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UPGD

$73.57$-0.15 (-0.20%)

Prices delayed up to 5 minutes

AC Intelligence

AC Intelligence

AC Intelligence for UPGD is being prepared.

Key Stats

Key Stats

Open

$73.43

Day High

$73.57

Day Low

$73.01

Prev Close

$73.72

Volume

0

Avg Volume

820

Day Change

$-0.15

Change %

-0.20%

Fundamentals

Earnings History

Insider Activity

Who Owns This Stock

Who Owns UPGD

Income / Defensive69.8%1 holder
Other29.7%30 holders

Based on Q4 2025 13F filings + AC behavioral model

36 institutional holders

Top Holders

$21212.3B
2.RAYMOND JAMES FINANCIAL INC
+139.7%$8940.8B
3.RAYMOND JAMES FINANCIAL INC
-13.2%$3236.7B
4.Tower Research Capital LLC (TRC)
$1966.5B
$1127.3B
6.LPL Financial LLC
-13.7%$894.9B
7.Del-Sette Capital Management, LLC
$809.2B
8.Aspire Growth Partners LLC
+1.7%$778.2B
0.0%$739.9B
10.HBK Sorce Advisory LLC
-2.9%$682.2B
$431.4B
12.MGB Wealth Management, LLC
+0.2%$422.6B
13.Morey & Quinn Wealth Partners, LLC
-0.0%$348.0B
$320.1B
15.Millstone Evans Group, LLC
-7.5%$302.0B
16.Morgan Stanley IM
$291.5B
+0.4%$272.4B
18.YARGER WEALTH STRATEGIES, LLC
+1.7%$264.7B
19.GLENMEDE TRUST CO NA
$262.7B
20.STIFEL FINANCIAL CORP
$251.3B

Institutional Pressure

Market Regime:Strong Risk-Off (-0.62)
SELLINGBUYING
Neutral
Income / Defensive(69.8%)
Inflows (flight to yield)
Other(29.7%)
Dealer / Bank(0.5%)
Facilitating
Quality / Compounder(0.1%)
Holds through

0% passive + quality floor won't sell.

Updated daily · Based on Q4 2025 filings + AC behavioral model

Sentiment Signals

Sentiment Signals

Insider ActivityNo insider transactions in last 90 daysSEC Form 4
↑↑Inst. Flows23 increased/new, 9 decreased/exited (13F)AC 13F Analysis

Sources: SEC Form 4, AC 13F Analysis

On AcidCapitalist

On AcidCapitalist

No recent mentions of UPGD on AcidCapitalist.

Data provided by Finnhub. Prices delayed up to 5 minutes.