UpHealth, Inc. - UPHL
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ARMISTICE CAPITAL, LLC | History | Added to | 1,619,000 | 1,586 | 0.02% | 0.04% | 1 | +145,000 | 9.84% | Q3 2023 | Nov 14, 2023 |
| COMERICA BANK | History | New | 647,902 | 634 | 0.0% | — | 2 | +647,902 | New | Q3 2023 | Nov 21, 2023 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | History | No change | 1,065,509 | 409 | 0.01% | 0.06% | 3 | 0 | 0.0% | Q3 2023 | Nov 09, 2023 |
| VANGUARD GROUP INC | History | Reduced | 289,352 | 283 | 0.0% | 0.0% | 4 | -3,326 | -1.14% | Q3 2023 | Dec 18, 2023 |
| LPL Financial LLC | History | No change | 141,147 | 138 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q3 2023 | Nov 13, 2023 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 66,556 | 65 | 0.0% | 0.0% | 6 | +100 | 0.15% | Q3 2023 | Nov 14, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 65,656 | 64 | 0.0% | 0.0% | 7 | +15,980 | 32.17% | Q3 2023 | Nov 13, 2023 |
| Cresset Asset Management, LLC | History | No change | 39,599 | 38 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q3 2023 | Nov 14, 2023 |
| STATE STREET CORP | History | No change | 26,021 | 25 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q3 2023 | Nov 14, 2023 |
| NORTHERN TRUST CORP | History | No change | 12,515 | 12 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q3 2023 | Nov 13, 2023 |
| CITADEL ADVISORS LLC | History | New | 10,416 | 10 | 0.0% | — | 11 | +10,416 | New | Q3 2023 | Nov 14, 2023 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,678 | 7 | 0.0% | 0.0% | 12 | +7 | 0.09% | Q3 2023 | Nov 13, 2023 |
| BLAIR WILLIAM & CO/IL | History | No change | 19,710 | 7 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q3 2023 | Nov 09, 2023 |
| Tower Research Capital LLC (TRC) | History | Added to | 7,089 | 6 | 0.0% | 0.0% | 14 | +1,376 | 24.09% | Q3 2023 | Nov 14, 2023 |
| Mariner, LLC | History | New | 14,596 | 5 | 0.0% | — | 15 | +14,596 | New | Q3 2023 | Nov 13, 2023 |
| UBS Group AG | History | Added to | 1,817 | 1 | 0.0% | 0.0% | 18 | +1,217 | 202.83% | Q3 2023 | Nov 09, 2023 |
| ROYAL BANK OF CANADA | History | Reduced | 1,030 | 1 | 0.0% | 0.0% | 17 | -182 | -15.02% | Q3 2023 | Nov 14, 2023 |
| MORGAN STANLEY | History | No change | 1,772 | 1 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q3 2023 | Nov 15, 2023 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -70,000 | -100.0% | Q2 2023 | Aug 14, 2023 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,298 | -100.0% | Q2 2023 | Aug 10, 2023 |
| JPMORGAN CHASE & CO | History | Reduced | 8 | 0 | — | 0.0% | — | -933 | -99.15% | Q3 2023 | Nov 14, 2023 |
| Parallel Advisors, LLC | History | Reduced | 13 | 0 | — | — | — | -100 | -88.5% | Q3 2023 | May 20, 2024 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | — | — | -74 | -100.0% | Q2 2023 | Mar 30, 2026 |
| Qube Research & Technologies Ltd | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2023 | Nov 13, 2023 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2023 | Nov 14, 2023 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 635 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2023 | Nov 13, 2023 |