UFPTNasdaqSurgical & Medical Instruments & ApparatusFiscal year ends December 31
UFP TECHNOLOGIES INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$293.25+1.58 (+0.54%)
Close on Oct 19, 2026
- Market cap
- $2.28B
- P/E (TTM)
- 31.6
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
10M of 8M shares
Institutional holders
279
43 new, 33 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 27 sales
Net sold $13.99M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Wasatch Advisors LP | 552,809 | 7.10% | 13G (passive) amendment | Sep 30, 2026 |
| Neuberger Berman Group LLC | 537,038 | 6.90% | 13G (passive) | Jun 30, 2026 |
| Congress Asset Management Co | 416,762 | 5.40% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 387,783 | 5.01% | 13G (passive) | Jun 30, 2026 |
| BlackRock, Inc. | 1,099,140 | – | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of UFPT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,141,410 | 14.74% | $302.62M | +44,227 | 0.00% |
| Congress Asset Management Co /Ma | 687,439 | 8.88% | $182.26M | +164,001 | 1.12% |
| Wasatch Advisors LP | 683,262 | 8.82% | $181.15M | −94,051 | 1.19% |
| Neuberger Berman Group LLC | 537,038 | 6.93% | $142.38M | +236,445 | 0.09% |
| Price T Rowe Associates Inc /Md/ | 357,331 | 4.61% | $94.74K | +110,828 | 0.01% |
| Boston Trust Walden Corp | 336,278 | 4.34% | $89.16M | +19,206 | 0.68% |
| Vanguard Capital Management LLC | 329,623 | 4.26% | $87.39M | +2,898 | 0.00% |
| State Street Corp | 312,811 | 4.04% | $82.94M | +9,498 | 0.00% |
| American Century Companies Inc | 279,976 | 3.61% | $74.23M | +154,116 | 0.03% |
| UBS Group AG | 254,740 | 3.29% | $67.54M | +81,000 | 0.01% |
| Thrivent Financial for Lutherans | 239,388 | 3.09% | $63.47K | +2,112 | 0.11% |
| Massachusetts Financial Services Co /Ma/ | 223,474 | 2.89% | $59.25M | −3,829 | 0.02% |
| Geode Capital Management, LLC | 200,933 | 2.59% | $53.28M | +10,313 | 0.00% |
| Allspring Global Investments Holdings, LLC | 195,720 | 2.53% | $52.58M | +5,857 | 0.08% |
| Dimensional Fund Advisors LP | 186,313 | 2.41% | $49.40M | +6,340 | 0.01% |
| Vanguard Portfolio Management LLC | 161,218 | 2.08% | $42.74M | +9,457 | 0.00% |
| AltraVue Capital, LLC | 147,466 | 1.90% | $39.10M | −6,600 | 2.82% |
| Annex Advisory Services, LLC | 130,481 | 1.68% | $34.59M | +87 | 0.59% |
| Morgan Stanley | 124,387 | 1.61% | $32.98M | −4,193 | 0.00% |
| Franklin Resources Inc | 114,068 | 1.47% | $30.24M | +31,920 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 279 | 10M | 100.0% | 43 / 94 | 95 / 33 | 1M | 0M |
| Q1 2026 | 273 | 9M | 100.0% | 38 / 96 | 87 / 31 | 1M | 1M |
| Q4 2025 | 270 | 9M | 100.0% | 30 / 97 | 98 / 34 | 1M | 1M |
| Q3 2025 | 276 | 9M | 100.0% | 29 / 97 | 105 / 40 | 1M | 1M |
| Q2 2025 | 292 | 9M | 100.0% | 39 / 120 | 84 / 27 | 1M | 0M |
| Q1 2025 | 282 | 8M | 100.0% | 35 / 106 | 99 / 26 | 1M | 1M |
| Q4 2024 | 279 | 8M | 100.0% | 49 / 114 | 80 / 44 | 1M | 0M |
| Q3 2024 | 282 | 7M | 91.4% | 54 / 95 | 101 / 17 | 2M | 1M |
| Q2 2024 | 246 | 7M | 91.5% | 44 / 75 | 93 / 15 | 1M | 1M |
| Q1 2024 | 220 | 7M | 94.7% | 33 / 56 | 91 / 21 | 1M | 0M |
| Q4 2023 | 209 | 7M | 90.1% | 24 / 64 | 77 / 23 | 1M | 0M |
| Q3 2023 | 208 | 7M | 86.0% | 36 / 65 | 74 / 20 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of UFPT | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 466,229 | 6.02% | $123.61M | 0.11% | Jun 30, 2026 |
| Neuberger Genesis Fund | 306,278 | 3.95% | $67.41M | 0.92% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 233,328 | 3.01% | $61.86M | 0.00% | Jun 30, 2026 |
| Congress Small Cap Growth Fund | 215,000 | 2.78% | $54.78M | 2.73% | Jul 31, 2026 |
| iShares Russell 2000 ETF | 198,169 | 2.56% | $52.54M | 0.06% | Jun 30, 2026 |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund | 189,317 | 2.44% | $50.19M | 0.51% | Jun 30, 2026 |
| Wasatch Small Cap Growth Fund | 139,559 | 1.80% | $37.00M | 3.14% | Jun 30, 2026 |
| Thrivent Small Cap Stock Fund | 130,812 | 1.69% | $33.33M | 1.14% | Jul 31, 2026 |
| Wasatch Small Cap Value Fund | 123,341 | 1.59% | $32.70M | 2.33% | Jun 30, 2026 |
| Allspring Special Small Cap Value Fund | 105,300 | 1.36% | $27.92M | 0.94% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 88,755 | 1.15% | $23.53M | 0.02% | Jun 30, 2026 |
| MFS New Discovery Fund | 87,878 | 1.13% | $19.34M | 0.90% | May 31, 2026 |
| Boston Trust Walden Small Cap Fund | 86,734 | 1.12% | $23.00M | 2.18% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 83,329 | 1.08% | $21.23M | 0.06% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 71,094 | 0.92% | $18.85M | 0.11% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| R. Jeffrey Bailly | Executive Chairman, Director | 178,440 | 2.30% | Aug 11, 2026 |
| Jason Holt | Vice President | 7,878 | 0.10% | Aug 7, 2026 |
| Mitchell Rock | President | 39,115 | 0.50% | Jun 8, 2026 |
| Ronald J. Lataille | Chief Financial Officer | 59,417 | 0.77% | Jun 8, 2026 |
| Ryan K. Stafford | SVP Human Resources | 1,448 | 0.02% | Jun 8, 2026 |
| Christopher P. Litterio | Senior Vice President | 11,977 | 0.15% | Mar 4, 2026 |
| Steve Cardin | Vice President | 5,623 | 0.07% | Mar 5, 2025 |
| Marc D. Kozin | Director | 24,462 | 0.32% | Aug 27, 2026 |
| Symeria Hudson | Director | 927 | 0.01% | Aug 19, 2026 |
| Cynthia L. Feldmann | Director | 4,476 | 0.06% | Aug 17, 2026 |
| Joseph John Hassett | Director | 2,602 | 0.03% | Aug 12, 2026 |
| Thomas Oberdorf | Director | 13,219 | 0.17% | Jun 8, 2026 |
| Daniel C. Croteau | Director | 1,657 | 0.02% | Jun 8, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Marc D. Kozin Director | Aug 25, 2026 | Sale | −3,650 | $303.97 | $1.11M | 24,462 |
| Marc D. Kozin Director | Aug 25, 2026 | Sale | −3,350 | $305.07 | $1.02M | 21,112 |
| Symeria Hudson Director | Aug 18, 2026 | Sale | −298 | $319.11 | $95.09K | 927 |
| Symeria Hudson Director | Aug 14, 2026 | Sale | −1,926 | $324.58 | $625.14K | 1,225 |
| Symeria Hudson Director | Aug 13, 2026 | Option exercise | +493 | $260.92 | $128.63K | 3,151 |
| Symeria Hudson Director | Aug 13, 2026 | Option exercise | +703 | $167.98 | $118.09K | 2,658 |
| Cynthia L. Feldmann Director | Aug 13, 2026 | Sale | −1,000 | $324.26 | $324.26K | 4,476 |
| R. Jeffrey Bailly Executive Chairman, Director | Aug 10, 2026 | Sale | −5,771 | $315.53 | $1.82M | 7,240 |
| R. Jeffrey Bailly Executive Chairman, Director | Aug 10, 2026 | Sale | −6,866 | $316.58 | $2.17M | 374 |
| R. Jeffrey Bailly Executive Chairman, Director | Aug 10, 2026 | Sale | −374 | $317.27 | $118.66K | 0 |
| R. Jeffrey Bailly Executive Chairman, Director | Aug 7, 2026 | Sale | −4,471 | $318.21 | $1.42M | 13,011 |
| R. Jeffrey Bailly Executive Chairman, Director | Aug 7, 2026 | Sale | −542 | $315.06 | $170.76K | 17,482 |
| R. Jeffrey Bailly Executive Chairman, Director | Aug 6, 2026 | Sale | −7,877 | $318.12 | $2.51M | 20,829 |
| R. Jeffrey Bailly Executive Chairman, Director | Aug 6, 2026 | Sale | −2,805 | $320.05 | $897.74K | 18,024 |
| Jason Holt Vice President | Aug 6, 2026 | Sale | −1,100 | $317.00 | $348.70K | 7,878 |
| Cynthia L. Feldmann Director | Jun 12, 2026 | Option exercise | +1,200 | $43.95 | $52.74K | 6,676 |
| Cynthia L. Feldmann Director | Jun 12, 2026 | Sale | −100 | $240.40 | $24.04K | 5,476 |
| Cynthia L. Feldmann Director | Jun 12, 2026 | Sale | −1,100 | $239.19 | $263.11K | 5,576 |
| R. Jeffrey Bailly Executive Chairman, Director | Jun 5, 2026 | Tax withholding | −750 | $223.87 | $167.90K | 171,200 |
| R. Jeffrey Bailly Executive Chairman, Director | Jun 5, 2026 | Award | +1,787 | – | – | 171,950 |
| Ryan K. Stafford SVP Human Resources | Jun 4, 2026 | Award | +1,448 | – | – | 1,448 |
| Thomas Oberdorf Director | Jun 4, 2026 | Award | +802 | – | – | 13,219 |
| Daniel C. Croteau Director | Jun 4, 2026 | Award | +802 | – | – | 1,657 |
| Ronald J. Lataille Chief Financial Officer | Jun 4, 2026 | Award | +4,454 | – | – | 20,352 |
| Mitchell Rock President | Jun 4, 2026 | Award | +2,895 | – | – | 39,115 |
| Marc D. Kozin Director | Jun 4, 2026 | Award | +802 | – | – | 28,112 |
| Symeria Hudson Director | Jun 4, 2026 | Award | +802 | – | – | 1,955 |
| Cynthia L. Feldmann Director | Jun 4, 2026 | Award | +802 | – | – | 5,476 |
| Joseph John Hassett Director | Jun 4, 2026 | Award | +802 | – | – | 2,425 |
| Daniel C. Croteau Director | May 12, 2026 | Sale | −2,864 | $221.71 | $634.98K | 855 |
| Daniel C. Croteau Director | May 8, 2026 | Option exercise | +2,864 | $22.02 | $63.07K | 3,719 |
| Thomas Oberdorf Director | Mar 11, 2026 | Option exercise | +2,864 | $22.02 | $63.07K | 12,417 |
| Jason Holt Vice President | Mar 2, 2026 | Tax withholding | −478 | $204.30 | $97.66K | 8,978 |
| R. Jeffrey Bailly CEO, Director | Mar 2, 2026 | Tax withholding | −9,422 | $204.30 | $1.92M | 170,163 |
| Ronald J. Lataille Chief Financial Officer | Mar 2, 2026 | Tax withholding | −2,677 | $204.30 | $546.91K | 15,898 |
| Mitchell Rock President | Mar 2, 2026 | Tax withholding | −2,513 | $204.30 | $513.41K | 36,220 |
| Christopher P. Litterio Senior Vice President | Mar 2, 2026 | Tax withholding | −815 | $204.30 | $166.50K | 11,977 |
| Jason Holt Vice President | Feb 10, 2026 | Award | +657 | – | – | 8,335 |
| Jason Holt Vice President | Feb 10, 2026 | Award | +1,121 | – | – | 9,456 |
| Ronald J. Lataille Chief Financial Officer | Feb 10, 2026 | Award | +3,115 | – | – | 18,575 |
| Ronald J. Lataille Chief Financial Officer | Feb 10, 2026 | Award | +2,463 | – | – | 15,460 |
| Christopher P. Litterio Senior Vice President | Feb 10, 2026 | Award | +821 | – | – | 11,577 |
| Christopher P. Litterio Senior Vice President | Feb 10, 2026 | Award | +1,215 | – | – | 12,792 |
| R. Jeffrey Bailly CEO, Director | Feb 10, 2026 | Award | +7,428 | – | – | 160,524 |
| R. Jeffrey Bailly CEO, Director | Feb 10, 2026 | Award | +19,061 | – | – | 179,585 |
| Mitchell Rock President | Feb 10, 2026 | Award | +3,270 | – | – | 38,733 |
| Mitchell Rock President | Feb 10, 2026 | Award | +2,463 | – | – | 35,463 |
| R. Jeffrey Bailly President and CEO, Director | Dec 19, 2025 | Award | +1,744 | – | – | 153,984 |
| R. Jeffrey Bailly President and CEO, Director | Dec 19, 2025 | Tax withholding | −888 | $229.40 | $203.71K | 153,096 |
| Jason Holt Vice President | Dec 10, 2025 | Sale | −100 | $213.58 | $21.36K | 7,678 |
| Jason Holt Vice President | Nov 25, 2025 | Gift | −70 | $221.78 | $15.52K | 7,778 |
| Christopher P. Litterio Senior Vice President | Nov 6, 2025 | Sale | −10 | $226.23 | $2.26K | 11,781 |
| Christopher P. Litterio Senior Vice President | Nov 6, 2025 | Sale | −94 | $225.19 | $21.17K | 11,791 |
| Christopher P. Litterio Senior Vice President | Nov 6, 2025 | Sale | −88 | $223.66 | $19.68K | 11,885 |
| Christopher P. Litterio Senior Vice President | Nov 6, 2025 | Sale | −192 | $227.14 | $43.61K | 11,589 |
| Christopher P. Litterio Senior Vice President | Nov 6, 2025 | Sale | −56 | $229.21 | $12.84K | 11,533 |
| Christopher P. Litterio Senior Vice President | Nov 6, 2025 | Sale | −390 | $222.11 | $86.62K | 11,973 |
| Christopher P. Litterio Senior Vice President | Nov 6, 2025 | Sale | −100 | $230.31 | $23.03K | 11,433 |
| Christopher P. Litterio Senior Vice President | Nov 6, 2025 | Sale | −677 | $232.29 | $157.26K | 10,756 |
| Christopher P. Litterio Senior Vice President | Nov 6, 2025 | Sale | −47 | $219.82 | $10.33K | 12,538 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Marc D. Kozin Director | Aug 25, 2026 | 7,000 | $2.14M | Aug 25, 2026 | Stock Award |
| Hudson Symeria Member of Board of Directors | Aug 17, 2026 | 2,224 | $625.15K | Aug 14, 2026 | Stock Option Exercise |
| Hudson Symeria Board of Member Director | Aug 14, 2026 | 2,349 | $625.15K | Aug 14, 2026 | Stock Option Exercise |
| Feldmann Cynthia Board of Director Member | Aug 13, 2026 | 1,000 | $324.26K | Aug 13, 2026 | Stock Award |
| D. Holt Jason Officer | Aug 6, 2026 | 1,100 | $348.70K | Aug 6, 2026 | Stock Award |
| B. Bailly as Trustee of The R. Jeffrey Bailly Irrevocable Trust of 2022 John Affiliate | Aug 6, 2026 | 28,706 | $9.20M | Aug 6, 2026 | Trust received shares as a gift from R. Jeffrey Bailly |
| Christopher P. Litterio Officer | Aug 6, 2026 | 1,000 | $322.00K | Aug 6, 2026 | compensation |
| Feldmann Cynthia Board Member | Jun 12, 2026 | 1,200 | $287.15K | Jun 12, 2026 | Stock Option Exercise |
| Croteau Daniel Director | May 12, 2026 | 2,864 | $634.98K | May 12, 2026 | stock option exercise |
| Jason Holt Officer | Dec 10, 2025 | 100 | $21.01K | Dec 10, 2025 | Restricted Stock Award |
| Christopher P. Litterio Officer | Nov 5, 2025 | 1,829 | $426.16K | Nov 6, 2025 | RSU |
| Daniel C. Croteau Revocable Trust of 2022 The Director | Sep 5, 2025 | 2,873 | $591.88K | Sep 5, 2025 | Exercise of Option |
| Christopher P. Litterio Officer | May 8, 2025 | 1,473 | $324.23K | May 8, 2025 | Stock Award |
| Cynthia L. Feldmann Director | Feb 28, 2025 | 2,756 | $635.88K | Feb 28, 2025 | Stock Option Exercise |
| Croteau Daniel Director | Feb 27, 2025 | 6,846 | $1.56M | Feb 27, 2025 | Stock Grant |