Back to UFPT
Annex Advisory Services, LLC → UFPT
Annex Advisory Services, LLC UFPT Position History
UFP Technologies, Inc.
Quarters held
8
Latest value
$32.9M
Q3 2026
Peak value
$34.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $31.2M |
| Q4 2025 | $28.2M |
| Q1 2026 | $32.4M |
| Q1 2026 | $25.2M |
| Q2 2026 | $2.7M |
| Q2 2026 | $34.6M |
| Q3 2026 | $2.1M |
| Q3 2026 | $32.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $32.9M | 110.8K | — | — |
| Q3 2026 | $2.1M | 48.7K | — | — |
| Q2 2026 | $34.6M | 130.5K | — | — |
| Q2 2026 | $2.7M | 64.3K | — | — |
| Q1 2026 | $25.2M | 130.4K | — | — |
| Q1 2026 | $32.4M | 896.6K | — | — |
| Q4 2025 | $28.2M | 126.9K | — | — |
| Q4 2025 | $31.2M | 811.0K | — | — |
Other funds holding UFPT
$648.6M
$630.5M
$630.5M
$530.1M
$498.8M
$498.7M
$304.4M
$301.9M