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UFPT — UFP TECHNOLOGIES INC

Reported value held$859.91M
Funds holding (latest)43
SectorHealth Care
Funds holding (Q2 2026)33
Institutional value$716.86M · 3.06M sh
New / Add / Cut / Exit2 / 19 / 12 / 1
Top-5 / Top-10 concentration71.9% / 87.6%
Institutional holdings change Accumulating +8.2% (+232.15K sh)
Institutional value change Up +43.4%

As of Q2 2026, 33 SEC-registered investment managers reported holding UFPT (UFP TECHNOLOGIES INC) in their latest 13F filings, with a combined reported value of $716.86M across 3.06M shares. That is +8.2% by share count (+232.15K shares) versus the previous quarter, while reported value moved +43.4%. Ownership is concentrated: the five largest holders account for 71.9% of reported value and the top ten for 87.6%.

Compared with the prior quarter, 2 opened new positions, 19 added to existing stakes, 12 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

UFPT is classified in the Health Care sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 33 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 1.14M $302.62M 0.01% Add
UBS Group AG history 254.74K $67.54M 0.01% Add
MFS Investment Management history 223.47K $59.25M 0.02% Reduce
Geode Capital Management history 200.93K $53.28M 0.00% Add
Morgan Stanley history 124.39K $32.98M 0.00% Reduce
Franklin Resources history 114.07K $30.24M 0.01% Add
Northern Trust Corp history 91.26K $24.20M 0.00% Add
Renaissance Technologies history 84.47K $22.39M 0.03% Reduce
Charles Schwab Investment Management history 73.28K $19.43M 0.00% Reduce
Bank of America Corp history 60.31K $15.99M 0.00% Add
Principal Global Investors history 53.55K $14.20M 0.01% Add
Royce & Associates history 44.47K $11.79M 0.10% Add
BNY Mellon history 42.70K $11.32M 0.00% Add
PSP Investments history 26.57K $7.05M 0.02% Reduce
Goldman Sachs Group history 24.99K $6.62M 0.00% Reduce
Invesco Ltd history 24.19K $6.41M 0.00% Add
Point72 Asset Management history 21.33K $5.65M 0.01% New
Legal & General Investment Management America history 18.02K $4.78M 0.00% Add
Marshall Wace history 13.58K $3.60M 0.00% Add
JPMorgan Chase & Co history 11.58K $3.15M 0.00% New
Wells Fargo & Co history 9.35K $2.48M 0.00% Reduce
Citadel Advisors history 9.09K $2.41M 0.00% Reduce
Deutsche Bank AG history 8.57K $2.27M 0.00% Add
Prudential Financial history 8.08K $2.14M 0.00% Add
Citigroup Inc history 4.55K $1.21M 0.00% Add
Manulife Financial history 3.73K $989.47K 0.00% Add
Two Sigma Investments history 3.04K $806.79K 0.00% Reduce
AQR Capital Management history 2.60K $689.07K 0.00% Add
Balyasny Asset Management history 1.65K $437.20K 0.00% Reduce
Amundi US history 1.57K $415.72K 0.00% Reduce
Fidelity Management & Research (FMR) history 1.30K $345.16K 0.00% Add
T. Rowe Price Associates history 357.33K $94.74K 0.01% Add
PNC Financial Services history 306 $81.13K 0.00% Reduce

Q1 2026 — 32 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 1.10M $212.41M 0.00% Hold
MFS Investment Management history 227.30K $44.01M 0.01% Add
Geode Capital Management history 190.62K $36.91M 0.00% Add
UBS Group AG history 173.74K $33.64M 0.01% Reduce
Morgan Stanley history 128.58K $24.89M 0.00% Reduce
Renaissance Technologies history 106.47K $20.61M 0.03% Reduce
Northern Trust Corp history 86.40K $16.73M 0.00% Hold
Franklin Resources history 82.15K $15.90M 0.00% Reduce
Charles Schwab Investment Management history 74.77K $14.48M 0.00% Reduce
Goldman Sachs Group history 59.71K $11.56M 0.00% Add
Bank of America Corp history 54.73K $10.60M 0.00% Add
Principal Global Investors history 52.21K $10.11M 0.01% Add
BNY Mellon history 41.45K $8.02M 0.00% Reduce
PSP Investments history 27.60K $5.34M 0.02% Add
Invesco Ltd history 24.00K $4.65M 0.00% Reduce
Royce & Associates history 23.87K $4.62M 0.05% New
Citadel Advisors history 20.56K $3.98M 0.00% Add
Janus Henderson Group history 19.44K $3.76M 0.00% Reduce
Legal & General Investment Management America history 17.64K $3.41M 0.00% Reduce
Balyasny Asset Management history 16.68K $3.23M 0.00% New
Wells Fargo & Co history 11.78K $2.28M 0.00% Reduce
Marshall Wace history 11.14K $2.16M 0.00% New
Prudential Financial history 8.01K $1.55M 0.00% Add
Two Sigma Investments history 7.84K $1.52M 0.00% Add
Deutsche Bank AG history 7.04K $1.36M 0.00% Add
Manulife Financial history 3.43K $664.43K 0.00% Reduce
AQR Capital Management history 2.18K $422.44K 0.00% Add
Amundi US history 1.75K $338.03K 0.00% Add
Citigroup Inc history 1.47K $283.82K 0.00% Reduce
Fidelity Management & Research (FMR) history 1.12K $217.19K 0.00% Reduce
PNC Financial Services history 944 $182.76K 0.00% Add
T. Rowe Price Associates history 246.50K $47.72K 0.01% Add

Q4 2025 — 34 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 1.10M $243.69M 0.00% Add
Vanguard Group history 533.58K $118.47M 0.00% Add
UBS Group AG history 189.40K $42.05M 0.01% Add
Geode Capital Management history 184.86K $41.05M 0.00% Add
Morgan Stanley history 158.38K $35.16M 0.00% Reduce
Renaissance Technologies history 140.96K $31.30M 0.05% Reduce
MFS Investment Management history 121.84K $27.05M 0.01% Reduce
Franklin Resources history 110.22K $24.47M 0.01% Reduce
Northern Trust Corp history 86.05K $19.11M 0.00% Reduce
Janus Henderson Group history 79.39K $17.62M 0.01% Add
Charles Schwab Investment Management history 75.75K $16.82M 0.00% Add
Invesco Ltd history 49.89K $11.08M 0.00% Add
Principal Global Investors history 49.46K $10.98M 0.01% Add
Bank of America Corp history 45.33K $10.06M 0.00% Add
BNY Mellon history 42.94K $9.53M 0.00% Add
D. E. Shaw & Co history 33.82K $7.51M 0.00% Reduce
Goldman Sachs Group history 27.39K $6.08M 0.00% Add
PSP Investments history 26.72K $5.93M 0.02% Reduce
Legal & General Investment Management America history 19.27K $4.28M 0.00% Add
Wells Fargo & Co history 17.55K $3.90M 0.00% Add
JPMorgan Chase & Co history 15.74K $3.49M 0.00% Add
Two Sigma Investments history 7.54K $1.67M 0.00% Reduce
Prudential Financial history 7.28K $1.62M 0.00% Reduce
Deutsche Bank AG history 6.33K $1.41M 0.00% Add
Manulife Financial history 3.63K $805.30K 0.00% Reduce
Citigroup Inc history 2.36K $524.88K 0.00% Add
Fidelity Management & Research (FMR) history 1.55K $344.86K 0.00% Reduce
AQR Capital Management history 1.51K $335.71K 0.00% Add
Citadel Advisors history 1.40K $310.84K 0.00% Reduce
Millennium Management history 1.39K $308.18K 0.00% Reduce
Amundi US history 1.03K $229.13K 0.00% Reduce
PNC Financial Services history 236 $52.40K 0.00% Add
T. Rowe Price Associates history 181.48K $40.30K 0.00% Add
CPP Investments history 100 $22.20K 0.00% New

Q3 2025 — 37 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 1.09M $217.51M 0.00% Add
Vanguard Group history 527.62K $105.31M 0.00% Add
Renaissance Technologies history 189.26K $37.78M 0.05% Reduce
Geode Capital Management history 183.46K $36.62M 0.00% Reduce
MFS Investment Management history 169.98K $33.93M 0.01% Add
Morgan Stanley history 163.84K $32.70M 0.00% Add
UBS Group AG history 154.69K $30.88M 0.01% Add
Franklin Resources history 145.81K $29.10M 0.01% Reduce
Northern Trust Corp history 89.78K $17.92M 0.00% Add
D. E. Shaw & Co history 83.83K $16.73M 0.01% Add
Charles Schwab Investment Management history 73.67K $14.71M 0.00% Add
Principal Global Investors history 45.20K $9.02M 0.01% Add
BNY Mellon history 42.69K $8.52M 0.00% Reduce
Janus Henderson Group history 34.75K $6.94M 0.00% Add
PSP Investments history 30.12K $6.01M 0.02% Add
Bank of America Corp history 27.53K $5.50M 0.00% Add
Invesco Ltd history 26.56K $5.30M 0.00% Reduce
Point72 Asset Management history 20.79K $4.15M 0.01% Add
Citadel Advisors history 20.71K $4.13M 0.00% Reduce
Legal & General Investment Management America history 18.77K $3.75M 0.00% Reduce
Goldman Sachs Group history 15.40K $3.07M 0.00% Reduce
JPMorgan Chase & Co history 15.12K $3.02M 0.00% Add
Two Sigma Investments history 14.27K $2.85M 0.01% Reduce
Wells Fargo & Co history 12.56K $2.51M 0.00% Add
Prudential Financial history 7.73K $1.54M 0.00% Add
Royce & Associates history 7.51K $1.50M 0.01% Add
Marshall Wace history 6.00K $1.20M 0.00% Add
Deutsche Bank AG history 5.96K $1.19M 0.00% Add
Balyasny Asset Management history 5.35K $1.07M 0.00% Reduce
Manulife Financial history 3.83K $764.07K 0.00% Reduce
Millennium Management history 2.75K $548.10K 0.00% Reduce
Citigroup Inc history 2.18K $435.13K 0.00% Reduce
Fidelity Management & Research (FMR) history 1.58K $316.20K 0.00% Reduce
Amundi US history 1.33K $268.77K 0.00% Add
AQR Capital Management history 1.24K $248.10K 0.00% Reduce
T. Rowe Price Associates history 179.98K $35.93K 0.00% Add
PNC Financial Services history 142 $28.34K 0.00% Reduce

Q2 2025 — 38 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 1.07M $261.91M 0.01% Reduce
Vanguard Group history 524.04K $127.95M 0.00% Hold
Renaissance Technologies history 233.26K $56.95M 0.08% Reduce
Geode Capital Management history 186.09K $45.44M 0.00% Add
Invesco Ltd history 175.92K $42.95M 0.01% Reduce
Franklin Resources history 169.88K $41.48M 0.01% Add
MFS Investment Management history 161.75K $39.49M 0.01% Add
Morgan Stanley history 131.87K $32.20M 0.00% Reduce
UBS Group AG history 109.11K $26.64M 0.01% Add
Northern Trust Corp history 89.27K $21.80M 0.00% Hold
Charles Schwab Investment Management history 72.06K $17.60M 0.00% Add
Millennium Management history 67.67K $16.52M 0.01% Reduce
Citadel Advisors history 57.76K $14.10M 0.00% Add
BNY Mellon history 43.17K $10.54M 0.00% Add
Principal Global Investors history 42.02K $10.26M 0.01% Add
D. E. Shaw & Co history 33.51K $8.18M 0.01% Add
Two Sigma Investments history 33.24K $8.12M 0.01% Reduce
Janus Henderson Group history 26.02K $6.36M 0.00% Add
Bank of America Corp history 25.87K $6.32M 0.00% Reduce
PSP Investments history 24.95K $6.09M 0.03% Add
Legal & General Investment Management America history 19.72K $4.81M 0.00% Reduce
Goldman Sachs Group history 19.62K $4.79M 0.00% Reduce
Balyasny Asset Management history 16.15K $3.94M 0.01% Add
JPMorgan Chase & Co history 12.73K $3.11M 0.00% Add
Wells Fargo & Co history 10.94K $2.67M 0.00% Add
Prudential Financial history 7.59K $2.22M 0.00% Add
Royce & Associates history 7.46K $1.82M 0.02% Reduce
Citigroup Inc history 6.79K $1.66M 0.00% Reduce
Deutsche Bank AG history 5.28K $1.29M 0.00% Reduce
Manulife Financial history 3.99K $974.20K 0.00% Reduce
Marshall Wace history 2.54K $620.65K 0.00% Reduce
Fidelity Management & Research (FMR) history 1.62K $395.99K 0.00% Add
AQR Capital Management history 1.35K $330.35K 0.00% Reduce
Amundi US history 1.21K $296.52K 0.00% Reduce
Point72 Asset Management history 1.12K $272.89K 0.00% New
CPP Investments history 200 $48.83K 0.00% New
T. Rowe Price Associates history 176.98K $43.21K 0.01% Add
PNC Financial Services history 173 $42.24K 0.00% Add

Q1 2025 — 36 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 1.09M $219.23M 0.01% Reduce
Vanguard Group history 522.15K $105.32M 0.00% Reduce
Renaissance Technologies history 259.66K $52.38M 0.08% Reduce
Geode Capital Management history 180.17K $36.35M 0.00% Add
Invesco Ltd history 178.17K $35.94M 0.01% Add
Morgan Stanley history 138.93K $28.02M 0.00% Reduce
MFS Investment Management history 132.57K $26.74M 0.01% Add
Franklin Resources history 131.56K $26.54M 0.01% Reduce
Millennium Management history 93.77K $18.91M 0.01% Add
Northern Trust Corp history 89.70K $18.09M 0.00% Reduce
Charles Schwab Investment Management history 67.54K $13.62M 0.00% Reduce
UBS Group AG history 55.96K $11.29M 0.00% Reduce
Two Sigma Investments history 52.01K $10.49M 0.02% Add
Citadel Advisors history 43.41K $8.76M 0.00% Reduce
BNY Mellon history 42.34K $8.54M 0.00% Reduce
Principal Global Investors history 40.27K $8.12M 0.01% Add
Bank of America Corp history 27.18K $5.48M 0.00% Add
Goldman Sachs Group history 24.55K $4.95M 0.00% Reduce
PSP Investments history 23.14K $4.67M 0.02% Add
Janus Henderson Group history 20.50K $4.08M 0.00% Reduce
Legal & General Investment Management America history 20.04K $4.04M 0.00% Reduce
JPMorgan Chase & Co history 12.45K $2.51M 0.00% Add
Citigroup Inc history 10.76K $2.17M 0.00% Add
Prudential Financial history 7.12K $2.09M 0.00% Reduce
Wells Fargo & Co history 9.95K $2.01M 0.00% Add
Marshall Wace history 9.66K $1.95M 0.00% Reduce
Balyasny Asset Management history 9.08K $1.83M 0.00% Add
Royce & Associates history 8.95K $1.81M 0.02% Hold
D. E. Shaw & Co history 6.67K $1.35M 0.00% New
Deutsche Bank AG history 6.04K $1.22M 0.00% Reduce
Manulife Financial history 4.12K $831.04K 0.00% Add
Amundi US history 2.96K $572.34K 0.00% Reduce
AQR Capital Management history 1.83K $369.94K 0.00% Reduce
Fidelity Management & Research (FMR) history 1.29K $260.78K 0.00% Add
T. Rowe Price Associates history 174.98K $35.30K 0.00% Reduce
PNC Financial Services history 62 $12.51K 0.00% Reduce

View all 43 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
BlackRock Inc 1.14M 1.10M 1.10M 1.09M 1.07M 1.09M 1.11M 1.09M — — — — — — — — — — — —
UBS Group AG 254.74K 173.74K 189.40K 154.69K 109.11K 55.96K 76.87K 4.82K 3.61K 7.27K 6.39K 2.07K 6.29K 3.68K 2.45K 21 660 2.04K 2.51K 249
MFS Investment Management 223.47K 227.30K 121.84K 169.98K 161.75K 132.57K 103.57K 88.65K 105.12K 102.42K — — — — — — — — — —
Geode Capital Management 200.93K 190.62K 184.86K 183.46K 186.09K 180.17K 172.96K 173.00K 169.66K 159.29K 154.87K 147.31K 141.92K 133.86K 127.33K 122.62K 122.36K 121.88K 116.36K 117.07K
Morgan Stanley 124.39K 128.58K 158.38K 163.84K 131.87K 138.93K 150.89K 139.42K 140.20K 148.21K 144.83K 97.02K 108.87K 90.79K 87.82K 45.83K 15.04K 4.96K 15.41K 6.68K
Franklin Resources 114.07K 82.15K 110.22K 145.81K 169.88K 131.56K 136.34K 92.05K 66.05K 10.76K 16.51K 17.63K 20.62K 18.73K 28.72K 33.45K 33.44K 33.44K 27.28K 27.20K
Northern Trust Corp 91.26K 86.40K 86.05K 89.78K 89.27K 89.70K 92.06K 85.19K 84.77K 88.24K 91.44K 83.73K 83.03K 74.84K 74.90K 68.98K 69.33K 70.48K 72.61K 72.84K
Renaissance Technologies 84.47K 106.47K 140.96K 189.26K 233.26K 259.66K 279.16K 279.42K 293.61K 296.37K 307.21K 340.21K 321.87K 336.07K 379.87K 398.07K 418.67K 420.67K 435.37K 459.69K
Charles Schwab Investment Management 73.28K 74.77K 75.75K 73.67K 72.06K 67.54K 67.95K 67.10K 64.26K 61.38K 59.00K 57.07K 19.48K 18.43K 18.28K 17.97K 17.94K 17.92K 18.75K 17.26K
Bank of America Corp 60.31K 54.73K 45.33K 27.53K 25.87K 27.18K 13.59K 17.81K 15.45K 12.05K 14.98K 4.25K 1.65K 3.27K 4.01K 1.33K 1.19K 3.31K 8.59K 6.86K
Principal Global Investors 53.55K 52.21K 49.46K 45.20K 42.02K 40.27K 39.11K 37.66K 38.52K 39.59K 39.70K 39.88K 40.93K 1.57K 1.82K — 3.46K — — —
Royce & Associates 44.47K 23.87K — 7.51K 7.46K 8.95K 8.95K 8.95K 16.24K 28.71K 43.46K 56.70K 41.62K 48.62K 43.72K 59.92K 65.45K 69.00K 78.05K 79.25K
BNY Mellon 42.70K 41.45K 42.94K 42.69K 43.17K 42.34K 45.47K 45.84K 52.88K 52.07K 55.27K 57.17K 59.33K 30.14K 30.82K 34.20K 32.31K 38.10K 37.99K 54.23K
PSP Investments 26.57K 27.60K 26.72K 30.12K 24.95K 23.14K 18.14K 15.46K 15.56K 14.41K 14.58K 8.69K 12.30K — — — — — — —
Goldman Sachs Group 24.99K 59.71K 27.39K 15.40K 19.62K 24.55K 34.37K 24.53K 21.13K 19.27K 22.81K 23.19K 18.35K 15.72K 14.46K 3.35K 3.00K 3.17K — —
Invesco Ltd 24.19K 24.00K 49.89K 26.56K 175.92K 178.17K 174.86K 213.54K 84.97K 82.58K 45.25K 45.05K 99.35K 49.34K 47.57K 25.91K 29.25K 8.87K 11.12K 9.86K
Point72 Asset Management 21.33K — — 20.79K 1.12K — — — — — — 515 — — 365 — — — — —
Legal & General Investment Management America 18.02K 17.64K 19.27K 18.77K 19.72K 20.04K 20.81K 20.09K 19.86K 20.02K 20.52K 20.64K 20.90K 3.79K 2.68K 809 738 726 712 712
Marshall Wace 13.58K 11.14K — 6.00K 2.54K 9.66K 21.98K 9.85K 9.14K — — — — — — — — — — —
JPMorgan Chase & Co 11.58K — 15.74K 15.12K 12.73K 12.45K 11.57K 11.05K 11.55K 8.31K 10.16K 9.91K 12.16K 2.64K 4.08K 3.79K 3.65K 3.27K 4.88K 2.59K

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