Invesco
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Invesco’s Upland Software UPLD Stock Holding History

Invesco’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
2025
Q4 		– Sell
-2,367
Closed -$56.1K – 3869
2025
Q3 		$56.1K Sell
2,367
-2,430
-51% -$55.3K ﹤0.01% 3742
2025
Q2 		$93.5K Sell
4,797
-2,740
-36% -$61K ﹤0.01% 3661
2025
Q1 		$216K Sell
7,537
-2,369
-24% -$89.9K ﹤0.01% 3487
2024
Q4 		$430K Sell
9,906
-64
-0.6% -$2.08K ﹤0.01% 3299
2024
Q3 		$248K Buy
9,970
+43
+0.4% +$991 ﹤0.01% 3471
2024
Q2 		$247K Sell
9,927
-1,287
-11% -$33.9K ﹤0.01% 3551
2024
Q1 		$347K Buy
11,214
+4,918
+78% +$178K ﹤0.01% 3481
2023
Q4 		$266K Buy
6,296
+716
+13% +$30.9K ﹤0.01% 3473
2023
Q3 		$258K Buy
5,580
+43
+0.8% +$1.57K ﹤0.01% 3508
2023
Q2 		$199K Sell
5,537
-832
-13% -$28.7K ﹤0.01% 3613
2023
Q1 		$274K Buy
6,369
+1,198
+23% +$83K ﹤0.01% 3529
2022
Q4 		$369K Buy
5,171
+1,128
+28% +$84.1K ﹤0.01% 3422
2022
Q3 		$329K Sell
4,043
-156
-4% -$17.3K ﹤0.01% 3472
2022
Q2 		$609K Buy
4,199
+475
+13% +$69.4K ﹤0.01% 3236
2022
Q1 		$656K Buy
3,724
+1,865
+100% +$342K ﹤0.01% 3267
2021
Q4 		$333K Sell
1,859
-58
-3% -$14.8K ﹤0.01% 3569
2021
Q3 		$640K Buy
1,917
+272
+17% +$102K ﹤0.01% 3314
2021
Q2 		$677K Buy
1,645
+224
+16% +$98.5K ﹤0.01% 3288
2021
Q1 		$670K Buy
1,421
+535
+60% +$258K ﹤0.01% 3218
2020
Q4 		$407K Sell
886
-2,944
-77% -$1.3M ﹤0.01% 3290
2020
Q3 		$1.44M Buy
+3,830
New +$1.38M ﹤0.01% 2633
2019
Q3 		– Sell
-15,528
Closed -$7.07M – 3724
2019
Q2 		$7.07M Buy
15,528
+5,711
+58% +$2.61M ﹤0.01% 1971
2019
Q1 		$4.16M Buy
9,817
+4,323
+79% +$1.47M ﹤0.01% 2129
2018
Q4 		$1.49M Sell
5,494
-8,360
-60% -$2.51M ﹤0.01% 2740
2018
Q3 		$4.48M Buy
13,854
+669
+5% +$232K ﹤0.01% 2209
2018
Q2 		$4.53M Buy
13,185
+12,206
+1,247% +$3.83M ﹤0.01% 2200
2018
Q1 		$282K Sell
979
-5,757
-85% -$1.42M ﹤0.01% 3517
2017
Q4 		$1.46M Buy
6,736
+4,438
+193% +$974K ﹤0.01% 2796
2017
Q3 		$485K Buy
+2,298
New +$527K ﹤0.01% 3318

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Invesco's UPLD Position: Q4 2025 in Review

Invesco sold out of Upland Software (UPLD) in Q4 2025, closing a stake of 2,367 shares — an estimated $56.1K sold.

Invesco first reported a position in UPLD in Q3 2017 and held it in 29 quarters. The position peaked at $7.07M in Q2 2019. 56 funds tracked by Wall St. Rank hold UPLD as of Q4 2025.

  • Invesco reported no remaining Upland Software position as of Q4 2025 after selling out during the quarter.
  • Invesco sold 2,367 Upland Software shares in Q4 2025, an estimated $56.1K.
  • Invesco first reported a position in Upland Software in Q3 2017 and held it in 29 quarters.
  • Invesco's Upland Software position peaked at $7.07M in Q2 2019.
  • 56 funds tracked by Wall St. Rank held Upland Software as of Q4 2025.

Based on Invesco's 13F filing for Q4 2025, filed 19 Feb 2026.