Position in UPLD
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,779,256
-$1,972,904 QoQ
Shares Held
267,156
+1.8% QoQ
Ownership
0.910%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 45 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 69.74838671038644.ToString("F0")%
Shared 0.ToString("F0")%
None 30.25161328961356.ToString("F0")%
Common Shares in UPLD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Russell Investments Group, Ltd. holds $2,630,156,862 across 140 Software - Application names. UPLD ranks #68 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
2,854,918 | $298,481,662 | |
| 2 | CRM |
Salesforce, Inc.
|
1,597,931 | $298,285,772 | |
| 3 | ADBE |
Adobe Inc.
|
1,084,164 | $263,538,573 | |
| 4 | INTU |
Intuit Inc.
|
513,498 | $222,026,255 | |
| 5 | UBER |
Uber Technologies, Inc
|
2,815,467 | $202,516,533 | |
| 6 | SHOP |
Shopify Inc.
|
1,652,855 | $196,061,652 | |
| 7 | ADSK |
Autodesk, Inc.
|
543,292 | $130,064,098 | |
| 8 | ADP |
Automatic Data Processing Inc
|
541,355 | $109,992,503 |
All Filings in UPLD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,779,256 | 267,156 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $3,752,160 | 262,389 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,409,336 | 186,048 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $619,124 | 31,750 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $34,463 | 1,205 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $59,241 | 1,365 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $41,134 | 1,652 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $47,260 | 1,898 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $58,648 | 1,898 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $81,427 | 1,925 | Shares | Defined | 2024-02-05 | |
| 2023-09-30 | $92,400 | 2,000 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $72,000 | 2,000 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $546,100 | 12,700 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $6,368,800 | 89,324 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $12,798,082 | 157,418 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $11,259,678 | 77,546 | Shares | Defined | 2022-07-29 | |
| 2022-03-31 | $7,313,432 | 41,530 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $5,775,065 | 32,191 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $11,801,310 | 35,291 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $14,974,352 | 36,372 | Shares | Defined | 2021-08-04 | |
| 2021-03-31 | $15,649,618 | 33,163 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $7,628,294 | 16,623 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $10,125,466 | 26,858 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $9,335,840 | 26,858 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $8,045,195 | 29,997 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||