Ufp Technologies Inc (UFPT) — Institutional Holders Breakdown (Q2 2026)

UFPT ranks #2255 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

UFPT is a top-conviction position for Applied Fundamental Research, LLC — at 15.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in UFPT belongs to BlackRock, Inc., but the position matters far more to Applied Fundamental Research, LLC, who has 15.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Davidson Capital Management Inc. has added to its UFPT position for two straight quarters, increasing it by $2.6M to reach $7.0M today.

State of Alaska, Department of Revenue has trimmed its UFPT position for two straight quarters, cutting it by $349.0K while still holding $386.0K.

UFPT is down 1.9% today, but institutions show net buying of $705.8M this quarter — a divergence between today's price move and the underlying institutional flow.

UFPT posted net income of $72.3M over the trailing twelve months, and currently trades at a P/E of 31.5.

• Profitable — net income of $72.3M over the trailing twelve months
• Revenue grew 7.3% year over year
• Net income improved year over year, from $67.1M to $72.3M
• Generated $91.9M in positive operating cash flow
• Current ratio of 2.69x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.55x equity — within a conventional range