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Congress Asset Management (NASDAQ: UFPT) discloses 5.4% stake in UFP Technologies

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Congress Asset Management filed a Schedule 13G reporting beneficial ownership of 5.4% of UFP Technologies Inc. common stock as of 03/31/2026. The filing shows 416,762 shares held with sole voting and dispositive power.

Positive

  • None.

Negative

  • None.

Insights

Large passive stake disclosed: 416,762 shares, representing 5.4%.

Congress Asset Management reports beneficial ownership of 416,762 shares of UFP Technologies common stock with sole voting and dispositive power as of 03/31/2026. The filing is a standard Schedule 13G disclosure used by investors holding positions passively.

Because the filing is a 13G, it indicates passive or non‑control intent under the securities rules. Subsequent filings would show any change in intent or ownership; current disclosures list voting and dispositive power but no change in control language.

Shares beneficially owned 416,762 shares reported as of <date>03/31/2026</date>
Percent of class 5.4% reported percentage of outstanding common stock
Form type Schedule 13G passive ownership disclosure
Sole voting power 416,762 shares sole power to vote or direct the vote
Sole dispositive power 416,762 shares sole power to dispose or direct disposition
CUSIP 902673102 identifier for UFP Technologies common stock
Schedule 13G regulatory
"Congress Asset Management filed a Schedule 13G reporting beneficial ownership"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Beneficial ownership financial
"Amount beneficially owned: See the response to Item 9 on the attached cover page"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Sole dispositive power regulatory
"Sole Dispositive Power 416,762.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
CUSIP financial
"CUSIP Number(s): 902673102"
A CUSIP is a nine-character alphanumeric code that uniquely identifies a U.S. or Canadian financial security—such as a stock, bond, or fund share—like a Social Security number for an investment. It matters to investors because brokers, exchanges and record-keepers use the CUSIP to match trades, track ownership, settle transactions and pull accurate records, reducing errors and ensuring money and securities go to the right place.





902673102

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



CONGRESS ASSET MANAGEMENT CO
Signature:Athena Konstantinidis
Name/Title:Compliance Associate
Date:04/23/2026

FAQ

What stake did Congress Asset Management disclose in UFP Technologies (UFPT)?

They reported beneficial ownership of 416,762 shares, representing 5.4% of UFP Technologies common stock as of 03/31/2026. The filing shows sole voting and dispositive power over those shares.

What does a Schedule 13G filing mean for UFPT shareholders?

A Schedule 13G indicates a passive disclosure of ownership rather than active control. It reports holdings like the 5.4% stake by Congress Asset Management without indicating intent to influence company management.

Does the filing say Congress Asset Management will vote or sell UFPT shares?

The filing shows Congress Asset Management has sole voting and dispositive power over 416,762 shares, but it does not state any planned sales, purchases, or changes in voting policy in this excerpt.

What date is the ownership figure for UFPT effective?

The ownership is reported as of 03/31/2026. That date is the time anchor for the 416,762-share position and the disclosed 5.4% percentage of the class.

Who signed the Schedule 13G for Congress Asset Management?

The filing was signed by Athena Konstantinidis, Compliance Associate, with a signature date of 04/23/2026. The signatory is the authorized filer on behalf of Congress Asset Management.