Tower Research Capital LLC (TRC) holds $80,701,366 across 166 Software - Application names. UPLD ranks #152 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
105,673 | $12,534,931 | |
| 2 | ADBE |
Adobe Inc.
|
36,724 | $8,926,869 | |
| 3 | NOW |
ServiceNow, Inc.
|
62,577 | $6,542,425 | |
| 4 | INTU |
Intuit Inc.
|
14,153 | $6,119,474 | |
| 5 | CRM |
Salesforce, Inc.
|
32,491 | $6,065,094 | |
| 6 | ADP |
Automatic Data Processing Inc
|
20,932 | $4,252,963 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
11,875 | $3,299,705 | |
| 8 | MSTR |
Strategy Inc
|
22,457 | $2,802,633 |
All Filings in UPLD
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,983 | 448 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $8,745 | 369 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $79,384 | 4,071 | Shares | Defined | 2025-08-15 | |
| 2024-12-31 | $105,809 | 2,438 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $34,362 | 1,380 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $73,055 | 2,934 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $81,046 | 1,916 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $86,948 | 1,882 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $390,276 | 10,841 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $568,030 | 13,210 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $157,430 | 2,208 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $176,827 | 2,175 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $3,661,362 | 25,216 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $430,916 | 2,447 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $141,546 | 789 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $501,265 | 1,499 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $295,188 | 717 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $682,839 | 1,447 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $693,856 | 1,512 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $8,369,400 | 22,200 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,288,553 | 3,707 | Shares | Other | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||