Position in UPLD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$54,442
+$32,413 QoQ
Shares Held
11,658
+252.4% QoQ
Ownership
0.394%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 27 holders
Holding Since
Mar 2020
26 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 Jun 30, 2023CallValue
$180,000
CallShares
5,000
PutValue
$180,000
PutShares
5,000
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 Jun 30, 2026UBS Group AG holds $12,781,784,660 across 211 Software - Application names. UPLD ranks #156 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
22,403,377 | $1,616,627,676 | |
| 2 | CRM |
Salesforce, Inc.
|
6,085,501 | $953,354,582 | |
| 3 | SNOW |
Snowflake Inc.
|
3,385,015 | $861,486,315 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,574,507 | $576,560,840 | |
| 5 | INTU |
Intuit Inc.
|
2,061,831 | $538,137,891 | |
| 6 | ADBE |
Adobe Inc.
|
2,606,894 | $534,465,405 | |
| 7 | NOW |
ServiceNow, Inc.
|
5,321,142 | $528,282,972 | |
| 8 | DT |
Dynatrace, Inc.
|
11,243,524 | $493,703,137 |
All Filings in UPLD
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,442 | 11,658 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $22,029 | 33,077 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $71,431 | 49,953 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $121,143 | 51,116 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $386,980 | 198,452 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $123,709 | 43,255 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $318,360 | 73,355 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $81,865 | 32,878 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $129 | 52 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $38,599 | 12,492 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $17,372 | 4,107 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $14,091 | 3,050 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $159,145 | 44,207 | Shares | Sole | 2023-08-11 | |
| 2023-06-30 | $180,000 | 50,000 | Put | Sole | 2023-08-11 | |
| 2023-06-30 | $180,000 | 50,000 | Call | Sole | 2023-08-11 | |
| 2023-03-31 | $215,000 | 50,000 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $178,600 | 41,535 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $215,000 | 50,000 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $207,482 | 29,100 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $356,500 | 50,000 | Call | Defined | 2023-02-08 | |
| 2022-12-31 | $356,500 | 50,000 | Put | Defined | 2023-02-08 | |
| 2022-09-30 | $80,534 | 9,906 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $35,312 | 2,432 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $77,747 | 4,415 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $245,741 | 13,698 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $63,969 | 1,913 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $46,027 | 1,118 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $340,050 | 7,206 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $393,643 | 8,578 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $97,869 | 2,596 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $76,958 | 2,214 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $409,272 | 15,260 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||