Position in UPLD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$644,081
-$258,775 QoQ
Shares Held
137,919
+1.7% QoQ
Ownership
4.66%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 27 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UPLD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $8,347,535,696 across 103 Software - Application names. UPLD ranks #88 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
6,734,189 | $1,054,978,046 | |
| 2 | LYFT |
Lyft, Inc.
|
61,317,026 | $895,841,748 | |
| 3 | NOW |
ServiceNow, Inc.
|
6,975,128 | $692,490,704 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,677,381 | $599,599,470 | |
| 5 | SNOW |
Snowflake Inc.
|
1,867,395 | $475,252,025 | |
| 6 | UBER |
Uber Technologies, Inc
|
6,482,481 | $467,775,825 | |
| 7 | ADEA |
Adeia Inc.
|
13,713,908 | $451,598,989 | |
| 8 | ADBE |
Adobe Inc.
|
2,138,741 | $438,484,675 |
All Filings in UPLD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $644,081 | 137,919 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $902,856 | 1,355,641 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,916,475 | 1,340,193 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,130,049 | 1,320,696 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,325,367 | 1,192,496 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,748,427 | 1,310,639 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $5,453,118 | 1,256,479 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,383,962 | 1,359,021 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,312,768 | 1,330,429 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,050,906 | 1,310,973 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $5,331,153 | 1,260,320 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $6,577,303 | 1,423,659 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,352,619 | 1,486,839 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,782,206 | 879,583 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $6,262,756 | 878,367 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,870,688 | 722,102 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,671,874 | 528,366 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $9,268,266 | 526,307 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $7,723,653 | 430,527 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,767,540 | 142,570 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,877,017 | 142,750 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $7,063,020 | 149,672 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $6,270,132 | 136,634 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $4,648,296 | 123,297 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,808,422 | 52,026 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $345,333 | 12,876 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||