CoreCap Advisors’s Upland Software UPLD Stock Holding History

CoreCap Advisors’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	$234	Sell	50 -1	-2%	-$7	﹤0.01%	2991
2026 Q1	$336	Hold	51	–	–	﹤0.01%	2706
2025 Q4	$722	Hold	51	–	–	﹤0.01%	2652
2025 Q3	$1.2K	Buy	+51	New	+$1.16K	﹤0.01%	2455

CoreCap Advisors's UPLD Position: Q2 2026 in Review

CoreCap Advisors reduced its Upland Software (UPLD) stake by 2% in Q2 2026, selling an estimated $7 and leaving 50 shares worth $234. The position accounts for ﹤0.01% of the portfolio, ranked #2991.

CoreCap Advisors first reported a position in UPLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.2K in Q3 2025. 1 fund tracked by Wall St. Rank holds UPLD as of Q2 2026.

CoreCap Advisors held 50 shares of Upland Software worth $234 as of Q2 2026.
CoreCap Advisors sold 1 Upland Software share in Q2 2026, an estimated $7.
Upland Software made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2991 holding.
CoreCap Advisors first reported a position in Upland Software in Q3 2025 and has held it in 4 quarters since.
CoreCap Advisors's Upland Software position peaked at $1.2K in Q3 2025.
1 fund tracked by Wall St. Rank held Upland Software as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.