Russell Investments Group
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Russell Investments Group’s Upland Software UPLD Stock Holding History

Russell Investments Group’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 		$101K Sell
21,530
-5,186
-19% -$35.9K ﹤0.01% 3447
2026
Q1 		$178K Buy
26,716
+477
+2% +$5.01K ﹤0.01% 2882
2025
Q4 		$375K Buy
26,239
+7,634
+41% +$145K ﹤0.01% 2602
2025
Q3 		$441K Buy
18,605
+15,430
+486% +$351K ﹤0.01% 2526
2025
Q2 		$61.9K Buy
3,175
+3,054
+2,524% +$67.9K ﹤0.01% 2928
2025
Q1 		$3.45K Sell
121
-16
-12% -$607 ﹤0.01% 3428
2024
Q4 		$5.92K Sell
137
-28
-17% -$909 ﹤0.01% 3246
2024
Q3 		$4.11K Sell
165
-25
-13% -$576 ﹤0.01% 3262
2024
Q2 		$4.73K Hold
190
– – ﹤0.01% 3225
2024
Q1 		$5.86K Sell
190
-3
-2% -$109 ﹤0.01% 2917
2023
Q4 		$8.14K Sell
193
-7
-4% -$303 ﹤0.01% 2847
2023
Q3 		$9.24K Hold
200
– – ﹤0.01% 3026
2023
Q2 		$7.2K Sell
200
-1,070
-84% -$36.9K ﹤0.01% 3032
2023
Q1 		$54.6K Sell
1,270
-7,662
-86% -$531K ﹤0.01% 2701
2022
Q4 		$637K Sell
8,932
-6,810
-43% -$508K ﹤0.01% 2184
2022
Q3 		$1.28M Buy
15,742
+7,987
+103% +$884K ﹤0.01% 1815
2022
Q2 		$1.13M Buy
7,755
+3,602
+87% +$526K ﹤0.01% 1902
2022
Q1 		$730K Buy
4,153
+934
+29% +$171K ﹤0.01% 2106
2021
Q4 		$577K Sell
3,219
-310
-9% -$78.8K ﹤0.01% 2392
2021
Q3 		$1.18M Sell
3,529
-108
-3% -$40.5K ﹤0.01% 2115
2021
Q2 		$1.5M Buy
3,637
+321
+10% +$141K ﹤0.01% 2092
2021
Q1 		$1.56M Buy
3,316
+1,654
+100% +$798K ﹤0.01% 2013
2020
Q4 		$762K Sell
1,662
-1,024
-38% -$451K ﹤0.01% 2244
2020
Q3 		$1.01M Hold
2,686
– – ﹤0.01% 2061
2020
Q2 		$933K Sell
2,686
-314
-10% -$97.8K ﹤0.01% 2096
2020
Q1 		$804K Sell
3,000
-3,929
-57% -$1.42M ﹤0.01% 1952
2019
Q4 		$2.47M Buy
6,929
+632
+10% +$236K ﹤0.01% 1612
2019
Q3 		$2.19M Sell
6,297
-4,089
-39% -$1.7M ﹤0.01% 1623
2019
Q2 		$4.72M Sell
10,386
-877
-8% -$402K 0.01% 1256
2019
Q1 		$4.77M Buy
11,263
+7,869
+232% +$2.68M 0.01% 1245
2018
Q4 		$923K Buy
+3,394
New +$1.02M ﹤0.01% 2007

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

Russell Investments Group's UPLD Position: Q2 2026 in Review

Russell Investments Group reduced its Upland Software (UPLD) stake by 19% in Q2 2026, selling an estimated $35.9K and leaving 21,530 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #3447.

Russell Investments Group first reported a position in UPLD in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.77M in Q1 2019. 28 funds tracked by Wall St. Rank hold UPLD as of Q2 2026.

  • Russell Investments Group held 21,530 shares of Upland Software worth $101K as of Q2 2026.
  • Russell Investments Group sold 5,186 Upland Software shares in Q2 2026, an estimated $35.9K.
  • Upland Software made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #3447 holding.
  • Russell Investments Group first reported a position in Upland Software in Q4 2018 and has held it in 31 quarters since.
  • Russell Investments Group's Upland Software position peaked at $4.77M in Q1 2019.
  • 28 funds tracked by Wall St. Rank held Upland Software as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.