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Round Rock Advisors’s Upland Software UPLD Stock Holding History

Round Rock 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
-9,033
Closed -$129K – 356
2025
Q4 		$129K Sell
9,033
-9,852
-52% -$188K 0.02% 324
2025
Q3 		$410K Buy
+18,885
New +$430K 0.06% 205

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

Round Rock Advisors's UPLD Position: Q1 2026 in Review

Round Rock Advisors sold out of Upland Software (UPLD) in Q1 2026, closing a stake of 9,033 shares — an estimated $129K sold.

Round Rock Advisors first reported a position in UPLD in Q3 2025 and held it in 2 quarters. The position peaked at $410K in Q3 2025. 43 funds tracked by Wall St. Rank hold UPLD as of Q1 2026.

  • Round Rock Advisors reported no remaining Upland Software position as of Q1 2026 after selling out during the quarter.
  • Round Rock Advisors sold 9,033 Upland Software shares in Q1 2026, an estimated $129K.
  • Round Rock Advisors first reported a position in Upland Software in Q3 2025 and held it in 2 quarters.
  • Round Rock Advisors's Upland Software position peaked at $410K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Upland Software as of Q1 2026.

Based on Round Rock Advisors's 13F filing for Q1 2026, filed 15 May 2026.