Heron Bay Capital Management’s Upland Software UPLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$181K	Sell	92,593 -2,590	-3%	-$5.05K	0.04%	88
2025 Q1	$272K	Sell	95,183 -1,780	-2%	-$5.09K	0.06%	79
2024 Q4	$421K	Buy	96,963 +18,057	+23%	+$78.4K	0.09%	67
2024 Q3	$196K	Buy	78,906 +4,792	+6%	+$11.9K	0.04%	83
2024 Q2	$185K	Buy	+74,114	New	+$185K	0.04%	85