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Disclosery

UFPT UFP TECHNOLOGIES INC

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COM (common), issuer CIK 914156

277 managers (283 13F filers) reported a position in UFPT shares at 2025-03-31, 8,309,508 shares in all. 33 filers opened a position and 25 filers sold out during the quarter.

Managers
277
13F filers
283
New
33
Added
105
Reduced
101
Sold out
25
Shares held by filers
8,309,508

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Zurcher Kantonalbank (Zurich Cantonalba…1,284$259K<0.01%-79613F-HRTimeline
AlphaQuest LLC1,275$257K0.03%+1,17113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,248$252K0.01%+17413F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…1,217$245K<0.01%+14213F-HRTimelineGroup
Farther Finance Advisors, LLC1,186$242K0.01%+95913F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.1,193$241K0.03%013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC1,149$232K0.16%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,149$232K<0.01%new13F-HRTimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…1,062$214K<0.01%-4313F-HR/ATimelineGroup
CIM, LLC1,051$212K0.03%-10613F-HRTimeline
Dakota Wealth Management1,009$204K<0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,005$203K0.01%new13F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments993$200K0.01%-1913F-HRTimelineGroup
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC948$191K0.08%-39613F-HRTimeline
Avanza Fonder AB907$191K0.01%-30213F-HRTimeline
ROTHSCHILD INVESTMENT LLC750$151K0.01%+913F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…736$148K0.01%013F-HRTimelineGroup
Advisors Asset Management, Inc.534$108K<0.01%-813F-HR/ATimeline
Federation des caisses Desjardins du Qu…460$92.8K<0.01%-6,98013F-HRTimeline
Park Square Financial Group, LLC426$85.9K0.07%-1013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…397$80.1K<0.01%-52513F-HRTimelineGroup
KBC Group NVin group KBC Group NV375$76K<0.01%013F-HRTimelineGroup
State of Wyoming365$73.6K0.01%+9413F-HRTimeline
Blue Trust, Inc.300$60.5K<0.01%013F-HRTimeline
Point72 (DIFC) Ltd258$52.1K0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.170$34.3K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.154$29.8K<0.01%+7913F-HRTimelineGroup
GAMMA Investing LLC133$26.8K<0.01%+3813F-HR/ATimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK105$21.2K<0.01%-2313F-HRTimelineGroup
NVWM, LLC103$20.8K0.01%+10013F-HRTimeline
WOLFF WIESE MAGANA LLC100$20.2K0.01%013F-HRTimeline
SIGNATUREFD, LLC91$18.4K<0.01%-1713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC86$17.3K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.67$13K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…62$12.5K<0.01%-2613F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC60$12.1K<0.01%+2513F-HRTimeline
Runnymede Capital Advisors, Inc.51$10.3K0.01%013F-HRTimeline
Parallel Advisors, LLC49$9.88K<0.01%-213F-HRTimeline
SBI Securities Co., Ltd.44$8.88K<0.01%-4513F-HRTimeline
Truvestments Capital LLC37$7.46K<0.01%-2513F-HRTimeline
TD Waterhouse Canada Inc.33$6.73K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC31$6.25K<0.01%+113F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…25$5.04K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc21$4.59K<0.01%+613F-HRTimeline
Cape Investment Advisory, Inc.21$4.24K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT20$4.03K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…16$3.23K<0.01%+713F-HRTimelineGroup
Caitong International Asset Management …16$3.23K<0.01%+1413F-HRTimeline
Brooklyn Investment Group12$2.42K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC12$2.42K<0.01%+713F-HRTimeline
UMB Bank, n.a.11$2.22K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MATHER GROUP, LLC.11$2.22K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…10$2.02K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.11$2K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9$1.79K<0.01%new13F-HR/ATimelineGroup
Sterling Capital Management LLC8$1.61K<0.01%013F-HRTimeline
Leonteq Securities AG8$1.61K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8$1.61K<0.01%-32513F-HRTimelineGroup
Lindbrook Capital, LLC8$1.61K<0.01%+313F-HRTimeline
Bell Investment Advisors, Inc8$1.61K<0.01%013F-HRTimeline
Allworth Financial LP5$1.03K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust5$1.01K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…5$1.01K<0.01%013F-HRTimelineGroup
Stephens Consulting, LLC5$1.01K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC5$1K<0.01%new13F-HRTimeline
Covestor Ltd5$1K<0.01%+413F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT4$1K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB4$807<0.01%-113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3$605<0.01%-313F-HRTimeline
Hurley Capital, LLC3$605<0.01%013F-HRTimeline
CoreCap Advisors, LLC3$605<0.01%new13F-HRTimeline
SIERRA OCEAN, LLC3$605<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$202<0.01%013F-HRTimeline
Beacon Capital Management, LLC1$202<0.01%013F-HRTimeline
True Wealth Design, LLC1$202<0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC1$202<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-5513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • WASATCH ADVISORS LP reported 552,809 UFPT shares, 7.1% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-09. 0000814133-26-000133

    Accepted , ingested