Congress Asset Management
UFPT icon

Congress Asset Management’s UFP Technologies UFPT Stock Holding History

Congress Asset Management’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$172M Sell
578,770
-108,669
-16% -$30.6M 1.11% 16
2026
Q2 		$182M Buy
687,439
+164,001
+31% +$35.6M 1.12% 14
2026
Q1 		$101M Buy
523,438
+82,316
+19% +$19.1M 0.73% 40
2025
Q4 		$97.9M Buy
441,122
+107,908
+32% +$23.1M 0.69% 47
2025
Q3 		$66.5M Buy
333,214
+5,781
+2% +$1.27M 0.44% 85
2025
Q2 		$79.9M Buy
327,433
+18,038
+6% +$4.06M 0.55% 73
2025
Q1 		$62.4M Buy
309,395
+28,070
+10% +$6.79M 0.47% 85
2024
Q4 		$68.8M Buy
281,325
+35,022
+14% +$10.2M 0.46% 86
2024
Q3 		$78M Buy
246,303
+986
+0.4% +$314K 0.53% 80
2024
Q2 		$64.7M Buy
245,317
+59,382
+32% +$14.7M 0.46% 81
2024
Q1 		$46.9M Buy
185,935
+118,106
+174% +$22.5M 0.33% 93
2023
Q4 		$11.7M Buy
67,829
+8,914
+15% +$1.44M 0.09% 168
2023
Q3 		$9.5M Buy
58,915
+3,946
+7% +$691K 0.08% 167
2023
Q2 		$10.7M Buy
54,969
+19,386
+54% +$3M 0.09% 163
2023
Q1 		$4.62M Buy
35,583
+3,542
+11% +$412K 0.04% 224
2022
Q4 		$3.78M Buy
32,041
+13,853
+76% +$1.48M 0.04% 234
2022
Q3 		$1.56M Buy
+18,188
New +$1.59M 0.02% 286

Other funds holding UFPT

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
PIP
Palisades Investment Partners Santa Monica, California $344M AUM 44.86% 1-Year Est. Return
Brown Capital Management
Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return
Tributary Capital Management
Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return

Congress Asset Management's UFPT Position: Q3 2026 in Review

Congress Asset Management reduced its UFP Technologies (UFPT) stake by 16% in Q3 2026, selling an estimated $30.6M and leaving 578,770 shares worth $172M. The position accounts for 1.11% of the portfolio, ranked #16.

Congress Asset Management first reported a position in UFPT in Q3 2022 and has held it in 17 quarters since. The position peaked at $182M in Q2 2026. 120 funds tracked by Wall St. Rank hold UFPT as of Q3 2026.

  • Congress Asset Management held 578,770 shares of UFP Technologies worth $172M as of Q3 2026.
  • Congress Asset Management sold 108,669 UFP Technologies shares in Q3 2026, an estimated $30.6M.
  • UFP Technologies made up 1.11% of Congress Asset Management's portfolio in Q3 2026, its #16 holding.
  • Congress Asset Management first reported a position in UFP Technologies in Q3 2022 and has held it in 17 quarters since.
  • Congress Asset Management's UFP Technologies position peaked at $182M in Q2 2026.
  • 120 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.