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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
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

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