Position in UPLD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$72,780
+$36,940 QoQ
Shares Held
15,585
+747.9% QoQ
Ownership
0.527%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 27 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPLD Over Time
Shares Held
Position Value (USD)
Derivatives in UPLD
reported options exposure · as of Mar 31, 2022CallValue
$1,889,553
CallShares
10,730
PutValue
$3,247,284
PutShares
18,440
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026JANE STREET GROUP, LLC holds $4,178,658,763 across 131 Software - Application names. UPLD ranks #111 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
2,672,088 | $697,414,968 | |
| 2 | CRM |
Salesforce, Inc.
|
2,492,548 | $390,482,569 | |
| 3 | DDOG |
Datadog, Inc.
|
1,093,687 | $284,752,345 | |
| 4 | SHOP |
Shopify Inc.
|
2,322,857 | $265,223,811 | |
| 5 | MSTR |
Strategy Inc
|
2,692,661 | $233,650,273 | |
| 6 | NOW |
ServiceNow, Inc.
|
1,999,258 | $198,486,333 | |
| 7 | ADBE |
Adobe Inc.
|
867,832 | $177,922,916 | |
| 8 | ADP |
Automatic Data Processing Inc
|
660,452 | $147,908,223 |
All Filings in UPLD
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,780 | 15,585 | Shares | Defined | 2026-08-14 | |
| 2025-06-30 | $35,840 | 18,380 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $111,996 | 39,160 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $489,070 | 112,689 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $32,865 | 13,199 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $43,358 | 17,413 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $654,662 | 211,865 | Shares | Defined | 2024-05-16 | |
| 2023-12-31 | $614,665 | 145,311 | Shares | Defined | 2024-02-15 | |
| 2023-09-30 | $94,192 | 20,388 | Shares | Defined | 2023-11-15 | |
| 2023-03-31 | $187,824 | 43,680 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $397,297 | 55,722 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $102,673 | 12,629 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $1,399,944 | 96,415 | Shares | Defined | 2022-08-16 | |
| 2022-03-31 | $3,247,284 | 184,400 | Put | Defined | 2022-05-17 | |
| 2022-03-31 | $868,912 | 49,342 | Shares | Defined | 2022-05-17 | |
| 2022-03-31 | $1,889,553 | 107,300 | Call | Defined | 2022-05-17 | |
| 2021-12-31 | $1,686,360 | 94,000 | Call | Defined | 2022-02-15 | |
| 2021-12-31 | $1,793,766 | 99,987 | Shares | Defined | 2022-02-15 | |
| 2021-12-31 | $2,856,048 | 159,200 | Put | Defined | 2022-02-15 | |
| 2021-09-30 | $3,063,104 | 91,600 | Put | Defined | 2021-11-16 | |
| 2021-09-30 | $710,767 | 21,255 | Shares | Defined | 2021-11-16 | |
| 2021-06-30 | $701,783 | 17,046 | Shares | Defined | 2021-08-16 | |
| 2021-06-30 | $304,658 | 7,400 | Call | Defined | 2021-08-16 | |
| 2021-03-31 | $443,586 | 9,400 | Call | Defined | 2021-05-18 | |
| 2020-12-31 | $4,543,110 | 99,000 | Call | Defined | 2021-02-17 | |
| 2020-09-30 | $3,174,340 | 84,200 | Call | Defined | 2020-11-17 | |
| 2020-06-30 | $478,957 | 13,779 | Shares | Defined | 2020-08-17 | |
| 2020-06-30 | $542,256 | 15,600 | Put | Defined | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||