Position in UPLD
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$20,745
-$24,860 QoQ
Shares Held
3,115
-2.3% QoQ
Ownership
0.105%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026BANK OF AMERICA CORP /DE/ holds $14,083,631,004 across 141 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
12,218,090 | $1,914,085,975 | |
| 2 | SHOP |
Shopify Inc.
|
11,443,080 | $1,306,570,870 | |
| 3 | ADP |
Automatic Data Processing Inc
|
5,497,545 | $1,231,175,199 | |
| 4 | UBER |
Uber Technologies, Inc
|
14,215,874 | $1,025,817,465 | |
| 5 | SNOW |
Snowflake Inc.
|
3,112,675 | $792,175,786 | |
| 6 | NOW |
ServiceNow, Inc.
|
6,319,051 | $627,355,381 | |
| 7 | INTU |
Intuit Inc.
|
2,259,926 | $589,840,686 | |
| 8 | ADSK |
Autodesk, Inc.
|
2,966,396 | $576,726,706 |
All Filings in UPLD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,745 | 31,149 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $45,605 | 31,892 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $79,924 | 33,724 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $128,662 | 65,981 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $218,243 | 76,309 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $353,215 | 81,386 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $108,391 | 43,531 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $109,482 | 43,969 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $143,786 | 46,533 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $659,659 | 155,948 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $636,066 | 137,677 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $486,381 | 135,106 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $698,577 | 162,460 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $681,641 | 95,602 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $474,091 | 58,314 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $339,345 | 23,371 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $324,603 | 18,433 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $849,601 | 47,358 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $588,108 | 17,587 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $709,522 | 17,234 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $1,660,095 | 35,179 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,224,389 | 26,681 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,271,958 | 33,739 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $647,820 | 18,637 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $437,110 | 16,298 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||