Position in UPLD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$44,788
-$74,974 QoQ
Shares Held
6,725
-19.7% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 45 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in UPLD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $412,558,634 across 172 Software - Application names. UPLD ranks #84 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
817,613 | $58,810,900 | |
| 2 | SHOP |
Shopify Inc.
|
454,787 | $53,946,831 | |
| 3 | CRM |
Salesforce, Inc.
|
257,046 | $47,982,774 | |
| 4 | NOW |
ServiceNow, Inc.
|
352,569 | $36,861,087 | |
| 5 | ADP |
Automatic Data Processing Inc
|
116,337 | $23,637,350 | |
| 6 | ADBE |
Adobe Inc.
|
80,762 | $19,631,624 | |
| 7 | IDCC |
InterDigital, Inc.
|
63,131 | $19,065,562 | |
| 8 | INTU |
Intuit Inc.
|
38,303 | $16,561,449 |
All Filings in UPLD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,788 | 6,725 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $119,762 | 8,375 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $267,217 | 11,275 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $219,862 | 11,275 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $351,065 | 12,275 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $591,238 | 13,623 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $330,497 | 13,273 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $314,312 | 12,623 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $359,150 | 11,623 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $491,652 | 11,623 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $377,592 | 8,173 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $276,228 | 7,673 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $375,734 | 8,738 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $588,438 | 8,253 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $616,090 | 7,578 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,153,178 | 7,942 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,379,566 | 7,834 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $1,527,052 | 8,512 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $3,885,726 | 11,620 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $4,718,492 | 11,461 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $6,829,336 | 14,472 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $5,940,458 | 12,945 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $5,331,534 | 14,142 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $5,052,017 | 14,534 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,360,544 | 12,530 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||