Steward Partners Investment Advisory
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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
Q2 		– Sell
-2
Closed -$13 – 4867
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 $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
CastleKnight Management
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
RBF Capital
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

Steward Partners Investment Advisory's UPLD Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of Upland Software (UPLD) in Q2 2026, closing a stake of 2 shares — an estimated $13 sold.

Steward Partners Investment Advisory first reported a position in UPLD in Q4 2024 and held it in 6 quarters. The position peaked at $87 in Q4 2024. 30 funds tracked by Wall St. Rank hold UPLD as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining Upland Software position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2 Upland Software shares in Q2 2026, an estimated $13.
  • Steward Partners Investment Advisory first reported a position in Upland Software in Q4 2024 and held it in 6 quarters.
  • Steward Partners Investment Advisory's Upland Software position peaked at $87 in Q4 2024.
  • 30 funds tracked by Wall St. Rank held Upland Software as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.