RBF Capital’s Upland Software UPLD Stock Holding History

RBF Capital’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	$200K	Sell	42,754 -1	-0%	-$7	0.01%	480
2026 Q1	$285K	Hold	42,755	–	–	0.01%	424
2025 Q4	$611K	Sell	42,755 -9,163	-18%	-$175K	0.03%	374
2025 Q3	$1.23M	Hold	51,918	–	–	0.05%	282
2025 Q2	$1.01M	Hold	51,918	–	–	0.05%	309
2025 Q1	$1.48M	Hold	51,918	–	–	0.09%	238
2024 Q4	$2.08M	Hold	51,918	–	–	0.11%	184
2024 Q3	$1.29M	Hold	51,918	–	–	0.06%	260
2024 Q2	$1.29M	Hold	51,918	–	–	0.07%	243
2024 Q1	$1.6M	Buy	51,918 +3,000	+6%	+$109K	0.09%	224
2023 Q4	$2.07M	Buy	48,918 +294	+0.6%	+$12.7K	0.13%	176
2023 Q3	$2.25M	Buy	48,624 +4,245	+10%	+$155K	0.15%	149
2023 Q2	$1.6M	Buy	+44,379	New	+$1.53M	0.1%	198
2017 Q1	–	Sell	-1,172	Closed	-$124K	–	382
2016 Q4	$124K	Hold	1,172	–	–	0.02%	332
2016 Q3	$103K	Buy	1,172 +9	+0.8%	+$755	0.02%	335
2016 Q2	$89K	Buy	+1,163	New	+$83.4K	0.02%	343

Other funds holding UPLD

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

RBF Capital's UPLD Position: Q2 2026 in Review

RBF Capital reduced its Upland Software (UPLD) stake by 0% in Q2 2026, selling an estimated $7 and leaving 42,754 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #480.

RBF Capital first reported a position in UPLD in Q2 2016 and has held it in 16 quarters since. The position peaked at $2.25M in Q3 2023. 28 funds tracked by Wall St. Rank hold UPLD as of Q2 2026.

RBF Capital held 42,754 shares of Upland Software worth $200K as of Q2 2026.
RBF Capital sold 1 Upland Software share in Q2 2026, an estimated $7.
Upland Software made up 0.01% of RBF Capital's portfolio in Q2 2026, its #480 holding.
RBF Capital first reported a position in Upland Software in Q2 2016 and has held it in 16 quarters since.
RBF Capital's Upland Software position peaked at $2.25M in Q3 2023.
28 funds tracked by Wall St. Rank held Upland Software as of Q2 2026.

Based on RBF Capital's 13F filing for Q2 2026, filed 14 Aug 2026.