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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
Q2 		$5 Sell
1
-1
-50% -$7 ﹤0.01% 1206
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Anchor Investment Management's UPLD Position: Q2 2026 in Review

Anchor Investment Management reduced its Upland Software (UPLD) stake by 50% in Q2 2026, selling an estimated $7 and leaving 1 share worth $5. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

Anchor Investment Management first reported a position in UPLD in Q1 2021 and has held it in 22 quarters since. The position peaked at $802 in Q1 2021. 29 funds tracked by Wall St. Rank hold UPLD as of Q2 2026.

  • Anchor Investment Management held 1 share of Upland Software worth $5 as of Q2 2026.
  • Anchor Investment Management sold 1 Upland Software share in Q2 2026, an estimated $7.
  • Upland Software made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #1206 holding.
  • Anchor Investment Management first reported a position in Upland Software in Q1 2021 and has held it in 22 quarters since.
  • Anchor Investment Management's Upland Software position peaked at $802 in Q1 2021.
  • 29 funds tracked by Wall St. Rank held Upland Software as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.