Osaic Holdings
UPLD icon

Osaic Holdings’s Upland Software UPLD Stock Holding History

Osaic Holdings’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 		$1.76K Sell
378
-295
-44% -$2.04K ﹤0.01% 7309
2026
Q1 		$4.5K Sell
673
-165
-20% -$1.73K ﹤0.01% 6733
2025
Q4 		$12K Sell
838
-290
-26% -$5.53K ﹤0.01% 6226
2025
Q3 		$31.9K Hold
1,128
– – ﹤0.01% 5612
2025
Q2 		$22K Sell
1,128
-100
-8% -$2.23K ﹤0.01% 5628
2025
Q1 		$35.1K Sell
1,228
-134
-10% -$5.09K ﹤0.01% 4969
2024
Q4 		$59.1K Buy
1,362
+35
+3% +$1.14K ﹤0.01% 4584
2024
Q3 		$33K Buy
1,327
+65
+5% +$1.5K ﹤0.01% 5041
2024
Q2 		$31.4K Buy
1,262
+100
+9% +$2.63K ﹤0.01% 5032
2024
Q1 		$35.9K Hold
1,162
– – ﹤0.01% 4971
2023
Q4 		$49.2K Buy
1,162
+345
+42% +$14.9K ﹤0.01% 4920
2023
Q3 		$37.8K Buy
817
+50
+7% +$1.82K ﹤0.01% 5179
2023
Q2 		$27.6K Sell
767
-107
-12% -$3.69K ﹤0.01% 5344
2023
Q1 		$37.6K Buy
874
+49
+6% +$3.39K ﹤0.01% 5150
2022
Q4 		$59.2K Buy
825
+67
+9% +$4.99K ﹤0.01% 4804
2022
Q3 		$62K Sell
758
-36
-5% -$3.98K ﹤0.01% 4746
2022
Q2 		$116K Buy
794
+11
+1% +$1.61K ﹤0.01% 4291
2022
Q1 		$138K Sell
783
-68
-8% -$12.5K ﹤0.01% 4332
2021
Q4 		$153K Sell
851
-311
-27% -$79.1K ﹤0.01% 4209
2021
Q3 		$388K Buy
1,162
+16
+1% +$6K ﹤0.01% 3292
2021
Q2 		$472K Sell
1,146
-301
-21% -$132K ﹤0.01% 3091
2021
Q1 		$683K Buy
1,447
+152
+12% +$73.3K ﹤0.01% 2558
2020
Q4 		$594K Sell
1,295
-119
-8% -$52.4K ﹤0.01% 2489
2020
Q3 		$533K Sell
1,414
-39
-3% -$14.1K ﹤0.01% 2363
2020
Q2 		$505K Buy
1,453
+200
+16% +$62.3K ﹤0.01% 2338
2020
Q1 		$336K Buy
+1,253
New +$453K ﹤0.01% 2425

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

Osaic Holdings's UPLD Position: Q2 2026 in Review

Osaic Holdings reduced its Upland Software (UPLD) stake by 44% in Q2 2026, selling an estimated $2.04K and leaving 378 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #7309.

Osaic Holdings first reported a position in UPLD in Q1 2020 and has held it in 26 quarters since. The position peaked at $683K in Q1 2021. 28 funds tracked by Wall St. Rank hold UPLD as of Q2 2026.

  • Osaic Holdings held 378 shares of Upland Software worth $1.76K as of Q2 2026.
  • Osaic Holdings sold 295 Upland Software shares in Q2 2026, an estimated $2.04K.
  • Upland Software made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #7309 holding.
  • Osaic Holdings first reported a position in Upland Software in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Upland Software position peaked at $683K in Q1 2021.
  • 28 funds tracked by Wall St. Rank held Upland Software as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.