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
2019
Q3 		– Sell
-5,000
Closed -$2.28M – 7513
2019
Q2 		$2.28M Buy
+5,000
New +$2.29M ﹤0.01% 3947

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 $2.05B AUM 43.16% 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 $6.73T AUM 46.02% 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.