Position in UPLD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$28,370
-$27,385 QoQ
Shares Held
4,260
+9.3% QoQ
Ownership
0.144%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
10 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 Jun 30, 2026XTX Topco Ltd holds $342,155,297 across 150 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
63,949 | $16,690,689 | |
| 2 | WDAY |
Workday, Inc.
|
119,990 | $14,689,175 | |
| 3 | TEAM |
Atlassian Corp
|
173,521 | $13,498,198 | |
| 4 | ADSK |
Autodesk, Inc.
|
67,963 | $13,213,366 | |
| 5 | CRM |
Salesforce, Inc.
|
82,796 | $12,970,821 | |
| 6 | ZM |
Zoom Communications, Inc.
|
139,451 | $12,036,015 | |
| 7 | PCOR |
Procore Technologies, Inc.
|
291,627 | $11,845,888 | |
| 8 | BSY |
Bentley Systems Inc
|
325,088 | $9,716,880 |
All Filings in UPLD
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,370 | 42,599 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $55,755 | 38,990 | Shares | Defined | 2026-02-17 | |
| 2025-06-30 | $56,154 | 28,797 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $50,364 | 17,610 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $59,167 | 13,633 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $43,121 | 17,318 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $357,675 | 77,419 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $658,292 | 182,859 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $430,434 | 100,101 | Shares | Defined | 2023-05-12 | |
| 2022-09-30 | $134,266 | 16,515 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||