Position in UPLD
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$220,292
-$494,035 QoQ
Shares Held
33,077
-33.8% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 45 holders
Holding Since
Mar 2020
25 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)
Derivatives in UPLD
reported options exposure · as of Jun 30, 2023CallValue
$1,800,000
CallShares
50,000
PutValue
$1,800,000
PutShares
50,000
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 Mar 31, 2026UBS Group AG holds $13,321,227,646 across 216 Software - Application names. UPLD ranks #152 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
18,071,349 | $1,299,872,128 | |
| 2 | CRM |
Salesforce, Inc.
|
6,813,315 | $1,271,841,506 | |
| 3 | INTU |
Intuit Inc.
|
2,074,550 | $896,993,925 | |
| 4 | MSTR |
Strategy Inc
|
6,311,364 | $787,658,226 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,971,847 | $603,819,871 | |
| 6 | SHOP |
Shopify Inc.
|
4,730,646 | $561,149,224 | |
| 7 | ADBE |
Adobe Inc.
|
2,162,528 | $525,667,302 | |
| 8 | SNOW |
Snowflake Inc.
|
3,256,071 | $491,080,624 |
All Filings in UPLD
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $220,292 | 33,077 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $714,327 | 49,953 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $1,211,448 | 51,116 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,869,813 | 198,452 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,237,092 | 43,255 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,183,607 | 73,355 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $818,661 | 32,878 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,294 | 52 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $386,002 | 12,492 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $173,726 | 4,107 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $140,910 | 3,050 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,591,452 | 44,207 | Shares | Sole | 2023-08-11 | |
| 2023-06-30 | $1,800,000 | 50,000 | Put | Sole | 2023-08-11 | |
| 2023-06-30 | $1,800,000 | 50,000 | Call | Sole | 2023-08-11 | |
| 2023-03-31 | $2,150,000 | 50,000 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $1,786,005 | 41,535 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $2,150,000 | 50,000 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $2,074,828 | 29,100 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $3,565,000 | 50,000 | Call | Defined | 2023-02-08 | |
| 2022-12-31 | $3,565,000 | 50,000 | Put | Defined | 2023-02-08 | |
| 2022-09-30 | $805,356 | 9,906 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $353,125 | 2,432 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $777,481 | 4,415 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,457,421 | 13,698 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $639,707 | 1,913 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $460,280 | 1,118 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,400,511 | 7,206 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $3,936,443 | 8,578 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $978,692 | 2,596 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $769,586 | 2,214 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $4,092,731 | 15,260 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||