Position in UPLD
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$258,900
-$296,997 QoQ
Shares Held
38,874
0.0% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#21
of 45 holders
Holding Since
Sep 2022
15 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, 2026HSBC HOLDINGS PLC holds $3,437,400,592 across 90 Software - Application names. UPLD ranks #76 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
3,098,024 | $578,308,134 | |
| 2 | ADBE |
Adobe Inc.
|
1,729,264 | $420,349,488 | |
| 3 | NOW |
ServiceNow, Inc.
|
3,558,248 | $372,014,820 | |
| 4 | UBER |
Uber Technologies, Inc
|
5,072,780 | $364,885,059 | |
| 5 | INTU |
Intuit Inc.
|
607,229 | $262,553,668 | |
| 6 | ADSK |
Autodesk, Inc.
|
984,005 | $235,570,793 | |
| 7 | ADP |
Automatic Data Processing Inc
|
1,024,283 | $208,113,813 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
531,936 | $147,809,049 |
All Filings in UPLD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $258,900 | 38,874 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $555,897 | 38,874 | Shares | Defined | 2026-03-20 | |
| 2025-09-30 | $921,313 | 38,874 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $758,043 | 38,874 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,111,796 | 38,874 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,687,131 | 38,874 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,028,121 | 41,290 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $967,962 | 38,874 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $1,278,271 | 41,368 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,749,866 | 41,368 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,911,201 | 41,368 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,394,280 | 38,730 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,665,132 | 38,724 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,761,021 | 38,724 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,093,962 | 25,756 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||