John Overdeck’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $125K | Sell |
26,790
-14,421
| -35% | -$99.8K | ﹤0.01% | 4861 |
|
|
2026
Q1 | $274K | Buy |
41,211
+12,512
| +44% | +$131K | ﹤0.01% | 4128 |
|
|
2025
Q4 | $410K | Sell |
28,699
-6,571
| -19% | -$125K | ﹤0.01% | 3424 |
|
|
2025
Q3 | $836K | Buy |
35,270
+9,227
| +35% | +$210K | ﹤0.01% | 2700 |
|
|
2025
Q2 | $508K | Sell |
26,043
-4,502
| -15% | -$100K | ﹤0.01% | 2581 |
|
|
2025
Q1 | $874K | Sell |
30,545
-1,613
| -5% | -$61.2K | ﹤0.01% | 2251 |
|
|
2024
Q4 | $1.4M | Buy |
32,158
+16,924
| +111% | +$549K | ﹤0.01% | 1958 |
|
|
2024
Q3 | $379K | Buy |
15,234
+3,190
| +26% | +$73.5K | ﹤0.01% | 2583 |
|
|
2024
Q2 | $300K | Sell |
12,044
-2,068
| -15% | -$54.4K | ﹤0.01% | 2595 |
|
|
2024
Q1 | $436K | Sell |
14,112
-6,384
| -31% | -$231K | ﹤0.01% | 2396 |
|
|
2023
Q4 | $867K | Sell |
20,496
-1,627
| -7% | -$70.3K | ﹤0.01% | 2160 |
|
|
2023
Q3 | $1.02M | Sell |
22,123
-13,558
| -38% | -$495K | ﹤0.01% | 1920 |
|
|
2023
Q2 | $1.28M | Buy |
35,681
+33,271
| +1,381% | +$1.15M | ﹤0.01% | 1800 |
|
|
2023
Q1 | $104K | Buy |
2,410
+1,370
| +132% | +$94.9K | ﹤0.01% | 2666 |
|
|
2022
Q4 | $74.2K | Buy |
+1,040
| New | +$77.5K | ﹤0.01% | 2546 |
|
|
2022
Q2 | – | Sell |
-2,490
| Closed | -$439K | – | 2953 |
|
|
2022
Q1 | $439K | Sell |
2,490
-15,575
| -86% | -$2.86M | ﹤0.01% | 2083 |
|
|
2021
Q4 | $3.24M | Buy |
18,065
+17,150
| +1,874% | +$4.36M | 0.01% | 1521 |
|
|
2021
Q3 | $306K | Sell |
915
-7,131
| -89% | -$2.67M | ﹤0.01% | 3659 |
|
|
2021
Q2 | $3.31M | Sell |
8,046
-6,257
| -44% | -$2.75M | 0.01% | 1476 |
|
|
2021
Q1 | $6.75M | Buy |
14,303
+12,335
| +627% | +$5.95M | 0.02% | 894 |
|
|
2020
Q4 | $903K | Buy |
+1,968
| New | +$867K | ﹤0.01% | 2080 |
|
|
2019
Q3 | – | Sell |
-4,178
| Closed | -$1.9M | – | 3816 |
|
|
2019
Q2 | $1.9M | Sell |
4,178
-1,897
| -31% | -$869K | 0.01% | 1473 |
|
|
2019
Q1 | $2.57M | Buy |
6,075
+1,820
| +43% | +$619K | 0.01% | 1274 |
|
|
2018
Q4 | $1.16M | Sell |
4,255
-619
| -13% | -$186K | ﹤0.01% | 1557 |
|
|
2018
Q3 | $1.57M | Buy |
4,874
+1,529
| +46% | +$529K | ﹤0.01% | 1652 |
|
|
2018
Q2 | $1.15M | Sell |
3,345
-7,101
| -68% | -$2.23M | ﹤0.01% | 2046 |
|
|
2018
Q1 | $3.01M | Buy |
10,446
+4,675
| +81% | +$1.15M | 0.01% | 1249 |
|
|
2017
Q4 | $1.25M | Buy |
5,771
+2,441
| +73% | +$536K | ﹤0.01% | 1805 |
|
|
2017
Q3 | $705K | Buy |
+3,330
| New | +$764K | ﹤0.01% | 1937 |
|
Other funds holding UPLD
RHJA
CM
RC
John Overdeck's UPLD Position: Q2 2026 in Review
John Overdeck reduced its Upland Software (UPLD) stake by 35% in Q2 2026, selling an estimated $99.8K and leaving 26,790 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #4861.
John Overdeck first reported a position in UPLD in Q3 2017 and has held it in 29 quarters since. The position peaked at $6.75M in Q1 2021. 28 funds tracked by Wall St. Rank hold UPLD as of Q2 2026.
- John Overdeck held 26,790 shares of Upland Software worth $125K as of Q2 2026.
- John Overdeck sold 14,421 Upland Software shares in Q2 2026, an estimated $99.8K.
- Upland Software made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4861 holding.
- John Overdeck first reported a position in Upland Software in Q3 2017 and has held it in 29 quarters since.
- John Overdeck's Upland Software position peaked at $6.75M in Q1 2021.
- 28 funds tracked by Wall St. Rank held Upland Software as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.