Geode Capital Management
UPLD icon

Geode Capital Management’s Upland Software UPLD Stock Holding History

Geode Capital Management’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 		$300K Buy
45,009
+17,195
+62% +$180K ﹤0.01% 3778
2025
Q4 		$398K Sell
27,814
-5
-0% -$95 ﹤0.01% 3678
2025
Q3 		$660K Hold
27,819
– – ﹤0.01% 3522
2025
Q2 		$543K Buy
27,819
+33
+0.1% +$734 ﹤0.01% 3530
2025
Q1 		$795K Buy
27,786
+478
+2% +$18.1K ﹤0.01% 3382
2024
Q4 		$1.19M Sell
27,308
-84
-0.3% -$2.73K ﹤0.01% 3306
2024
Q3 		$682K Sell
27,392
-1,256
-4% -$29K ﹤0.01% 3489
2024
Q2 		$714K Sell
28,648
-3,510
-11% -$92.4K ﹤0.01% 3433
2024
Q1 		$994K Buy
32,158
+94
+0.3% +$3.41K ﹤0.01% 3361
2023
Q4 		$1.36M Buy
32,064
+1,198
+4% +$51.8K ﹤0.01% 3225
2023
Q3 		$1.43M Buy
30,866
+1,580
+5% +$57.6K ﹤0.01% 3190
2023
Q2 		$1.05M Sell
29,286
-28,148
-49% -$969K ﹤0.01% 3328
2023
Q1 		$2.47M Buy
57,434
+1,766
+3% +$122K ﹤0.01% 2943
2022
Q4 		$3.97M Buy
55,668
+2,660
+5% +$198K ﹤0.01% 2775
2022
Q3 		$4.31M Buy
53,008
+1,700
+3% +$188K ﹤0.01% 2754
2022
Q2 		$7.45M Buy
51,308
+2,880
+6% +$421K ﹤0.01% 2457
2022
Q1 		$8.53M Sell
48,428
-2,264
-4% -$415K ﹤0.01% 2459
2021
Q4 		$9.09M Sell
50,692
-79
-0.2% -$20.1K ﹤0.01% 2512
2021
Q3 		$17M Buy
50,771
+3,158
+7% +$1.18M ﹤0.01% 2072
2021
Q2 		$19.6M Buy
47,613
+3,455
+8% +$1.52M ﹤0.01% 1978
2021
Q1 		$20.8M Buy
44,158
+4,299
+11% +$2.07M ﹤0.01% 1855
2020
Q4 		$18.3M Buy
39,859
+3,150
+9% +$1.39M ﹤0.01% 1776
2020
Q3 		$13.8M Buy
36,709
+3,906
+12% +$1.41M ﹤0.01% 1764
2020
Q2 		$11.4M Buy
32,803
+878
+3% +$274K ﹤0.01% 1853
2020
Q1 		$8.56M Buy
31,925
+2,494
+8% +$902K ﹤0.01% 1835
2019
Q4 		$10.5M Buy
29,431
+111
+0.4% +$41.5K ﹤0.01% 1979
2019
Q3 		$10.2M Buy
29,320
+1,377
+5% +$572K ﹤0.01% 1920
2019
Q2 		$12.7M Buy
27,943
+7,996
+40% +$3.66M ﹤0.01% 1768
2019
Q1 		$8.45M Buy
19,947
+934
+5% +$318K ﹤0.01% 2013
2018
Q4 		$5.17M Buy
19,013
+2,054
+12% +$616K ﹤0.01% 2203
2018
Q3 		$5.48M Buy
16,959
+4,995
+42% +$1.73M ﹤0.01% 2299
2018
Q2 		$4.11M Buy
11,964
+2,742
+30% +$859K ﹤0.01% 2437
2018
Q1 		$2.65M Buy
9,222
+196
+2% +$48.3K ﹤0.01% 2612
2017
Q4 		$1.95M Sell
9,026
-237
-3% -$52K ﹤0.01% 2764
2017
Q3 		$1.96M Buy
9,263
+687
+8% +$158K ﹤0.01% 2761
2017
Q2 		$1.89M Buy
8,576
+4,869
+131% +$994K ﹤0.01% 2762
2017
Q1 		$588K Buy
3,707
+41
+1% +$4.97K ﹤0.01% 3248
2016
Q4 		$328K Buy
3,666
+289
+9% +$25.4K ﹤0.01% 3423
2016
Q3 		$297K Buy
3,377
+723
+27% +$60.6K ﹤0.01% 3459
2016
Q2 		$202K Hold
2,654
– – ﹤0.01% 3591
2016
Q1 		$182 Buy
2,654
+236
+10% +$15.9K ﹤0.01% 3662
2015
Q4 		$170K Buy
2,418
+10
+0.4% +$755 ﹤0.01% 3734
2015
Q3 		$190K Buy
2,408
+455
+23% +$36.7K ﹤0.01% 3698
2015
Q2 		$180K Hold
1,953
– – ﹤0.01% 3616
2015
Q1 		$136K Buy
1,953
+371
+23% +$28.9K ﹤0.01% 3683
2014
Q4 		$151K Buy
+1,582
New +$166K ﹤0.01% 3685

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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management's UPLD Position: Q1 2026 in Review

Geode Capital Management increased its Upland Software (UPLD) stake by 62% in Q1 2026, buying an estimated $180K and bringing the position to 45,009 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #3778.

Geode Capital Management first reported a position in UPLD in Q4 2014 and has held it in 46 quarters since. The position peaked at $20.8M in Q1 2021. 43 funds tracked by Wall St. Rank hold UPLD as of Q1 2026.

  • Geode Capital Management held 45,009 shares of Upland Software worth $300K as of Q1 2026.
  • Geode Capital Management bought 17,195 Upland Software shares in Q1 2026, an estimated $180K.
  • Upland Software made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #3778 holding.
  • Geode Capital Management first reported a position in Upland Software in Q4 2014 and has held it in 46 quarters since.
  • Geode Capital Management's Upland Software position peaked at $20.8M in Q1 2021.
  • 43 funds tracked by Wall St. Rank held Upland Software as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.