Position in UPLD
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$207,452
-$248,602 QoQ
Shares Held
31,149
-2.3% QoQ
Ownership
0.106%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
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, 2026BANK OF AMERICA CORP /DE/ holds $14,891,187,247 across 144 Software - Application names. UPLD ranks #127 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
11,724,790 | $2,188,666,545 | |
| 2 | SHOP |
Shopify Inc.
|
11,183,985 | $1,326,644,294 | |
| 3 | UBER |
Uber Technologies, Inc
|
16,333,900 | $1,174,897,422 | |
| 4 | ADP |
Automatic Data Processing Inc
|
5,258,842 | $1,068,491,513 | |
| 5 | INTU |
Intuit Inc.
|
1,768,998 | $764,879,352 | |
| 6 | NOW |
ServiceNow, Inc.
|
7,081,771 | $740,399,154 | |
| 7 | ADBE |
Adobe Inc.
|
2,594,715 | $630,723,319 | |
| 8 | ADSK |
Autodesk, Inc.
|
2,530,850 | $605,885,487 |
All Filings in UPLD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,452 | 31,149 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $456,054 | 31,892 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $799,257 | 33,724 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $1,286,629 | 65,981 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,182,437 | 76,309 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,532,152 | 81,386 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,083,921 | 43,531 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,094,827 | 43,969 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,437,868 | 46,533 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $6,596,599 | 155,948 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $6,360,677 | 137,677 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,863,816 | 135,106 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,985,780 | 162,460 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $6,816,422 | 95,602 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $4,740,926 | 58,314 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,393,468 | 23,371 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $324,603 | 18,433 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $8,496,024 | 47,358 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $5,881,091 | 17,587 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,095,236 | 17,234 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $16,600,968 | 35,179 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $12,243,909 | 26,681 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $12,719,603 | 33,739 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $6,478,220 | 18,637 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,371,122 | 16,298 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||