Position in UPLD
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$8,068,356
-$9,932,169 QoQ
Shares Held
1,211,465
-3.8% QoQ
Ownership
4.13%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2
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, 2026ACADIAN ASSET MANAGEMENT LLC holds $2,079,892,353 across 103 Software - Application names. UPLD ranks #31 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZM |
Zoom Communications, Inc.
|
3,938,007 | $316,576,382 | |
| 2 | ADBE |
Adobe Inc.
|
1,169,059 | $284,174,861 | |
| 3 | NOW |
ServiceNow, Inc.
|
1,778,720 | $185,965,176 | |
| 4 | INTU |
Intuit Inc.
|
406,065 | $175,574,384 | |
| 5 | ROP |
Roper Technologies Inc
|
411,149 | $145,489,185 | |
| 6 | CRM |
Salesforce, Inc.
|
580,700 | $108,399,269 | |
| 7 | HUBS |
Hubspot Inc
|
438,087 | $106,937,036 | |
| 8 | CVLT |
Commvault Systems Inc
|
1,254,384 | $97,703,969 |
All Filings in UPLD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,068,356 | 1,211,465 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $18,000,525 | 1,258,778 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $31,553,729 | 1,331,381 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $25,961,929 | 1,331,381 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $38,077,496 | 1,331,381 | Shares | Defined | 2025-05-21 | |
| 2024-12-31 | $57,781,935 | 1,331,381 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $33,151,386 | 1,331,381 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $33,151,386 | 1,331,381 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $41,139,672 | 1,331,381 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $56,317,416 | 1,331,381 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $61,509,802 | 1,331,381 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $46,364,472 | 1,287,902 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $27,528,299 | 640,193 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $5,591,916 | 78,428 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,052,428 | 12,945 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||