FHC
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First Heartland Consultants’s Upland Software UPLD Stock Holding History

First Heartland Consultants’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 		– Sell
-2,000
Closed -$13.3K – 608
2026
Q1 		$13.3K Buy
2,000
+217
+12% +$2.28K ﹤0.01% 522
2025
Q4 		$25.5K Buy
1,783
+271
+18% +$5.16K ﹤0.01% 532
2025
Q3 		$35.8K Buy
1,512
+72
+5% +$1.64K ﹤0.01% 522
2025
Q2 		$28.1K Buy
1,440
+116
+9% +$2.58K ﹤0.01% 503
2025
Q1 		$37.9K Buy
1,324
+197
+17% +$7.48K ﹤0.01% 439
2024
Q4 		$48.9K Sell
1,127
-82
-7% -$2.66K 0.01% 445
2024
Q3 		$30K Buy
+1,209
New +$27.9K ﹤0.01% 453

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

First Heartland Consultants's UPLD Position: Q2 2026 in Review

First Heartland Consultants sold out of Upland Software (UPLD) in Q2 2026, closing a stake of 2,000 shares — an estimated $13.3K sold.

First Heartland Consultants first reported a position in UPLD in Q3 2024 and held it in 7 quarters. The position peaked at $48.9K in Q4 2024. 28 funds tracked by Wall St. Rank hold UPLD as of Q2 2026.

  • First Heartland Consultants reported no remaining Upland Software position as of Q2 2026 after selling out during the quarter.
  • First Heartland Consultants sold 2,000 Upland Software shares in Q2 2026, an estimated $13.3K.
  • First Heartland Consultants first reported a position in Upland Software in Q3 2024 and held it in 7 quarters.
  • First Heartland Consultants's Upland Software position peaked at $48.9K in Q4 2024.
  • 28 funds tracked by Wall St. Rank held Upland Software as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.