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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
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 $432B AUM 30.22% 1-Year Est. Return
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

SBI Securities's UPLD Position: Q1 2026 in Review

SBI Securities held its Upland Software (UPLD) position steady in Q1 2026 at 0 shares worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #3951.

SBI Securities first reported a position in UPLD in Q2 2025 and has held it in 1 quarter since. The position peaked at $20 in Q2 2025. 43 funds tracked by Wall St. Rank hold UPLD as of Q1 2026.

  • SBI Securities held 0 shares of Upland Software worth $3 as of Q1 2026.
  • SBI Securities left its Upland Software share count unchanged in Q1 2026.
  • Upland Software made up ﹤0.01% of SBI Securities's portfolio in Q1 2026, its #3951 holding.
  • SBI Securities first reported a position in Upland Software in Q2 2025 and has held it in 1 quarter since.
  • SBI Securities's Upland Software position peaked at $20 in Q2 2025.
  • 43 funds tracked by Wall St. Rank held Upland Software as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.