Charles Schwab
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Charles Schwab’s Upland Software UPLD Stock Holding History

Charles Schwab’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
2025
Q4 		– Sell
-2,278
Closed -$54K – 3504
2025
Q3 		$54K Hold
2,278
– – ﹤0.01% 3426
2025
Q2 		$44.4K Hold
2,278
– – ﹤0.01% 3458
2025
Q1 		$65.1K Sell
2,278
-2
-0.1% -$76 ﹤0.01% 3381
2024
Q4 		$99K Buy
2,280
+2
+0.1% +$65 ﹤0.01% 3399
2024
Q3 		$56.7K Hold
2,278
– – ﹤0.01% 3404
2024
Q2 		$56.7K Hold
2,278
– – ﹤0.01% 3501
2024
Q1 		$70.4K Hold
2,278
– – ﹤0.01% 3339
2023
Q4 		$96.3K Buy
+2,278
New +$98.5K ﹤0.01% 3351
2023
Q3 		– Sell
-15,801
Closed -$569K – 3628
2023
Q2 		$569K Sell
15,801
-4,502
-22% -$155K ﹤0.01% 2990
2023
Q1 		$873K Sell
20,303
-1,389
-6% -$96.2K ﹤0.01% 2780
2022
Q4 		$1.55M Buy
21,692
+330
+2% +$24.6K ﹤0.01% 2638
2022
Q3 		$1.74M Buy
21,362
+2,169
+11% +$240K ﹤0.01% 2621
2022
Q2 		$2.79M Sell
19,193
-604
-3% -$88.2K ﹤0.01% 2450
2022
Q1 		$3.49M Buy
19,797
+515
+3% +$94.5K ﹤0.01% 2453
2021
Q4 		$3.46M Buy
19,282
+577
+3% +$147K ﹤0.01% 2533
2021
Q3 		$6.25M Buy
18,705
+297
+2% +$111K ﹤0.01% 2265
2021
Q2 		$7.58M Buy
18,408
+652
+4% +$287K ﹤0.01% 2151
2021
Q1 		$8.38M Buy
17,756
+774
+5% +$373K ﹤0.01% 2055
2020
Q4 		$7.79M Buy
16,982
+422
+3% +$186K ﹤0.01% 2001
2020
Q3 		$6.24M Buy
16,560
+2,372
+17% +$855K ﹤0.01% 1965
2020
Q2 		$4.93M Buy
14,188
+716
+5% +$223K ﹤0.01% 2036
2020
Q1 		$3.61M Buy
13,472
+252
+2% +$91.1K ﹤0.01% 1999
2019
Q4 		$4.72M Buy
13,220
+231
+2% +$86.3K ﹤0.01% 2047
2019
Q3 		$4.53M Buy
12,989
+436
+3% +$181K ﹤0.01% 2017
2019
Q2 		$5.72M Buy
12,553
+3,621
+41% +$1.66M ﹤0.01% 1910
2019
Q1 		$3.78M Buy
8,932
+424
+5% +$144K ﹤0.01% 2114
2018
Q4 		$2.31M Sell
8,508
-26
-0.3% -$7.8K ﹤0.01% 2282
2018
Q3 		$2.76M Buy
8,534
+5,144
+152% +$1.78M ﹤0.01% 2327
2018
Q2 		$1.17M Buy
3,390
+1,800
+113% +$564K ﹤0.01% 2543
2018
Q1 		$458K Buy
1,590
+420
+36% +$104K ﹤0.01% 2759
2017
Q4 		$254K Hold
1,170
– – ﹤0.01% 2930
2017
Q3 		$248K Hold
1,170
– – ﹤0.01% 2942
2017
Q2 		$258K Buy
+1,170
New +$239K ﹤0.01% 2924

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Charles Schwab's UPLD Position: Q4 2025 in Review

Charles Schwab sold out of Upland Software (UPLD) in Q4 2025, closing a stake of 2,278 shares — an estimated $54K sold.

Charles Schwab first reported a position in UPLD in Q2 2017 and held it in 33 quarters. The position peaked at $8.38M in Q1 2021. 56 funds tracked by Wall St. Rank hold UPLD as of Q4 2025.

  • Charles Schwab reported no remaining Upland Software position as of Q4 2025 after selling out during the quarter.
  • Charles Schwab sold 2,278 Upland Software shares in Q4 2025, an estimated $54K.
  • Charles Schwab first reported a position in Upland Software in Q2 2017 and held it in 33 quarters.
  • Charles Schwab's Upland Software position peaked at $8.38M in Q1 2021.
  • 56 funds tracked by Wall St. Rank held Upland Software as of Q4 2025.

Based on Charles Schwab's 13F filing for Q4 2025, filed 13 Feb 2026.