Position in UPLD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$732,273
-$840,026 QoQ
Shares Held
109,951
0.0% QoQ
Ownership
0.374%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 45 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 81.84282089294322.ToString("F0")%
Shared 0.ToString("F0")%
None 18.15717910705678.ToString("F0")%
Common Shares in UPLD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026STATE STREET CORP holds $59,581,299,563 across 167 Software - Application names. UPLD ranks #135 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
48,953,388 | $9,138,128,937 | |
| 2 | UBER |
Uber Technologies, Inc
|
90,639,723 | $6,519,715,275 | |
| 3 | INTU |
Intuit Inc.
|
12,962,149 | $5,604,573,984 | |
| 4 | NOW |
ServiceNow, Inc.
|
48,058,492 | $5,024,515,338 | |
| 5 | ADBE |
Adobe Inc.
|
19,913,187 | $4,840,497,495 | |
| 6 | ADP |
Automatic Data Processing Inc
|
19,326,803 | $3,926,819,833 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
12,492,023 | $3,471,158,431 | |
| 8 | ADSK |
Autodesk, Inc.
|
9,983,551 | $2,390,062,109 |
All Filings in UPLD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $732,273 | 109,951 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,572,299 | 109,951 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,605,838 | 109,951 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,144,044 | 109,951 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,144,598 | 109,951 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,771,873 | 109,951 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,541,069 | 102,051 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,541,069 | 102,051 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,035,955 | 98,251 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,274,457 | 101,051 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,668,556 | 101,051 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,673,836 | 102,051 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $22,655,023 | 526,861 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $36,751,228 | 515,445 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $64,828,294 | 797,396 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $112,765,369 | 776,621 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $133,504,932 | 758,120 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $139,907,422 | 779,863 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $232,921,972 | 696,537 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $274,701,472 | 667,237 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $296,292,796 | 627,872 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $294,951,550 | 642,736 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $211,738,657 | 561,641 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $192,866,902 | 554,853 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $138,825,684 | 517,620 | Shares | Defined | 2020-06-19 | |
| No filing history on record for this holder in this stock. | ||||||