Position in UPLD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$279
-$112 QoQ
Shares Held
60
+1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 27 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in UPLD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MORGAN STANLEY holds $33,097,746,953 across 180 Software - Application names. UPLD ranks #169 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
72,847,766 | $5,256,694,785 | |
| 2 | CRM |
Salesforce, Inc.
|
23,311,316 | $3,651,950,754 | |
| 3 | SHOP |
Shopify Inc.
|
25,517,034 | $2,913,534,933 | |
| 4 | NOW |
ServiceNow, Inc.
|
26,630,984 | $2,643,924,082 | |
| 5 | ADP |
Automatic Data Processing Inc
|
8,361,515 | $1,872,561,274 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
3,585,961 | $1,345,882,872 | |
| 7 | INTU |
Intuit Inc.
|
4,935,654 | $1,288,205,694 | |
| 8 | DDOG |
Datadog, Inc.
|
4,643,376 | $1,208,949,367 |
All Filings in UPLD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279 | 60 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $391 | 588 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $840 | 588 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $17,167 | 7,244 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $14,125 | 7,244 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $119,924 | 41,932 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $188,363 | 43,402 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $27,274 | 10,954 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $40,323 | 16,195 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $67,162 | 21,736 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $280,175 | 66,236 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $129,344 | 27,997 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $212,007 | 58,892 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $361,300 | 84,024 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,705,722 | 239,232 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,935,423 | 238,060 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,336,047 | 160,885 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $1,087,115 | 61,733 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $2,835,451 | 158,052 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,433,804 | 42,877 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,174,860 | 125,695 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $1,144,545 | 24,254 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,503,676 | 32,767 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $562,521 | 14,921 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,286,432 | 37,009 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $639,763 | 23,854 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||