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 ($13.0m this quarter). Holder counts are more reliable. Shares outstanding: 7.7m as of 2024-08-05, 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 ≈ $264.05. Options: 4 managers hold calls ($2.3m notional), 3 hold puts ($1.9m).
Trends to Q2 2024
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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 93 | 54 |
| Q1 2023 | 78 | 63 |
| Q2 2023 | 105 | 78 |
| Q3 2023 | 99 | 94 |
| Q4 2023 | 85 | 100 |
| Q1 2024 | 86 | 113 |
| Q2 2024 | 114 | 109 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $4.5m | $1.3m | 0.28 |
| Q4 2023 | $2.1m | $1.4m | 0.66 |
| Q1 2024 | $2.6m | $1.2m | 0.46 |
| Q2 2024 | $2.3m | $1.9m | 0.84 |
Biggest buyers
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +63.7k |
| CONGRESS ASSET MANAGEMENT CO | Added | +59.4k |
| FRANKLIN RESOURCES INC | Added | +55.3k |
| BROWN CAPITAL MANAGEMENT LLC | New | +53.8k |
| NEW YORK STATE COMMON RETIREMENT FUND | Added | +12.6k |
| LORD, ABBETT & CO. LLC | Added | +12.3k |
| MILLENNIUM MANAGEMENT LLC | Added | +11.8k |
| TOWNSQUARE CAPITAL LLC | Added | +10.5k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +10.4k |
| CREDIT AGRICOLE S A | New | +10.0k |
Biggest sellers
| MORGAN STANLEY | Reduced | -304.4k |
| NEUBERGER BERMAN GROUP LLC | Reduced | -83.3k |
| WASATCH ADVISORS LP | Reduced | -49.1k |
| Swedbank AB | Reduced | -30.0k |
| BlackRock Inc. | Reduced | -29.0k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -19.8k |
| Mariner, LLC | Reduced | -17.6k |
| Allspring Global Investments Holdings, LLC | Reduced | -17.5k |
| Nuveen Asset Management, LLC | Reduced | -13.8k |
| ROYCE & ASSOCIATES LP | Reduced | -12.5k |
Biggest calls
| PEAK6 Investments LLC | Added | $1.6m6.0k shares |
| CITADEL ADVISORS LLC | Reduced | $395.8k1.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $290.3k1.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $1.3m5.1k shares |
| SIMPLEX TRADING, LLC | New | $554.0k2.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 in Q2 2024
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 |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 1 | $527.5k | — |
| Q4 2022 | 0 | — | 3 | $12.7m | — |
| Q1 2023 | 0 | — | 1 | $61.1k | — |
| Q2 2023 | 0 | — | 4 | $5.7m | — |
| Q3 2023 | 0 | — | 2 | $3.3m | — |
| Q4 2023 | 1 | $27.5k | 1 | $11.4m | — |
| Q1 2024 | 0 | — | 4 | $6.6m | — |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.01% of their portfolio | 1.1m $281.2m | Reduced -29.0k |
| NEUBERGER BERMAN GROUP LLC 0.15% of their portfolio | 670.3k $176.9m | Reduced -83.3k |
| VANGUARD GROUP INC 0.00% of their portfolio | 527.6k $139.2m | Reduced -542 |
| RENAISSANCE TECHNOLOGIES LLC 0.13% of their portfolio | 293.6k $77.5m | Reduced -2.8k |
| STATE STREET CORP 0.00% of their portfolio | 279.5k $73.7m | Reduced -7.6k |
| WASATCH ADVISORS LP 0.36% of their portfolio | 254.3k $67.1m | Reduced -49.1k |
| CONGRESS ASSET MANAGEMENT CO 0.46% of their portfolio | 245.3k $64.7m | Added +59.4k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 189.3k $49.9m | Reduced -6.0k |
| AltraVue Capital, LLC 4.84% of their portfolio | 184.7k $48.7m | Reduced -8.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 169.7k $44.8m | Added +10.4k |
| LORD, ABBETT & CO. LLC 0.07% of their portfolio | 161.4k $42.6m | Added +12.3k |
| MORGAN STANLEY 0.00% of their portfolio | 140.2k $37.0m | Reduced -304.4k |
| BESSEMER GROUP INC 0.05% of their portfolio | 117.2k $30.9m | Added +6.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 106.8k $28.2m | Added +63.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 105.1k $27.7m | Added +2.7k |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 1.82% of their portfolio | 92.7k $24.5m | Added +2.4k |
| GW&K Investment Management, LLC 0.22% of their portfolio | 89.3k $23.6m | Reduced -4.7k |
| Invesco Ltd. 0.00% of their portfolio | 85.0k $22.4m | Added +2.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 84.8k $22.4m | Reduced -3.5k |
| GENEVA CAPITAL MANAGEMENT LLC 0.38% of their portfolio | 80.1k $21.1m | Reduced -1.9k |
| LOOMIS SAYLES & CO L P 0.03% of their portfolio | 79.9k $21.1m | Reduced -11.7k |
| Swedbank AB 0.02% of their portfolio | 70.0k $18.5m | Reduced -30.0k |
| Ranger Investment Management, L.P. 1.22% of their portfolio | 67.8k $17.9m | Reduced -4.3k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 66.1k $17.4m | Added +55.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 64.3k $17.0m | Added +2.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 64.3k $17.0m | Added +12.6k |
| Applied Fundamental Research, LLC 11.42% of their portfolio | 58.8k $15.5m | Reduced -7.6k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 54.5k $14.4m | Reduced -2.6k |
| BROWN CAPITAL MANAGEMENT LLC 0.29% of their portfolio | 53.8k $14.2m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 52.9k $14.0m | Added +806 |
| De Lisle Partners LLP 2.93% of their portfolio | 51.0k $13.4m | Added +3.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 50.9k $13.4m | Reduced -5.6k |
| Annex Advisory Services, LLC 0.41% of their portfolio | 43.7k $11.5m | Reduced -2.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 42.9k $11.3m | Reduced -5.1k |
| CW Advisors, LLC 0.17% of their portfolio | 41.5k $10.9m | Added +6.8k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.62% of their portfolio | 40.1k $10.6m | Reduced -3.9k |
| Legato Capital Management LLC 1.37% of their portfolio | 38.7k $10.2m | Added +377 |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 38.5k $10.2m | Reduced -1.1k |
| OSTERWEIS CAPITAL MANAGEMENT INC 0.45% of their portfolio | 32.6k $8.6m | Added +4.7k |
| Palisades Investment Partners, LLC 3.94% of their portfolio | 30.2k $8.0m | First filing |
| RICE HALL JAMES & ASSOCIATES, LLC 0.47% of their portfolio | 29.9k $7.9m | Reduced -5.1k |
| CHATHAM CAPITAL GROUP, INC. 1.30% of their portfolio | 28.2k $7.4m | Reduced -685 |
| CATALYST FINANCIAL PARTNERS LLC 1.62% of their portfolio | 28.0k $7.4m | Added +308 |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.03% of their portfolio | 27.3k $7.2m | Reduced -7.2k |
| Uniplan Investment Counsel, Inc. 0.65% of their portfolio | 27.0k $7.1m | Added +121 |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 26.7k $7.0m | Added +11.8k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 25.2k $6.6m | Reduced -836 |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 23.9k $6.3m | Reduced -13.8k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 23.8k $6.3m | Reduced -17.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 23.1k $6.1m | Added +6.5k |
| NICHOLAS COMPANY, INC. 0.09% of their portfolio | 21.6k $5.7m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 21.1k $5.6m | Added +1.9k |
| SCOUT INVESTMENTS, INC. 0.15% of their portfolio | 21.0k $5.6m | Reduced -2.0k |
| TOWNSQUARE CAPITAL LLC 0.08% of their portfolio | 21.0k $5.5m | Added +10.5k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 20.6k $5.4m | Added +8.6k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 20.3k $5.3m | Added +49 |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 20.2k $5.3m | Reduced -19.8k |
| Legal & General Group Plc 0.00% of their portfolio | 19.9k $5.2m | Reduced -686 |
| Global IMC LLC 1.13% of their portfolio | 19.0k $5.0m | Added +1 |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 18.0k $4.7m | Added +4.2k |
| Informed Momentum Co LLC 0.76% of their portfolio | 17.6k $4.6m | Reduced -101 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC 0.07% of their portfolio | 17.5k $4.6m | Reduced -1.6k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 16.7k $4.4m | Reduced -1.7k |
| ROYCE & ASSOCIATES LP 0.04% of their portfolio | 16.2k $4.3m | Reduced -12.5k |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 16.2k $4.3m | Added +3.6k |
| Public Sector Pension Investment Board 0.03% of their portfolio | 15.6k $4.1m | Added +1.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 15.4k $4.1m | Added +3.4k |
| Swiss National Bank 0.00% of their portfolio | 14.3k $3.8m | Unchanged |
| Knights of Columbus Asset Advisors LLC 0.23% of their portfolio | 13.6k $3.6m | Added +156 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 13.5k $3.6m | Added +5.3k |
| Mariner, LLC 0.01% of their portfolio | 13.0k $3.4m | Reduced -17.6k |
| Millington Financial Advisors, LLC 2.33% of their portfolio | 12.7k $3.4m | Added +51 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 12.4k $3.3m | Added +6.0k |
| Ballast Asset Management, LP 1.50% of their portfolio | 10.5k $2.8m | Reduced -51 |
| Calamos Advisors LLC 0.01% of their portfolio | 10.4k $2.7m | Reduced -1.6k |
| CREDIT AGRICOLE S A 0.02% of their portfolio | 10.0k $2.6m | New |
| Atle Fund Management AB 1.58% of their portfolio | 9.8k $2.6m | New |
| Laurus Global Equity Management Inc. 1.44% of their portfolio | 9.6k $3.5m | Reduced -3.7k |
| NAVELLIER & ASSOCIATES INC 0.29% of their portfolio | 9.2k $2.4m | Reduced -51 |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 9.2k $2.4m | Added +1.3k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 9.1k $2.4m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 8.9k $2.4m | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 8.8k $2.3m | Added +7.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 8.7k $2.3m | Added +488 |
| THAMES CAPITAL MANAGEMENT LLC 0.82% of their portfolio | 8.0k $2.1m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 7.9k $2.1m | Reduced -721 |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 7.9k $2.1m | Reduced -297 |
| Motley Fool Asset Management LLC 0.15% of their portfolio | 7.8k $2.3m | Reduced -1.0k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 7.3k $1.9m | Added +6.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 7.1k $1.9m | Reduced -153 |
| Kings Path Partners LLC 0.85% of their portfolio | 6.8k $1.8m | First filing |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio | 6.6k $1.7m | Unchanged |
| Bridgewater Associates, LP 0.01% of their portfolio | 6.0k $1.6m | Reduced -641 |
| Hennion & Walsh Asset Management, Inc. 0.08% of their portfolio | 5.9k $1.6m | Added +61 |
| CITIGROUP INC 0.00% of their portfolio | 5.9k $1.5m | Added +675 |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 5.9k $1.5m | Reduced -239 |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 5.8k $1.5m | New |
| ANCHOR CAPITAL ADVISORS LLC 0.04% of their portfolio | 5.6k $1.5m | Reduced -2.0k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 5.5k $1.5m | Added +697 |
| Select Equity Group, L.P. 0.01% of their portfolio | 5.2k $1.4m | Added +1.4k |