UFP Technologies, Inc.
US ˙ NasdaqCM ˙ US9026731029

SecurityUFPT / UFP Technologies, Inc.
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership58,006 shares
Latest Disclosed Value $ 11,229,960
Advisor Group Holdings, Inc. reports 23.60% increase in ownership of UFPT / UFP Technologies, Inc.

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 58,006 shares of UFP Technologies, Inc. (US:UFPT) valued at $11,229,962 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 46,932 shares of UFP Technologies, Inc.. This represents a change in shares of 23.60% during the quarter. The current value of the position is $12,665,030 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F UFP TECHNOLOGIES COM 902673102 58,006 11,074 23.60 11,230 7.76 0.0096
2026-02-17 2025-12-31 13F UFP TECHNOLOGIES COM 902673102 46,932 -3,744 -7.39 10,420 3.01 0.0152
2025-11-14 2025-09-30 13F UFP TECHNOLOGIES COM 902673102 50,676 44,579 731.16 10,116 579.84 0.0142
2025-09-04 2025-06-30 13F/A-1 FP TECHNOLOGIES COM 902673102 6,097 -197 -3.13 1,489 17.26 0.0027
2025-08-13 2025-06-30 13F FP TECHNOLOGIES COM 902673102 6,000 -294 1,465 0.0017
2025-05-12 2025-03-31 13F UFP TECHNOLOGIES COM 902673102 6,294 4,162 195.22 1,270 143.57 0.0028
2025-06-06 2024-12-31 13F/A-1 UFP TECHNOLOGIES COM 902673102 2,132 706 49.51 521 15.52 0.0012
2025-02-07 2024-12-31 13F UFP TECHNOLOGIES COM 902673102 2,132 706 573 0.0015
2024-11-13 2024-09-30 13F UFP TECHNOLOGIES COM 902673102 1,426 -25 -1.72 452 17.75 0.0010
2024-08-13 2024-06-30 13F UFP TECHNOLOGIES COM 902673102 1,451 411 39.52 383 46.18 0.0009
2024-05-10 2024-03-31 13F UFP TECHNOLOGIES COM 902673102 1,040 -278 -21.09 262 15.93 0.0006
2024-02-12 2023-12-31 13F UFP TECHNOLOGIES COM 902673102 1,318 -194 -12.83 227 -7.38 0.0004
2023-11-13 2023-09-30 13F UFP TECHNOLOGIES COM 902673102 1,512 -177 -10.48 244 -25.38 0.0004
2023-08-21 2023-06-30 13F/A-1 UFP TECHNOLOGIES COM 902673102 1,689 848 100.83 327 200.00 0.0006
2023-08-10 2023-06-30 13F UFP TECHNOLOGIES COM 902673102 1,689 848 327 0.0001
2023-05-12 2023-03-31 13F UFP TECHNOLOGIES COM 902673102 841 83 10.95 109 22.47 0.0002
2023-02-10 2022-12-31 13F UFP TECHNOLOGIES COM 902673102 758 22 2.99 89 41.27 0.0002
2022-11-14 2022-09-30 13F UFP TECHNOLOGIES COM 902673102 736 100 15.72 63 26.00 0.0001
2022-08-10 2022-06-30 13F UFP TECHNOLOGIES COM 902673102 636 -31 -4.65 50 13.64 0.0001
2022-05-04 2022-03-31 13F UFP TECHNOLOGIES COM 902673102 667 4 0.60 44 -6.38 0.0001
2022-02-03 2021-12-31 13F UFP TECHNOLOGIES COM 902673102 663 -24 -3.49 47 9.30 0.0001
2021-11-05 2021-09-30 13F UFP TECHNOLOGIES COM 902673102 687 -113 -14.12 43 -6.52 0.0001
2021-08-02 2021-06-30 13F UFP TECHNOLOGIES COM 902673102 800 0 0.00 46 15.00 0.0001
2021-05-13 2021-03-31 13F UFP TECHNOLOGIES COM 902673102 800 -12 -1.48 40 5.26 0.0001
2021-02-10 2020-12-31 13F UFP TECHNOLOGIES COM 902673102 812 741 1,043.66 38 1,166.67 0.0001
2020-11-12 2020-09-30 13F UFP TECHNOLOGIES COM 902673102 71 -495 -87.46 3 -88.00 0.0000
2020-08-14 2020-06-30 13F UFP TECHNOLOGIES COM 902673102 566 176 45.13 25 66.67 0.0001
2020-05-18 2020-03-31 13F UFP TECHNOLOGIES COM 902673102 390 390 15 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.