Position in UPLD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,028,569
-$10,136,190 QoQ
Shares Held
1,355,641
+1.2% QoQ
Ownership
4.62%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 45 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.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, 2026AMERIPRISE FINANCIAL INC holds $7,921,095,061 across 106 Software - Application names. UPLD ranks #49 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
7,868,915 | $1,468,890,358 | |
| 2 | ADP |
Automatic Data Processing Inc
|
2,838,714 | $576,769,907 | |
| 3 | NOW |
ServiceNow, Inc.
|
5,454,649 | $570,283,550 | |
| 4 | ADBE |
Adobe Inc.
|
2,340,185 | $568,852,165 | |
| 5 | UBER |
Uber Technologies, Inc
|
7,830,826 | $563,271,310 | |
| 6 | INTU |
Intuit Inc.
|
1,223,747 | $529,123,726 | |
| 7 | LYFT |
Lyft, Inc.
|
36,481,128 | $485,199,000 | |
| 8 | ADEA |
Adeia Inc.
|
14,562,991 | $349,948,673 |
All Filings in UPLD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,028,569 | 1,355,641 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $19,164,759 | 1,340,193 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $31,300,495 | 1,320,696 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $23,253,672 | 1,192,496 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $37,484,275 | 1,310,639 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $54,531,188 | 1,256,479 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $33,839,622 | 1,359,021 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $33,127,682 | 1,330,429 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $40,509,065 | 1,310,973 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $53,311,536 | 1,260,320 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $65,773,045 | 1,423,659 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $53,526,204 | 1,486,839 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $37,822,069 | 879,583 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $62,627,566 | 878,367 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $58,706,891 | 722,102 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $76,718,743 | 528,366 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $92,682,662 | 526,307 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $77,236,543 | 430,527 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $47,675,408 | 142,570 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $58,770,175 | 142,750 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $70,630,216 | 149,672 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $62,701,341 | 136,634 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $46,482,969 | 123,297 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $18,084,237 | 52,026 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,453,342 | 12,876 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||