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

Heron Bay 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
Q2 		– Sell
-2,719
Closed -$18.1K – 107
2026
Q1 		$18.1K Sell
2,719
-5,599
-67% -$58.8K ﹤0.01% 78
2025
Q4 		$119K Sell
8,318
-336
-4% -$6.4K 0.02% 99
2025
Q3 		$205K Sell
8,654
-605
-7% -$13.8K 0.04% 87
2025
Q2 		$181K Sell
9,259
-259
-3% -$5.76K 0.04% 88
2025
Q1 		$272K Sell
9,518
-178
-2% -$6.76K 0.06% 79
2024
Q4 		$421K Buy
9,696
+1,805
+23% +$58.6K 0.09% 67
2024
Q3 		$196K Buy
7,891
+480
+6% +$11.1K 0.04% 83
2024
Q2 		$185K Buy
+7,411
New +$195K 0.04% 85

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

Heron Bay Capital Management's UPLD Position: Q2 2026 in Review

Heron Bay Capital Management sold out of Upland Software (UPLD) in Q2 2026, closing a stake of 2,719 shares — an estimated $18.1K sold.

Heron Bay Capital Management first reported a position in UPLD in Q2 2024 and held it in 8 quarters. The position peaked at $421K in Q4 2024. 28 funds tracked by Wall St. Rank hold UPLD as of Q2 2026.

  • Heron Bay Capital Management reported no remaining Upland Software position as of Q2 2026 after selling out during the quarter.
  • Heron Bay Capital Management sold 2,719 Upland Software shares in Q2 2026, an estimated $18.1K.
  • Heron Bay Capital Management first reported a position in Upland Software in Q2 2024 and held it in 8 quarters.
  • Heron Bay Capital Management's Upland Software position peaked at $421K in Q4 2024.
  • 28 funds tracked by Wall St. Rank held Upland Software as of Q2 2026.

Based on Heron Bay Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.