UFP TECHNOLOGIES INC · CUSIP 902673102 · CIK 1849776
As of 2026-06-30, Applied Fundamental Research, LLC reported 50.50K UFPT (shares), valued at $13.39M, or 15.84% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares decreased 4.34%; reported value increased 31.01%, and weight changed +2.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 15.84% | 50,498 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 13.49% | 52,788 | SEC filing ↗Filed May 13, 2026 |
| Q4 2025 | 11.64% | 52,788 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 9.46% | 48,753 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 8.53% | 39,439 | SEC filing ↗Filed Jul 28, 2025 |
| Q1 2025 | 7.58% | 44,841 | SEC filing ↗Filed Apr 30, 2025 |
| Q4 2024 | 8.58% | 44,841 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | 10.24% | 48,974 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 11.42% | 58,825 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 12.41% | 66,472 | SEC filing ↗Filed May 2, 2024Amended |
| Q4 2023 | 8.28% | 66,722 | SEC filing ↗Filed Feb 13, 2024 |
| Q3 2023 | 7.61% | 64,857 | SEC filing ↗Filed Nov 14, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 7.61% | 64,857 | $10.47M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 8.28% | 66,722 | $11.48M | Shares increased 2.88%; reported value increased 9.62%, and weight changed +0.67 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 12.41% | 66,472 | $16.76M | Shares decreased 0.37%; reported value increased 46.04%, and weight changed +4.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2024 |
| Q2 2024 | 11.42% | 58,825 | $15.52M | Shares decreased 11.50%; reported value decreased 7.41%, and weight changed -0.99 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 10.24% | 48,974 | $15.51M | Shares decreased 16.75%; reported value decreased 0.08%, and weight changed -1.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 8.58% | 44,841 | $10.96M | Shares decreased 8.44%; reported value decreased 29.31%, and weight changed -1.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 7.58% | 44,841 | $9.04M | Shares unchanged; reported value decreased 17.50%, and weight changed -1.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2025 |
| Q2 2025 | 8.53% | 39,439 | $9.63M | Shares decreased 12.05%; reported value increased 6.46%, and weight changed +0.95 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2025 |
| Q3 2025 | 9.46% | 48,753 | $9.73M | Shares increased 23.62%; reported value increased 1.06%, and weight changed +0.93 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 11.64% | 52,788 | $11.72M | Shares increased 8.28%; reported value increased 20.44%, and weight changed +2.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 13.49% | 52,788 | $10.22M | Shares unchanged; reported value decreased 12.80%, and weight changed +1.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q2 2026 | 15.84% | 50,498 | $13.39M | Shares decreased 4.34%; reported value increased 31.01%, and weight changed +2.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.