Steel Grove Capital Advisors’s Upland Software UPLD Stock Holding History

Steel Grove Capital Advisors’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	$9.6K	Hold	1,441	–	–	﹤0.01%	220
2025 Q4	$20.6K	Hold	1,441	–	–	﹤0.01%	202
2025 Q3	$28.1K	Hold	1,441	–	–	﹤0.01%	182
2025 Q2	$28.1K	Hold	1,441	–	–	﹤0.01%	178
2025 Q1	$41.2K	Hold	1,441	–	–	0.01%	166
2024 Q4	$62.5K	Hold	1,441	–	–	0.01%	183
2024 Q3	$36.7K	Buy	+1,441	New	+$33.2K	0.01%	177
2024 Q2	–	Sell	-1,441	Closed	-$44.5K	–	217
2024 Q1	$44.5K	Hold	1,441	–	–	0.01%	216
2023 Q4	$61K	Hold	1,441	–	–	0.01%	191
2023 Q3	$66.6K	Hold	1,441	–	–	0.01%	193
2023 Q2	$51.9K	Hold	1,441	–	–	0.01%	195
2023 Q1	$62K	Hold	1,441	–	–	0.01%	185
2022 Q4	$103K	Hold	1,441	–	–	0.01%	174
2022 Q3	$117K	Hold	1,441	–	–	0.02%	149
2022 Q2	$209K	Hold	1,441	–	–	0.04%	135
2022 Q1	$254K	Hold	1,441	–	–	0.04%	134
2021 Q4	$259K	Hold	1,441	–	–	0.05%	125
2021 Q3	$482K	Hold	1,441	–	–	0.11%	95
2021 Q2	$593K	Hold	1,441	–	–	0.16%	84
2021 Q1	$680K	Hold	1,441	–	–	0.22%	79
2020 Q4	$661K	Hold	1,441	–	–	0.22%	83
2020 Q3	$543K	Hold	1,441	–	–	0.22%	76
2020 Q2	$501K	Sell	1,441 -100	-6%	-$31.2K	0.22%	78
2020 Q1	$413K	Buy	1,541 +100	+7%	+$36.2K	0.27%	69
2019 Q4	$515K	Hold	1,441	–	–	0.29%	85
2019 Q3	$502K	Hold	1,441	–	–	0.3%	83
2019 Q2	$656K	Hold	1,441	–	–	0.41%	73
2019 Q1	$610K	Sell	1,441 -1,050	-42%	-$357K	0.4%	75
2018 Q4	$677K	Sell	2,491 -500	-17%	-$150K	0.1%	171
2018 Q3	$966K	Hold	2,991	–	–	0.14%	137
2018 Q2	$1.03M	Hold	2,991	–	–	0.17%	123
2018 Q1	$861K	Sell	2,991 -500	-14%	-$123K	0.14%	147
2017 Q4	$756K	Sell	3,491 -500	-13%	-$110K	0.11%	159
2017 Q3	$845K	Hold	3,991	–	–	0.15%	123
2017 Q2	$878K	Hold	3,991	–	–	0.16%	124
2017 Q1	$634K	Sell	3,991 -2,500	-39%	-$303K	0.11%	143
2016 Q4	$581K	Hold	6,491	–	–	0.12%	137
2016 Q3	$572K	Sell	6,491 -2,200	-25%	-$185K	0.13%	104
2016 Q2	$662K	Hold	8,691	–	–	0.16%	86
2016 Q1	$597K	Hold	8,691	–	–	0.15%	86
2015 Q4	$613K	Hold	8,691	–	–	0.15%	105
2015 Q3	$687K	Hold	8,691	–	–	0.17%	89
2015 Q2	$801K	Buy	+8,691	New	+$642K	0.18%	81