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 Q3	$25	Buy	7 +5	+250%	+$22	﹤0.01%	3884
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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

SBI Securities's UPLD Position: Q3 2026 in Review

SBI Securities increased its Upland Software (UPLD) stake by 250% in Q3 2026, buying an estimated $22 and bringing the position to 7 shares worth $25. The position accounts for ﹤0.01% of the portfolio, ranked #3884.

SBI Securities first reported a position in UPLD in Q2 2025 and has held it in 3 quarters since. 2 funds tracked by Wall St. Rank hold UPLD as of Q3 2026.

SBI Securities held 7 shares of Upland Software worth $25 as of Q3 2026.
SBI Securities bought 5 Upland Software shares in Q3 2026, an estimated $22.
Upland Software made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #3884 holding.
SBI Securities first reported a position in Upland Software in Q2 2025 and has held it in 3 quarters since.
2 funds tracked by Wall St. Rank held Upland Software as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.