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John Overdeck’s Upland Software UPLD Stock Holding History

John Overdeck’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
2022
Q1 		– Sell
-1,470
Closed -$264K – 4350
2021
Q4 		$264K Buy
+1,470
New +$374K ﹤0.01% 3731

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
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

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.