Bank of America
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Bank of America’s Upland Software UPLD Stock Holding History

Bank of America’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 		$20.7K Sell
3,115
-74
-2% -$777 ﹤0.01% 5650
2025
Q4 		$45.6K Sell
3,189
-183
-5% -$3.49K ﹤0.01% 5871
2025
Q3 		$79.9K Sell
3,372
-3,226
-49% -$73.4K ﹤0.01% 6682
2025
Q2 		$129K Sell
6,598
-1,033
-14% -$23K ﹤0.01% 6396
2025
Q1 		$218K Sell
7,631
-508
-6% -$19.3K ﹤0.01% 6128
2024
Q4 		$353K Buy
8,139
+3,786
+87% +$123K ﹤0.01% 5795
2024
Q3 		$108K Sell
4,353
-44
-1% -$1.01K ﹤0.01% 6298
2024
Q2 		$109K Sell
4,397
-256
-6% -$6.74K ﹤0.01% 6216
2024
Q1 		$144K Sell
4,653
-10,942
-70% -$396K ﹤0.01% 6056
2023
Q4 		$660K Buy
15,595
+1,827
+13% +$79K ﹤0.01% 5297
2023
Q3 		$636K Buy
13,768
+257
+2% +$9.38K ﹤0.01% 5153
2023
Q2 		$486K Sell
13,511
-2,735
-17% -$94.2K ﹤0.01% 5299
2023
Q1 		$699K Buy
16,246
+6,686
+70% +$463K ﹤0.01% 5146
2022
Q4 		$682K Buy
9,560
+3,729
+64% +$278K ﹤0.01% 5163
2022
Q3 		$474K Buy
5,831
+3,494
+150% +$387K ﹤0.01% 5448
2022
Q2 		$339K Buy
2,337
+494
+27% +$72.1K ﹤0.01% 5713
2022
Q1 		$325K Sell
1,843
-2,893
-61% -$531K ﹤0.01% 6128
2021
Q4 		$850K Buy
4,736
+2,977
+169% +$757K ﹤0.01% 5436
2021
Q3 		$588K Buy
1,759
+36
+2% +$13.5K ﹤0.01% 5524
2021
Q2 		$710K Sell
1,723
-1,795
-51% -$789K ﹤0.01% 5171
2021
Q1 		$1.66M Buy
3,518
+850
+32% +$410K ﹤0.01% 4416
2020
Q4 		$1.22M Sell
2,668
-706
-21% -$311K ﹤0.01% 4333
2020
Q3 		$1.27M Buy
3,374
+1,510
+81% +$544K ﹤0.01% 4017
2020
Q2 		$648K Buy
1,864
+234
+14% +$72.9K ﹤0.01% 4430
2020
Q1 		$438K Sell
1,630
-487
-23% -$176K ﹤0.01% 4598
2019
Q4 		$756K Sell
2,117
-2,290
-52% -$856K ﹤0.01% 4696
2019
Q3 		$1.54M Buy
4,407
+1,216
+38% +$505K ﹤0.01% 4251
2019
Q2 		$1.45M Sell
3,191
-415
-12% -$190K ﹤0.01% 4292
2019
Q1 		$1.53M Sell
3,606
-500
-12% -$170K ﹤0.01% 4200
2018
Q4 		$1.12M Buy
4,106
+908
+28% +$272K ﹤0.01% 4315
2018
Q3 		$1.03M Buy
3,198
+515
+19% +$178K ﹤0.01% 4462
2018
Q2 		$922K Buy
2,683
+327
+14% +$103K ﹤0.01% 4513
2018
Q1 		$678K Sell
2,356
-230
-9% -$56.7K ﹤0.01% 4639
2017
Q4 		$560K Buy
2,586
+271
+12% +$59.5K ﹤0.01% 4873
2017
Q3 		$490K Buy
2,315
+38
+2% +$8.72K ﹤0.01% 4961
2017
Q2 		$501K Hold
2,277
– – ﹤0.01% 4889
2017
Q1 		$362K Buy
+2,277
New +$276K ﹤0.01% 5051
2016
Q3 		– Sell
-6
Closed – – 7362
2016
Q2 		$0 Buy
+6
New +$430 ﹤0.01% 7392

Other funds holding UPLD

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
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
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bank of America's UPLD Position: Q1 2026 in Review

Bank of America reduced its Upland Software (UPLD) stake by 2.3% in Q1 2026, selling an estimated $777 and leaving 3,115 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #5650.

Bank of America first reported a position in UPLD in Q2 2016 and has held it in 38 quarters since. The position peaked at $1.66M in Q1 2021. 43 funds tracked by Wall St. Rank hold UPLD as of Q1 2026.

  • Bank of America held 3,115 shares of Upland Software worth $20.7K as of Q1 2026.
  • Bank of America sold 74 Upland Software shares in Q1 2026, an estimated $777.
  • Upland Software made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #5650 holding.
  • Bank of America first reported a position in Upland Software in Q2 2016 and has held it in 38 quarters since.
  • Bank of America's Upland Software position peaked at $1.66M in Q1 2021.
  • 43 funds tracked by Wall St. Rank held Upland Software as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.