Fidelity Investments
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Fidelity Investments’s Upland Software UPLD Stock Holding History

Fidelity Investments’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 		$8.03K Hold
1,720
– – ﹤0.01% 4919
2026
Q1 		$11.5K Sell
1,720
-253
-13% -$2.65K ﹤0.01% 4721
2025
Q4 		$28.2K Hold
1,973
– – ﹤0.01% 4334
2025
Q3 		$46.8K Sell
1,973
-6,760
-77% -$154K ﹤0.01% 4000
2025
Q2 		$170K Buy
8,733
+330
+4% +$7.34K ﹤0.01% 3373
2025
Q1 		$240K Sell
8,403
-323
-4% -$12.3K ﹤0.01% 3174
2024
Q4 		$379K Buy
8,726
+863
+11% +$28K ﹤0.01% 3024
2024
Q3 		$196K Buy
7,863
+1,814
+30% +$41.8K ﹤0.01% 3204
2024
Q2 		$151K Buy
6,049
+341
+6% +$8.97K ﹤0.01% 3142
2024
Q1 		$176K Sell
5,708
-654
-10% -$23.7K ﹤0.01% 3074
2023
Q4 		$269K Buy
6,362
+335
+6% +$14.5K ﹤0.01% 2862
2023
Q3 		$278K Buy
6,027
+219
+4% +$7.99K ﹤0.01% 2780
2023
Q2 		$209K Buy
5,808
+93
+2% +$3.2K ﹤0.01% 2937
2023
Q1 		$246K Buy
5,715
+75
+1% +$5.2K ﹤0.01% 2907
2022
Q4 		$402K Sell
5,640
-119
-2% -$8.87K ﹤0.01% 2789
2022
Q3 		$468K Sell
5,759
-36
-0.6% -$3.98K ﹤0.01% 2795
2022
Q2 		$841K Sell
5,795
-683
-11% -$99.7K ﹤0.01% 2722
2022
Q1 		$1.14M Buy
+6,478
New +$1.19M ﹤0.01% 2756
2021
Q3 		– Sell
-5
Closed -$2K – 5053
2021
Q2 		$2K Hold
5
– – ﹤0.01% 3965
2021
Q1 		$3K Hold
5
– – ﹤0.01% 3672
2020
Q4 		$2K Buy
+5
New +$2.2K ﹤0.01% 3622
2019
Q4 		– Sell
-8
Closed -$3K – 4284
2019
Q3 		$3K Buy
8
+3
+60% +$1.25K ﹤0.01% 3513
2019
Q2 		$2K Buy
+5
New +$2.29K ﹤0.01% 3554

Other funds holding UPLD

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fidelity Investments's UPLD Position: Q2 2026 in Review

Fidelity Investments held its Upland Software (UPLD) position steady in Q2 2026 at 1,720 shares worth $8.03K. The position accounts for ﹤0.01% of the portfolio, ranked #4919.

Fidelity Investments first reported a position in UPLD in Q2 2019 and has held it in 23 quarters since. The position peaked at $1.14M in Q1 2022. 29 funds tracked by Wall St. Rank hold UPLD as of Q2 2026.

  • Fidelity Investments held 1,720 shares of Upland Software worth $8.03K as of Q2 2026.
  • Fidelity Investments left its Upland Software share count unchanged in Q2 2026.
  • Upland Software made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4919 holding.
  • Fidelity Investments first reported a position in Upland Software in Q2 2019 and has held it in 23 quarters since.
  • Fidelity Investments's Upland Software position peaked at $1.14M in Q1 2022.
  • 29 funds tracked by Wall St. Rank held Upland Software as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.