Position in UPLD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,775
-$5,345 QoQ
Shares Held
3,164
+4.7% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 27 holders
Holding Since
Mar 2020
26 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, 2026BARCLAYS PLC holds $5,287,097,321 across 164 Software - Application names. UPLD ranks #141 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
6,904,348 | $685,463,666 | |
| 2 | CRM |
Salesforce, Inc.
|
3,884,606 | $608,562,373 | |
| 3 | SHOP |
Shopify Inc.
|
3,655,581 | $417,394,235 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
1,020,340 | $382,954,007 | |
| 5 | ADBE |
Adobe Inc.
|
1,823,566 | $373,867,498 | |
| 6 | SNOW |
Snowflake Inc.
|
1,390,851 | $353,971,579 | |
| 7 | DDOG |
Datadog, Inc.
|
968,696 | $252,209,689 | |
| 8 | UBER |
Uber Technologies, Inc
|
3,279,374 | $236,639,626 |
All Filings in UPLD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,775 | 3,164 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $20,120 | 30,211 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $43,201 | 30,211 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $71,600 | 30,211 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $64,073 | 32,858 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $93,973 | 32,858 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $142,603 | 32,858 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $81,816 | 32,858 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $81,816 | 32,858 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $104,401 | 33,787 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $280,203 | 66,242 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $326,463 | 70,663 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $127,026 | 35,285 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $216,160 | 50,270 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $152,467 | 21,384 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $119,364 | 14,682 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $21,228 | 1,462 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $84,756 | 4,813 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $629,299 | 35,078 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $607,404 | 18,164 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $711,993 | 17,294 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,160,685 | 24,596 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,058,590 | 23,068 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $449,384 | 11,920 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $436,377 | 12,554 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $204,395 | 7,621 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||