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Institutional Ownership · SEC Form 13F

Who owns UFP Technologies, Inc. (UFPT)


Which tracked institutional funds hold UFPT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UFPT company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

272
Institutional holders
8M
Shares held (tracked funds)

How the tape is positioned

39 tracked funds added or opened UFPT while 80 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

UFPT’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes UFPT more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in UFPT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 272 tracked filers holding UFPT, 133 increased or opened the position and 121 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in UFPT between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 19

  • VANGUARD CAPITAL MANAGEMENT LLC$63M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$29M
  • Impax Asset Management Group plc$11M
  • VANGUARD FIDUCIARY TRUST CO$10M
  • ROYCE & ASSOCIATES LP$5M
  • CITADEL ADVISORS LLC$4M

Full exits 11

  • VANGUARD GROUP INC$105M
  • D. E. Shaw & Co., Inc.$8M
  • Schonfeld Strategic Advisors LLC$6M
  • Atle Fund Management AB$5M
  • JANE STREET GROUP, LLC$3M
  • VOLORIDGE INVESTMENT MANAGEMENT, LLC$2M

Largest adds

  • MASSACHUSETTS FINANCIAL SERVICES CO /MA/$17M
  • Boston Trust Walden Corp$10M
  • PRICE T ROWE ASSOCIATES INC /MD/$7M
  • GOLDMAN SACHS GROUP INC$5M
  • Davidson Capital Management Inc.$4M
  • CONGRESS ASSET MANAGEMENT CO$3M

Largest trims

  • BlackRock, Inc.$89M
  • AMERICAN CENTURY COMPANIES INC$35M
  • JANUS HENDERSON GROUP PLC$14M
  • BESSEMER GROUP INC$13M
  • Swedbank AB$13M
  • WASATCH ADVISORS LP$13M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed797,723$154M8.9%2026-Q1
WASATCH ADVISORS LP added777,313$150M8.7%2026-Q1
CONGRESS ASSET MANAGEMENT CO added523,438$101M5.8%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new326,725$63M3.6%2026-Q1
Boston Trust Walden Corp added317,072$61M3.5%2026-Q1
STATE STREET CORP added303,313$59M3.4%2026-Q1
NEUBERGER BERMAN GROUP LLC trimmed300,593$58M3.3%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added246,503$48M2.7%2026-Q1
Thrivent Financial for Lutherans trimmed237,276$46M2.6%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added227,303$44M2.5%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added190,620$37M2.1%2026-Q1
Allspring Global Investments Holdings, LLC added189,863$37M2.1%2026-Q1
DIMENSIONAL FUND ADVISORS LP added179,973$35M2.0%2026-Q1
UBS Group AG trimmed173,740$34M1.9%2026-Q1
AltraVue Capital, LLC added154,066$30M1.7%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new151,761$29M1.7%2026-Q1
GENEVA CAPITAL MANAGEMENT LLC trimmed131,173$25M1.5%2026-Q1
Annex Advisory Services, LLC added130,394$25M1.5%2026-Q1
MORGAN STANLEY trimmed128,580$25M1.4%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed125,860$24M1.4%2026-Q1
Swedbank AB trimmed115,005$22M1.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added109,791$21M1.2%2026-Q1
ASHFORD CAPITAL MANAGEMENT INC added108,010$21M1.2%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed106,472$21M1.2%2026-Q1
NORTHERN TRUST CORP added86,400$17M1.0%2026-Q1
FRANKLIN RESOURCES INC trimmed82,148$16M0.9%2026-Q1
ROYAL BANK OF CANADA trimmed79,179$15M0.9%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed74,769$14M0.8%2026-Q1
De Lisle Partners LLP74,302$14M0.8%2026-Q1
Rockefeller Capital Management L.P. added65,381$13M0.7%2026-Q1
GOLDMAN SACHS GROUP INC added59,710$12M0.7%2026-Q1
BROWN CAPITAL MANAGEMENT LLC trimmed58,807$11M0.7%2026-Q1
OSAIC HOLDINGS, INC. added58,006$11M0.6%2026-Q1
GW&K Investment Management, LLC trimmed57,234$11M0.6%2026-Q1
Impax Asset Management Group plc added55,500$11M0.6%2026-Q1
BANK OF AMERICA CORP /DE/ added54,732$11M0.6%2026-Q1
RAYMOND JAMES FINANCIAL INC added53,685$10M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new53,168$10M0.6%2026-Q1
Applied Fundamental Research, LLC52,788$10M0.6%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added52,206$10M0.6%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND added51,867$10M0.6%2026-Q1
NEUMEIER POMA INVESTMENT COUNSEL LLC trimmed50,855$10M0.6%2026-Q1
RENAISSANCE GROUP LLC added43,885$8M0.5%2026-Q1
Bank of New York Mellon Corp trimmed41,451$8M0.5%2026-Q1
DIAMOND HILL CAPITAL MANAGEMENT INC added41,106$8M0.5%2026-Q1
Palisades Investment Partners, LLC added37,701$7M0.4%2026-Q1
Ranger Investment Management, L.P. trimmed35,945$7M0.4%2026-Q1
Legato Capital Management LLC added35,721$7M0.4%2026-Q1
FIRST TRUST ADVISORS LP added27,941$5M0.3%2026-Q1
Public Sector Pension Investment Board added27,600$5M0.3%2026-Q1
CATALYST FINANCIAL PARTNERS LLC trimmed26,458$5M0.3%2026-Q1
SEI INVESTMENTS CO added26,305$5M0.3%2026-Q1
Nuveen, LLC trimmed24,935$5M0.3%2026-Q1
Invesco Ltd. trimmed24,001$5M0.3%2026-Q1
ROYCE & ASSOCIATES LP added23,867$5M0.3%2026-Q1
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.22,700$4M0.3%2026-Q1
Davidson Capital Management Inc. added22,539$4M0.3%2026-Q1
Russell Investments Group, Ltd. added22,269$4M0.2%2026-Q1
RICE HALL JAMES & ASSOCIATES, LLC added21,211$4M0.2%2026-Q1
RHUMBLINE ADVISERS added20,846$4M0.2%2026-Q1
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added20,779$4M0.2%2026-Q1
NICHOLAS COMPANY, INC. trimmed20,711$4M0.2%2026-Q1
Bridge City Capital, LLC added19,758$4M0.2%2026-Q1
JANUS HENDERSON GROUP PLC trimmed19,436$4M0.2%2026-Q1
LPL Financial LLC added19,352$4M0.2%2026-Q1
CITADEL ADVISORS LLC added19,062$4M0.2%2026-Q1
STIFEL FINANCIAL CORP added18,444$4M0.2%2026-Q1
Legal & General Group Plc trimmed17,639$3M0.2%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added16,677$3M0.2%2026-Q1
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC trimmed16,604$3M0.2%2026-Q1
CHATHAM CAPITAL GROUP, INC. trimmed15,876$3M0.2%2026-Q1
ExodusPoint Capital Management, LP added15,725$3M0.2%2026-Q1
EFG International AG trimmed15,284$3M0.2%2026-Q1
BESSEMER GROUP INC trimmed14,912$3M0.2%2026-Q1
Swiss National Bank14,400$3M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added13,994$3M0.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed12,775$2M0.1%2026-Q1
JPMORGAN CHASE & CO trimmed12,615$2M0.1%2026-Q1
Motley Fool Wealth Management, LLC trimmed12,090$2M0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed11,780$2M0.1%2026-Q1
MARSHALL WACE, LLP added10,951$2M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. added9,463$2M0.1%2026-Q1
JOHNSON INVESTMENT COUNSEL INC added10,401$2M0.1%2026-Q1
FIRST NATIONAL BANK OF OMAHA added10,182$2M0.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed9,764$2M0.1%2026-Q1
VANGUARD GROUP INC trimmed471,543$105M6.0%2025-Q4 stale
CW Advisors, LLC added46,147$11M0.6%2025-Q2 stale
Fiera Capital Corp added46,105$9M0.5%2025-Q1 stale
D. E. Shaw & Co., Inc. trimmed33,823$8M0.4%2025-Q4 stale
Schonfeld Strategic Advisors LLC added28,694$6M0.4%2025-Q4 stale
Atle Fund Management AB22,986$5M0.3%2025-Q4 stale
EVR Research LP added20,634$5M0.3%2025-Q2 stale
Uniplan Investment Counsel, Inc. trimmed17,413$4M0.2%2025-Q2 stale
LORD, ABBETT & CO. LLC trimmed17,125$4M0.2%2025-Q2 stale
Point72 Asset Management, L.P. added20,788$4M0.2%2025-Q3 stale
JANE STREET GROUP, LLC added15,205$3M0.2%2025-Q4 stale
EFG Asset Management (North America) Corp. added16,520$3M0.2%2025-Q3 stale
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed10,749$2M0.1%2025-Q4 stale
Cubist Systematic Strategies, LLC trimmed11,460$2M0.1%2025-Q3 stale
Alberta Investment Management Corp added8,796$2M0.1%2025-Q1 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership