Rice Hall James & Associates’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $472K | Buy |
101,143
+3,698
| +4% | +$25.6K | 0.02% | 223 |
|
|
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
CM
RC
Rice Hall James & Associates's UPLD Position: Q2 2026 in Review
Rice Hall James & Associates increased its Upland Software (UPLD) stake by 3.8% in Q2 2026, buying an estimated $25.6K and bringing the position to 101,143 shares worth $472K. The position accounts for 0.02% of the portfolio, ranked #223.
Rice Hall James & Associates first reported a position in UPLD in Q4 2017 and has held it in 31 quarters since. The position peaked at $4.19M in Q4 2024. 28 funds tracked by Wall St. Rank hold UPLD as of Q2 2026.
- Rice Hall James & Associates held 101,143 shares of Upland Software worth $472K as of Q2 2026.
- Rice Hall James & Associates bought 3,698 Upland Software shares in Q2 2026, an estimated $25.6K.
- Upland Software made up 0.02% of Rice Hall James & Associates's portfolio in Q2 2026, its #223 holding.
- Rice Hall James & Associates first reported a position in Upland Software in Q4 2017 and has held it in 31 quarters since.
- Rice Hall James & Associates's Upland Software position peaked at $4.19M in Q4 2024.
- 28 funds tracked by Wall St. Rank held Upland Software as of Q2 2026.
Based on Rice Hall James & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.