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Savant Capital’s Upland Software UPLD Stock Holding History

Savant 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
Q1 		$8.99K Hold
1,350
– – ﹤0.01% 1499
2025
Q4 		$19.3K Hold
1,350
– – ﹤0.01% 1362
2025
Q3 		$32K Hold
1,350
– – ﹤0.01% 1302
2025
Q2 		$26.3K Hold
1,350
– – ﹤0.01% 1223
2025
Q1 		$38.6K Hold
1,350
– – ﹤0.01% 1063
2024
Q4 		$58.6K Hold
1,350
– – ﹤0.01% 1407
2024
Q3 		$33.6K Hold
1,350
– – ﹤0.01% 1377
2024
Q2 		$33.6K Buy
+1,350
New +$35.5K ﹤0.01% 1248

Other funds holding UPLD

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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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
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