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Disclosery

UFPT UFP TECHNOLOGIES INC

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COM (common), issuer CIK 914156

287 managers (294 13F filers) reported a position in UFPT shares at 2025-06-30, 8,917,240 shares in all. 38 filers opened a position and 27 filers sold out during the quarter.

Managers
287
13F filers
294
New
38
Added
121
Reduced
83
Sold out
27
Shares held by filers
8,917,240

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Capital Analysts, LLCin group Capital Analysts, LLC1,253$306K0.01%+513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,226$299K<0.01%+7713F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…1,217$297K<0.01%013F-HRTimelineGroup
Amundiin group Amundi1,206$297K<0.01%-1,75013F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.1,193$291K0.03%013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC1,149$281K0.18%013F-HRTimeline
Pure Financial Advisors, LLC1,146$280K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning1,143$279K<0.01%-48213F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.1,118$273K<0.01%new13F-HRTimelineGroup
Entropy Technologies, LP1,000$244K0.02%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC1,002$244K0.07%new13F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC980$239K0.04%new13F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…941$230K<0.01%-12113F-HRTimelineGroup
Dakota Wealth Management936$229K<0.01%-7313F-HRTimeline
CIBC WORLD MARKETS CORP927$226K<0.01%-68513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…918$224K0.01%+52113F-HRTimelineGroup
Avanza Fonder AB907$221K0.01%013F-HRTimeline
Arete Wealth Advisors, LLC902$220K0.02%new13F-HRTimeline
Integrated Quantitative Investments LLC900$220K0.06%-4,30613F-HRTimeline
Sowell Financial Services LLC872$213K0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC864$211K0.01%-14113F-HRTimelineGroup
Gotham Asset Management, LLC855$209K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC752$184K0.01%+213F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…736$180K0.01%013F-HRTimelineGroup
AlphaQuest LLC670$164K0.02%-60513F-HRTimeline
Federation des caisses Desjardins du Qu…460$112K<0.01%013F-HRTimeline
Park Square Financial Group, LLC426$104K0.08%013F-HRTimeline
Advisors Asset Management, Inc.355$86.7K<0.01%-17913F-HR/ATimeline
SIMPLEX TRADING, LLC337$82K<0.01%+33213F-HRTimeline
Blue Trust, Inc.300$73.2K<0.01%013F-HRTimeline
Point72 (DIFC) Ltd291$70.9K0.01%+3313F-HRTimeline
State of Wyoming278$67.9K0.01%-8713F-HRTimeline
KBC Group NVin group KBC Group NV237$58K<0.01%-13813F-HRTimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD200$48.8K<0.01%new13F-HRTimeline
GAMMA Investing LLC183$44.7K<0.01%+5013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…173$42.2K<0.01%+11113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.154$37.6K<0.01%013F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC121$29.5K<0.01%+9013F-HRTimeline
SIGNATUREFD, LLC117$28.6K<0.01%+2613F-HRTimeline
NVWM, LLC103$25.1K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC100$24.4K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC86$21K<0.01%013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …80$20K<0.01%new13F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK81$19.8K<0.01%-2413F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…74$18.1K<0.01%+6613F-HRTimelineGroup
LANARK FINANCIAL, INC.67$16K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.55$13.4K<0.01%+1113F-HRTimeline
Parallel Advisors, LLC49$12K<0.01%013F-HRTimeline
Aster Capital Management (DIFC) Ltd44$10.7K<0.01%new13F-HRTimeline
Truvestments Capital LLC37$9.03K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.33$8.32K<0.01%013F-HRTimeline
Brooklyn Investment Group30$7.33K<0.01%+1813F-HR/ATimeline
IFP Advisors, Inc28$6.78K<0.01%+713F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…25$6.1K<0.01%013F-HRTimelineGroup
UMB Bank, n.a.23$5.62K<0.01%+1213F-HR/ATimeline
HOLLENCREST CAPITAL MANAGEMENT20$4.88K<0.01%013F-HRTimeline
Sterling Capital Management LLC18$4.39K<0.01%+1013F-HR/ATimeline
Bell Investment Advisors, Inc18$4.39K<0.01%+1013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD15$3.66K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…14$3.42K<0.01%+413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…13$3.17K<0.01%-313F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB13$3.17K<0.01%+913F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.11$3K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC12$2.93K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC12$2.93K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC9$1.98K<0.01%new13F-HRTimeline
Leonteq Securities AG8$1.95K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC9$1.55K0.02%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…5$1.22K<0.01%013F-HRTimelineGroup
Allworth Financial LP5$1.22K<0.01%013F-HRTimeline
Larson Financial Group LLC5$1.22K<0.01%new13F-HRTimeline
Covestor Ltd5$1K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.4$1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PICTON MAHONEY ASSET MANAGEMENT4$1K<0.01%013F-HRTimeline
Stephens Consulting, LLC4$977<0.01%-113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3$732<0.01%013F-HRTimeline
Hurley Capital, LLC3$732<0.01%013F-HRTimeline
SIERRA OCEAN, LLC3$732<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2$488<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1$245<0.01%-813F-HRTimelineGroup
Parkside Financial Bank & Trust1$245<0.01%-413F-HRTimeline
Clearstead Trust, LLC1$245<0.01%new13F-HRTimeline
TFC Financial Management, Inc.1$245<0.01%013F-HRTimeline
True Wealth Design, LLC1$245<0.01%013F-HRTimeline
Beacon Capital Management, LLC1$244<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD0$00%new13F-HRTimelineGroupValue 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