The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query UPLD owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UPLD"
Use Arkolith to show who owns UPLD, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RICE HALL JAMES & ASSOCIATES, LLC | $649K | 974K | ▲+9.0% Added · +81K sh | Q1 2026 | |
| 2 | CastleKnight Management LP | $518K | 777K | —Held | Q1 2026 | |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | $300K | 450K | ▲+62% Added · +172K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $242K | 364K | ▲New +364K sh | Q1 2026 | |
| 5 | Man Group plc | $134K | 201K | ▼−23% Reduced · −60K sh | Q1 2026 | |
| 6 | VANGUARD FIDUCIARY TRUST CO | $96K | 144K | ▲New +144K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $73K | 110K | —Held | Q1 2026 | |
| 8 | EVERGREEN CAPITAL MANAGEMENT LLC | $42K | 62K | —Held | Q1 2026 | |
| 9 | FMR LLC | $11K | 17K | ▼−13% Reduced · −3K sh | Q1 2026 | |
| 10 | Savant Capital, LLC | $9K | 14K | —Held | Q1 2026 | |
| 11 | Steward Partners Investment Advisory, LLC | $13 | 20 | —Held | Q1 2026 | |
| 12 | SBI Securities Co., Ltd. | $3 | 4 | —Held | Q1 2026 | |
| 13 | HUNTINGTON NATIONAL BANK | $1 | 1 | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 16, 2026 | Nathaniel Sean | CEO and President | Tax withholding (F) | 19K | $11K |
| Jun 16, 2026 | Doman Dan | Chief Operating & Product Ofcr | Tax withholding (F) | 30K | $18K |
| Jun 16, 2026 | Hill Michael Douglass | CFO, Treasurer & Secretary | Tax withholding (F) | 9K | $5K |
| Jun 4, 2026 | Nathaniel Sean | CEO and President | Grant (A) | 133K | $0 |
| Jun 4, 2026 | Nathaniel Sean | CEO and President | Grant (A) | 500K | $0 |
| Mar 16, 2026 | Doman Dan | Chief Operating & Product Ofcr | Tax withholding (F) | 33K | $18K |
| Mar 16, 2026 | MCDONALD JOHN T | CEO, Director | Tax withholding (F) | 19K | $10K |
| Mar 16, 2026 | Hill Michael Douglass | CFO, Treasurer & Secretary | Tax withholding (F) | 9K | $5K |
| Feb 27, 2026 | Doman Dan | Chief Operating & Product Ofcr | Grant (A) | 100K | $0 |
| Feb 23, 2026 | Hill Michael Douglass | CFO, Treasurer & Secretary | Grant (A) | 70K | $0 |
| Feb 23, 2026 | Doman Dan | Chief Operating & Product Ofcr | Grant (A) | 150K | $0 |
| Dec 16, 2025 | Doman Dan | Chief Operating & Product Ofcr | Tax withholding (F) | 25K | $37K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 16 funds | $5.3B |
| NVIDIA CORPNVDA | 15 funds | $10.0B |
| APPLE INCAAPL | 15 funds | $7.3B |
| AMAZON.COM INCAMZN | 15 funds | $5.0B |
| BROADCOM INCAVGO | 15 funds | $3.4B |
| JPMORGAN CHASE & COJPM | 15 funds | $2.8B |
| ELI LILLY & COLLY | 15 funds | $1.6B |
| EXXON MOBIL CORPXOM | 15 funds | $1.3B |
| CHEVRON CORPCVX | 15 funds | $1.1B |
| NETFLIX INCNFLX | 15 funds | $942.2M |
| ADVANCED MICRO DEVICESAMD | 15 funds | $899.1M |
| ORACLE CORPORCL | 15 funds | $856.3M |
Ranked by how many of UPLD's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UPLD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.