AI Holders Summary · Q2 2026

24 institutions reported UPLD in Q2 2026. AMERIPRISE FINANCIAL INC leads at 19.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

AMERIPRISE FINANCIAL INC

CIK 0000820027

$644K138K0.00%Q2 2026 02

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$562K120K0.00%Q2 2026 03

RICE HALL JAMES & ASSOCIATES, LLC

CIK 0001230765

$472K101K0.02%Q2 2026 04

CastleKnight Management LP

CIK 0001835751

$363K78K0.00%Q2 2026 05

BlackRock, Inc.

CIK 0002012383

$257K55K0.00%Q2 2026 06

RBF Capital, LLC

CIK 0001134621

$200K43K0.01%Q2 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$167K36K0.00%Q2 2026 08

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$125K27K0.00%Q2 2026 09

Man Group plc

CIK 0001637460

$118K25K0.00%Q2 2026 10

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$115K25K0.00%Q2 2026 11

Vanguard Portfolio Management

CIK 0002100121· Index

$109K23K0.00%Q2 2026 12

Russell Investments Group, Ltd.

CIK 0001692234

$101K22K0.00%Q2 2026 13

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$67K14K0.00%Q2 2026 14

UBS Group AG

CIK 0001610520

$54K12K0.00%Q2 2026 15

BARCLAYS PLC

CIK 0000312069

$15K3K0.00%Q2 2026 16

FMR LLC

CIK 0000315066

$8K2K0.00%Q2 2026 17

Tower Research Capital LLC (TRC)

CIK 0001533421

$5K1K0.00%Q2 2026 18

Vanguard Global Advisers, LLC

CIK 0001811242· Index

$5K9660.00%Q2 2026 19

OSAIC HOLDINGS, INC.

CIK 0001677044

$2K3780.00%Q2 2026 20

MORGAN STANLEY

CIK 0000895421

$280600.00%Q2 2026

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