HSBC Holdings
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HSBC Holdings’s Upland Software UPLD Stock Holding History

HSBC Holdings’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
-3,887
Closed -$25.6K – 3227
2026
Q1 		$25.6K Hold
3,887
– – ﹤0.01% 2846
2025
Q4 		$55.2K Hold
3,887
– – ﹤0.01% 2857
2025
Q3 		$92.9K Hold
3,887
– – ﹤0.01% 2601
2025
Q2 		$73.5K Hold
3,887
– – ﹤0.01% 2894
2025
Q1 		$115K Hold
3,887
– – ﹤0.01% 2777
2024
Q4 		$173K Sell
3,887
-242
-6% -$7.85K ﹤0.01% 2760
2024
Q3 		$103K Buy
4,129
+242
+6% +$5.58K ﹤0.01% 2794
2024
Q2 		$98K Sell
3,887
-250
-6% -$6.58K ﹤0.01% 2734
2024
Q1 		$128K Hold
4,137
– – ﹤0.01% 2793
2023
Q4 		$177K Hold
4,137
– – ﹤0.01% 2504
2023
Q3 		$192K Buy
4,137
+264
+7% +$9.63K ﹤0.01% 2429
2023
Q2 		$139K Buy
3,873
+1
+0% +$34 ﹤0.01% 2390
2023
Q1 		$166K Hold
3,872
– – ﹤0.01% 2426
2022
Q4 		$272K Buy
3,872
+1,296
+50% +$96.6K ﹤0.01% 2609
2022
Q3 		$214K Buy
+2,576
New +$285K ﹤0.01% 2598
2018
Q3 		– Sell
-3,729
Closed -$1.28M – 2667
2018
Q2 		$1.28M Buy
+3,729
New +$1.17M ﹤0.01% 1682

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

HSBC Holdings's UPLD Position: Q2 2026 in Review

HSBC Holdings sold out of Upland Software (UPLD) in Q2 2026, closing a stake of 3,887 shares — an estimated $25.6K sold.

HSBC Holdings first reported a position in UPLD in Q2 2018 and held it in 16 quarters. The position peaked at $1.28M in Q2 2018. 30 funds tracked by Wall St. Rank hold UPLD as of Q2 2026.

  • HSBC Holdings reported no remaining Upland Software position as of Q2 2026 after selling out during the quarter.
  • HSBC Holdings sold 3,887 Upland Software shares in Q2 2026, an estimated $25.6K.
  • HSBC Holdings first reported a position in Upland Software in Q2 2018 and held it in 16 quarters.
  • HSBC Holdings's Upland Software position peaked at $1.28M in Q2 2018.
  • 30 funds tracked by Wall St. Rank held Upland Software as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.