Dimensional Fund Advisors
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Dimensional Fund Advisors’s Upland Software UPLD Stock Holding History

Dimensional Fund 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
Q1 		– Sell
-1,177
Closed -$16.8K – 3299
2025
Q4 		$16.8K Sell
1,177
-189
-14% -$3.6K ﹤0.01% 3237
2025
Q3 		$32.4K Buy
+1,366
New +$31.1K ﹤0.01% 3256
2025
Q1 		– Sell
-9,215
Closed -$400K – 3356
2024
Q4 		$400K Sell
9,215
-20,788
-69% -$675K ﹤0.01% 3072
2024
Q3 		$747K Sell
30,003
-19,315
-39% -$445K ﹤0.01% 2957
2024
Q2 		$1.23M Sell
49,318
-3,580
-7% -$94.2K ﹤0.01% 2877
2024
Q1 		$1.63M Buy
52,898
+4,757
+10% +$172K ﹤0.01% 2831
2023
Q4 		$2.04M Buy
48,141
+19,411
+68% +$839K ﹤0.01% 2787
2023
Q3 		$1.33M Buy
28,730
+6,288
+28% +$229K ﹤0.01% 2861
2023
Q2 		$808K Sell
22,442
-8,043
-26% -$277K ﹤0.01% 2964
2023
Q1 		$1.31M Sell
30,485
-471
-2% -$32.6K ﹤0.01% 2844
2022
Q4 		$2.21K Sell
30,956
-5,176
-14% -$386K ﹤0.01% 2701
2022
Q3 		$2.94M Sell
36,132
-27,672
-43% -$3.06M ﹤0.01% 2594
2022
Q2 		$9.27M Buy
63,804
+22,532
+55% +$3.29M ﹤0.01% 2228
2022
Q1 		$7.27M Sell
41,272
-1,553
-4% -$285K ﹤0.01% 2418
2021
Q4 		$7.68M Sell
42,825
-3,176
-7% -$808K ﹤0.01% 2411
2021
Q3 		$15.4M Buy
46,001
+78
+0.2% +$29.2K 0.01% 2125
2021
Q2 		$18.9M Buy
45,923
+2,960
+7% +$1.3M 0.01% 2066
2021
Q1 		$20.3M Buy
42,963
+419
+1% +$202K 0.01% 2029
2020
Q4 		$19.5M Buy
42,544
+444
+1% +$196K 0.01% 1993
2020
Q3 		$15.9M Sell
42,100
-149
-0.4% -$53.7K 0.01% 1968
2020
Q2 		$14.7M Buy
42,249
+2,057
+5% +$641K 0.01% 2033
2020
Q1 		$10.8M Sell
40,192
-3,507
-8% -$1.27M 0.01% 2083
2019
Q4 		$15.6M Sell
43,699
-2,372
-5% -$886K 0.01% 2169
2019
Q3 		$16.1M Buy
46,071
+1,262
+3% +$524K 0.01% 2128
2019
Q2 		$20.4M Buy
44,809
+6,731
+18% +$3.08M 0.01% 2032
2019
Q1 		$16.1M Buy
38,078
+13,335
+54% +$4.53M 0.01% 2169
2018
Q4 		$6.72M Buy
24,743
+12,962
+110% +$3.89M ﹤0.01% 2505
2018
Q3 		$3.81M Buy
+11,781
New +$4.08M ﹤0.01% 2765

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

Dimensional Fund Advisors's UPLD Position: Q1 2026 in Review

Dimensional Fund Advisors sold out of Upland Software (UPLD) in Q1 2026, closing a stake of 1,177 shares — an estimated $16.8K sold.

Dimensional Fund Advisors first reported a position in UPLD in Q3 2018 and held it in 28 quarters. The position peaked at $20.4M in Q2 2019. 43 funds tracked by Wall St. Rank hold UPLD as of Q1 2026.

  • Dimensional Fund Advisors reported no remaining Upland Software position as of Q1 2026 after selling out during the quarter.
  • Dimensional Fund Advisors sold 1,177 Upland Software shares in Q1 2026, an estimated $16.8K.
  • Dimensional Fund Advisors first reported a position in Upland Software in Q3 2018 and held it in 28 quarters.
  • Dimensional Fund Advisors's Upland Software position peaked at $20.4M in Q2 2019.
  • 43 funds tracked by Wall St. Rank held Upland Software as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.