Position in UPLD
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$25,890
-$29,699 QoQ
Shares Held
3,887
0.0% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 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, 2026HSBC HOLDINGS PLC holds $3,297,612,771 across 82 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
3,046,309 | $477,234,761 | |
| 2 | UBER |
Uber Technologies, Inc
|
5,454,585 | $393,602,849 | |
| 3 | ADBE |
Adobe Inc.
|
1,738,757 | $356,479,956 | |
| 4 | NOW |
ServiceNow, Inc.
|
3,515,451 | $349,013,967 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
600,179 | $225,259,179 | |
| 6 | ADP |
Automatic Data Processing Inc
|
978,008 | $219,024,888 | |
| 7 | ADSK |
Autodesk, Inc.
|
905,399 | $176,027,670 | |
| 8 | INTU |
Intuit Inc.
|
643,758 | $168,020,838 |
All Filings in UPLD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,890 | 38,874 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $55,589 | 38,874 | Shares | Defined | 2026-03-06 | |
| 2025-09-30 | $92,131 | 38,874 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $75,804 | 38,874 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $111,179 | 38,874 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $168,713 | 38,874 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $102,812 | 41,290 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $96,796 | 38,874 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $127,827 | 41,368 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $174,986 | 41,368 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $191,120 | 41,368 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $139,428 | 38,730 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $166,513 | 38,724 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $276,102 | 38,724 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $209,396 | 25,756 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||