UFPT — Ufp Technologies Inc Com Institutional Holders · Q3 2026
Who owns Ufp Technologies Inc Com (UFPT)? 11 institutions reported holding $173.47M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Congress Asset Management Co ($171.8M), Confluence Investment Management LLC ($1.1M), Balefire, LLC ($298,007).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $171.8M | 578,770 | Trimmed |
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.1M | 3,808 | Trimmed |
| 3 | Balefire, LLC | $298,007 | 1,004 | Trimmed |
| 4 | GK Wealth Management LLC | $125,555 | 423 | New |
| 5 | GAMMA Investing LLC | $57,286 | 193 | Added |
| 6 | Versant Capital Management, Inc | $49,569 | 167 | Hold |
| 7 | Farther Finance Advisors, LLC | $19,887 | 67 | Added |
| 8 | MJT & Associates Financial Advisory Group, Inc. | $2,078 | 7 | New |
| 9 | MassMutual Private Wealth & Trust, FSB | $1,187 | 4 | Hold |
| 10 | Davis Capital Management | $297 | 1 | New |
| 11 | GILPIN WEALTH MANAGEMENT, LLC | $297 | 1 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30