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UPLD icon

NewEdge Advisors’s Upland Software UPLD Stock Holding History

NewEdge Advisors’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 		– Sell
-212
Closed -$3.04K – 4401
2025
Q4 		$3.04K Sell
212
-1,429
-87% -$27.2K ﹤0.01% 3797
2025
Q3 		$38.9K Buy
1,641
+425
+35% +$9.67K ﹤0.01% 2903
2025
Q2 		$23.7K Buy
1,216
+22
+2% +$489 ﹤0.01% 2891
2025
Q1 		$34.1K Buy
1,194
+1,044
+696% +$39.6K ﹤0.01% 2677
2024
Q4 		$6.5K Buy
150
+19
+15% +$617 ﹤0.01% 3160
2024
Q3 		$3.26K Sell
131
-1,805
-93% -$41.6K ﹤0.01% 3292
2024
Q2 		$48.2K Buy
+1,936
New +$51K ﹤0.01% 2362
2023
Q1 		– Sell
-2
Closed -$128 – 4140
2022
Q4 		$128 Buy
+2
New +$149 ﹤0.01% 3343

Other funds holding UPLD

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

NewEdge Advisors's UPLD Position: Q1 2026 in Review

NewEdge Advisors sold out of Upland Software (UPLD) in Q1 2026, closing a stake of 212 shares — an estimated $3.04K sold.

NewEdge Advisors first reported a position in UPLD in Q4 2022 and held it in 8 quarters. The position peaked at $48.2K in Q2 2024. 43 funds tracked by Wall St. Rank hold UPLD as of Q1 2026.

  • NewEdge Advisors reported no remaining Upland Software position as of Q1 2026 after selling out during the quarter.
  • NewEdge Advisors sold 212 Upland Software shares in Q1 2026, an estimated $3.04K.
  • NewEdge Advisors first reported a position in Upland Software in Q4 2022 and held it in 8 quarters.
  • NewEdge Advisors's Upland Software position peaked at $48.2K in Q2 2024.
  • 43 funds tracked by Wall St. Rank held Upland Software as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.