Position in UPLD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$201,205
-$230,812 QoQ
Shares Held
30,211
0.0% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 45 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UPLD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026BARCLAYS PLC holds $5,848,138,392 across 151 Software - Application names. UPLD ranks #112 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
6,666,504 | $696,982,989 | |
| 2 | INTU |
Intuit Inc.
|
1,606,315 | $694,538,477 | |
| 3 | CRM |
Salesforce, Inc.
|
3,293,293 | $614,759,002 | |
| 4 | ADBE |
Adobe Inc.
|
2,217,574 | $539,047,884 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,423,330 | $492,372,187 | |
| 6 | SHOP |
Shopify Inc.
|
3,639,371 | $431,702,185 | |
| 7 | UBER |
Uber Technologies, Inc
|
4,635,700 | $333,445,900 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
953,612 | $264,980,163 |
All Filings in UPLD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $201,205 | 30,211 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $432,017 | 30,211 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $716,000 | 30,211 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $640,731 | 32,858 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $939,738 | 32,858 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $1,426,037 | 32,858 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $818,164 | 32,858 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $818,164 | 32,858 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $1,044,018 | 33,787 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $2,802,036 | 66,242 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $3,264,630 | 70,663 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $1,270,260 | 35,285 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $2,161,610 | 50,270 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $1,524,679 | 21,384 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $1,193,646 | 14,682 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $212,282 | 1,462 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $847,569 | 4,813 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,292,993 | 35,078 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $6,074,041 | 18,164 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $7,119,939 | 17,294 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $11,606,852 | 24,596 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $10,585,905 | 23,068 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,493,840 | 11,920 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,363,770 | 12,554 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,043,952 | 7,621 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||