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Rice Hall James & Associates’s Upland Software UPLD Stock Holding History

Rice Hall James & Associates’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 		$649K Buy
97,445
+8,075
+9% +$84.7K 0.04% 211
2025
Q4 		$1.28M Buy
89,370
+2,244
+3% +$42.8K 0.07% 191
2025
Q3 		$2.06M Sell
87,126
-9,865
-10% -$224K 0.11% 156
2025
Q2 		$1.89M Buy
96,991
+5,002
+5% +$111K 0.1% 165
2025
Q1 		$2.63M Sell
91,989
-4,473
-5% -$170K 0.15% 136
2024
Q4 		$4.19M Buy
96,462
+37,539
+64% +$1.22M 0.23% 95
2024
Q3 		$1.47M Buy
58,923
+31,565
+115% +$728K 0.08% 191
2024
Q2 		$681K Buy
27,358
+976
+4% +$25.7K 0.04% 216
2024
Q1 		$815K Sell
26,382
-12,111
-31% -$439K 0.05% 213
2023
Q4 		$1.63M Sell
38,493
-4,914
-11% -$212K 0.09% 186
2023
Q3 		$2.01M Sell
43,407
-774
-2% -$28.2K 0.13% 169
2023
Q2 		$1.59M Buy
44,181
+1,788
+4% +$61.6K 0.09% 190
2023
Q1 		$1.82M Buy
42,393
+1,685
+4% +$117K 0.1% 194
2022
Q4 		$2.9M Buy
40,708
+4,206
+12% +$313K 0.17% 140
2022
Q3 		$2.97M Buy
36,502
+33,155
+991% +$3.67M 0.17% 140
2022
Q2 		$486K Buy
3,347
+104
+3% +$15.2K 0.02% 248
2022
Q1 		$571K Buy
3,243
+100
+3% +$18.3K 0.02% 250
2021
Q4 		$564K Sell
3,143
-446
-12% -$113K 0.02% 254
2021
Q3 		$1.2M Buy
3,589
+84
+2% +$31.5K 0.04% 242
2021
Q2 		$1.44M Sell
3,505
-161
-4% -$70.8K 0.05% 239
2021
Q1 		$1.73M Buy
3,666
+1
+0% +$482 0.06% 230
2020
Q4 		$1.68M Buy
3,665
+250
+7% +$110K 0.06% 217
2020
Q3 		$1.29M Buy
3,415
+1,080
+46% +$389K 0.05% 216
2020
Q2 		$812K Buy
2,335
+32
+1% +$9.97K 0.03% 223
2020
Q1 		$618K Sell
2,303
-92
-4% -$33.3K 0.03% 228
2019
Q4 		$855K Sell
2,395
-10
-0.4% -$3.74K 0.03% 236
2019
Q3 		$838K Buy
2,405
+55
+2% +$22.8K 0.03% 232
2019
Q2 		$1.07M Buy
2,350
+120
+5% +$54.9K 0.04% 237
2019
Q1 		$944K Buy
+2,230
New +$758K 0.03% 250
2018
Q1 		– Sell
-1,255
Closed -$272K – 311
2017
Q4 		$272K Buy
+1,255
New +$276K 0.01% 288

Other funds holding UPLD

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Rice Hall James & Associates's UPLD Position: Q1 2026 in Review

Rice Hall James & Associates increased its Upland Software (UPLD) stake by 9% in Q1 2026, buying an estimated $84.7K and bringing the position to 97,445 shares worth $649K. The position accounts for 0.04% of the portfolio, ranked #211.

Rice Hall James & Associates first reported a position in UPLD in Q4 2017 and has held it in 30 quarters since. The position peaked at $4.19M in Q4 2024. 43 funds tracked by Wall St. Rank hold UPLD as of Q1 2026.

  • Rice Hall James & Associates held 97,445 shares of Upland Software worth $649K as of Q1 2026.
  • Rice Hall James & Associates bought 8,075 Upland Software shares in Q1 2026, an estimated $84.7K.
  • Upland Software made up 0.04% of Rice Hall James & Associates's portfolio in Q1 2026, its #211 holding.
  • Rice Hall James & Associates first reported a position in Upland Software in Q4 2017 and has held it in 30 quarters since.
  • Rice Hall James & Associates's Upland Software position peaked at $4.19M in Q4 2024.
  • 43 funds tracked by Wall St. Rank held Upland Software as of Q1 2026.

Based on Rice Hall James & Associates's 13F filing for Q1 2026, filed 15 May 2026.