UFP TECHNOLOGIES INC UFPT
COM · Common Stock · CUSIP 902673102 · ISIN US9026731029
American health care product manufacturer
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($9.3m this quarter). Holder counts are more reliable. Shares outstanding: 7.7m as of 2026-07-27, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $265.07. Options: 2 managers hold calls ($1.4m notional), 3 hold puts ($1.3m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 122 |
| Q4 2022 | 157 |
| Q1 2023 | 159 |
| Q2 2023 | 193 |
| Q3 2023 | 210 |
| Q4 2023 | 212 |
| Q1 2024 | 222 |
| Q2 2024 | 247 |
| Q3 2024 | 285 |
| Q4 2024 | 279 |
| Q1 2025 | 283 |
| Q2 2025 | 294 |
| Q3 2025 | 278 |
| Q4 2025 | 270 |
| Q1 2026 | 273 |
| Q2 2026 | 279 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 145 | 118 |
| Q4 2024 | 150 | 125 |
| Q1 2025 | 138 | 125 |
| Q2 2025 | 155 | 110 |
| Q3 2025 | 125 | 144 |
| Q4 2025 | 120 | 134 |
| Q1 2026 | 128 | 118 |
| Q2 2026 | 133 | 128 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $339.3k | $4.0m | 11.76 |
| Q4 2025 | $399.7k | $2.1m | 5.28 |
| Q1 2026 | $232.3k | $1.4m | 6.17 |
| Q2 2026 | $1.4m | $1.3m | 0.94 |
Biggest buyers
| NEUBERGER BERMAN GROUP LLC | Added | +236.4k |
| CONGRESS ASSET MANAGEMENT CO | Added | +164.0k |
| AMERICAN CENTURY COMPANIES INC | Added | +154.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +110.8k |
| UBS Group AG | Added | +81.0k |
| Owls Nest Partners IA, LLC | New | +74.7k |
| BlackRock, Inc. | Added | +44.2k |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | Added | +33.7k |
| FRANKLIN RESOURCES INC | Added | +31.9k |
| GW&K Investment Management, LLC | Added | +31.2k |
Biggest sellers
| WASATCH ADVISORS LP | Reduced | -94.1k |
| GOLDMAN SACHS GROUP INC | Reduced | -34.7k |
| GENEVA CAPITAL MANAGEMENT LLC | Reduced | -28.1k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -22.0k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | Sold out | -20.8k |
| Rockefeller Capital Management L.P. | Reduced | -19.1k |
| ExodusPoint Capital Management, LP | Sold out | -15.7k |
| Balyasny Asset Management L.P. | Reduced | -15.0k |
| Motley Fool Wealth Management, LLC | Sold out | -12.1k |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | -11.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.3m5.0k shares |
| SIMPLEX TRADING, LLC | New | $26.5k100 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $901.4k3.4k shares |
| CITADEL ADVISORS LLC | Reduced | $344.7k1.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $26.5k100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| WASATCH ADVISORS LP 13G · institution -1.7 pts · filed 2026-10-09 | 7.1% |
| Neuberger Berman Group LLC 13G · institution +2.4 pts · filed 2026-07-07 | 6.9% |
| CONGRESS ASSET MANAGEMENT CO 13G · institution new · filed 2026-04-23 | 5.4% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 4 | $15.1m | — |
| Q1 2025 | 1 | $91.6k | 2 | $2.2m | — |
| Q2 2025 | 0 | — | 1 | $324.2k | — |
| Q3 2025 | 0 | — | 1 | $591.9k | — |
| Q4 2025 | 0 | — | 2 | $436.9k | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 2 | $922.1k | — |
| Q3 2026 | 0 | — | 5 | $12.6m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-25 | KOZIN MARC D Director | Sold | $2.1m7.0k shares |
| 2026-08-18 | Hudson Symeria Director | Sold | $95.1k298 shares |
| 2026-08-14 | Hudson Symeria Director | Sold | $625.1k1.9k shares |
| 2026-08-13 | FELDMANN CYNTHIA L Director | Sold | $324.3k1.0k shares |
| 2026-08-10 | BAILLY R JEFFREY Executive Chairman, director · In Trust | Sold | $4.1m13.0k shares |
| 2026-08-07 | BAILLY R JEFFREY Executive Chairman, director · In Trust | Sold | $1.6m5.0k shares |
| 2026-08-06 | BAILLY R JEFFREY Executive Chairman, director · In Trust | Sold | $3.4m10.7k shares |
| 2026-08-06 | Holt Jason Vice President | Sold | $348.7k1.1k shares |
| 2026-06-12 | FELDMANN CYNTHIA L Director | Sold | $287.1k1.2k shares |
| 2026-05-12 | CROTEAU DANIEL C Director | Sold | $635.0k2.9k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 1.1m $302.6m | Added +44.2k |
| CONGRESS ASSET MANAGEMENT CO 1.12% of their portfolio | 687.4k $182.3m | Added +164.0k |
| WASATCH ADVISORS LP 1.19% of their portfolio | 683.3k $181.2m | Reduced -94.1k |
| NEUBERGER BERMAN GROUP LLC 0.10% of their portfolio | 537.0k $142.4m | Added +236.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 357.3k $94.7m | Added +110.8k |
| Boston Trust Walden Corp 0.68% of their portfolio | 336.3k $89.2m | Added +19.2k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 329.6k $87.4m | Added +2.9k |
| STATE STREET CORP 0.00% of their portfolio | 312.8k $82.9m | Added +9.5k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 280.0k $74.2m | Added +154.1k |
| UBS Group AG 0.01% of their portfolio | 254.7k $67.5m | Added +81.0k |
| Thrivent Financial for Lutherans 0.11% of their portfolio | 239.4k $63.5m | Added +2.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.02% of their portfolio | 223.5k $59.2m | Reduced -3.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 200.9k $53.3m | Added +10.3k |
| Allspring Global Investments Holdings, LLC 0.08% of their portfolio | 195.7k $52.6m | Added +5.9k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 186.3k $49.4m | Added +6.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 161.2k $42.7m | Added +9.5k |
| AltraVue Capital, LLC 2.82% of their portfolio | 147.5k $39.1m | Reduced -6.6k |
| Annex Advisory Services, LLC 0.59% of their portfolio | 130.5k $34.6m | Added +87 |
| MORGAN STANLEY 0.00% of their portfolio | 124.4k $33.0m | Reduced -4.2k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 114.1k $30.2m | Added +31.9k |
| Swedbank AB 0.02% of their portfolio | 105.5k $28.0m | Reduced -9.5k |
| ASHFORD CAPITAL MANAGEMENT INC 2.99% of their portfolio | 105.0k $27.8m | Reduced -3.0k |
| GENEVA CAPITAL MANAGEMENT LLC 0.63% of their portfolio | 103.0k $27.3m | Reduced -28.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 98.3k $26.1m | Reduced -11.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 91.3k $24.2m | Added +4.9k |
| GW&K Investment Management, LLC 0.18% of their portfolio | 88.4k $23.4m | Added +31.2k |
| NEUMEIER POMA INVESTMENT COUNSEL LLC 1.54% of their portfolio | 84.6k $22.4m | Added +33.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 84.5k $22.4m | Reduced -22.0k |
| Owls Nest Partners IA, LLC 6.43% of their portfolio | 74.7k $19.8m | New |
| De Lisle Partners LLP 2.15% of their portfolio | 74.3k $19.7m | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 73.3k $19.4m | Reduced -1.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 68.1k $18.1m | Reduced -11.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 60.3k $16.0m | Added +5.6k |
| OSAIC HOLDINGS, INC. 0.02% of their portfolio | 58.5k $15.5m | Added +516 |
| Impax Asset Management Group plc 0.10% of their portfolio | 55.5k $14.7m | Unchanged |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.12% of their portfolio | 55.2k $14.6m | Added +14.1k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 55.0k $14.6m | Added +1.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 53.5k $14.2m | Added +1.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 51.5k $13.6m | Reduced -392 |
| BROWN CAPITAL MANAGEMENT LLC 2.69% of their portfolio | 50.7k $13.4m | Reduced -8.1k |
| Applied Fundamental Research, LLC 15.84% of their portfolio | 50.5k $13.4m | Reduced -2.3k |
| Rockefeller Capital Management L.P. 0.02% of their portfolio | 46.3k $12.3m | Reduced -19.1k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 46.1k $12.2m | Reduced -7.6k |
| ROYCE & ASSOCIATES LP 0.09% of their portfolio | 44.5k $11.8m | Added +20.6k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 44.2k $11.7m | Added +17.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 42.7k $11.3m | Added +1.3k |
| Palisades Investment Partners, LLC 2.93% of their portfolio | 38.8k $10.3m | Added +1.1k |
| RENAISSANCE GROUP LLC 0.40% of their portfolio | 37.3k $9.9m | Reduced -6.6k |
| Ranger Investment Management, L.P. 0.60% of their portfolio | 36.0k $9.6m | Added +85 |
| Legato Capital Management LLC 0.78% of their portfolio | 35.3k $9.4m | Reduced -420 |
| RICE HALL JAMES & ASSOCIATES, LLC 0.44% of their portfolio | 34.0k $9.0m | Added +12.8k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 30.8k $8.2m | Added +2.9k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 26.6k $7.0m | Reduced -1.0k |
| CATALYST FINANCIAL PARTNERS LLC 0.70% of their portfolio | 26.5k $7.0m | Reduced -1 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 25.0k $6.6m | Reduced -34.7k |
| Invesco Ltd. 0.00% of their portfolio | 24.2k $6.4m | Added +192 |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 23.2k $6.2m | Added +980 |
| Davidson Capital Management Inc. 0.99% of their portfolio | 23.2k $6.2m | Added +696 |
| Nuveen, LLC 0.00% of their portfolio | 23.2k $6.1m | Reduced -1.8k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.30% of their portfolio | 22.7k $6.0m | Unchanged |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 21.3k $5.7m | New |
| NICHOLAS COMPANY, INC. 0.10% of their portfolio | 20.7k $5.5m | Added +20 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 18.0k $4.8m | Reduced -2.8k |
| Legal & General Group Plc 0.00% of their portfolio | 18.0k $4.8m | Added +383 |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 17.9k $4.7m | Reduced -567 |
| CHATHAM CAPITAL GROUP, INC. 0.58% of their portfolio | 17.0k $4.5m | Added +1.2k |
| Bridge City Capital, LLC 1.02% of their portfolio | 16.8k $4.5m | Reduced -3.0k |
| LPL Financial LLC 0.00% of their portfolio | 16.6k $4.4m | Reduced -2.8k |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 0.65% of their portfolio | 15.5k $4.1m | Reduced -1.1k |
| EFG International AG 0.07% of their portfolio | 15.0k $4.0m | Reduced -284 |
| BESSEMER GROUP INC 0.01% of their portfolio | 14.9k $4.0m | Reduced -10 |
| Swiss National Bank 0.00% of their portfolio | 14.7k $3.9m | Added +300 |
| MARSHALL WACE, LLP 0.00% of their portfolio | 13.6k $3.6m | Added +2.4k |
| Brevan Howard Capital Management LP 0.05% of their portfolio | 13.4k $3.6m | Added +11.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 13.4k $3.5m | Reduced -637 |
| ISTHMUS PARTNERS, LLC 0.32% of their portfolio | 12.4k $3.3m | Added +3.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 12.1k $3.2m | Reduced -645 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 11.6k $3.1m | Reduced -1.0k |
| MML INVESTORS SERVICES, LLC 0.01% of their portfolio | 11.4k $3.0m | Added +1.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 11.0k $2.1m | Added +1.5k |
| JOHNSON INVESTMENT COUNSEL INC 0.02% of their portfolio | 10.4k $2.8m | Unchanged |
| Diversify Advisory Services, LLC 0.04% of their portfolio | 10.0k $2.5m | New |
| DIVERSIFY WEALTH MANAGEMENT, LLC 0.04% of their portfolio | 10.0k $2.5m | Added +838 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 9.3k $2.5m | Reduced -2.4k |
| OAK RIDGE INVESTMENTS LLC 0.14% of their portfolio | 9.3k $2.5m | Added +214 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 8.9k $2.4m | Reduced -236 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 8.6k $2.3m | Added +1.5k |
| Susquehanna Portfolio Strategies, LLC 0.04% of their portfolio | 8.5k $2.2m | Added +14 |
| Motley Fool Asset Management LLC 0.08% of their portfolio | 8.3k $2.2m | Reduced -875 |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 8.1k $2.1m | Added +70 |
| Maridea Wealth Management LLC 0.23% of their portfolio | 7.9k $2.1m | Added +334 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 7.8k $2.1m | Reduced -11.3k |
| Jump Financial, LLC 0.02% of their portfolio | 7.6k $2.0m | Added +1.5k |
| B. Metzler seel. Sohn & Co. AG 0.02% of their portfolio | 7.5k $2.0m | Reduced -568 |
| LEVEL FOUR ADVISORY SERVICES, LLC 0.05% of their portfolio | 6.9k $1.8m | Reduced -1.1k |
| Apollon Wealth Management, LLC 0.02% of their portfolio | 6.8k $1.8m | New |
| Cetera Investment Advisers 0.00% of their portfolio | 6.2k $1.7m | Reduced -437 |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 6.2k $1.6m | Reduced -1.1k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 5.5k $1.5m | Added +816 |
| Pathstone Holdings, LLC 0.00% of their portfolio | 5.3k $1.4m | Reduced -165 |