Anchor Investment Management’s Upland Software UPLD Stock Holding History

Anchor Investment Management’s Portfolio UPLD Stock Details UPLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11	Hold	2	–	–	﹤0.01%	1065
2025 Q4	$24	Hold	2	–	–	﹤0.01%	1044
2025 Q3	$40	Hold	2	–	–	﹤0.01%	1060
2025 Q2	$33	Hold	2	–	–	﹤0.01%	1042
2025 Q1	$49	Hold	2	–	–	﹤0.01%	1035
2024 Q4	$74	Hold	2	–	–	﹤0.01%	1017
2024 Q3	$42	Hold	2	–	–	﹤0.01%	1043
2024 Q2	$42	Hold	2	–	–	﹤0.01%	993
2024 Q1	$53	Hold	2	–	–	﹤0.01%	1027
2023 Q4	$72	Hold	2	–	–	﹤0.01%	950
2023 Q3	$79	Hold	2	–	–	﹤0.01%	968
2023 Q2	$61	Hold	2	–	–	﹤0.01%	957
2023 Q1	$73	Hold	2	–	–	﹤0.01%	975
2022 Q4	$121	Hold	2	–	–	﹤0.01%	943
2022 Q3	$138	Hold	2	–	–	﹤0.01%	968
2022 Q2	$247	Hold	2	–	–	﹤0.01%	957
2022 Q1	$299	Hold	2	–	–	﹤0.01%	977
2021 Q4	$305	Hold	2	–	–	﹤0.01%	992
2021 Q3	$568	Hold	2	–	–	﹤0.01%	919
2021 Q2	$700	Hold	2	–	–	﹤0.01%	928
2021 Q1	$802	Buy	+2	New	+$965	﹤0.01%	926

Other funds holding UPLD

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Anchor Investment Management's UPLD Position: Q1 2026 in Review

Anchor Investment Management held its Upland Software (UPLD) position steady in Q1 2026 at 2 shares worth $11. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Anchor Investment Management first reported a position in UPLD in Q1 2021 and has held it in 21 quarters since. The position peaked at $802 in Q1 2021. 43 funds tracked by Wall St. Rank hold UPLD as of Q1 2026.

Anchor Investment Management held 2 shares of Upland Software worth $11 as of Q1 2026.
Anchor Investment Management left its Upland Software share count unchanged in Q1 2026.
Upland Software made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #1065 holding.
Anchor Investment Management first reported a position in Upland Software in Q1 2021 and has held it in 21 quarters since.
Anchor Investment Management's Upland Software position peaked at $802 in Q1 2021.
43 funds tracked by Wall St. Rank held Upland Software as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.