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SBI Securities’s Upland Software UPLD Stock Holding History

SBI Securities’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 		$9 Buy
+2
New +$14 ﹤0.01% 3932
2026
Q1 		– Hold
0
– – – 3951
2025
Q4 		– Hold
0
– – – 3923
2025
Q3 		– Sell
-1
Closed -$23 – 4053
2025
Q2 		$20 Buy
+1
New +$22 ﹤0.01% 3918

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

SBI Securities's UPLD Position: Q2 2026 in Review

SBI Securities opened a new position in Upland Software (UPLD) in Q2 2026: 2 shares worth $9. The stake represents ﹤0.01% of the portfolio and ranks #3932 among its holdings. This is a return to the name: SBI Securities previously reported a position in UPLD as recently as Q2 2025.

SBI Securities first reported a position in UPLD in Q2 2025 and has held it in 2 quarters since. The position peaked at $20 in Q2 2025. 28 funds tracked by Wall St. Rank hold UPLD as of Q2 2026.

  • SBI Securities held 2 shares of Upland Software worth $9 as of Q2 2026.
  • Upland Software was a new SBI Securities position in Q2 2026.
  • Upland Software made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3932 holding.
  • SBI Securities first reported a position in Upland Software in Q2 2025 and has held it in 2 quarters since.
  • SBI Securities's Upland Software position peaked at $20 in Q2 2025.
  • 28 funds tracked by Wall St. Rank held Upland Software as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.