Position in UPLD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,916
-$4,492 QoQ
Shares Held
588
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#37
of 45 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 14.965986394557824.ToString("F0")%
Shared 0.ToString("F0")%
None 85.03401360544217.ToString("F0")%
Common Shares in UPLD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026MORGAN STANLEY holds $35,960,453,906 across 186 Software - Application names. UPLD ranks #169 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
31,675,603 | $5,912,884,800 | |
| 2 | UBER |
Uber Technologies, Inc
|
77,069,501 | $5,543,609,197 | |
| 3 | SHOP |
Shopify Inc.
|
24,704,666 | $2,930,467,472 | |
| 4 | INTU |
Intuit Inc.
|
5,688,825 | $2,459,734,143 | |
| 5 | NOW |
ServiceNow, Inc.
|
23,347,995 | $2,441,032,867 | |
| 6 | ADBE |
Adobe Inc.
|
5,676,933 | $1,379,948,865 | |
| 7 | ADP |
Automatic Data Processing Inc
|
6,394,435 | $1,299,221,293 | |
| 8 | MSTR |
Strategy Inc
|
9,286,014 | $1,158,894,542 |
All Filings in UPLD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,916 | 588 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $8,408 | 588 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $171,681 | 7,244 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $141,257 | 7,244 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,199,254 | 41,932 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,883,646 | 43,402 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $272,754 | 10,954 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $403,254 | 16,195 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $671,641 | 21,736 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $2,801,780 | 66,236 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,293,459 | 27,997 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $2,120,112 | 58,892 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,613,032 | 84,024 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $17,057,239 | 239,232 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $19,354,274 | 238,060 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $23,360,498 | 160,885 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $10,871,179 | 61,733 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $28,354,526 | 158,052 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,338,066 | 42,877 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $51,748,629 | 125,695 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $11,445,461 | 24,254 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $15,036,775 | 32,767 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $5,625,217 | 14,921 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $12,864,327 | 37,009 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $6,397,642 | 23,854 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||