Morgan Stanley
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Morgan Stanley’s Upland Software UPLD Stock Holding History

Morgan Stanley’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 		$280 Buy
60
+1
+2% +$7 ﹤0.01% 7797
2026
Q1 		$392 Hold
59
– – ﹤0.01% 7643
2025
Q4 		$841 Sell
59
-665
-92% -$12.7K ﹤0.01% 7408
2025
Q3 		$17.2K Hold
724
– – ﹤0.01% 6736
2025
Q2 		$14.1K Sell
724
-3,469
-83% -$77.2K ﹤0.01% 6765
2025
Q1 		$120K Sell
4,193
-147
-3% -$5.58K ﹤0.01% 5934
2024
Q4 		$188K Buy
4,340
+3,245
+296% +$105K ﹤0.01% 5805
2024
Q3 		$27.3K Sell
1,095
-525
-32% -$12.1K ﹤0.01% 6402
2024
Q2 		$40.3K Sell
1,620
-554
-25% -$14.6K ﹤0.01% 6237
2024
Q1 		$67.2K Sell
2,174
-4,450
-67% -$161K ﹤0.01% 6123
2023
Q4 		$280K Buy
6,624
+3,824
+137% +$165K ﹤0.01% 5572
2023
Q3 		$129K Sell
2,800
-3,089
-52% -$113K ﹤0.01% 5760
2023
Q2 		$212K Sell
5,889
-2,513
-30% -$86.6K ﹤0.01% 5624
2023
Q1 		$361K Sell
8,402
-15,521
-65% -$1.08M ﹤0.01% 5438
2022
Q4 		$1.71M Buy
23,923
+117
+0.5% +$8.72K ﹤0.01% 4556
2022
Q3 		$1.94M Buy
23,806
+7,717
+48% +$854K ﹤0.01% 4452
2022
Q2 		$2.34M Buy
16,089
+9,916
+161% +$1.45M ﹤0.01% 4408
2022
Q1 		$1.09M Sell
6,173
-9,632
-61% -$1.77M ﹤0.01% 4932
2021
Q4 		$2.83M Buy
15,805
+11,517
+269% +$2.93M ﹤0.01% 4285
2021
Q3 		$1.43M Sell
4,288
-8,282
-66% -$3.1M ﹤0.01% 4818
2021
Q2 		$5.17M Buy
12,570
+10,145
+418% +$4.46M ﹤0.01% 3747
2021
Q1 		$1.14M Sell
2,425
-852
-26% -$411K ﹤0.01% 4630
2020
Q4 		$1.5M Buy
3,277
+1,785
+120% +$786K ﹤0.01% 4394
2020
Q3 		$563K Sell
1,492
-2,209
-60% -$796K ﹤0.01% 4575
2020
Q2 		$1.29M Buy
3,701
+1,316
+55% +$410K ﹤0.01% 3976
2020
Q1 		$640K Sell
2,385
-1,944
-45% -$703K ﹤0.01% 4239
2019
Q4 		$1.55M Buy
4,329
+1,763
+69% +$659K ﹤0.01% 4232
2019
Q3 		$895K Sell
2,566
-38,011
-94% -$15.8M ﹤0.01% 4360
2019
Q2 		$18.5M Buy
40,577
+5,904
+17% +$2.7M ﹤0.01% 1553
2019
Q1 		$14.7M Sell
34,673
-3,509
-9% -$1.19M ﹤0.01% 1689
2018
Q4 		$10.4M Buy
38,182
+29,224
+326% +$8.77M ﹤0.01% 2086
2018
Q3 		$2.89M Sell
8,958
-6,383
-42% -$2.21M ﹤0.01% 3696
2018
Q2 		$5.27M Buy
15,341
+6,256
+69% +$1.96M ﹤0.01% 3082
2018
Q1 		$2.62M Sell
9,085
-2,492
-22% -$614K ﹤0.01% 3716
2017
Q4 		$2.51M Sell
11,577
-3,354
-22% -$736K ﹤0.01% 3832
2017
Q3 		$3.16M Buy
14,931
+13,011
+678% +$2.99M ﹤0.01% 3435
2017
Q2 		$422K Sell
1,920
-2,086
-52% -$426K ﹤0.01% 4917
2017
Q1 		$637K Sell
4,006
-194
-5% -$23.5K ﹤0.01% 4686
2016
Q4 		$376K Buy
4,200
+500
+14% +$44K ﹤0.01% 5082
2016
Q3 		$326K Sell
3,700
-3,222
-47% -$270K ﹤0.01% 4765
2016
Q2 		$528K Sell
6,922
-917
-12% -$65.8K ﹤0.01% 4397
2016
Q1 		$539K Hold
7,839
– – ﹤0.01% 4391
2015
Q4 		$553K Sell
7,839
-1,385
-15% -$105K ﹤0.01% 4479
2015
Q3 		$729K Buy
9,224
+3,468
+60% +$280K ﹤0.01% 4356
2015
Q2 		$531K Buy
5,756
+5,636
+4,697% +$416K ﹤0.01% 4681
2015
Q1 		$8K Sell
120
-2
-2% -$156 ﹤0.01% 6270
2014
Q4 		$11K Buy
+122
New +$12.8K ﹤0.01% 6195

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

Morgan Stanley's UPLD Position: Q2 2026 in Review

Morgan Stanley increased its Upland Software (UPLD) stake by 1.7% in Q2 2026, buying an estimated $7 and bringing the position to 60 shares worth $280. The position accounts for ﹤0.01% of the portfolio, ranked #7797.

Morgan Stanley first reported a position in UPLD in Q4 2014 and has held it in 47 quarters since. The position peaked at $18.5M in Q2 2019. 28 funds tracked by Wall St. Rank hold UPLD as of Q2 2026.

  • Morgan Stanley held 60 shares of Upland Software worth $280 as of Q2 2026.
  • Morgan Stanley bought 1 Upland Software share in Q2 2026, an estimated $7.
  • Upland Software made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7797 holding.
  • Morgan Stanley first reported a position in Upland Software in Q4 2014 and has held it in 47 quarters since.
  • Morgan Stanley's Upland Software position peaked at $18.5M in Q2 2019.
  • 28 funds tracked by Wall St. Rank held Upland Software as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.