Position in UPLD
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$11
-$13 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 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 Mar 31, 2026Anchor Investment Management, LLC holds $14,238,320 across 24 Software - Application names. UPLD ranks #23 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
17,572 | $4,271,401 | |
| 2 | ADP |
Automatic Data Processing Inc
|
14,531 | $2,952,408 | |
| 3 | INTU |
Intuit Inc.
|
2,769 | $1,197,260 | |
| 4 | CRM |
Salesforce, Inc.
|
6,320 | $1,179,754 | |
| 5 | PAYX |
Paychex Inc
|
12,696 | $1,169,555 | |
| 6 | WDAY |
Workday, Inc.
|
8,673 | $1,126,796 | |
| 7 | SHOP |
Shopify Inc.
|
8,557 | $1,015,031 | |
| 8 | UBER |
Uber Technologies, Inc
|
10,396 | $747,784 |
All Filings in UPLD
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11 | 17 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $24 | 17 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $40 | 17 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $33 | 17 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $48 | 17 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $73 | 17 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $42 | 17 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $42 | 17 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $52 | 17 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $71 | 17 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $78 | 17 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $61 | 17 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $73 | 17 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $121 | 17 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $138 | 17 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $246 | 17 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $299 | 17 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $304 | 17 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $568 | 17 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $699 | 17 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $802 | 17 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||