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Harbour Investments’s Upland Software UPLD Stock Holding History

Harbour 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
2025
Q2 		– Sell
-100
Closed -$2.86K – 3725
2025
Q1 		$2.86K Hold
100
– – ﹤0.01% 2993
2024
Q4 		$4.34K Hold
100
– – ﹤0.01% 2781
2024
Q3 		$2.49K Hold
100
– – ﹤0.01% 2865
2024
Q2 		$2.49K Buy
+100
New +$2.63K ﹤0.01% 2753

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
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
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 Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Harbour Investments's UPLD Position: Q2 2025 in Review

Harbour Investments sold out of Upland Software (UPLD) in Q2 2025, closing a stake of 100 shares — an estimated $2.86K sold.

Harbour Investments first reported a position in UPLD in Q2 2024 and held it in 4 quarters. The position peaked at $4.34K in Q4 2024. 64 funds tracked by Wall St. Rank hold UPLD as of Q2 2025.

  • Harbour Investments reported no remaining Upland Software position as of Q2 2025 after selling out during the quarter.
  • Harbour Investments sold 100 Upland Software shares in Q2 2025, an estimated $2.86K.
  • Harbour Investments first reported a position in Upland Software in Q2 2024 and held it in 4 quarters.
  • Harbour Investments's Upland Software position peaked at $4.34K in Q4 2024.
  • 64 funds tracked by Wall St. Rank held Upland Software as of Q2 2025.

Based on Harbour Investments's 13F filing for Q2 2025, filed 28 Jul 2025.