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 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	$9.51M	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 Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

KPP

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Congress Asset Management's UFPT Position: Q2 2026 in Review

Congress Asset Management increased its UFP Technologies (UFPT) stake by 31% in Q2 2026, buying an estimated $35.6M and bringing the position to 687,439 shares worth $182M. The position accounts for 1.12% of the portfolio, ranked #14.

Congress Asset Management first reported a position in UFPT in Q3 2022 and has held it in 16 quarters since. 21 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

Congress Asset Management held 687,439 shares of UFP Technologies worth $182M as of Q2 2026.
Congress Asset Management bought 164,001 UFP Technologies shares in Q2 2026, an estimated $35.6M.
UFP Technologies made up 1.12% of Congress Asset Management's portfolio in Q2 2026, its #14 holding.
Congress Asset Management first reported a position in UFP Technologies in Q3 2022 and has held it in 16 quarters since.
21 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.