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Steward Partners Investment Advisory’s Upland Software UPLD Stock Holding History

Steward Partners Investment Advisory’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 		$13 Hold
2
– – ﹤0.01% 4389
2025
Q4 		$29 Hold
2
– – ﹤0.01% 4265
2025
Q3 		$47 Hold
2
– – ﹤0.01% 4215
2025
Q2 		$39 Hold
2
– – ﹤0.01% 4070
2025
Q1 		$57 Hold
2
– – ﹤0.01% 3958
2024
Q4 		$87 Buy
+2
New +$65 ﹤0.01% 3923

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

Steward Partners Investment Advisory's UPLD Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Upland Software (UPLD) position steady in Q1 2026 at 2 shares worth $13. The position accounts for ﹤0.01% of the portfolio, ranked #4389.

Steward Partners Investment Advisory first reported a position in UPLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $87 in Q4 2024. 43 funds tracked by Wall St. Rank hold UPLD as of Q1 2026.

  • Steward Partners Investment Advisory held 2 shares of Upland Software worth $13 as of Q1 2026.
  • Steward Partners Investment Advisory left its Upland Software share count unchanged in Q1 2026.
  • Upland Software made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4389 holding.
  • Steward Partners Investment Advisory first reported a position in Upland Software in Q4 2024 and has held it in 6 quarters since.
  • Steward Partners Investment Advisory's Upland Software position peaked at $87 in Q4 2024.
  • 43 funds tracked by Wall St. Rank held Upland Software as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.