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 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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

HSBC Holdings's UPLD Position: Q1 2026 in Review

HSBC Holdings held its Upland Software (UPLD) position steady in Q1 2026 at 3,887 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2846.

HSBC Holdings first reported a position in UPLD in Q2 2018 and has held it in 16 quarters since. The position peaked at $1.28M in Q2 2018. 43 funds tracked by Wall St. Rank hold UPLD as of Q1 2026.

HSBC Holdings held 3,887 shares of Upland Software worth $25.6K as of Q1 2026.
HSBC Holdings left its Upland Software share count unchanged in Q1 2026.
Upland Software made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #2846 holding.
HSBC Holdings first reported a position in Upland Software in Q2 2018 and has held it in 16 quarters since.
HSBC Holdings's Upland Software position peaked at $1.28M in Q2 2018.
43 funds tracked by Wall St. Rank held Upland Software as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.